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Atlassian Rovo MCP Automation

Atlassian Rovo MCP 自动化

Getting Started

入门指南

Before starting any workflow, gather cloudId, projectKey, spaceId, and user info. See mcp-setup.md for configuration discovery, MCP setup, OAuth flow, and troubleshooting.
For image upload configuration, see image-upload.md. For git branch integration (GitHub/Bitbucket), see git-integration.md. For Confluence comment operations, see confluence-comments.md.
Always ask the user which project/space to use. Never assume defaults.

在启动任何工作流之前,请收集cloudId、projectKey、spaceId和用户信息。 有关配置发现、MCP设置、OAuth流程和故障排查,请参阅mcp-setup.md
有关图片上传配置,请参阅image-upload.md。 有关Git分支集成(GitHub/Bitbucket),请参阅git-integration.md。 有关Confluence评论操作,请参阅confluence-comments.md
务必询问用户要使用哪个项目/空间,切勿默认假设。

Agentic Project Management Workflow

智能体化项目管理工作流

Full lifecycle project management using Jira + Confluence.
使用Jira + Confluence实现全生命周期项目管理。

Execution Modes

执行模式

  • Multi-Agent Mode (Claude Code with Agent Teams): Parallel execution with TeamCreate/TaskCreate orchestration.
  • Single-Agent Mode (all agents): Sequential execution — one workstream at a time. Same Jira tracking and Confluence updates, no multi-agent dependencies.
Mode detection: Use multi-agent mode when ALL of these are true:
  1. The
    TeamCreate
    tool is available (test by checking tool list)
  2. There are 2+ independent workstreams that can run in parallel
If
TeamCreate
is not available, or there's only 1 workstream, use single-agent mode. Never ask the user which mode to use — detect automatically and proceed.
  • 多智能体模式(搭配智能体团队的Claude Code):通过TeamCreate/TaskCreate编排实现并行执行。
  • 单智能体模式(所有智能体):顺序执行——一次处理一个工作流。具备相同的Jira跟踪和Confluence更新功能,无多智能体依赖。
模式检测:当以下所有条件均满足时,使用多智能体模式:
  1. TeamCreate
    工具可用(通过检查工具列表验证)
  2. 存在2个及以上可并行运行的独立工作流
TeamCreate
不可用,或仅存在1个工作流,则使用单智能体模式。切勿询问用户使用哪种模式——自动检测并执行即可。

The 4-Phase Cycle

四阶段循环

Phase 1: INTAKE   -> User describes request -> Confluence plan + Jira Epic
Phase 2: EXECUTE  -> Agent team works tickets with Jira tracking
Phase 3: RESUME   -> New session resumes from Jira state (fully autonomous)
Phase 4: COMPLETE -> All tickets Done -> Epic closed -> summary delivered
阶段1:需求收集 -> 用户描述需求 -> Confluence计划 + Jira Epic
阶段2:执行 -> 智能体团队处理工单并通过Jira跟踪
阶段3:恢复 -> 新会话从Jira状态恢复(完全自主)
阶段4:完成 -> 所有工单标记为完成 -> Epic关闭 -> 交付总结报告

Phase 1: Intake & Planning

阶段1:需求收集与规划

Classify the request, create Confluence plan page as a draft, then present to user for review before creating any Jira tickets. Only after approval: create Jira Epic with
[AI-PM]
prefix, child tickets per workstream, and link dependencies.
See phase-planning.md for step-by-step details and templates.
对需求进行分类,创建Confluence计划页面草稿,然后在创建任何Jira工单前提交给用户审核。仅在获得批准后:创建带有
[AI-PM]
前缀的Jira Epic,为每个工作流创建子工单,并关联依赖关系。
有关分步详情和模板,请参阅phase-planning.md

Phase 2: Execution

阶段2:执行

Multi-agent mode: Create agent team, map tickets to tasks with dependency tracking, spawn teammates with standard prompt. Orchestrator monitors progress and updates Confluence plan page. See phase-execution.md for teammate prompt template and orchestrator duties.
Single-agent mode: Work each ticket sequentially, respecting dependency order. Track progress via Jira transitions and Confluence updates. See phase-execution-single.md for the sequential workflow.
Both modes share common protocols for transitions, branch creation, and publishing. See common-patterns.md for these shared procedures.
多智能体模式:创建智能体团队,将工单映射到带有依赖跟踪的任务,使用标准提示生成协作智能体。编排器监控进度并更新Confluence计划页面。 有关协作智能体提示模板和编排器职责,请参阅phase-execution.md
单智能体模式:按顺序处理每个工单,遵循依赖顺序。通过Jira状态转换和Confluence更新跟踪进度。 有关顺序工作流,请参阅phase-execution-single.md
两种模式共享状态转换、分支创建和发布的通用协议。 有关这些共享流程,请参阅common-patterns.md

Phase 3: Resume

阶段3:恢复

Auto-detect open
[AI-PM]
Epics, read Confluence plan, query incomplete tickets, classify state.
Multi-agent mode: Spin up right-sized team for remaining work. Single-agent mode: Pick up the next incomplete ticket and continue sequentially.
See phase-resume.md for JQL patterns and resume protocol (covers both modes).
自动检测开放状态的
[AI-PM]
Epic,读取Confluence计划,查询未完成的工单,分类状态。
多智能体模式:为剩余工作组建合适规模的团队。 单智能体模式:接手下一个未完成的工单并继续顺序执行。
有关JQL模式和恢复协议(涵盖两种模式),请参阅phase-resume.md

Phase 4: Completion

阶段4:完成

Update Confluence page status, transition Epic to Done, add final summary comment, report deliverables to user.
See phase-completion.md for completion checklist.
更新Confluence页面状态,将Epic转换为“完成”状态,添加最终总结评论,向用户交付成果。
有关完成检查清单,请参阅phase-completion.md

Team Sizing (Multi-Agent Mode)

团队规模(多智能体模式)

Request TypeTeam SizeRoles
Small change2lead + implementer
Feature dev3-4lead + backend + frontend + (tester)
Research3lead + 2 researchers
Content3lead + writer + reviewer
Multi-component4-5lead + 1 per component
One ticket per teammate. Lead coordinates only (no workstream tasks). Min team = 2.
请求类型团队规模角色
小型变更2负责人 + 实施人员
功能开发3-4负责人 + 后端开发 + 前端开发 +(测试人员)
研究任务3负责人 + 2名研究员
内容创作3负责人 + 撰稿人 + 审核人
多组件任务4-5负责人 + 每个组件1名人员
每个协作智能体对应一个工单。负责人仅负责协调(不处理工作流任务)。最小团队规模为2人。

Key Constraints

关键约束

  • Transition IDs vary by project — each Jira project can have different workflow configurations, so hardcoding IDs will break across projects. Always call
    getTransitionsForJiraIssue
    before
    transitionJiraIssue
    .
  • [AI-PM]
    prefix on all managed Epics
    — the resume phase uses JQL
    summary ~ '[AI-PM]'
    to auto-detect managed Epics. Without this prefix, resume cannot find prior work.
  • One writer per resource — Confluence uses optimistic locking with version numbers. Concurrent writes cause version conflicts and data loss. Only one agent should update a given page/issue at a time.
  • maxResults: 10
    on all JQL/CQL searches
    — larger result sets consume excessive tokens and slow down processing. 10 results is sufficient for most workflows.
  • Transition to In Progress when work starts — this signals to other agents (and the resume phase) that a ticket is actively being worked. Use two-step protocol:
    getTransitionsForJiraIssue
    then
    transitionJiraIssue
    .
  • Assign tickets at creation and when starting work — set
    assignee_account_id
    when creating Epics and child tickets during planning. Also
    editJiraIssue
    with
    {"assignee": {"accountId": "{currentUserAccountId}"}}
    when starting work. Unassigned tickets look abandoned during resume.
  • Publish findings as child pages of the plan page (using
    parentId
    ) — keeps all deliverables organized under one parent for easy navigation and resume context.
  • Verify Epic linking
    createJiraIssue
    with
    parentKey
    may silently fail to set the Epic parent. Always verify with
    getJiraIssue
    , and if missing, fix with
    editJiraIssue
    using
    {"parent": {"key": "{epicKey}"}}
    .
  • Keep Epic description in sync — after completing each ticket, update the workstreams table in the Epic description to reflect the new status. Read the Epic first (
    getJiraIssue
    ), then update (
    editJiraIssue
    ). Stale Epic descriptions confuse the resume phase and human reviewers.
  • updateConfluencePage
    replaces the entire body
    — before ANY page update, read the page body AND check for inline/footer comments (
    getConfluencePageInlineComments
    with
    limit: 50
    ,
    getConfluencePageFooterComments
    with
    limit: 50
    ). Users leave review feedback as inline comments — updating without reading comments will ignore their input. See common-patterns.md for the full protocol.
  • 状态转换ID因项目而异——每个Jira项目的工作流配置可能不同,因此硬编码ID会导致跨项目故障。在调用
    transitionJiraIssue
    之前,务必先调用
    getTransitionsForJiraIssue
  • 所有托管Epics需添加
    [AI-PM]
    前缀
    ——恢复阶段使用JQL语句
    summary ~ '[AI-PM]'
    自动检测托管Epics。若无此前缀,恢复功能无法找到之前的工作内容。
  • 每个资源仅分配一名撰稿人——Confluence使用带版本号的乐观锁机制。并发写入会导致版本冲突和数据丢失。同一时间仅应有一个智能体更新指定页面/工单。
  • 所有JQL/CQL搜索设置
    maxResults: 10
    ——更大的结果集会消耗过多令牌并减慢处理速度。10条结果足以满足大多数工作流需求。
  • 开始工作时转换为“In Progress”状态——这会向其他智能体(以及恢复阶段)发出信号,表明该工单正在处理中。使用两步协议:先调用
    getTransitionsForJiraIssue
    ,再调用
    transitionJiraIssue
  • 创建工单和开始工作时分配负责人——在规划阶段创建Epic和子工单时设置
    assignee_account_id
    。开始工作时,使用
    {"assignee": {"accountId": "{currentUserAccountId}"}}
    调用
    editJiraIssue
    。未分配负责人的工单在恢复阶段会被视为已废弃。
  • 将成果发布为计划页面的子页面(使用
    parentId
    )——将所有交付成果组织在同一个父页面下,便于导航和恢复上下文。
  • 验证Epic关联——使用
    createJiraIssue
    并传入
    parentKey
    可能会静默失败,无法设置Epic父级。务必通过
    getJiraIssue
    进行验证,若未关联,则使用
    {"parent": {"key": "{epicKey}"}}
    调用
    editJiraIssue
    进行修复。
  • 保持Epic描述同步——完成每个工单后,更新Epic描述中的工作流表格以反映新状态。先读取Epic(
    getJiraIssue
    ),再进行更新(
    editJiraIssue
    )。过时的Epic描述会混淆恢复阶段和人工审核人员。
  • updateConfluencePage
    会替换整个页面内容
    ——在进行任何页面更新之前,务必先读取页面内容并检查内联/页脚评论(调用
    getConfluencePageInlineComments
    并设置
    limit: 50
    ,调用
    getConfluencePageFooterComments
    并设置
    limit: 50
    )。用户会以内联评论的形式留下审核反馈——若不读取评论就进行更新,会忽略用户的输入。有关完整协议,请参阅common-patterns.md