Jira Integration

Roy OS Integration Guide  |  READ + WRITE

Overview

The Roy OS Jira integration turns meeting action items into tracked Jira issues automatically. During meetings, the agent also reads existing issues to provide project context and check for duplicates before creating new tickets.

What Roy Can Do in Jira

CapabilityDescription
Create issuesTurns meeting action items into Jira issues with title, description, assignee, priority, and labels.
Update issuesUpdates issue status or adds comments when action items are discussed in follow-up meetings.
Search issuesChecks for existing issues before creating duplicates. Surfaces open items during meeting prep.
Read project metadataReads project keys and names to route new issues to the correct project.
What Roy cannot do: Delete issues, modify project configuration, access organization-wide data, manage users, customize workflows, or perform any admin operations.

Required Permissions

OAuth ScopeWhy It's Needed
read:jira-workSearch existing issues and read project metadata for context and duplicate detection
write:jira-workCreate new issues and update existing issues from meeting action items

Setup Guide

Prerequisites

You'll need Atlassian admin access to your organization's Jira Cloud instance and access to your Azure Key Vault.

1
Create an OAuth App

Go to developer.atlassian.comCreateOAuth 2.0 (3LO). Name it "Roy OS" and set the callback URL provided by Roy AI during onboarding.

2
Configure Scopes

Under Permissions, add Jira API scopes: read:jira-work and write:jira-work. Do not add admin or user management scopes.

3
Store Credentials in Key Vault

Copy the Client ID and Client Secret from your Atlassian app and add them to your Azure Key Vault:

Secret NameValue
jira-client-idOAuth Client ID
jira-client-secretOAuth Client Secret
4
Designate Permitted Projects

Your Jira admin defines which projects Roy OS can access. The agent cannot exceed project boundaries set by your Atlassian permissions.

5
User Consent

Each user completes the OAuth consent flow on first use. This grants Roy OS delegated access to create issues on their behalf within the permitted projects.

6
Verify Connectivity

Roy AI runs a smoke test: OAuth flow, token exchange, and a test API call to search and create a test issue in a designated project.

Managing Access

ActionHow
Restrict project accessJira admin adjusts project permissions for the OAuth app. Immediate effect.
Revoke a userUser revokes consent in their Atlassian account settings. Only their delegated access is removed.
Revoke all accessDelete the OAuth app in Atlassian Developer Console. All tokens invalidated immediately.
Rotate credentialsRegenerate client secret in Atlassian console. Update the Key Vault secret.

FAQ

Can Roy access all projects in my Jira instance?

No. Roy can only access projects that your Jira admin has explicitly permitted. The OAuth app's project access is controlled by your Atlassian permissions model.

Can Roy delete issues?

No. Roy has no DELETE capability. It can only create and update issues.

What does a Roy-created Jira issue look like?

Issues are created with a title and description extracted from the meeting action item, along with assignee, priority, and labels if identified during the meeting. The description includes a reference back to the meeting where the action item was captured.

Can I control which meetings create Jira issues?

Yes. Issue creation is triggered by the agent's action item extraction. Team members can review and approve action items before they are pushed to Jira.

Audit trail: Every Jira API call is logged (issue key, action type, timestamp, success/failure) and available in your Azure Log Analytics workspace.