search-knowledge

name	search-knowledge
description	Answer from qualified Jira and Confluence evidence with atl. USE WHEN organizational knowledge is unknown or split across both services. DO NOT USE WHEN one exact resource is known, the task is a report/dashboard, or the answer belongs in the codebase.

Search company knowledge with atl

Search Confluence and Jira in parallel, read the best hits, and answer with citations. This recipe is read-only: never create, update, or comment.

Make export ATL_READ_ONLY=1 the first statement of every Bash block so all later atl calls and child processes inherit the guard. Never override it in this workflow. Keep headless blocks to that export plus documented atl commands only; do not add output separators, pipes, help probes, or unrelated shell/file inspection commands.

Preflight: atl must be installed and configured. If command -v atl fails or a command exits 7 ("not configured"), run {{atl.setup_cmd}} and stop. For an unfamiliar mixed-backend question, inspect the bounded offline route once before loading any broader reference:

export ATL_READ_ONLY=1
atl capabilities --task knowledge/search

Workflow

When the plugin exposes typed atl MCP tools, use the equivalent transient route without shell: call confluence_search and jira_issue_search once, setting both row and byte bounds for each search. An oversize search error is not partial evidence: narrow the query or lower the row limit before raising the byte cap. Freeze only complete candidate pages, then use jira_issue_field_get plus confluence_page_outline and confluence_page_section for the selected evidence. When the selected evidence is tabular, use confluence_table_summary and then confluence_table_extract for one exact table instead of reading a broader section. Reuse a numeric Confluence result id directly. Do not mix MCP and CLI reads merely to repeat already complete evidence; fall back to the CLI workflow below when MCP is unavailable or the task needs an operation outside its read-only surface.

1. Extract search terms

Keep the core nouns, prepare one narrow and one broad variant, and carry any known space/project scope into the query.

2. Search both backends

export ATL_READ_ONLY=1
atl conf search --cql 'siteSearch ~ "billing retry queue"' --limit 15
atl jira issue search --jql 'text ~ "billing retry queue" ORDER BY updated DESC' --limit 15

CQL fallbacks: text ~ "...", then title ~ "...". Scope with space = KEY or project = KEY when known. Retry one prepared variant after an empty result, then report the exact searches rather than implying full coverage. Freeze the first useful result pages before expanding anything: require Jira page.complete:true and Confluence top-level complete:true, or continue from next_cursor / report the partial search instead of claiming absence. To continue, repeat the exact query and page limit and pass only the returned cursor:

export ATL_READ_ONLY=1
atl conf search --cql 'siteSearch ~ "billing retry queue"' --limit 15 --cursor '<next-cursor>'
atl jira issue search --jql 'text ~ "billing retry queue" ORDER BY updated DESC' --limit 15 --cursor '<next-cursor>'

3. Read bounded Confluence evidence

For the 2–4 best page hits, inspect the outline, then read only the relevant section. A numeric id emitted by conf search is already a stable exact reference; pass it directly to outline/section. Use resolve only for a URL, short link, or user-supplied reference whose stable id is still unknown. Use a full page only when no heading isolates the answer. For typed tools, pass the section heading as the exact outline title, without Markdown # prefixes.

export ATL_READ_ONLY=1
atl conf page outline '<search-result-id>' -o text
atl conf page section '<search-result-id>' --heading 'Retries' --max-bytes 32768 -o text

Require complete:true. A duplicate heading needs explicit --occurrence; truncated:true means the omitted tail is not evidence of absence.

4. Read targeted Jira evidence

Discover non-empty field metadata before reading custom values. Request only selected fields and qualified references; fetch history only when chronology matters.

export ATL_READ_ONLY=1
atl jira issue fields KEY-123 --metadata-only
atl jira issue field get KEY-123 --field 'Delivery Notes'
atl jira issue refs KEY-123 --fields 'Delivery Notes'
atl jira issue history KEY-123 --field 'Delivery Notes' --since 2026-07-01 --summary-only

Require top-level and named-source completeness before claiming a link/change is absent. For refs, use top-level summary and per-issue reference_summary for total/per-kind references and source-value counts; do not manually add the nested arrays. The reconciliation booleans make count and completeness disagreements explicit. A repeated URL is deduplicated within one issue but counted once per issue across a multi-issue selection. Use typed jira_issue_refs when only those reconciled aggregate facts are needed; it deliberately omits every raw URL and narrative field. Keep the CLI route above when the selected URL itself must be followed into Confluence. Use jira epic digest instead when an epic question spans children, status narrative, comments, history, and refs.

5. Escalate only when bounded reads are insufficient

export ATL_READ_ONLY=1
atl conf page view '<id-or-url>' -o text
atl jira issue get KEY-123
atl jira issue comment list KEY-123 -o text

For repeated deep reading, mirror once and search locally:

export ATL_READ_ONLY=1
atl conf pull --cql 'space = KEY AND siteSearch ~ "..."' --into <dir>
rg -il 'retry queue' <dir>

The mirror amortizes later reads, but a pull cap or comment warning still limits what absence claims are justified.

6. Synthesize with citations

• Lead with the answer, then evidence; cite page title + id or issue key.
• Prefer the most recently updated source when sources conflict, and say so.
• Close with what was not found, queries used, and every incomplete/truncated source.

Pitfalls

Symptom	Cause / fix
exit 4 on a page read	stale id or unresolved URL — retry page resolve; cite only evidence actually read
exit 3	PAT missing/expired — atl auth status, then {{atl.setup_cmd}}
exit 2 with CQL/JQL	wrap the query in single quotes and values in double quotes
body too large	prefer outline → bounded section; then full view or mirror .md, never raw .csf