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PM Toolkit

PM Toolkit

aaronkwhite

|
6 installs
| (0) | Free
Visual markdown editor, kanban boards, and file viewers — right where you code.
Installation
Launch VS Code Quick Open (Ctrl+P), paste the following command, and press enter.
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PM Toolkit

Latest Release License: MIT Changelog Website

Free Forever. No trial period. No yearly fee. No read-only mode. Every save is validated to protect your files.

Your docs. Your editor. Visual markdown, kanban boards, and file viewers — right where you code.

Write specs with Cursor's agent, then polish them visually. Keep planning docs, task boards, and reference files next to your code. Everything stays in plain text — portable, version-controlled, and yours.

Support the project

If PM Toolkit saves you time, consider buying me a coffee. Your support helps keep this project maintained and free for everyone.

Buy A-A-Ron a Coffee

Everything you need

No more preview tabs

Type / for slash commands. Select text for instant formatting. Drag in images. It just works.

  • Slash commands — Type / to insert headings, lists, tables, code blocks, images, diagrams, links, and templates
  • Bubble menu — Select any text for a floating toolbar with formatting and block type controls
  • Block handles — Drag any block to reorder it, or click + to insert new content
  • Document outline — Collapsible heading sidebar for navigating long documents
  • Images — Paste, drag and drop, or browse. Resize with handles, align with the popover toolbar, add captions
  • Tables — Visual editing with drag-to-reorder rows and columns, right-click context menus, and auto-expanding add bars
  • Mermaid diagrams — Flowcharts, sequence diagrams, and more render inline with fit-to-view
  • Templates — Create reusable document templates and insert them via / commands
  • Task lists — Interactive checkboxes that save to standard markdown syntax
  • Smart navigation — Arrow keys and Cmd+Enter move through code blocks and tables naturally

Tasks without context switching

Drag cards between columns. Your board stays as plain markdown — portable, version-controlled, yours.

  • Drag and drop — Move cards between columns
  • Card details — Click to expand and edit with full formatting
  • Image support — Paste images directly into cards
  • Auto-complete columns — Cards automatically mark as done when moved
  • Thumbnails — See image previews on cards

Create a .kanban file or right-click any .md file and select "Open as Kanban Board."

View docs without leaving Cursor

PDF, Word, Excel, CSV — open them right in your editor. No more jumping to Finder.

  • PDF — Page navigation, zoom, rotation
  • Word (.docx) — View documents with formatting preserved
  • Excel (.xlsx) — Browse spreadsheets with sheet tabs
  • CSV/TSV — Sortable tables with auto-detected delimiters

Installation

Visit the website →

From Cursor Marketplace

Search for "PM Toolkit" in the Extensions view (Cmd+Shift+X / Ctrl+Shift+X).

Getting Started

Markdown Editing

  1. Open any .md file
  2. Start typing—formatting appears as you write
  3. Type / at the start of a line to see available blocks

Keyboard shortcuts:

  • Cmd/Ctrl + B — Bold
  • Cmd/Ctrl + I — Italic
  • Cmd/Ctrl + K — Insert link
  • Cmd/Ctrl + Z — Undo
  • Cmd/Ctrl + Shift + Z — Redo
  • Cmd/Ctrl + Enter — Exit code block or table (insert paragraph below)
  • Tab / Shift+Tab — Navigate table cells (Tab in last cell exits table)
  • Arrow Up — Exit code block from top
  • Arrow Down — Exit code block from bottom

Kanban Boards

Create a new file with the .kanban extension:

## To Do

- [ ] First task
- [ ] Second task
  Additional notes go here

## In Progress

- [ ] Working on this

## Done [auto-complete]

- [x] Completed task

Cards are standard markdown checkboxes. Columns are ## headings. Add [auto-complete] to a column name to automatically check off cards moved there.

Mermaid Diagrams

Insert diagrams using the /mermaid slash command or write them directly:

```mermaid
graph TD
    A[Start] --> B{Decision}
    B -->|Yes| C[Done]
    B -->|No| D[Try Again]
    D --> B
```

Hover over a diagram to see controls for editing or switching between scroll and fit modes.

Templates

Create reusable document templates that appear in the slash command menu.

  1. Create a folder with your template .md files
  2. Run PM Toolkit: Set Template Folder from the Command Palette (Cmd/Ctrl + Shift + P)
  3. Select your templates folder
  4. Type / in any document to see your templates listed

Templates are regular markdown files. The filename becomes the template name in the menu.

Configuration

Access settings via the PM Toolkit Settings command (from the editor ... menu or Command Palette), or through Code → Settings → Extensions → PM Toolkit.

Setting Description Default
pmtoolkit.editorFontSize Font size for the editor and kanban board (10-24px) 14
pmtoolkit.templateFolder Path to folder containing template markdown files —
pmtoolkit.templateWatchEnabled Auto-reload templates when folder contents change true
pmtoolkit.kanbanDefaultColumns Comma-separated list of columns for new boards Backlog, In Progress, Done
pmtoolkit.kanbanShowThumbnails Show image thumbnails on kanban cards true
pmtoolkit.kanbanSaveDelay Delay before saving kanban changes (50-2000ms) 150
pmtoolkit.imageAssetsPath Directory where uploaded images are saved (relative to the document) assets

Built With

PM Toolkit is built on solid open-source foundations:

Library Purpose License
Tiptap Rich text editor framework MIT
ProseMirror Editor toolkit (powers Tiptap) MIT
dnd-kit Drag and drop MIT
Mermaid Diagrams from text MIT
Lucide Icons ISC
PDF.js PDF rendering Apache 2.0
Mammoth Word document conversion BSD-2
SheetJS Excel parsing Apache 2.0
Papa Parse CSV parsing MIT

Contributing

Contributions are welcome! Please:

  1. Check existing issues before opening a new one
  2. For bugs, include steps to reproduce and your environment details
  3. For features, describe the use case and why it would help

Development Setup

# Clone the repository
git clone https://github.com/aaronkwhite/pm-toolkit.git
cd pm-toolkit

# Install dependencies
npm install

# Start development (watches for changes)
npm run watch

# In Cursor: Press F5 to launch Extension Development Host

Running Tests

# Run all e2e tests
npm run test:e2e

# Run tests with UI
npm run test:e2e:ui

Support

  • Bug reports — Open an issue
  • Feature requests — Open an issue
  • Questions — Start a discussion

License

PM Toolkit is Free Forever! No read-only modes, no purchasing a license, pure unadulterated rich editing in your IDE.

  • No trial period
  • No yearly fee
  • No read-only mode

MIT — see LICENSE for details.


Made for people who live in their editor.

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