claude-skills/project-management/CLAUDE.md

Project Management Skills - Claude Code Guidance

This guide covers the 9 production-ready project management skills, 15 Python automation tools, and bundled Atlassian Remote MCP integration (.mcp.json ships with the plugin — OAuth handled by Claude Code, no env vars required).

PM Skills Overview

Available Skills:

1. pm-skills/ - Domain orchestrator (context: fork) + agentic delivery loop (3 scripts: goal router, Jira snapshot bridge, delivery loop gate)
2. senior-pm/ - Portfolio health, risk analysis, resource planning (3 scripts)
3. scrum-master/ - Sprint health, velocity forecasting, retrospectives (3 scripts)
4. jira-expert/ - JQL building, workflow validation (2 scripts)
5. confluence-expert/ - Space structure, content auditing (2 scripts)
6. atlassian-admin/ - Permission auditing (1 script)
7. atlassian-templates/ - Template scaffolding (1 script)
8. meeting-analyzer/ - Meeting transcript behavioral analysis (prompt-driven; scripts are follow-up work)
9. team-communications/ - 3P updates, newsletters, FAQs (reference-driven)

Total Tools: 15 Python automation tools Agents: 2 — cs-pm-orchestrator (routing + delivery loop) and cs-project-manager (legacy per-skill orchestration) Slash Commands: 6 (/cs:pm, /cs:grill-pm, /cs:pm-loop, /sprint-health, /project-health, /retro) Key Feature: Atlassian MCP Server integration for direct Jira/Confluence operations

Orchestrator & Delivery Loop (pm-skills)

skills/pm-skills/ is the domain's context: fork orchestrator and agent harness adapter:

# Route a PM goal deterministically (exit 0 route / 2 ask / 3 no signal)
python3 skills/pm-skills/scripts/pm_goal_router.py --text "our sprints feel off"

# Bridge a saved searchJiraIssuesUsingJql result into analyzable inputs
python3 skills/pm-skills/scripts/jira_snapshot_bridge.py --input snapshot.json --to flow --forecast 20
python3 skills/pm-skills/scripts/jira_snapshot_bridge.py --input snapshot.json --to sprint > sprint_data.json
python3 skills/scrum-master/scripts/velocity_analyzer.py sprint_data.json

# Gate agent-executed delivery loops (G1 human owner … G6 exhausted budget = escalation)
python3 skills/pm-skills/scripts/delivery_loop_gate.py --plan plan.json --mode plan   # exit 2 = blocked
python3 skills/pm-skills/scripts/delivery_loop_gate.py --plan plan.json --mode close  # exit 4 = refused

Multi-task goals compile through the repo-wide harness (engineering/agent-harness with the project-management.json manifest). Hard rules: agents contribute, humans own; forecasts are Monte Carlo ranges, never dates; exhausted budgets escalate — never reported as success. The five reusable PM loops (sprint-flow, health, retro-action, RAID-hygiene, comms) are documented in skills/pm-skills/references/pm_loop_playbook.md.

Atlassian MCP Integration

Purpose: Direct integration with Jira and Confluence via Model Context Protocol (MCP)

Canonical tool list: references/atlassian-mcp-tools.md — the single source of truth for real tool names. Never invent tool names; if a capability isn't in that list (project creation, sprint management, field configuration, automation rules, space creation, …), it is NOT available via MCP — use the Atlassian web UI or REST API.

Capabilities (real tools, camelCase):

• Jira issues: createJiraIssue, getJiraIssue, editJiraIssue, searchJiraIssuesUsingJql, transitionJiraIssue, addCommentToJiraIssue, createIssueLink
• Confluence pages: createConfluencePage, getConfluencePage, updateConfluencePage, searchConfluenceUsingCql, getConfluencePageDescendants
• Discovery: getAccessibleAtlassianResources (get cloudId first), getVisibleJiraProjects, getConfluenceSpaces

Setup: Bundled .mcp.json registers the atlassian SSE server; tools surface as mcp__atlassian__<toolName>.

Usage Pattern:

# Jira: create an issue (call getAccessibleAtlassianResources first to obtain cloudId)
mcp__atlassian__createJiraIssue (cloudId, projectKey="PROJ", issueTypeName="Story", summary="New feature")

# Confluence: create a page (body must be storage-format XHTML or ADF, not wiki markup)
mcp__atlassian__createConfluencePage (cloudId, space, title="Sprint Retrospective", body=<storage-format XHTML>)

Not available via MCP (use web UI/REST API): project creation, sprints, boards, filters, space creation, page deletion, labels, field/workflow/permission configuration, user provisioning, automation rules.

Skill-Specific Guidance

Senior PM (senior-pm/)

Focus: Project planning, stakeholder management, risk mitigation

Key Workflows:

• Project charter creation
• Stakeholder analysis and communication plans
• Risk register maintenance
• Status reporting and escalation

Scrum Master (scrum-master/)

Focus: Agile ceremonies, team coaching, impediment removal

Key Workflows:

• Sprint planning facilitation
• Daily standup coordination
• Sprint retrospectives
• Backlog refinement

Jira Expert (jira-expert/)

Focus: Jira configuration, custom workflows, automation rules

Scripts:

• scripts/jql_query_builder.py — Pattern-matching JQL builder from natural language
• scripts/workflow_validator.py — Validates workflow definitions for anti-patterns

Key Workflows:

• Workflow customization
• Automation rule creation
• Board configuration
• JQL query optimization

Confluence Expert (confluence-expert/)

Focus: Documentation strategy, templates, knowledge management

Scripts:

• scripts/space_structure_generator.py — Generates space hierarchy from team description
• scripts/content_audit_analyzer.py — Analyzes page inventory for stale/orphaned content

Key Workflows:

• Space architecture design
• Template library creation
• Documentation standards
• Search optimization

Atlassian Admin (atlassian-admin/)

Focus: Suite administration, user management, integrations

Scripts:

• scripts/permission_audit_tool.py — Analyzes permission schemes for security gaps

Key Workflows:

• User provisioning and permissions
• SSO/SAML configuration
• App marketplace management
• Performance monitoring

Atlassian Templates (atlassian-templates/)

Focus: Ready-to-use templates for common PM tasks

Scripts:

• scripts/template_scaffolder.py — Generates Confluence storage-format XHTML templates

Available Templates:

• Sprint planning template
• Retrospective formats (Start-Stop-Continue, 4Ls, Mad-Sad-Glad)
• Project charter
• Risk register
• Decision log

Integration Patterns

Pattern 1: Sprint Planning

# 1. Create the sprint in the Jira board UI (sprint creation is NOT available via MCP —
#    use Jira Software UI or REST /rest/agile/1.0/sprint)

# 2. Generate user stories (product-team integration)
python ../product-team/agile-product-owner/scripts/user_story_generator.py sprint 30

# 3. Import stories to Jira via MCP: one mcp__atlassian__createJiraIssue call per story
#    (cloudId, projectKey, issueTypeName="Story", summary, description)

Pattern 2: Documentation Workflow

# 1. Scaffold storage-format XHTML, then create the Confluence page via MCP
python skills/atlassian-templates/scripts/template_scaffolder.py meeting-notes
#    → pass the emitted markup as the body of mcp__atlassian__createConfluencePage

# 2. Link the page to a Jira issue: paste the page URL into the issue via
#    mcp__atlassian__editJiraIssue or as a comment via mcp__atlassian__addCommentToJiraIssue
#    (read existing links with mcp__atlassian__getJiraIssueRemoteIssueLinks)

Python Automation Tools

New Scripts (Phase 2)

# JQL from natural language
python jira-expert/scripts/jql_query_builder.py "high priority bugs assigned to me"

# Validate Jira workflow
python jira-expert/scripts/workflow_validator.py workflow.json

# Generate Confluence space structure
python confluence-expert/scripts/space_structure_generator.py team_info.json

# Audit Confluence content health
python confluence-expert/scripts/content_audit_analyzer.py pages.json

# Audit Atlassian permissions
python atlassian-admin/scripts/permission_audit_tool.py permissions.json

# Scaffold Confluence templates
python atlassian-templates/scripts/template_scaffolder.py meeting-notes

Additional Resources

• Installation Guide: INSTALLATION_GUIDE.txt
• Implementation Summary: IMPLEMENTATION_SUMMARY.md
• Real-World Scenario: REAL_WORLD_SCENARIO.md
• PM Overview: README.md
• Main Documentation: ../CLAUDE.md

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Last Updated: July 3, 2026 Skills Deployed: 9/9 PM skills production-ready (pm-skills is now a fork-orchestrator + delivery loop) Total Tools: 15 Python automation tools Agents: cs-pm-orchestrator, cs-project-manager | Commands: 6 Integration: Atlassian Remote MCP Server (bundled via .mcp.json) for Jira/Confluence automation