Jira Expert

alirezarezvani/claude-skills/project-management/skills/jira-expert

作者 alirezarezvani19392f7a0826無授權條款27K 個星標收錄於 2026年10月8日更新於 2026年10月8日儲存庫5 週前更新

Atlassian Jira expert for creating and managing projects, planning, product discovery, JQL queries, workflows, custom fields, automation, reporting, and all Jira features. Use when setting up or configuring Jira projects, writing JQL and advanced searches, creating dashboards, designing workflows, or performing technical Jira operations.

AI 產生的概覽

設定與操作 Atlassian Jira:專案、JQL 查詢、工作流程、儀表板、自動化與報表。

功能
提供 Jira 管理與日常作業的專業指引與流程,涵蓋專案設定、工作流程設計、自訂欄位、議題連結、權限、批次操作、儀表板、自動化規則與報表範本。內含 JQL 參考與範例,並附帶兩支 Python 指令碼:一支將自然語言需求轉換為經驗證的 JQL,另一支檢查工作流程 JSON 中的反模式,例如死結狀態或無法到達的狀態。也說明哪些操作可透過 Atlassian MCP 工具完成,哪些必須使用 Jira 網頁介面或 REST API。
適用情境
適用於設定或配置 Jira 專案、撰寫 JQL 或進階搜尋、設計與驗證工作流程、建立儀表板與報表,或執行技術性 Jira 操作。也適用於判斷某項 Jira 工作能否透過 MCP 完成,還是必須使用網頁介面或 REST API。
執行需求
執行附帶指令碼(jql_query_builder.py、workflow_validator.py)需要 Python 3。Jira 操作需要存取 Atlassian Jira 執行個體,通常透過帶 cloudId 的 Atlassian Remote MCP 伺服器,或透過 Jira 網頁介面或 REST API。專案、衝刺、篩選器與配置方案建立等部分操作無法透過 MCP 完成,需要使用介面或 REST API。

Atlassian Jira Expert

Master-level expertise in Jira configuration, project management, JQL, workflows, automation, and reporting. Handles all technical and operational aspects of Jira.

Quick Start — Most Common Operations

All MCP examples in this skill use the real Atlassian Remote MCP tools (camelCase, surfaced as mcp__atlassian__<toolName>). The canonical tool list is project-management/references/atlassian-mcp-tools.md — never invent tool names; if a capability isn't listed there, it is not available via MCP.

Create an issue (call getAccessibleAtlassianResources once first to obtain cloudId):

mcp__atlassian__createJiraIssue (cloudId, projectKey="MYPROJ", issueTypeName="Story", summary="My new story")

Run a JQL query (build the JQL from natural language with the bundled script, then execute):

bash
python3 scripts/jql_query_builder.py "high priority bugs assigned to me"# → emits validated JQL, e.g.: assignee = currentUser() AND type = Bug AND status != Done
mcp__atlassian__searchJiraIssuesUsingJql (cloudId, jql="project = MYPROJ AND status != Done AND dueDate < now()")

Create a project: NOT available via MCP. Use the Jira web UI (Projects > Create project) or REST API (POST /rest/api/3/project).

For the full tool reference, see Atlassian MCP Integration. For JQL functions, see JQL Functions Reference. For report templates, see Reporting Templates.


Workflows

Project Creation

Project creation is not available via MCP — perform steps 2-6 in the Jira web UI (Projects > Create project) or via REST API (POST /rest/api/3/project). After creation, verify visibility with mcp__atlassian__getVisibleJiraProjects and inspect issue types with mcp__atlassian__getJiraProjectIssueTypesMetadata.

  1. Determine project type (Scrum, Kanban, Bug Tracking, etc.)
  2. Create project with appropriate template (web UI / REST)
  3. Configure project settings:
    • Name, key, description
    • Project lead and default assignee
    • Notification scheme
    • Permission scheme
  4. Set up issue types and workflows
  5. Configure custom fields if needed
  6. Create initial board/backlog view
  7. HANDOFF TO: Scrum Master for team onboarding

Workflow Design

Workflow/scheme editing is not available via MCP — configure in Jira Settings > Issues > Workflows. Use the bundled validator to catch anti-patterns before deploying.

  1. Map out process states (To Do → In Progress → Done)
  2. Define transitions and conditions
  3. Lint the design before building it in Jira:
    bash
    python3 scripts/workflow_validator.py workflow.json --format json
    Input: a JSON file with the workflow's states and transitions. Consume the output: fix every reported anti-pattern (dead-end states, unreachable states, missing transitions) in the design before touching Jira.
  4. Add validators, post-functions, and conditions; configure the workflow scheme (web UI)
  5. Validate: Deploy to a test project first; verify all transitions, conditions, and post-functions behave as expected before associating with production projects
  6. Associate workflow with project
  7. Test workflow with sample issues — via MCP: mcp__atlassian__getTransitionsForJiraIssue on a sample issue to confirm expected transitions surface, then mcp__atlassian__transitionJiraIssue to walk it through the flow

JQL Query Building

Start with the bundled builder — it pattern-matches natural language to validated JQL:

bash
python3 scripts/jql_query_builder.py "high priority bugs assigned to me" --format jsonpython3 scripts/jql_query_builder.py --patterns   # list all supported query patterns

Consume the output: take the jql field from the JSON result (or the GENERATED JQL block in text mode) and execute it with mcp__atlassian__searchJiraIssuesUsingJql (cloudId, jql=<generated>). If the builder reports no pattern match, compose JQL manually using the reference below.

Basic Structure: field operator value

Common Operators:

  • =, != : equals, not equals
  • ~, !~ : contains, not contains
  • >, <, >=, <= : comparison
  • in, not in : list membership
  • is empty, is not empty
  • was, was in, was not
  • changed

Powerful JQL Examples:

Find overdue issues:

jql
dueDate < now() AND status != Done

Sprint burndown issues:

jql
sprint = 23 AND status changed TO "Done" DURING (startOfSprint(), endOfSprint())

Find stale issues:

jql
updated < -30d AND status != Done

Cross-project epic tracking:

jql
"Epic Link" = PROJ-123 ORDER BY rank

Velocity calculation:

jql
sprint in closedSprints() AND resolution = Done

Team capacity:

jql
assignee in (user1, user2) AND sprint in openSprints()

Dashboard Creation

  1. Create new dashboard (personal or shared)
  2. Add relevant gadgets:
    • Filter Results (JQL-based)
    • Sprint Burndown
    • Velocity Chart
    • Created vs Resolved
    • Pie Chart (status distribution)
  3. Arrange layout for readability
  4. Configure automatic refresh
  5. Share with appropriate teams
  6. HANDOFF TO: Senior PM or Scrum Master for use

Automation Rules

  1. Define trigger (issue created, field changed, scheduled)
  2. Add conditions (if applicable)
  3. Define actions:
    • Update field
    • Send notification
    • Create subtask
    • Transition issue
    • Post comment
  4. Test automation with sample data
  5. Enable and monitor

Advanced Features

Custom Fields

When to Create:

  • Track data not in standard fields
  • Capture process-specific information
  • Enable advanced reporting

Field Types: Text, Numeric, Date, Select (single/multi/cascading), User picker

Configuration:

  1. Create custom field
  2. Configure field context (which projects/issue types)
  3. Add to appropriate screens
  4. Update search templates if needed

Issue Linking

Link Types:

  • Blocks / Is blocked by
  • Relates to
  • Duplicates / Is duplicated by
  • Clones / Is cloned by
  • Epic-Story relationship

Best Practices:

  • Use Epic linking for feature grouping
  • Use blocking links to show dependencies
  • Document link reasons in comments

Permissions & Security

Permission Schemes:

  • Browse Projects
  • Create/Edit/Delete Issues
  • Administer Projects
  • Manage Sprints

Security Levels:

  • Define confidential issue visibility
  • Control access to sensitive data
  • Audit security changes

Bulk Operations

Bulk Change:

  1. Use JQL to find target issues
  2. Select bulk change operation
  3. Choose fields to update
  4. Validate: Preview all changes before executing; confirm the JQL filter matches only intended issues — bulk edits are difficult to reverse
  5. Execute and confirm
  6. Monitor background task

Bulk Transitions:

  • Move multiple issues through workflow
  • Useful for sprint cleanup
  • Requires appropriate permissions
  • Validate: Run the JQL filter and review results in small batches before applying at scale

JQL Functions Reference

Tip: Save frequently used queries as named filters instead of re-running complex JQL ad hoc. See Best Practices for performance guidance.

Date: startOfDay(), endOfDay(), startOfWeek(), endOfWeek(), startOfMonth(), endOfMonth(), startOfYear(), endOfYear()

Sprint: openSprints(), closedSprints(), futureSprints()

User: currentUser(), membersOf("group")

Advanced: issueHistory(), linkedIssues(), issuesWithFixVersions()

Reporting Templates

Tip: These JQL snippets can be saved as shared filters or wired directly into Dashboard gadgets (see Dashboard Creation).

ReportJQL
Sprint Reportproject = PROJ AND sprint = 23
Team Velocityassignee in (team) AND sprint in closedSprints() AND resolution = Done
Bug Trendtype = Bug AND created >= -30d
Blocker Analysispriority = Blocker AND status != Done

Decision Framework

When to Escalate to Atlassian Admin:

  • Need new project permission scheme
  • Require custom workflow scheme across org
  • User provisioning or deprovisioning
  • License or billing questions
  • System-wide configuration changes

When to Collaborate with Scrum Master:

  • Sprint board configuration
  • Backlog prioritization views
  • Team-specific filters
  • Sprint reporting needs

When to Collaborate with Senior PM:

  • Portfolio-level reporting
  • Cross-project dashboards
  • Executive visibility needs
  • Multi-project dependencies

Handoff Protocols

FROM Senior PM:

  • Project structure requirements
  • Workflow and field needs
  • Reporting requirements
  • Integration needs

TO Senior PM:

  • Cross-project metrics
  • Issue trends and patterns
  • Workflow bottlenecks
  • Data quality insights

FROM Scrum Master:

  • Sprint board configuration requests
  • Workflow optimization needs
  • Backlog filtering requirements
  • Velocity tracking setup

TO Scrum Master:

  • Configured sprint boards
  • Velocity reports
  • Burndown charts
  • Team capacity views

Best Practices

Data Quality:

  • Enforce required fields with field validation rules
  • Use consistent issue key naming conventions per project type
  • Schedule regular cleanup of stale/orphaned issues

Performance:

  • Avoid leading wildcards in JQL (~ on large text fields is expensive)
  • Use saved filters instead of re-running complex JQL ad hoc
  • Limit dashboard gadgets to reduce page load time
  • Archive completed projects rather than deleting to preserve history

Governance:

  • Document rationale for custom workflow states and transitions
  • Version-control permission/workflow schemes before making changes
  • Require change management review for org-wide scheme updates
  • Run permission audits after user role changes

Atlassian MCP Integration

Primary Tool: Atlassian Remote MCP server (bundled .mcp.json, server key atlassian). Tools surface as mcp__atlassian__<toolName>. Canonical tool list: project-management/references/atlassian-mcp-tools.md. Never invent tool names — if a capability isn't in that list, route to the web UI/REST API.

Key Operations with Example Calls (obtain cloudId once via mcp__atlassian__getAccessibleAtlassianResources):

Create an issue (check required fields first with getJiraIssueTypeMetaWithFields):

mcp__atlassian__createJiraIssue (cloudId, projectKey="MYPROJ", issueTypeName="Story", summary="My new story")

Execute a JQL query:

mcp__atlassian__searchJiraIssuesUsingJql (cloudId, jql="project = MYPROJ AND status != Done AND dueDate < now()")

Update an issue field:

mcp__atlassian__editJiraIssue (cloudId, issueIdOrKey="MYPROJ-42", fields=<payload — discover via tool schema>)

Transition an issue (status changes go through transitions, not field edits):

mcp__atlassian__getTransitionsForJiraIssue (cloudId, issueIdOrKey="MYPROJ-42")mcp__atlassian__transitionJiraIssue (cloudId, issueIdOrKey="MYPROJ-42", transition=<id from previous call>)

Comment / log work / link issues:

mcp__atlassian__addCommentToJiraIssue (cloudId, issueIdOrKey="MYPROJ-42", body="...")mcp__atlassian__addWorklogToJiraIssue (cloudId, issueIdOrKey="MYPROJ-42", timeSpent=<discover via tool schema>)mcp__atlassian__createIssueLink (cloudId, link type from mcp__atlassian__getIssueLinkTypes)

Not available via MCP — use the web UI or REST API instead:

  • Create a project → Jira UI Projects > Create project or POST /rest/api/3/project
  • Create a sprint or configure boards → Jira Software UI or POST /rest/agile/1.0/sprint
  • Create/share a filter → Jira UI Filters > Save as or POST /rest/api/3/filter
  • Custom fields, screens, workflow/permission schemes → Jira admin UI

Integration Points:

  • Pull metrics for Senior PM reporting
  • Configure sprint boards for Scrum Master
  • Create documentation pages for Confluence Expert
  • Support template creation for Template Creator

Related Skills

  • Confluence Expert (project-management/confluence-expert/) — Documentation complements Jira workflows
  • Atlassian Admin (project-management/atlassian-admin/) — Permission and user management for Jira projects

來源與署名

來源:alirezarezvani/claude-skills位於project-management/skills/jira-expert提交19392f7

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