1. Acceptance of Terms
These Terms and Conditions (“Terms”) constitute a legally binding agreement between you (“you,” “your,” or “Customer”) and Dragon Planner LLC, an Iowa limited liability company (“Dragon Planner,” “we,” “us,” or “our”). By creating an account, accessing, or using the Dragon Planner platform (the “Service”), you agree to be bound by these Terms.
If you are using the Service on behalf of an organization, you represent and warrant that you have the authority to bind that organization to these Terms, and “you” refers to that organization.
If you do not agree to these Terms, you may not access or use the Service. We reserve the right to update these Terms at any time. We will notify you of material changes by email or through the Service. Your continued use of the Service after such notification constitutes acceptance of the updated Terms.
2. Description of Service
Dragon Planner is a project management platform for software teams. The Service provides a structured work item hierarchy (Initiatives, Epics, Stories, Tasks, Bugs, and Subtasks), sprint and program increment planning, dependency tracking, and integration with AI assistants through the Model Context Protocol (“MCP”).
The Service is provided as a cloud-hosted, multi-tenant software-as-a-service (“SaaS”) application accessible at dragonplanner.com.
3. Account Registration and Security
To use the Service, you must create an account. You agree to provide accurate, current, and complete information during registration and to update such information as necessary. You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account.
Authentication is handled through a third-party identity provider (currently WorkOS AuthKit). You are responsible for the security of any credentials, tokens, or access methods used to authenticate with the Service, including through MCP connections.
You must notify us immediately at [email protected] if you become aware of any unauthorized use of your account or any other security breach.
4. Seat Types and Access
Dragon Planner uses two seat types across all plans:
- Builder Seats: Full access to the Service, including MCP integration for AI-assisted workflows, all developer tooling, and the web application.
- Collaborator Seats: Web-only access to Dragon Planner for project managers, product owners, and stakeholders. Collaborator seats may create, edit, and assign work items, view dashboards, and manage sprints. Collaborator seats do not include MCP access.
The number of seats available to you is determined by your subscription plan. You may not exceed the seat limits of your plan. Each seat corresponds to a single named individual; seats may not be shared concurrently by multiple users.
5. Subscription Plans, Pricing, and Billing
5.1 Plans
Dragon Planner offers four subscription tiers: Free, Starter, Pro, and Max. Each plan has defined limits on builder seats, collaborator seats, workspaces, projects, MCP connections, and MCP tool call rates. Current plan details and pricing are available at dragonplanner.com/pricing.
5.2 Billing
Paid plans are billed in advance on a monthly or annual basis, depending on your selection. Annual billing is available at a discounted rate. All prices are quoted in United States Dollars (USD).
5.3 Plan Changes
You may upgrade or downgrade your plan or adjust seat quantities at any time. Upgrades take effect immediately, and you will be charged a prorated amount for the remainder of your current billing period at the new plan rate. Downgrades and seat reductions take effect at the end of your current billing period—you will retain access to your current plan features until that period expires. No credits or refunds are issued for downgrades.
5.4 Cancellation
You may cancel your subscription at any time. Upon cancellation, your access to the Service will continue through the end of your current paid billing period. No refunds or credits will be issued for the remaining portion of a billing period after cancellation. When the billing period ends, your account will be downgraded to the Free plan or deactivated, at our discretion.
5.5 Refund Policy
As a general policy, fees paid are non-refundable. Downgrades take effect at the end of the current billing period (see Section 5.3) and cancellations allow continued access through the end of the billing period (see Section 5.4), so no credits or refunds are issued. We reserve the right to issue refunds or credits at our sole discretion in exceptional circumstances.
5.6 Payment Failure
If payment fails, we will make reasonable attempts to notify you. If payment is not resolved within fourteen (14) days, we may suspend or downgrade your account. We are not liable for any loss of data or access resulting from payment failure.
5.7 Taxes
All fees are exclusive of taxes. You are responsible for all applicable taxes, duties, and levies imposed by any taxing authority with respect to the Service, excluding taxes based on Dragon Planner’s net income.
6. License and Restrictions
6.1 License Grant
Subject to these Terms and your payment of applicable fees, we grant you a limited, non-exclusive, non-transferable, non-sublicensable, revocable license to access and use the Service during your subscription term, solely for your internal business purposes.
6.2 Restrictions
You agree not to:
- Copy, modify, adapt, or create derivative works of the Service or any part thereof.
- Reverse engineer, disassemble, decompile, or otherwise attempt to derive the source code of the Service.
- Sell, resell, sublicense, rent, lease, or distribute the Service or access thereto to any third party.
- Use the Service to build a competing product or service.
- Circumvent or attempt to circumvent any rate limits, connection limits, or other plan-based restrictions.
- Use automated means (other than authorized MCP connections) to access or scrape the Service.
- Use the Service in any manner that violates applicable law or regulation.
- Introduce malicious code, viruses, or any other harmful technology to or through the Service.
7. MCP Integration and AI-Assisted Workflows
7.1 How MCP Works
Dragon Planner exposes its functionality to AI assistants (such as Claude by Anthropic) through the Model Context Protocol (MCP). MCP connections run on your local machine or environment. Through MCP, an AI assistant can create and manage work items, query sprint data, and perform other actions within Dragon Planner on your behalf.
7.2 User Responsibility for AI Actions
You are fully responsible for all actions taken through MCP connections on your account, whether initiated by you directly or by an AI assistant acting on your behalf. Dragon Planner treats MCP requests the same as any other authenticated API request. You should review and supervise the actions your AI assistant takes within the Service.
7.3 Rate and Connection Limits
MCP connections and tool call rates are governed by your subscription plan. If you exceed your plan’s limits, requests may be throttled or rejected. Attempting to circumvent these limits is a violation of these Terms.
7.4 Cross-Tool Orchestration
Your AI assistant may connect to multiple MCP servers simultaneously (for example, Dragon Planner’s MCP server and another project management tool’s MCP server). Any orchestration between these tools occurs on your machine, through your AI assistant. Dragon Planner does not communicate with, connect to, or transfer data to any external project management system. Dragon Planner may store a plain text reference key (such as a project item number) on a work item for your convenience. This is a user-provided string with no integration or synchronization behind it.
8. Your Data
8.1 Ownership
You retain all rights, title, and interest in and to the data you submit to the Service (“Customer Data”), including work items, comments, attachments, and any other content you create or upload. Dragon Planner does not claim ownership of Customer Data.
8.2 License to Us
By submitting Customer Data to the Service, you grant us a limited, non-exclusive, worldwide license to store, process, display, and transmit Customer Data solely as necessary to provide, maintain, and improve the Service. This license terminates when you delete your Customer Data or your account is terminated.
8.3 Data Portability
You may export your Customer Data at any time through the Service’s available export functionality or by contacting [email protected]. Upon termination of your account, we will make your Customer Data available for export for a period of thirty (30) days, after which we may delete it.
8.4 Aggregated and Anonymized Data
We may create aggregated, anonymized, or de-identified data derived from Customer Data or your use of the Service (“Aggregated Data”). Aggregated Data does not identify you or any individual user. We may use Aggregated Data for any lawful business purpose, including analytics, benchmarking, and improving the Service.
9. Privacy and Data Protection
9.1 No Sale of Data
Dragon Planner does not sell, rent, or trade your personal information or Customer Data to third parties. We will never monetize your data through advertising or data brokerage. This is a foundational principle of our business.
9.2 Third-Party Service Providers
To provide the Service, your data may be processed by third-party infrastructure and service providers. As of the effective date of these Terms, these include:
- Hetzner: Cloud hosting infrastructure.
- Cloudflare: Content delivery, DDoS protection, and TLS termination.
- Resend: Transactional email delivery.
- WorkOS: Authentication and identity management.
- Stripe: Payment processing. Dragon Planner does not store your full payment card details.
These providers are used solely for operational purposes. We require that our service providers maintain appropriate security measures and process your data only as necessary to provide their services to us. We may update this list of providers as our infrastructure evolves, and material changes will be reflected in updates to these Terms or our Privacy Policy.
9.3 Data Collection
We collect information necessary to provide the Service, including account information (name, email address), Customer Data (work items, project data), and usage data (feature usage, MCP tool call logs, error logs). We use this information to operate, maintain, and improve the Service.
9.4 Privacy Policy
Our collection, use, and protection of personal information is further described in our Privacy Policy. The Privacy Policy is incorporated into these Terms by reference.
10. Acceptable Use
You agree not to use the Service to:
- Store or transmit any content that is unlawful, harmful, threatening, abusive, harassing, defamatory, or otherwise objectionable.
- Violate any applicable local, state, national, or international law or regulation.
- Infringe upon the intellectual property rights of any third party.
- Transmit any malware, viruses, worms, or other malicious code.
- Interfere with or disrupt the integrity or performance of the Service or the data contained therein.
- Attempt to gain unauthorized access to the Service, other accounts, computer systems, or networks connected to the Service.
- Use the Service to send unsolicited communications (spam).
We reserve the right to suspend or terminate your access to the Service if we reasonably believe you have violated this Acceptable Use section, with or without prior notice depending on the severity of the violation.
11. Intellectual Property
The Service, including all software, designs, text, graphics, logos, and other materials (collectively, “Dragon Planner Materials”), is owned by Dragon Planner LLC and protected by intellectual property laws. These Terms do not grant you any right, title, or interest in Dragon Planner Materials except for the limited license described in Section 6.1.
“Dragon Planner” and the Dragon Planner logo are trademarks of Dragon Planner LLC. You may not use our trademarks without our prior written consent.
12. Confidentiality
Each party agrees to keep confidential any non-public information disclosed by the other party that is designated as confidential or that reasonably should be understood to be confidential (“Confidential Information”). Confidential Information does not include information that: (a) is or becomes publicly available through no fault of the receiving party; (b) was known to the receiving party prior to disclosure; (c) is independently developed by the receiving party without use of the Confidential Information; or (d) is rightfully received from a third party without restriction.
13. Disclaimer of Warranties
The Service is provided on an “as is” and “as available” basis. To the maximum extent permitted by applicable law, Dragon Planner LLC disclaims all warranties, whether express, implied, or statutory, including but not limited to implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement.
We do not warrant that the Service will be uninterrupted, error-free, or secure, or that any defects will be corrected. We do not warrant the accuracy or completeness of any information provided through the Service, including any recommendations or outputs generated through MCP connections or AI-assisted workflows.
14. Limitation of Liability
To the maximum extent permitted by applicable law, in no event shall Dragon Planner LLC, its officers, directors, members, employees, or agents be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, data, business opportunities, or goodwill, arising out of or related to your use of or inability to use the Service, regardless of the cause of action or the theory of liability (contract, tort, strict liability, or otherwise), even if Dragon Planner has been advised of the possibility of such damages.
To the maximum extent permitted by applicable law, Dragon Planner’s total cumulative liability under these Terms shall not exceed the amounts actually paid by you to Dragon Planner in the twelve (12) months preceding the event giving rise to the claim. If you are on the Free plan, Dragon Planner’s total liability shall not exceed fifty United States Dollars ($50.00).
15. Indemnification
You agree to indemnify, defend, and hold harmless Dragon Planner LLC, its officers, directors, members, employees, and agents from and against any and all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys’ fees) arising out of or related to: (a) your use of the Service; (b) your violation of these Terms; (c) your violation of any applicable law or regulation; (d) your Customer Data; or (e) actions taken through your MCP connections or AI-assisted workflows.
16. Term and Termination
16.1 Term
These Terms are effective when you first access or use the Service and continue until terminated by either party as described below.
16.2 Termination by You
You may terminate your account at any time by canceling your subscription through the Service or by contacting [email protected]. Termination takes effect at the end of your current billing period as described in Section 5.4.
16.3 Termination by Us
We may suspend or terminate your account immediately if: (a) you materially breach these Terms and fail to cure such breach within fourteen (14) days of written notice; (b) you engage in conduct that we reasonably believe may expose Dragon Planner to legal liability; (c) your account is used for illegal activity; or (d) as required by law. We may also terminate your account for convenience upon thirty (30) days’ written notice.
16.4 Effect of Termination
Upon termination, your right to access the Service ceases. We will make your Customer Data available for export for thirty (30) days following termination, after which we may permanently delete it. Sections of these Terms that by their nature should survive termination will survive, including Sections 8.1 (Data Ownership), 11 (Intellectual Property), 12 (Confidentiality), 13 (Disclaimer of Warranties), 14 (Limitation of Liability), 15 (Indemnification), 17 (Dispute Resolution), and 18 (General Provisions).
17. Dispute Resolution
17.1 Governing Law
These Terms are governed by and construed in accordance with the laws of the State of Iowa, without regard to its conflict of laws principles.
17.2 Binding Arbitration
Any dispute, claim, or controversy arising out of or relating to these Terms or the Service (“Dispute”) shall be resolved by binding arbitration administered by the American Arbitration Association (“AAA”) in accordance with its Commercial Arbitration Rules. The arbitration shall take place in the State of Iowa, or at the mutual agreement of the parties, remotely via videoconference. The arbitrator’s decision shall be final and binding, and judgment on the award may be entered in any court of competent jurisdiction.
17.3 Class Action Waiver
You and Dragon Planner agree that any dispute resolution proceedings will be conducted on an individual basis and not as a class, consolidated, or representative action. You agree to waive any right to participate in a class action lawsuit or class-wide arbitration against Dragon Planner.
17.4 Opt-Out
You have the right to opt out of this arbitration agreement by sending written notice of your decision to opt out to [email protected] within thirty (30) days of first accepting these Terms. If you opt out, you and Dragon Planner agree to submit to the exclusive jurisdiction of the state and federal courts located in the State of Iowa.
17.5 Small Claims Exception
Notwithstanding the foregoing, either party may bring an individual action in small claims court for Disputes within the court’s jurisdictional limits.
17.6 Injunctive Relief
Nothing in this Section 17 prevents either party from seeking injunctive or other equitable relief in any court of competent jurisdiction to prevent the actual or threatened infringement, misappropriation, or violation of intellectual property rights or Confidential Information.
18. General Provisions
18.1 Entire Agreement
These Terms, together with our Privacy Policy, constitute the entire agreement between you and Dragon Planner regarding the Service and supersede all prior agreements, understandings, and communications, whether written or oral.
18.2 Severability
If any provision of these Terms is found to be unenforceable or invalid, that provision will be limited or eliminated to the minimum extent necessary, and the remaining provisions will remain in full force and effect.
18.3 Waiver
The failure of Dragon Planner to enforce any right or provision of these Terms shall not constitute a waiver of such right or provision.
18.4 Assignment
You may not assign or transfer these Terms or your rights under these Terms without our prior written consent. Dragon Planner may assign these Terms in connection with a merger, acquisition, reorganization, or sale of all or substantially all of its assets. Subject to the foregoing, these Terms bind and inure to the benefit of the parties and their successors and permitted assigns.
18.5 Force Majeure
Neither party shall be liable for any failure or delay in performance due to circumstances beyond its reasonable control, including natural disasters, war, terrorism, labor disputes, government actions, internet disruptions, or failures of third-party service providers.
18.6 Notices
Notices to Dragon Planner should be sent to [email protected] or by mail to Dragon Planner LLC at its registered address in the State of Iowa. Notices to you will be sent to the email address associated with your account. Notices are deemed received when sent by email.
18.7 No Third-Party Beneficiaries
These Terms do not confer any rights on any third party.
18.8 Relationship of the Parties
The parties are independent contractors. These Terms do not create a partnership, joint venture, employment, or agency relationship between you and Dragon Planner.
Contact Information
If you have any questions about these Terms, please contact us:
Dragon Planner LLC
Email: [email protected]
Website: dragonplanner.com