Rovo agent actions

Mode: reference.

Tollgate ships one Rovo agent (module rovo:agent, displayed as Tollgate). The agent exposes fourteen read-only actions. Every action is actionVerb: GET, one function (action-handler) serves them all, and none mutates anything — the agent can only read governance data, never write it. Actions run behind the app-level governance gate and the per-project access gatekeeper (see Roles, permissions and scopes).

You invoke the agent from the Ask Tollgate entry points (the Investment Health tab and the Tollgate Portfolio page) and via its conversation starters. Availability requires Atlassian Rovo (Premium/Enterprise Jira).

Note

Every action is GET and read-only. Tollgate does not compute a realised ROI (return on investment) variance. The prose-oriented get-realisation-record returns authored text, not a calculated variance. get-financial-case is the only action that returns computed figures: NPV, IRR and payback (net present value, internal rate of return, payback). Those are forward-looking case metrics, not a realised-return calculation.

Input conventions

Input	Type	Notes
projectKey	string	The Jira project key (for example PROJ).
planId	string	A Jira Plan ID. Scopes a portfolio view (requires Jira Premium / Plans).
sinceDate / since	string	ISO date string (for example 2026-05-01).
limit	number	Maximum entries to return. Per-action default and cap noted below.

Project-scoped actions

Action key	Purpose	Inputs	Returns
get-project-health	Project briefing.	projectKey (required)	RAG, confidence + trend, outcome + return, budget + schedule, R/I/O, decisions-needed, Adoption gap, lifecycleStage (one of the thirteen fine stage labels), and closeOutSummary (as-built, lessons, BAU).
get-project-risks	R/I/O register.	projectKey (required)	Each item’s direction (Risk/Opportunity), materialised flag, impact × likelihood, treatment and mitigation. Also a breakdown and open materialised titles.
get-project-changes	Scope change requests.	projectKey (required)	Change requests with approval status and impact.
get-project-decisions	Decision log.	projectKey (required)	Decisions with status, who decided and when. Decisions carrying a treatedRiskId back-link are treatment decisions for materialised risks.
get-project-work-packages	Work package register.	projectKey (required)	All work packages with status, RAG, owner, budget, schedule and linked issues.
get-project-charter	Investment thesis.	projectKey (required)	Business problem, outcome, return, PM, sponsor, steerco, Approval lifecycle, the Adoption quartet, adoption.gap, and Close-out fields (asBuiltOutcome, asBuiltReturn, lessons, BAU handover, signOffRationale, closedAt).
get-project-history	Governance audit trail.	projectKey (required). Optional: entity, action, since, limit	Audit entries: status/RAG/budget changes, risk events, decisions, charter amendments and scope changes. limit default 50, max 500.
get-project-since	Since-last-steerco digest.	projectKey (required). Optional: since	Deterministic digest: a one-sentence prose summary plus structured counts (status, RAG, confidence, CRs raised/approved/rejected, CRs applied, baselines locked, materialised risks, treatments, decisions, amendments). With no since, the digest falls back to the resolved steerco anchor: the latest steerco evidence (Present opened, steering minutes linked, or first steerco held), else the latest decision flagged as made at a steerco, else cadence × days before now.
get-charter-history	Thesis approval timeline.	projectKey (required). Optional: limit	Every save / submit / return / approve / reopen event with timestamp, actor and a structured diff (including returnNotes). limit default 50, max 200.
get-realisation-record	Said vs got.	projectKey (required)	Side-by-side of said (outcome / return / KPI from the approved thesis) vs got (returnRealised, realisationSummary, realisationLessons, kpiResolution). Prose only — the realised outcome is narrative, not a computed variance (the forward NPV/IRR/payback target is returned by get-financial-case).
get-financial-case	Financial case.	projectKey (required)	Forward-looking NPV / IRR / payback. builtin: Tollgate’s P&L cashflow with recomputed metrics. attached: the customer’s own stated figures. Computed (distinct from the prose-only get-realisation-record).

get-project-history filter values

Filter input	Accepted values
entity	workPackage, risk, decision, change, charter, status
action	wp.created, wp.updated, wp.deleted, wp.baselineLocked, wp.rebaselined, status.changed, risk.created, risk.updated, decision.created, decision.adjudicated, change.created, change.adjudicated, change.applied, charter.saved, charter.submitted, charter.approved, charter.returned, charter.reopened, steerco.firstHeld, steering-minutes.linked, presentation.opened

Portfolio-scoped actions

Action key	Purpose	Inputs	Returns
get-portfolio-health	Portfolio rollup.	planId (optional)	Per-project RAG, confidence, outcome, budget, R/I/O, decisions-needed, adoption gap, cadenceStatus, initiationMode, Approval lifecycle, and Close-out state (closeOutSubmittedAt / closedAt / asBuiltOutcome / BAU).
get-portfolio-overdue	Overdue-reporting check.	planId (optional)	Projects whose last status update is older than their reporting cadence.
get-closed-projects	Closed lane across a plan.	planId (required). Optional: sinceDate	Closed-status projects with as-built outcome, return, lessons, signOffRationale, BAU handover state and closedAt. Optional filter by sinceDate.

Note

Action inputs and purpose come verbatim from manifest.yml. The “Returns” column paraphrases each action’s manifest description. The action-handler implementation defines the exact response JSON shape, which this page does not enumerate.