Rocketlane MCP server for AI agents and assistants

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.

69 Tools

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TOOLS

Supported Tools

Every Rocketlane action and event your agent gets out of the box.

Add Assignee To Task

Add assignees to a task by task ID.

Add Field Option

Tool to add a new option to a SINGLE_CHOICE or MULTIPLE_CHOICE field.

Add Followers To Task

Tool to add followers to a task by Id.

Add Members to Project

Tool to add team members to a project using the projectId.

Add Members to Conversation

Add members to a conversation in Rocketlane.

Archive Project by ID

Archives a specific project based on its unique identifier.

Create Comment

Tool to create a comment in Rocketlane.

Create Company

Creates a new company (account) in Rocketlane.

Create Conversation

Creates a new conversation in Rocketlane.

Create Field

Tool to create a custom field in Rocketlane.

Create Phase

Tool to create a new phase in a Rocketlane project.

Create Project

Tool to create a new project in Rocketlane.

Create Space

Creates a new space for a given project in Rocketlane.

Create Space Document

Tool to create a new space document in Rocketlane.

Create Task

Creates a new task.

Create Time Entry

Tool to create a new time entry in Rocketlane.

Delete Comment By ID

Tool to delete a comment by its ID.

Delete Conversation

Tool to delete a conversation by its unique identifier.

Delete Field

Tool to permanently delete a custom field using its unique identifier.

Delete Phase

Permanently delete a phase from the project using its unique identifier (phaseId).

Delete Project

This tool allows users to permanently delete a project in Rocketlane.

Delete Space

Tool to permanently delete a space from a project by its ID.

Delete Space Document

Tool to permanently delete a space document by its ID.

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.

Get All Fields

Retrieve all custom fields available in the system.

Get All Resource Allocations

Tool to retrieve all resource allocations from Rocketlane.

Get All Spaces

Tool to retrieve all spaces for a specific project in Rocketlane.

Get All Tasks

Tool to retrieve all tasks from Rocketlane with advanced filtering options.

Get All Time-Offs

Tool to retrieve all time-offs from Rocketlane with advanced filtering options.

Get Comments

Tool to retrieve all comments from Rocketlane.

Get Company

This tool retrieves detailed information about a specific company/account in Rocketlane by its ID.

Get Conversation

Tool to retrieve detailed information about a conversation by its ID.

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.

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.

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).

Get Time Entries

Tool to retrieve all time entries from Rocketlane.

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.

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.

List Currencies

Returns a predefined list of commonly used currencies since Rocketlane API doesn't provide a dedicated currencies endpoint.

List Project Phases

This tool retrieves a list of project phases from Rocketlane.

List Projects

This tool retrieves a list of all projects in the Rocketlane instance.

List Templates

This tool retrieves a list of all available templates in Rocketlane.

List Users

This tool retrieves all users in the Rocketlane instance.

Move Task To Given Phase

Tool to move a task to a different phase by task ID and phase ID.

Remove Assignees From Task

Tool to remove assignees from a task by its unique identifier.

Remove Dependencies From Task

Tool to remove dependencies from a task by ID.

Remove Followers From Task

Tool to remove followers from a task by task ID.

Remove Members from Conversation

Remove members from a conversation in Rocketlane.

Retrieve Subscription Details

Retrieves detailed information about the current subscription.

Search Invoices

Tool to retrieve all invoices from Rocketlane.

Search Time Entries

Tool to search time entries with filters in Rocketlane.

Search User By Email

Search User By Email Id.

Update Company

This tool updates an existing company/account in Rocketlane.

Update Conversation

Tool to update an existing conversation in Rocketlane by its ID.

Update Field

Tool to update field information by ID.

Update Field Option

Tool to update an existing option's label and color in a SINGLE_CHOICE or MULTIPLE_CHOICE field.

Update Phase

Tool to update phase information by phase ID.

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.

Update Space Document

Tool to update a space document's properties by its unique identifier in Rocketlane.

Update Task by ID

Tool to update task details by ID.

Update Time Entry by ID

Update existing time entry details using its unique identifier (timeEntryId).

SETUP GUIDE

Connect Rocketlane MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/mcp @ai-sdk/openai
Install the Composio SDK and your agent framework
2

Create a session with MCP enabled

typescript
import { Composio } from "@composio/core";

const composio = new Composio();
const { mcp } = await composio.create("your-user-id", {
  toolkits: ["rocketlane"],
  mcp: true,
});
Create a session scoped to Rocketlane and read its MCP URL and headers
3

Connect your agent to the MCP server

typescript
import { createMCPClient } from "@ai-sdk/mcp";
import { openai } from "@ai-sdk/openai";
import { generateText, stepCountIs } from "ai";

const client = await createMCPClient({
  transport: { type: "http", url: mcp.url, headers: mcp.headers },
});

const { text } = await generateText({
  model: openai("gpt-5.6-sol"),
  tools: await client.tools(),
  prompt: "Create a new onboarding project for Acme Corp with due date next Friday.",
  stopWhen: stepCountIs(10),
});

console.log(text);
await client.close();
Pass the session's MCP URL and headers to your agent and run a Rocketlane request
SETUP GUIDE

Connect Rocketlane API Tool with your Agent

1

Install Composio

typescript
npm install @composio/core @composio/openai openai
Install the Composio SDK, the OpenAI provider, and the OpenAI SDK
2

Create a Composio session

typescript
import OpenAI from "openai";
import { Composio } from "@composio/core";
import { OpenAIResponsesProvider } from "@composio/openai";

const composio = new Composio({ provider: new OpenAIResponsesProvider() });
const client = new OpenAI();

const session = await composio.create("your-user-id", { toolkits: ["rocketlane"] });
const tools = await session.tools();
Initialize Composio with the OpenAI Responses provider and create a session scoped to Rocketlane
3

Run Rocketlane tools with your agent

typescript
let response = await client.responses.create({
  model: "gpt-5.6-sol",
  tools,
  input: [{ role: "user", content: "Create a new onboarding project for Acme Corp with due date next Friday." }],
});

while (response.output.some((o) => o.type === "function_call")) {
  const outputs = await composio.provider.handleToolCalls(session, response.output);
  response = await client.responses.create({
    model: "gpt-5.6-sol",
    tools,
    previous_response_id: response.id,
    input: outputs,
  });
}

console.log(response.output_text);
Send a request, execute the Rocketlane tool calls through the session, and print the final answer

Why Use Composio?

AI Native Rocketlane Integration

  • Supports both Rocketlane MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Rocketlane data

Managed Auth

  • Built-in API Key handling with automatic credential management
  • Central place to manage, scope, and revoke Rocketlane access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Rocketlane
  • Scoped, least privilege access to Rocketlane resources
  • Full audit trail of agent actions to support review and compliance

Rolling this out across your team?

Give your team centralized access control across every framework with Composio’s MCP Gateway.

EXPLORE MCP GATEWAY
FAQ

Frequently asked questions

Yes, Rocketlane requires you to configure your own API key credentials. Once set up, Composio handles secure credential storage and API request handling for you.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Yes. Composio is SOC 2 Type II compliant and is built to keep your Rocketlane connection and credentials secure. OAuth tokens and API keys are encrypted, and sensitive customer data is protected at rest and in transit.

Composio also undergoes independent security testing and continuously monitors its systems for security threats. You can review the latest reports and policies in the Composio Trust Center.

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

Create the key in your Rocketlane account settings, then paste it once on Composio's connection page. Composio stores it encrypted and uses it only for the Rocketlane actions your agent runs. Nobody else in your workspace can read it, and you can revoke it inside Rocketlane at any time.

When you connect a Rocketlane account through Composio, every action runs under that account, so anything the agent creates, sends, or changes shows up in Rocketlane as done by you. Keep an approval step in your prompt for actions with side effects, such as sending or deleting, and have the agent draft first.

Whatever the credentials you connect allow inside Rocketlane. If Rocketlane lets you scope a key to specific permissions, create a scoped one so the agent can only do what you intend. You can revoke the key inside Rocketlane at any time.

Yes. Composio supports multiple connected accounts for the same app, and that works in Claude, ChatGPT, or any other assistant you connect through Composio. Give each Rocketlane connection a name such as work or personal, and the assistant uses the one you mention in the request. Each account keeps its own credentials and nothing is merged.

The connection stops working the moment Rocketlane rejects the old key. Create a new key in Rocketlane and reconnect the account from the Composio dashboard or by asking your agent to reconnect Rocketlane. Nothing else changes.

Composio's free Hobby plan includes 100,000 tool calls per month with no credit card, which covers most personal Rocketlane use. Paid plans add higher limits and team features. Your Rocketlane plan and its API limits still apply as usual.

Built-in connectors usually give one AI access to a limited set of apps. Many people use Composio because it lets their AI connect to more apps than it normally supports, or connect to multiple accounts for the same app (e.g. connect Claude to multiple Rocketlane accounts).

With Composio, you connect Rocketlane once and then use it across different AI assistants without setting it up separately in each one. Connect your apps to Composio once, then connect Composio to whichever AI you use, whether that's Claude, ChatGPT, Hermes, or your own custom assistant.

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