emmy-planning-context

name	emmy-planning-context
description	Load the Emmy Goals Space as ambient planning context from Confluence. Use when Emmy work involves planning, goal alignment, ticket proposals, roadmap decomposition, outcome selection, prioritization, or checking whether work fits current strategic principles, active delivery goals, and applicable planning requirements.

Emmy Planning Context

Use this skill to ground Emmy planning work in the current Goals Space before proposing tickets, outcomes, prioritization, or roadmap changes. The default posture is: read intent first, return structured context, then let the calling agent reason.

Requirements are part of the planning context. They express constraints, blockers, due dates, authority, and evidence expectations that may shape or block otherwise goal-aligned work.

Source Of Truth

• Entry point: https://confluenceent.cms.gov/spaces/SFIV/pages/1398768351
• Confluence space: SFIV
• MCP server: cms-atlassian-confluence
• Required user environment variable: CONFLUENCE_PERSONAL_TOKEN
• The shared plugin MCP config may expose Jira URL, token, and tool settings for collision-safe overlap with Jira plugins. This skill uses Confluence only.
• Stable page IDs:
  • Goals Space root: 1398768351
  • Strategic Principles: 1398768358
  • Goals Registry: 1398342919
  • Outcomes Index: 1399162264
  • Planning Log: 1398768357
  • Requirements Registry: 1399165621

This skill complements emmy-knowledge-store. Do not load Knowledge Store content here. Return Knowledge Store links as links only.

Inputs

Accept these caller options when the user or calling agent provides them:

Name	Type	Default	Meaning
focus_area	string | null	null	Optional topic hint used to narrow active goal pages.
include_principles	boolean	true	Whether to load active strategic principles.
include_outcomes	boolean	true	Whether to load the flat Outcomes Index.
include_requirements	boolean	true	Whether to load active planning requirements when available.
include_recent_log	boolean	false	Whether to include recent Planning Log entries for audit context.
recent_log_limit	integer	3	Maximum recent log entries when include_recent_log is true.

Set include_requirements to false only when the user asks to skip requirements or when a caller intentionally wants goals/principles without constraint context. If the user asks not to use external context, do not use this skill at all.

Ambient Read Sequence

Follow this sequence before making Emmy planning proposals:

1. Read the Goals Space root page 1398768351.
   • Verify the title is Emmy Goals Space.
   • Verify the page is initialized by finding the Agent Operating Rules section.
   • Stop with a hard error if the root page is missing, unreadable, or uninitialized.
2. Read the root page children and verify the expected child pages exist: Strategic Principles, Goals Registry, Outcomes Index, and Planning Log.
3. If include_principles is true, read Strategic Principles page 1398768358.
   • Parse the Active Principles table.
   • Ignore placeholder rows such as -, --, ---, None yet, or em dash equivalents.
   • For each row with status Active, read the linked child principle page in full and extract the fields in the output schema.
4. Read Goals Registry page 1398342919.
   • Parse the Active Goals table.
   • Ignore placeholder rows.
   • For each row with status Active, read the linked child goal page in full unless focus_area excludes it.
   • Apply focus_area by matching case-insensitively against the goal title, statement, outcomes, blockers, and link text. If no active goal overlaps, return no goals plus a warning.
5. If include_outcomes is true, read Outcomes Index page 1399162264.
   • Parse the All Outcomes table.
   • Ignore placeholder rows.
6. If include_requirements is true, discover and load requirements using the emmy-requirements-context workflow:
   • Read Requirements Registry 1399165621.
   • If direct lookup fails, search root children for exact title Requirements Registry.
   • If the registry is missing, add warning REQUIREMENTS_REGISTRY_MISSING and continue with requirements: [].
   • When the registry exists, load active requirements that match the focus_area, active goal IDs, active outcome IDs, and active principle IDs.
7. If include_recent_log is true, read Planning Log page 1398768357.
   • Return the most recent log entries up to recent_log_limit.
   • Read only for context. Do not append from this skill.
8. Assemble and return the complete PlanningContext.

PlanningContext Shape

Return structured data rather than a prose summary:

{
  "principles": [
    {
      "id": "PRIN-001",
      "name": "Principle name",
      "status": "Active",
      "principle_statement": "Statement text",
      "evaluation_criteria": ["Question?"],
      "known_tensions": ["Documented tension"],
      "source_page_id": "1390000000",
      "source_url": "https://confluenceent.cms.gov/pages/viewpage.action?pageId=1390000000"
    }
  ],
  "goals": [
    {
      "id": "GOAL-001",
      "statement": "Goal statement",
      "status": "Active",
      "owner": "Owner or team",
      "horizon": "Date or quarter",
      "outcomes": [
        {
          "id": "GOAL-001-O1",
          "statement": "Outcome statement",
          "success_criteria": "Falsifiable condition",
          "status": "Not Started",
          "jira_epic": null
        }
      ],
      "open_blockers": [],
      "knowledge_store_links": [],
      "source_page_id": "1390000001",
      "source_url": "https://confluenceent.cms.gov/pages/viewpage.action?pageId=1390000001"
    }
  ],
  "outcomes_index": [
    {
      "outcome_id": "GOAL-001-O1",
      "statement": "Outcome statement",
      "parent_goal": "GOAL-001",
      "status": "Not Started",
      "jira_epic": null
    }
  ],
  "requirements": [
    {
      "id": "REQ-001",
      "name": "Maintain valid ATO",
      "domain": "security-authorization",
      "status": "Active",
      "owner": "ISSO / System Owner / Emmy Team",
      "due_or_review_date": "2026-09-21",
      "authority": "Emmy ATO Tracker",
      "applicability": "Production operation and release planning",
      "planning_impact": "Release plans must account for ATO expiration and condition closure.",
      "blocking_rule": "No new non-CMS interfaces without prior approval.",
      "related_goals": ["GOAL-001"],
      "related_outcomes": ["GOAL-001-O2"],
      "related_principles": ["PRIN-004", "PRIN-005"],
      "evidence_links": [],
      "open_questions": [],
      "source_page_id": "1390000002",
      "source_url": "https://confluenceent.cms.gov/pages/viewpage.action?pageId=1390000002"
    }
  ],
  "recent_planning_log_entries": [],
  "warnings": [
    {
      "code": "NO_ACTIVE_GOALS",
      "page_id": "1398342919",
      "message": "No active goals found in Goals Registry."
    }
  ],
  "metadata": {
    "loaded_at": "2026-06-15T12:00:00Z",
    "pages_read": ["1398768351"],
    "page_versions": {
      "1398768351": 1
    },
    "focus_area": null,
    "include_requirements": true,
    "requirements_registry_page_id": "1399165621",
    "goals_space_url": "https://confluenceent.cms.gov/spaces/SFIV/pages/1398768351"
  }
}

Omit recent_planning_log_entries only when include_recent_log is false. Always populate metadata.pages_read with every page ID consulted.

Error And Warning Rules

• Missing or uninitialized Goals Space root: stop with a hard error that names page 1398768351.
• Missing expected child page: return a warning and continue when the page is not required for the requested inputs; stop if a required page is missing.
• No active principles: return principles: [] and warning NO_ACTIVE_PRINCIPLES.
• No active goals: return goals: [] and warning NO_ACTIVE_GOALS.
• Empty Outcomes Index: return outcomes_index: [] and warning OUTCOMES_INDEX_EMPTY.
• Missing Requirements Registry: return requirements: [] and warning REQUIREMENTS_REGISTRY_MISSING. Do not treat this as proof that no requirements apply.
• Empty Requirements Registry: return requirements: [] and warning REQUIREMENTS_REGISTRY_EMPTY.
• Unreadable principle or goal child page: add a warning with the page ID, skip that item, and continue.
• Mid-sequence page read failure: report the exact page ID. Do not substitute memory, cached content, or copied notes.

Constraints

• Read only. Do not write to Confluence from this skill.
• Do not append to the Planning Log. Use append-planning-log only after explicit user authorization.
• Do not create, edit, retire, or reorder principles, goals, outcomes, or log entries.
• Do not create or propose Jira tickets from this skill. The calling planning agent may do that after reading the returned context.
• Do not call Jira tools from this skill, even though the shared MCP config may expose them.
• Do not dereference Knowledge Store links or call Knowledge Store skills.
• Do not create, update, retire, or reorder requirements. Use requirements context as read-only planning input.
• Cite page titles and URLs or page IDs when Goals Space content materially shaped the answer.

MCP Tool Use

Use Confluence MCP tools such as confluence_get_page, confluence_get_page_children, confluence_search, confluence_get_page_history, and confluence_get_page_diff for reads.

Prefer convert_to_markdown: true for normal extraction. Use storage format only when markdown conversion hides table or link details needed to parse the context accurately.