---
title: "Atlassian Jira Expert — Agent Skill for PM"
description: "Atlassian Jira expert for creating and managing projects, planning, product discovery, JQL queries, workflows, custom fields, automation, reporting. Agent skill for Claude Code, Codex CLI, Gemini CLI, OpenClaw."
---

# Atlassian Jira Expert

<div class="page-meta" markdown>
<span class="meta-badge">:material-clipboard-check-outline: Project Management</span>
<span class="meta-badge">:material-identifier: `jira-expert`</span>
<span class="meta-badge">:material-github: <a href="https://github.com/alirezarezvani/claude-skills/tree/main/project-management/skills/jira-expert/SKILL.md">Source</a></span>
</div>

<div class="install-banner" markdown>
<span class="install-label">Install:</span> <code>claude /plugin install pm-skills</code>
</div>


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](#atlassian-mcp-integration). For JQL functions, see [JQL Functions Reference](#jql-functions-reference). For report templates, see [Reporting Templates](#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 json
python3 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](#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](#dashboard-creation)).

| Report | JQL |
|---|---|
| Sprint Report | `project = PROJ AND sprint = 23` |
| Team Velocity | `assignee in (team) AND sprint in closedSprints() AND resolution = Done` |
| Bug Trend | `type = Bug AND created >= -30d` |
| Blocker Analysis | `priority = 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
