PM Toolkit

Free Forever. No trial period. No yearly fee. No read-only mode. Just pure, unadulterated rich editing in your IDE.

Obsidian-like editing experience for Cursor. WYSIWYG markdown, kanban boards, and file viewers—built for product managers and teams who work alongside AI.

Draft 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.

• WYSIWYG Markdown — Slash commands, templates, tables, Mermaid diagrams
• Kanban Boards — Drag-and-drop task management backed by markdown
• File Viewers — PDF, Word, Excel, CSV without leaving your editor

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.

🚀 Features

✍️ WYSIWYG Markdown Editor

Edit markdown files visually. What you see is what you get—no more switching between raw text and preview.

• Slash commands — Type / to insert headings, lists, tables, code blocks, and more
• Templates — Create reusable templates and insert them via / commands
• Rich formatting — Bold, italic, links with familiar keyboard shortcuts
• Image support — Paste images from clipboard or drag and drop into your document
• Tables — Create and edit tables visually with Tab/Shift+Tab navigation
• Task lists — Interactive checkboxes that save to standard markdown
• Mermaid diagrams — Flowcharts, sequence diagrams, and more render inline
• Smart navigation — Escape code blocks and tables with arrow keys or Cmd+Enter

📋 Kanban Boards

Turn any markdown file into a visual task board. Your data stays in plain text—always portable, always 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."

📄 File Viewers

View common file types without leaving your editor:

• 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 + 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.

Built With

PM Toolkit is built on solid open-source foundations:

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.