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Confluence Data Center Toolset

Wiki pages and documentation on self-hosted Confluence

ReadyAtlassian

Overview

The Confluence Data Center toolset lets AI agents work with the Confluence you run on your own servers. Agents can create pages, update content, search documentation, read spaces, and add comments. Use it to automate documentation work and to make your knowledge base reachable through a conversation with an agent.
If Atlassian hosts your Confluence for you, that is Confluence Cloud. Use the Confluence Cloud toolset instead. The two toolsets are not interchangeable.

Key Capabilities

  • Create and update pages - Write new documentation, change existing pages, move pages under a new parent
  • Search content - Search page titles, or search the full text of your content
  • Space operations - List spaces, read space details
  • Page hierarchy - Browse child pages and version history
  • Comments - Add comments and replies, and read existing ones
  • User operations - Search users, get the current user

Available Tools


Configuration Guide

The Confluence Data Center toolset supports two ways to sign in: Personal Access Token (PAT) and Basic Authentication. In both cases the work is split between an admin and each user:
  • The admin sets up the shared instance under Workspace Settings → Actions and enters only the Base URL.
  • Each user then opens Your actions and enters their own credentials.
Every user who wants to use the toolset needs their own credentials, because each agent action runs as that user in Confluence.
This toolset supports Personal Access Token and Basic Authentication only. OAuth apps you create in the Atlassian Developer Console are for Confluence Cloud and will not work here.

Step 1: Each user creates a Personal Access Token

Every user who will use the toolset needs their own token.
  1. Sign in to your Confluence.
  2. Click your profile picture in the top right, then select Settings.
  3. Open the Personal Access Tokens tab and click Create token.
  4. Give it a name you will recognise, such as PipesHub Confluence Toolset, set an expiry if you want, then click Create.
Create a Personal Access Token in Confluence Data Center
  1. Confluence shows the token once. Copy it and store it somewhere safe.
Copy the Personal Access Token — shown once
The token is shown only once. If you close the dialog before copying it, revoke it and create a new one.
A token has the same access as the person who created it. An agent using your token can only do what you can do in Confluence.

Step 2: Admin — create the instance in Actions

The admin sets only the Base URL here. No credentials are entered at this step.
  1. In PipesHub, go to Workspace SettingsActions.
  2. Find Confluence Data Center and click + Setup for a new instance.
  3. Choose Personal Access Token as the sign-in method, then enter:
    • Instance Name (e.g., Confluence Production)
    • Base URL — the root URL of your Confluence, such as https://confluence.yourcompany.com, with no trailing slash
  4. Click Create.
Admin Actions dialog — Instance Name and Base URL only
Opening the instance settings later brings this dialog back, where you can change the Instance Name and Base URL. A button below it opens Your actions so each user can add their own credentials.

Step 3: Each user — add their token in Your actions

Every user who wants to use the toolset does this with their own token.
  1. In PipesHub, open Your actions (under Personal in the sidebar).
  2. Find the Confluence Data Center instance and open it.
  3. Enter your Personal Access Token from Step 1.
  4. Click Save credentials.
Your actions — enter your Personal Access Token
The tile in Your actions now shows Authenticated. The toolset is connected for you only. Every other user has to repeat this step with their own token.

Step 4: Add the toolset to an agent

  1. Go to the Home page.
  2. Next to Agents, click + to create a new agent.
  3. Name the agent, drag the Confluence Data Center toolset onto the canvas, connect it to the Agent Core node along with your model and chat input and output, then create the agent.
Agent builder with the Confluence Data Center toolset connected

FAQ

No. This toolset supports Personal Access Token and Basic Authentication only. OAuth apps created in the Atlassian Developer Console are for Confluence Cloud and will not work here.
Use a Personal Access Token unless your instance cannot create them.
Example: use the connector to search your documentation. Use the toolset to let an agent write or update a page.
Every agent action runs as a real Confluence user. Using your own token means agents can only see and change what you can see and change in Confluence, and the page history in Confluence shows who did it.

Usage Tips

How do I create a page?
Ask your agent to “create a Confluence page” and give it the space, the title, and what the page should say. To nest the new page under an existing one, mention the parent page.
Which space name do I give it?
Data Center uses the space key, such as ENG or DS. A personal space key starts with a tilde, such as ~jdoe. You can find the key in the space URL. If you are not sure, ask the agent to list your spaces first.
How do I update a page?
Ask to change the title, the content, or both. You can also ask to move a page under a different parent. Anything you do not mention stays as it is.
How do I search?
Ask to “find Confluence pages about X”. The agent searches page titles when you are looking for a specific page, and searches the full text of your content when you are looking for a topic.
How do I comment on a page?
Ask the agent to add a comment to a page. To continue a thread rather than start a new one, tell it which comment to reply to.
What formatting can I use in page content?
Confluence storage format, which is XHTML. Plain text works too and is wrapped for you.