Releases and milestones

Index of the releases section: how releases work, shipping a release, release this epic, freezes, setting up from CI, sending test results, and the gates reference.

ezmodo CLI and MCP Overview

How AI agents connect to ezmodo over MCP — the Claude Code plugin, the remote connector, and the npx config for other clients — plus what the CLI is still for and the deprecated ezmodo mcp install route.

Using ezmodo Overview

Index for the Using ezmodo section — links to the day-to-day guides for projects, tasks, epics, milestones, sprints, goals, workspaces, documents, AI, and features.

Plans Overview

At-a-glance overview of ezmodo's personal and team plans: pricing, limits, AI credits, what's included where, and how to choose.

Getting Started

Index page for the Getting Started section, linking to the three foundational docs for new users.

Help Center

Main index for the EzModo Help Center. Introduces the product and links to the four help sections: Getting Started, Using EzModo, CLI & MCP, and Billing & Plans.

How releases work

The pieces of a release and how they fit: milestones vs epics vs features, milestone vs candidate vs parent milestone, parent milestones, rejected-before-ship vs broken-after-ship, how an epic joins a milestone, deliverables, releases, candidates, environments and routes, the checklist, gates and enforcement, readiness, waivers, sign-off, promotion from the release page (including idempotent re-promotion and CI-reported deployments), holding CI deploys, release contents, and when in-review work completes.

Install the Claude Code Plugin

Install ezmodo into Claude Code with one /plugin install, then sign in by clicking a link — no API key, no config file, no CLI. The plugin bundles the MCP server, the work-tracking skills, five slash commands and two reminder hooks.

Welcome to ezmodo

An introduction to EzModo: what it is, who it is for, and the core concepts — workspaces, projects, epics, tasks, features, milestones, goals and tags — with pointers to the deeper guides.

Choosing the Right Plan

Pick the right ezmodo plan: personal versus team, what each tier is actually for, AI credits, when to upgrade, and common scenarios.

Projects

How projects work in EzModo: creating and configuring them, sequential numbering, simple versus full mode, where a product's code paths and screens live, project settings, and archiving.

Ezmodo Documentation

Shipping a release

The how-to for shipping: setting up environments and the release process, releasing step by step from the release page (opened from the milestone's release status), per-build steps, release notes and store text, testing a build, release settings and step-owner notifications, shipping several deliverables, Release this epic and freezes, the CLI, and troubleshooting.

Project types

What a project's type changes: the words ezmodo uses for epics, tasks and their statuses, and which features (Catalogs, Testing, Designs) the project shows. Includes the per-type feature matrix and the other switches — Simple mode, plan, public visibility — that also hide features.

Using EzModo with Other Coding Agents

Connect EzModo to Cursor, Windsurf, Zed, Codex or any other MCP client with one config block and a browser sign-in. Covers what is and isn't lost compared with Claude Code, and where each client keeps its config.

Tasks

How tasks work in EzModo: fields, statuses, task types, assignment to people or AI agents, dependencies, steps, sprint scheduling, and how a task connects to the features its code belongs to.

Quick Start Guide

Step-by-step guide to get new users running in under five minutes: account, view preference, project, tasks, connecting your AI agent, navigation, and team invites.

Setting up releases from CI

End-to-end CI setup: one API key with write:releases and write:testing, kept as a GitHub environment secret limited to main; the production approval on its own reviewers-only environment (production-approval) so the release gate runs after the approval, right before the deploy (a job waits for approval when it starts, so a gate before it answers stale); JSON bodies sent base64-encoded in a payloadBase64 envelope; job order (report, upload, approve, gate, deploy); copy-paste reusable GitHub Actions workflows for the gate and deployment reports (including status waiting with awaiting/note); a hold-off-first rollout; the gate response; GitLab, Jenkins, shell and CLI equivalents.

Connect Claude to ezmodo

Add EzModo as a custom connector in Claude — works on claude.ai, Claude Desktop, iOS and Android with no install. Covers the OAuth sign-in, the client ID step Keycloak currently requires, the three consent scopes, and how the connector's tool surface differs from the local one.

Understanding ezmodo Concepts

Comprehensive guide to ezmodo's core concepts: workspaces, goals, features and the code paths they own, designs, catalogs, projects and project types, milestones, epics, tasks, sprints, test suites and cases, documents, folders, tags, teams, and roles. Written in plain language, including the noun/verb split between features and work.

Plan Limits and Usage

What counts against each limit — AI credits versus agent writes — how seat billing works, what happens at a limit, and where to see usage.

Epics

Guide to epics: deliverable-shaped containers for related tasks, with statuses, automatic progress, breaking work down with your own agent, and alignment to goals through milestones.

Sending test results from CI

Reference for uploading CI test results: the key, the upload fields and formats (JUnit, xUnit, JSON), matching results to cases by external key, filling an open run, duplicates, the response, and uploading from the CLI or an AI agent.

What You Can Do With ezmodo MCP

Tour of the ezmodo MCP tool catalog: the 119 tools by category (including the public tracker), example prompts, multi-project handling, permissions and plan limits, and the actions that reach people outside your organization.

Managing Your Subscription

Day-to-day subscription management: trials, upgrades and downgrades, billing intervals, payment methods, invoices, seats, cancellation, and subscription states.

Milestones

Guide to milestones — release boundaries with target dates, freezes, release tracking, changelogs, and goal alignment.

Gates reference

Every release gate type with its settings and what it checks, which gates can reject a build, the recommended gate set, enforcement and readiness rules, and troubleshooting for CI calls (401, 403 JSON vs HTML and the base64 body envelope, unknown deliverable, 400, environment names, test runs that don't count, pending gates).

Sprints

Guide to sprints and the Board: calculated time boxes, the cross-project task wall at /{orgSlug}/board, points, capacity, closing a sprint, and velocity.

Authentication and API Keys

How CLI authentication works — browser OAuth by default, API keys for CI and headless use, where credentials are stored, and how to rotate or revoke them.

Release this epic

Ship one epic on its own in one step: Release this epic creates a milestone for the version, adds the epic and the first candidate; the suggested version, epics already in a milestone, the manage_epic action, and troubleshooting.

Goals

Guide to workspace-level goals: outcome-shaped strategic objectives that track progress through linked milestones, with key results and sub-goals.

Troubleshooting CLI and MCP

Field guide for ezmodo MCP and CLI problems, organised by setup: the Claude Code plugin, the remote connector, any MCP client, the CLI itself, and legacy ezmodo mcp install configs.

Freezes

Freezing a project to one milestone while it ships: the four freeze types (Milestone Freeze, Stabilization, Testing Only, Full Freeze), that only starting work is checked, what counts as inside the milestone, freezing and lifting from the release page's Freeze phase or MCP, and troubleshooting.

Workspaces, Teams and Roles

Guide to workspaces (organizations), teams, member invitations, and the five built-in roles, plus project-level access control.

Install the CLI

Install the EzModo CLI on macOS, Linux, or Windows — quick install, version-pinned install, manual install, verification, upgrade, and uninstall.

Documents and Knowledge Base

Guide to the per-project knowledge base: creating documents, folders and index pages, diagrams, sharing, version history, and how documents feed AI context.

Set Up MCP for Claude Desktop

Connect Claude Desktop to ezmodo: the remote connector (recommended), a local npx server for the local-machine tools, and the legacy ezmodo mcp install route.

AI in ezmodo

How AI works in ezmodo after bring-your-own-agent: connect your own agent (plugin, connector, other MCP clients), what ezmodo's own AI still does ("How it works" summaries and replay report narratives), and AI credits per plan.

Set Up MCP for Claude Code

Connect Claude Code to ezmodo with the plugin, and move an old ezmodo mcp install --claude-code setup over to it.

Features and the Capability Map

Features: durable product capabilities that link to work and own code paths. Covers the feature/epic distinction, the 'is this a feature?' test, creating, scope across projects, nesting, status, linking work, code paths, grounded 'How it works' summaries, the wider capability map with plan gating, and troubleshooting.