Rocketlane AI Agent
Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Rocketlane MCP or direct API to track project status, create onboarding tasks, send project updates, and manage team assignments through natural language.
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Rocketlane is a collaborative customer onboarding and implementation platform for professional services teams. It streamlines project tracking, communication, and task management to accelerate client onboarding.
▪ Tools & Triggers
Supported Tools and Triggers
Every Rocketlane action and event your agent gets out of the box.
Add Assignee To Task
Add assignees to a task by task ID. Assigns one or more users to a specific task.
Add Field Option
Tool to add a new option to a SINGLE_CHOICE or MULTIPLE_CHOICE field. Use when extending dropdown or select field options with a new labeled and colored choice.
Add Followers To Task
Tool to add followers to a task by Id. Use when you need to add team members as followers to track task updates.
Add Members to Project
Tool to add team members to a project using the projectId. Team members are participants from your company who work on projects and deliverables.
Add Members to Conversation
Add members to a conversation in Rocketlane. Use this when you need to include additional team members or stakeholders in an existing conversation.
Archive Project by ID
Archives a specific project based on its unique identifier.
Create Comment
Tool to create a comment in Rocketlane. Use when you need to add a comment to a task or project conversation.
Create Company
Creates a new company (account) in Rocketlane. This action allows you to create a new company/account in your Rocketlane workspace. It complements existing company-related actions by providing the ability to register new accounts using the POST /api/v2/companies endpoint.
Create Conversation
Creates a new conversation in Rocketlane. Use this to start a conversation associated with a project or other source type. You can specify members, privacy settings, and whether to include all members automatically.
Create Field
Tool to create a custom field in Rocketlane. Use when you need to add a new custom field to TASK, PROJECT, PHASE, or USER objects. For SINGLE_CHOICE or MULTIPLE_CHOICE field types, you must provide the options array.
Create Phase
Tool to create a new phase in a Rocketlane project. Use when you need to add a new phase to an existing project with specified timeline and configuration.
Create Project
Tool to create a new project in Rocketlane. Use when you need to set up a new project with details like name, customer, owner, dates, and custom fields.
Create Space
Creates a new space for a given project in Rocketlane. Use when you need to create a collaborative workspace within a project with specific privacy settings.
Create Space Document
Tool to create a new space document in Rocketlane. Use when you need to add documents to a project space, either as native Rocketlane documents or embedded links from external sources.
Create Task
Creates a new task.
Create Time Entry
Tool to create a new time entry in Rocketlane. This endpoint allows users to log time spent on tasks or projects. It complements the existing ROCKETLANE_GET_TIME_ENTRIES action and enables complete time tracking functionality within the Rocketlane integration.
Delete Comment By ID
Tool to delete a comment by its ID. Use when you need to permanently remove a comment from Rocketlane.
Delete Conversation
Tool to delete a conversation by its unique identifier. Use when you need to permanently remove a conversation from Rocketlane.
Delete Field
Tool to permanently delete a custom field using its unique identifier. Use when a field is no longer required and should be removed from the system.
Delete Phase
Permanently delete a phase from the project using its unique identifier (phaseId). Use when you need to remove a phase that is no longer needed.
Delete Project
This tool allows users to permanently delete a project in Rocketlane. It requires a valid project ID and appropriate permissions (Admins, Super Users, and Project Owners). Note that deletion is irreversible; therefore, consider using archival if future access might be needed.
Delete Space
Tool to permanently delete a space from a project by its ID. Use when you need to remove a space from the Rocketlane system. Note: This operation is permanent and cannot be undone.
Delete Space Document
Tool to permanently delete a space document by its ID. Use when you need to remove a space document from the system.
Delete Task By ID
Delete a specific task using its unique identifier (taskId).
Delete Time Entry by ID
Delete a specific time entry using its unique identifier (timeEntryId).
Get All Conversations
Tool to retrieve all conversations in Rocketlane. Use when you need to list, search, or filter conversations. Supports pagination and various filtering options including source ID, conversation name, and privacy status.
Get All Fields
Retrieve all custom fields available in the system.
Get All Resource Allocations
Tool to retrieve all resource allocations from Rocketlane. Use when you need to get comprehensive allocation data for various projects within a specific date range.
Get All Spaces
Tool to retrieve all spaces for a specific project in Rocketlane. Use when you need to list all spaces associated with a project, including space details like name, privacy status, and creation/update information.
Get All Tasks
Tool to retrieve all tasks from Rocketlane with advanced filtering options. Supports filtering by project, status, dates, billable status, and more. Use this when you need to search or list tasks with specific criteria.
Get All Time-Offs
Tool to retrieve all time-offs from Rocketlane with advanced filtering options. Use when you need to get comprehensive time-off data including leave entries, holidays, and absences.
Get Comments
Tool to retrieve all comments from Rocketlane. Use when you need to fetch comments from tasks or project conversations with support for filtering, pagination, and sorting.
Get Company
This tool retrieves detailed information about a specific company/account in Rocketlane by its ID. It provides comprehensive information about the company including its status, address, currency, created date, updated date, custom fields, and other relevant metadata.
Get Conversation
Tool to retrieve detailed information about a conversation by its ID. Use when you need to get conversation details including name, description, members, and source information.
Get Field By ID
Retrieve detailed information about a specific custom field using its unique identifier (fieldId).
Get Phase by ID
Tool to retrieve extensive information about a specific phase by its unique identifier. Use when you need detailed phase data for project management operations.
Get Project by ID
Retrieves detailed information about a specific project using its unique identifier.
Get Space by ID
Tool to retrieve detailed information about a specific space using its unique identifier. Use when you need to fetch space details including associated project, creation time, and privacy settings.
Get Task By Id
Retrieve extensive information about a specific task using the task's unique identifier (taskId).
Get Template By ID
Retrieve detailed information about a specific template using its unique identifier (templateId). NOTE: The exact API endpoint and response structure need to be verified from the official Rocketlane API documentation.
Get Time Entries
Tool to retrieve all time entries from Rocketlane. It provides endpoints to get time entries with support for pagination, filtering by project ID, user ID, start and end dates. This allows tracking of time spent on various tasks, generating reports, and analyzing team productivity.
Get Time Entry By ID
Retrieve detailed information about a specific time entry using its unique identifier (timeEntryId).
Get Time Entry Categories
Tool to retrieve time entry categories from Rocketlane. Returns a paginated list of all available time entry categories. Use when you need to get the available categories for creating or filtering time entries.
Get User By ID
Retrieve detailed information about a specific user using their unique identifier (userId).
List Companies
This tool retrieves a list of all companies/accounts in Rocketlane. It's a basic GET endpoint that returns all companies without requiring any specific resource IDs or additional parameters. The endpoint is independent and can be executed with just the authentication token.
List Currencies
Returns a predefined list of commonly used currencies since Rocketlane API doesn't provide a dedicated currencies endpoint. This list includes major global currencies with their codes, names, and symbols.
List Project Phases
This tool retrieves a list of project phases from Rocketlane. It allows users to fetch and filter phases based on various parameters including projectID, startDate, dueDate, startDateActual, dueDateActual, phaseName, sortBy, sortOrder, limit, and pageToken. The API supports various operators for filtering such as .gt, .eq, .lt, .ge, .le, .cn, and .nc. Note: The API requires projectId to be specified, despite the official documentation listing it as optional. Calling the endpoint without projectId returns a 400 BAD_REQUEST error. This has been verified through direct API testing (see: https://developer.rocketlane.com/reference/get-all-phases).
List Projects
This tool retrieves a list of all projects in the Rocketlane instance. It provides project details including Project ID, Project Name, Project Status, Created Date, Owner Information, Customer Information, and other metadata.
List Templates
This tool retrieves a list of all available templates in Rocketlane. It fetches all available templates in the account and returns a list of template objects containing details like template_id, name, description, created_at, updated_at, is_dynamic, and has_automations.
List Users
This tool retrieves all users in the Rocketlane instance. It is an independent action that does not require any resource IDs or external dependencies. The endpoint returns detailed user information including user IDs, emails, names, roles, and statuses.
Move Task To Given Phase
Tool to move a task to a different phase by task ID and phase ID. Use when tasks need to be reorganized across different project phases.
Remove Assignees From Task
Tool to remove assignees from a task by its unique identifier. Use when you need to remove team members from a specific task.
Remove Dependencies From Task
Tool to remove dependencies from a task by ID. Use when you need to unlink dependency relationships between tasks.
Remove Followers From Task
Tool to remove followers from a task by task ID. Use when you need to remove one or more followers from a specific task.
Remove Members from Conversation
Remove members from a conversation in Rocketlane. Use this when you need to remove team members or stakeholders from an existing conversation.
Retrieve Subscription Details
Retrieves detailed information about the current subscription.
Search Invoices
Tool to retrieve all invoices from Rocketlane. Use when you need to get a list of all invoices accessible to the authenticated user. This endpoint returns invoice details including invoice numbers, dates, amounts, status, and associated customer and project information.
Search Time Entries
Tool to search time entries with filters in Rocketlane. Use when you need to find specific time entries based on criteria like date ranges, project, user, billable status, or duration. Supports advanced filtering using field.operator=value format (e.g., date.gt=2023-02-11, minutes.eq=250).
Search User By Email
Search User By Email Id.
Update Company
This tool updates an existing company/account in Rocketlane. It uses the PUT endpoint to update the company details identified by companyId. The action complements the existing create_company action and is essential for maintaining up-to-date company information, relying on Rocketlane's API specifications and company management endpoints.
Update Conversation
Tool to update an existing conversation in Rocketlane by its ID. Use when you need to modify conversation details like name, description, or member inclusion settings.
Update Field
Tool to update field information by ID. Updates field properties including label, description, privacy settings, and enabled status. Use when you need to modify existing field metadata.
Update Field Option
Tool to update an existing option's label and color in a SINGLE_CHOICE or MULTIPLE_CHOICE field. Use when modifying dropdown or select field option properties.
Update Phase
Tool to update phase information by phase ID. Use when you need to modify phase details such as name, dates, status, or privacy settings for an existing project phase.
Update Project By Id
Updates an existing project's details using its unique identifier.
Update Space
Tool to update space details by its unique identifier. Use when you need to update space properties such as name or privacy settings.
Update Space Document
Tool to update a space document's properties by its unique identifier in Rocketlane. Use when you need to modify the name or URL of an existing space document. This action allows updating document metadata without recreating the document.
Update Task by ID
Tool to update task details by ID. Use when you need to modify task information such as name, dates, status, progress, or custom fields.
Update Time Entry by ID
Update existing time entry details using its unique identifier (timeEntryId).
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