Agent skill

jira-rate-request

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Install this agent skill to your Project

npx add-skill https://github.com/majiayu000/claude-skill-registry/tree/main/skills/other/jira-rate-request

SKILL.md

JIRA Rate Request Skill

name: jira-rate-request description: Submit custom pricing requests to Sales/Pricing via JIRA Service Desk. Automates form filling, captures ticket number, and logs to HubSpot. Triggers on "submit JIRA", "rate request", "pricing request", "JIRA ticket", "submit to sales".

Purpose

Automate the JIRA Service Desk rate request submission process for FirstMile custom pricing requests. This skill handles the entire workflow from form filling to HubSpot logging.

Triggers

  • "submit JIRA"
  • "rate request"
  • "pricing request"
  • "JIRA ticket"
  • "submit to sales"
  • "create rate ticket"

Prerequisites

  1. Chrome MCP Connected: Browser automation requires Claude-in-Chrome extension
  2. JIRA Access: User must be logged into FirstMile JIRA
  3. Deal Information: Need customer details from Tier Tool or Brand Scout

JIRA Form Structure

Required Fields

Field Description Example
Customer Name* Company name Static Nails
Product Type* Xparcel Domestic, UPS, etc. Xparcel Domestic
Weekly Volume* Packages per week 1500
State* Ship-from state (dropdown) TX
Background and Goals* Customer context, requirements See format below
Requested Setup* Carrier list by service level See format below

Optional Fields

Field Description
Attach the Tier Tool Upload Tier Tool Excel file

Field Formats

Background and Goals Format

Hi Sales,

Please create rates for [CUSTOMER]. [LEAD STATUS] - [CURRENT CARRIER SITUATION].
[SPECIAL REQUIREMENTS - ORM-D, hazmat, etc.].

Ship from [CITY], [STATE] [ZIP].

[VOLUME]/day, [BOX SIZE] boxes, [WEIGHT PROFILE].

[INTEGRATION] integration.

[ADDITIONAL NOTES - Out Of Network pickup, etc.]

Example:

Hi Sales,

Please create rates for Static Nails. Hot lead - actively shopping carriers (currently on DHL).
ORM-D/Class 3 shipper (nail polish).

Ship from Fort Worth, TX 76106.

300 orders/day, 8x4x4 boxes, majority under 1 lb.

ShipStation integration.

Tier Tool shows "Out Of Network" pickup - needs Sales verification.

Requested Setup Format (Bulleted)

XParcel Priority / Expedited Plus
  - DHL Max
  - USPS PM

XParcel Expedited
  - DHL Expedited
  - Amazon
  - USPS GA
  - ACI-D
  - ONT
  - UniUni
  - Veho

XParcel Ground
  - DHL Ground
  - Amazon
  - USPS GA
  - ACI-D
  - ACI-WS
  - ONT
  - UniUni
  - Veho

For ORM-D/Hazmat accounts, add note:

Note: ORM-D/Class 3 requires hazmat-capable carriers only (UPS Ground, FedEx Ground).
MSDS pending from customer.

Workflow

Step 1: Gather Deal Information

Before starting, collect:

  • Customer name
  • Product type (Xparcel Domestic, UPS, etc.)
  • Weekly volume
  • Ship-from state and ZIP
  • Special requirements (hazmat, DG, etc.)
  • Current carrier situation
  • Integration platform
  • Tier Tool file (if available)

Step 2: Navigate to JIRA

URL: https://firstmile.atlassian.net/servicedesk/customer/portal/5
Click: "Submit a Custom Pricing Request"

Step 3: Fill Form Fields

  1. Customer Name: Enter company name
  2. Product Type: Enter "Xparcel Domestic" (or UPS, etc.)
  3. Weekly Volume: Enter number only (e.g., 1500)
  4. State: Click dropdown, select state abbreviation
  5. Background and Goals: Enter formatted text (see above)
  6. Requested Setup: Enter bulleted carrier list (see above)
  7. Attach Tier Tool: (Optional) Click Browse, upload file

Step 4: Submit & Capture Ticket

  1. Click Send button
  2. Wait for confirmation page
  3. Capture ticket number from URL: RATE-XXXX
  4. Screenshot for verification

Step 5: Log to HubSpot

Create note on deal with:

JIRA Rate Request Submitted: RATE-XXXX

Ticket Details:
- Customer: [NAME]
- Product Type: [TYPE]
- Weekly Volume: [VOLUME]
- State: [STATE] ([ZIP])
- [Special requirements]

Next Steps:
- Wait for Sales to [verify/create rates]
- [Pending items from customer]

Chrome MCP Commands

python
# Navigate to JIRA
mcp__claude-in-chrome__navigate(url="https://firstmile.atlassian.net/servicedesk/customer/portal/5", tabId=TAB_ID)

# Click Submit a Custom Pricing Request
mcp__claude-in-chrome__find(query="Submit a Custom Pricing Request", tabId=TAB_ID)
mcp__claude-in-chrome__computer(action="left_click", ref=REF_ID, tabId=TAB_ID)

# Fill text fields
mcp__claude-in-chrome__form_input(ref=REF_ID, value="VALUE", tabId=TAB_ID)

# Fill dropdown (State)
mcp__claude-in-chrome__computer(action="left_click", ref=STATE_REF, tabId=TAB_ID)
mcp__claude-in-chrome__find(query="TX option in dropdown", tabId=TAB_ID)
mcp__claude-in-chrome__computer(action="left_click", ref=OPTION_REF, tabId=TAB_ID)

# Submit
mcp__claude-in-chrome__find(query="Send button", tabId=TAB_ID)
mcp__claude-in-chrome__computer(action="left_click", ref=SEND_REF, tabId=TAB_ID)

HubSpot Integration

python
# Create note with JIRA ticket
note_payload = {
    'properties': {
        'hs_timestamp': str(int(datetime.now().timestamp() * 1000)),
        'hs_note_body': note_body
    }
}
requests.post('https://api.hubapi.com/crm/v3/objects/notes', headers=headers, json=note_payload)

# Associate with deal (type 214)
requests.put(f'https://api.hubapi.com/crm/v3/objects/notes/{note_id}/associations/deals/{deal_id}/214', headers=headers)

Common Issues

Issue Solution
State dropdown not selecting Click dropdown first, wait for options, then click state
Text appearing in wrong field Use read_page to get correct element refs
Form not submitting Scroll to bottom to ensure Send button visible
Garbled text Take screenshot to verify, use Ctrl+A and retype if needed

Output

After successful submission:

Field Value
JIRA Ticket RATE-XXXX
Status Submitted
HubSpot Note Created & Associated
Next Action Wait for Sales response

Related Skills

  • /brand-scout - Research before rate request
  • /deal-update - Move deal stage after rates received
  • /create-followup - Set follow-up task for rate response

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