How to connect Rocketlane to Claude Cowork

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Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Rocketlane account to Cowork via Composio Connect, enabling it to create a new onboarding project for Acme Corp, log two hours to client implementation task, archive completed projects from last quarter, and more such actions on your behalf without compromising your account security.

Also integrate Rocketlane with

Connecting Rocketlane to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Rocketlane account

Back in Cowork, ask the agent to connect to Rocketlane or give it any Rocketlane-related task.

For example, ask Cowork to:

  • "Create a new onboarding project for Acme Corp"
  • "Log two hours to client implementation task"
  • "Archive completed projects from last quarter"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Rocketlane account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Rocketlane through MCP without you sharing account credentials directly with the agent.

What is the Rocketlane MCP server, and what's possible with it?

The Rocketlane MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Rocketlane account. It provides structured and secure access to your onboarding projects, tasks, and customer data, so your agent can perform actions like creating tasks, managing companies, tracking time entries, and handling project organization on your behalf.

  • Project and company management: Easily direct your agent to create new projects or companies, retrieve detailed company info, and keep your workspace organized.
  • Task creation and deletion: Have your agent add new tasks to any project or swiftly delete outdated tasks using their unique identifiers.
  • Time entry tracking: Log time spent on tasks or projects, review details, or delete time entries for accurate billing and reporting.
  • Custom field insights: Retrieve all available custom fields or fetch specific field details to tailor onboarding workflows to your needs.
  • Project archiving and cleanup: Archive completed projects for future reference or permanently delete projects when they're no longer needed, keeping your workspace tidy.

Supported Tools & Triggers

Tools
Archive Project by IDArchives a specific project based on its unique identifier.
Create CompanyCreates a new company (account) in rocketlane.
Create TaskCreates a new task.
Create Time EntryTool to create a new time entry in rocketlane.
Delete ProjectThis tool allows users to permanently delete a project in rocketlane.
Delete Task By IDDelete a specific task using its unique identifier (taskid).
Delete Time Entry by IDDelete a specific time entry using its unique identifier (timeentryid).
Get All FieldsRetrieve all custom fields available in the system.
Get CompanyThis tool retrieves detailed information about a specific company/account in rocketlane by its id.
Get Field By IDRetrieve detailed information about a specific custom field using its unique identifier (fieldid).
Get Project by IDRetrieves detailed information about a specific project using its unique identifier.
Get Task By IdRetrieve extensive information about a specific task using the task's unique identifier (taskid).
Get Template By IDRetrieve detailed information about a specific template using its unique identifier (templateid).
Get Time EntriesTool to retrieve all time entries from rocketlane.
Get Time Entry By IDRetrieve detailed information about a specific time entry using its unique identifier (timeentryid).
Get User By IDRetrieve detailed information about a specific user using their unique identifier (userid).
List CompaniesThis tool retrieves a list of all companies/accounts in rocketlane.
List Company FieldsThis tool retrieves a list of all available company/account fields in rocketlane.
List Company Note FieldsThis tool retrieves a list of all available note fields for companies in rocketlane.
List CurrenciesReturns a predefined list of commonly used currencies since rocketlane api doesn't provide a dedicated currencies endpoint.
List Customer UsersList customer users.
List Project FieldsThis tool retrieves a list of all project fields in rocketlane, including both default and custom fields.
List Project PhasesThis tool retrieves a list of project phases from rocketlane.
List ProjectsThis tool retrieves a list of all projects in the rocketlane instance.
List Task FieldsThis tool retrieves a list of all task fields in rocketlane.
List TemplatesThis tool retrieves a list of all available templates in rocketlane.
List UsersThis tool retrieves all users in the rocketlane instance.
List Vendor UsersList vendor users by filtering users with type 'partner'.
Retrieve Subscription DetailsRetrieves detailed information about the current subscription.
Search User By EmailSearch user by email id.
Update CompanyThis tool updates an existing company/account in rocketlane.
Update Project By IdUpdates an existing project's details using its unique identifier.
Update Time Entry by IDUpdate existing time entry details using its unique identifier (timeentryid).

How to build Rocketlane MCP Agent with another framework

FAQ

What are the differences in Tool Router MCP and Rocketlane MCP?

With a standalone Rocketlane MCP server, the agents and LLMs can only access a fixed set of Rocketlane tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Rocketlane and many other apps based on the task at hand, all through a single MCP endpoint.

Can I use Tool Router MCP with Claude Cowork?

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Rocketlane tools.

Can I manage the permissions and scopes for Rocketlane while using Tool Router?

Yes, absolutely. You can configure which Rocketlane scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

How safe is my data with Composio Tool Router?

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Rocketlane data and credentials are handled as safely as possible.

Used by agents from

Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai

Never worry about agent reliability

We handle tool reliability, observability, and security so you never have to second-guess an agent action.