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Connect to Jira

Learn how to connect Jira to Retool.

You can use the Jira integration to create a resource and make it available in Retool. Once complete, your users can write queries that interact with Jira data.

Requirements​

The Jira integration requirements depend on whether you have a cloud-hosted or self-hosted Retool organization. You may also need to make Jira configuration changes before creating the resource.

Sufficient user permissions to create resources

All users for Retool organizations on Free or Team plans have global Edit permissions and can add, edit, and remove resources. If your organization manages user permissions for resources, you must be a member of a group with Edit all permissions.

Allow your deployment to access the data source

Your self-hosted deployment must have access to the data source. Ensure that any potential firewall rules for either the data source or your deployment instance are updated to allow them to communicate.

Jira settings and authentication

You must have sufficient access and familiarity with your Jira data source so you can provide:

  • Required connection settings (e.g., URL and server variables).
  • Authentication credentials (e.g., API keys).

In some cases, you may need to make changes to your Jira configuration, such as generating authentication credentials or allowing access through a firewall. Refer to the configuration and authentication sections to learn more.

Custom OAuth 2.0 client credentials

Authentication is performed using a custom OAuth 2.0 client app. You must create this client and then provide its credentials. Once configured, your users are redirected to Jira to sign in and authorize Retool to access data.

OAuth apps typically require the following values during creation:

  • OAuth callback URL: The URL to which users are redirected once they have successfully signed in.
  • Scopes : The permissions granted to Retool. Each scope defines a specific set of permissions (e.g., messages:read to read messages users:write to create new users). You must ensure that any scopes defined in your OAuth app matches the scopes you specify when configuring the resource.

Once you've created an OAuth app you can obtain its credentials, such as the Client ID and Client secret. You then provide these to configure Retool for OAuth authentication.

Refer to the Jira documentation for detailed instructions on creating an OAuth app.

Configure the resource​

Sign in to your Retool organization and navigate to the Resources tab. Click Create new > Resource, then select Jira.

Configuration​

Specify the name, location, and description to use for your Jira resource. Retool displays the resource name and type in query editors to help users identify them.

Provide the following configuration settings to create the resource. Depending on how your data source is configured, you may also need to provide optional settings for Retool to connect.

Name

The name to use for the resource.

Description

A description of the resource. If enabled, Assist uses the Description to gain additional context about the resource. This setting has a max length of 600k characters.

API version

The API version with which to perform requests.

Authentication​

The Jira integration supports the following authentication methods. Depending on which authentication method you use, you may need to make changes to your Jira configuration.

Custom OAuth 2.0 client credentials

Authentication is performed using a custom OAuth 2.0 client app. You must create this client and then provide its credentials. Once configured, your users are redirected to Jira to sign in and authorize Retool to access data.

OAuth apps typically require the following values during creation:

  • OAuth callback URL: The URL to which users are redirected once they have successfully signed in.
  • Scopes : The permissions granted to Retool. Each scope defines a specific set of permissions (e.g., messages:read to read messages users:write to create new users). You must ensure that any scopes defined in your OAuth app matches the scopes you specify when configuring the resource.

Once you've created an OAuth app you can obtain its credentials, such as the Client ID and Client secret. You then provide these to configure Retool for OAuth authentication.

Refer to the Jira documentation for detailed instructions on creating an OAuth app.

Scopes

Scopes govern what permissions Retool has once you connect your account authenticates. For some integrations, Retool automatically populates a set of recommended scopes to make full use of the integration. In some cases, you may need to specify the scopes for Retool to use.

Client ID

The client ID with which to authenticate.

Client secret

The client secret with which to authenticate.

Share credentials between users

Whether the authenticated credentials should be shared across all users. If enabled, all users share the same credentials and do not need to complete authentication themselves. All queries from Retool are made on behalf of the same authenticated user. Not all resources allow credential sharing so this option may not be available.

Test the connection​

Click Test Connection to verify that Retool can successfully connect to the data source. If the test fails, check the resource settings and try again.

Testing a connection only checks whether Retool can successfully connect to the resource. It cannot check whether the provided credentials have sufficient privileges or can perform every supported action.

Save the resource​

Click Create resource to complete the setup. You can then click either Create app to immediately start building a Retool app or Back to resources to return to the list of resources.

Next steps​

Your Jira resource is now ready to use. Check out related queries and code documentation to learn how to interact with Jira data.