feat: add customer management tools

[david-colombo]

Add customer management tools

Adds coverage for Plane's customers resource, which the server previously had no tools for. Implemented as a new plane_mcp/tools/customers.py module following the existing register_*_tools(mcp) pattern and using the plane-sdk client the same way the other tool modules do.

What's included

Customers (client.customers)

• list_customers, create_customer, retrieve_customer, update_customer, delete_customer

Customer properties (workspace-level custom fields, client.customers.properties)

• list_customer_properties, create_customer_property, retrieve_customer_property, update_customer_property, delete_customer_property
• Reuses the existing TextAttributeSettings / DateAttributeSettings handling for TEXT/DATETIME types and relation_type for RELATION, matching work_item_properties.py.

Customer requests (per-customer, carry work_item_ids, client.customers.requests)

• list_customer_requests, create_customer_request, retrieve_customer_request, update_customer_request, delete_customer_request

Wiring & tests

• Registered register_customer_tools in plane_mcp/tools/__init__.py.
• Added a full customer-lifecycle integration test (test_customer_integration) matching the style in tests/test_integration.py: create, retrieve, update, and list a customer; create/list/update/delete a customer property; create a project and work item, then create/list/retrieve/update/delete a customer request that references the work item; full teardown.
• Added all 15 new tools to the EXPECTED_TOOLS availability check.

Verification

• ruff check and ruff format pass on the new code.
• Full tool set imports and registers cleanly; the offline suites (test_stateless_http, test_oauth_security, test_aws_secrets), which build the server with all tools registered, pass.
• The live integration tests require a Plane instance (.env.test.local).

Follow-up needing direction: customer to work-item link/unlink

Plane's REST API exposes dedicated customer work-item endpoints:

• POST /customers/{id}/work-items (link)
• GET /customers/{id}/work-items (list)
• DELETE /customers/{id}/work-items/{work-item-id} (unlink)

However, plane-sdk has no typed methods for these (confirmed absent in the pinned 0.2.19 and on the SDK's main). Every tool in this repo calls a typed SDK method and returns a Pydantic model, so these three are deliberately left out of this PR rather than reaching into the client's raw HTTP layer and returning untyped JSON. Work items can currently be associated through a customer request's work_item_ids.

Options for a follow-up:

1. Add the link/unlink/list tools via the SDK client's HTTP layer (returning raw JSON) as an interim measure.
2. Wait for plane-sdk to expose typed methods, then add them in the standard pattern.
3. Upstream the endpoints to plane-sdk first, then wire them here.

Summary by CodeRabbit

• New Features

  • Added customer management tools, including create, retrieve, update, delete, and list operations.
  • Added customer property management with support for property types, relationships, and settings.
  • Added customer request management linked to work items.
  • Customer lists and related records now return API results consistently.

• Bug Fixes

  • Prevented customer property updates that provide settings without a property type.

[coderabbitai]

No actionable comments were generated in the recent review. 🎉

ℹ️ Recent review info

⚙️ Run configuration

Configuration used: defaults

Review profile: CHILL

Plan: Pro

Run ID: 8a8101ec-8ac1-4f72-8a5c-be1363ee3d3f

📥 Commits

Reviewing files that changed from the base of the PR and between dbc960e and ac3af0d.

📒 Files selected for processing (2)

• plane_mcp/tools/customers.py
• tests/test_integration.py

🚧 Files skipped from review as they are similar to previous changes (2)

• plane_mcp/tools/customers.py
• tests/test_integration.py

---

📝 Walkthrough

Walkthrough

Adds MCP tools for customer, customer-property, and customer-request CRUD operations, registers them with the server, normalizes property inputs, and adds end-to-end integration coverage.

Changes

Customer MCP tools

Layer / File(s)	Summary
Register customer CRUD tools plane_mcp/tools/__init__.py, plane_mcp/tools/customers.py	Registers customer tools and delegates customer CRUD operations through the shared Plane client context.
Normalize customer properties plane_mcp/tools/customers.py	Adds customer-property CRUD tools with enum, relation, and settings normalization, including validation for settings-only updates.
Manage customer requests plane_mcp/tools/customers.py	Adds customer-request CRUD tools scoped to individual customers and delegated to the customer requests API.
Exercise customer lifecycle tests/test_integration.py	Adds tool-availability and end-to-end coverage for customers, properties, requests, projects, and work items, with teardown.

Estimated code review effort: 3 (Moderate) | ~20 minutes

Sequence Diagram(s)

sequenceDiagram
  participant IntegrationTest
  participant MCPServer
  participant PlaneAPI
  IntegrationTest->>MCPServer: invoke customer and property tools
  MCPServer->>PlaneAPI: create, retrieve, update, and list resources
  PlaneAPI-->>MCPServer: return resource results
  MCPServer-->>IntegrationTest: return tool results
  IntegrationTest->>MCPServer: invoke request tools and teardown
  MCPServer->>PlaneAPI: create, update, list, and delete related resources

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🚥 Pre-merge checks | ✅ 5

✅ Passed checks (5 passed)

Check name	Status	Explanation
Description Check	✅ Passed	Check skipped - CodeRabbit’s high-level summary is enabled.
Title check	✅ Passed	The title clearly matches the main change: adding customer management tools and related MCP coverage.
Docstring Coverage	✅ Passed	No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Linked Issues check	✅ Passed	Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check	✅ Passed	Check skipped because no linked issues were found for this pull request.

✨ Finishing Touches

🧪 Generate unit tests (beta)

• Create PR with unit tests

---

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[coderabbitai]

Actionable comments posted: 3

🤖 Prompt for all review comments with AI agents

Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@plane_mcp/tools/customers.py`:
- Around line 327-342: Update the customer property update flow around
processed_settings and UpdateCustomerProperty so settings-only updates cannot be
silently discarded: require property_type when settings is supplied, or resolve
the existing property type before constructing the update payload. Preserve the
existing TEXT and DATETIME settings conversion through TextAttributeSettings and
DateAttributeSettings.

In `@tests/test_integration.py`:
- Line 468: Make the integration test teardown around the Client context
failure-safe: initialize all resource ID variables before setup, then move
cleanup into a finally block and delete resources independently in reverse
dependency order, ensuring one deletion exception does not prevent subsequent
cleanup. Preserve the existing setup and test behavior while covering customers,
workspace properties, projects, and work items.
- Around line 525-530: Update the integration test’s update_customer_property
calls to capture each tool result and assert that the response contains the
expected updated property fields, including the new display_name. Apply the same
result extraction and field assertions to the additional update covered by the
comment, rather than only relying on the calls completing without errors.

🪄 Autofix (Beta)

Fix all unresolved CodeRabbit comments on this PR:

• Push a commit to this branch (recommended)
• Create a new PR with the fixes

---

ℹ️ Review info

⚙️ Run configuration

Configuration used: defaults

Review profile: CHILL

Plan: Pro

Run ID: 87e51cdd-41a6-42d4-90b2-e105495b5bba

📥 Commits

Reviewing files that changed from the base of the PR and between b0fb136 and dbc960e.

📒 Files selected for processing (3)

• plane_mcp/tools/__init__.py
• plane_mcp/tools/customers.py
• tests/test_integration.py

[akhil-vamshi-konam]

Thanks @david-colombo! We built on this in #177, which adds work item links, property values, and pagination support — closing this in favor of that PR.