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, is served by the same backend function (action-handler), and mutates nothing — 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).

The agent is invoked 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 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/payback), and those are forward-looking case metrics, not a realised-return calculation.

Input conventions

Input	Type	Notes
projectKey	string	The Jira project key (e.g. PROJ).
planId	string	A Jira Plan ID. Scopes a portfolio view (requires Jira Premium / Plans).
sinceDate / since	string	ISO date string (e.g. 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 (Discovery / Approval / Initiation / Delivery / Close-out / Closed / BR), 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; 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); entity, action, since, limit (optional)	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); since (optional)	Deterministic digest: a one-sentence prose summary plus structured counts (status, RAG, confidence, CRs, materialised risks, treatments, decisions, amendments). If since is omitted, falls back to the resolved steerco anchor (last presentation.opened audit entry, else cadence × days before now).
get-charter-history	Thesis approval timeline.	projectKey (required); limit (optional)	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 — no ROI calculation.
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, status.changed, risk.created, risk.updated, decision.created, decision.adjudicated, change.created, change.adjudicated, charter.saved, charter.submitted, charter.approved, charter.returned, charter.reopened, 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 that have not updated their status within their reporting cadence.
get-closed-projects	Closed lane across a plan.	planId (required); sinceDate (optional)	Closed-status projects with as-built outcome, return, lessons, signOffRationale, BAU handover state and closedAt. Optional filter by sinceDate.

TODO: confirm with James

Action inputs and purpose are drawn verbatim from manifest.yml. The “Returns” column paraphrases each action’s manifest description; the exact response JSON shape is defined in the action-handler implementation and is not enumerated here.