Rocketlane with CrewAI

How to integrate Rocketlane MCP with CrewAI

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Introduction Also integrate Rocketlane with TL;DR What is CrewAI What is the Rocketlane MCP server Supported Tools & Triggers Creating MCP Server - Stand-alone vs Composio SDK Step-by-step Guide Complete Code Conclusion How to build Rocketlane MCP Agent with another framework Explore Other Toolkits FAQ

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Introduction

This guide walks you through connecting Rocketlane to CrewAI using the Composio tool router. By the end, you'll have a working Rocketlane agent that can create a new onboarding project for acme corp, log two hours to client implementation task, archive completed projects from last quarter through natural language commands.

This guide will help you understand how to give your CrewAI agent real control over a Rocketlane account through Composio's Rocketlane MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

Also integrate Rocketlane with

OpenAI Agents SDK Claude Agent SDK Claude Code Claude Cowork Codex OpenClaw Hermes CLI Google ADK LangChain Vercel AI SDK Mastra AI LlamaIndex

TL;DR

Here's what you'll learn:

Get a Composio API key and configure your Rocketlane connection
Set up CrewAI with an MCP enabled agent
Create a Tool Router session or standalone MCP server for Rocketlane
Build a conversational loop where your agent can execute Rocketlane operations

What is CrewAI?

CrewAI is a powerful framework for building multi-agent AI systems. It provides primitives for defining agents with specific roles, creating tasks, and orchestrating workflows through crews.

Key features include:

Agent Roles: Define specialized agents with specific goals and backstories
Task Management: Create tasks with clear descriptions and expected outputs
Crew Orchestration: Combine agents and tasks into collaborative workflows
MCP Integration: Connect to external tools through Model Context Protocol

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

Add Assignee To TaskAdd assignees to a task by task ID.

Add Field OptionTool to add a new option to a SINGLE_CHOICE or MULTIPLE_CHOICE field.

Add Followers To TaskTool to add followers to a task by Id.

Add Members to ProjectTool to add team members to a project using the projectId.

Add Members to ConversationAdd members to a conversation in Rocketlane.

Archive Project by IDArchives a specific project based on its unique identifier.

Create CommentTool to create a comment in Rocketlane.

Create CompanyCreates a new company (account) in Rocketlane.

Create ConversationCreates a new conversation in Rocketlane.

Create FieldTool to create a custom field in Rocketlane.

Create PhaseTool to create a new phase in a Rocketlane project.

Create ProjectTool to create a new project in Rocketlane.

Create SpaceCreates a new space for a given project in Rocketlane.

Create Space DocumentTool to create a new space document in Rocketlane.

Create TaskCreates a new task.

Create Time EntryTool to create a new time entry in Rocketlane.

Delete Comment By IDTool to delete a comment by its ID.

Delete ConversationTool to delete a conversation by its unique identifier.

Delete FieldTool to permanently delete a custom field using its unique identifier.

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

Delete ProjectThis tool allows users to permanently delete a project in Rocketlane.

Delete SpaceTool to permanently delete a space from a project by its ID.

Delete Space DocumentTool to permanently delete a space document by its ID.

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 ConversationsTool to retrieve all conversations in Rocketlane.

Get All FieldsRetrieve all custom fields available in the system.

Get All Resource AllocationsTool to retrieve all resource allocations from Rocketlane.

Get All SpacesTool to retrieve all spaces for a specific project in Rocketlane.

Get All TasksTool to retrieve all tasks from Rocketlane with advanced filtering options.

Get All Time-OffsTool to retrieve all time-offs from Rocketlane with advanced filtering options.

Get CommentsTool to retrieve all comments from Rocketlane.

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

Get ConversationTool to retrieve detailed information about a conversation by its ID.

Get Field By IDRetrieve detailed information about a specific custom field using its unique identifier (fieldId).

Get Phase by IDTool to retrieve extensive information about a specific phase by its unique identifier.

Get Project by IDRetrieves detailed information about a specific project using its unique identifier.

Get Space by IDTool to retrieve detailed information about a specific space 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 Time Entry CategoriesTool to retrieve time entry categories from Rocketlane.

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

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

List UsersThis tool retrieves all users in the Rocketlane instance.

Move Task To Given PhaseTool to move a task to a different phase by task ID and phase ID.

Remove Assignees From TaskTool to remove assignees from a task by its unique identifier.

Remove Dependencies From TaskTool to remove dependencies from a task by ID.

Remove Followers From TaskTool to remove followers from a task by task ID.

Remove Members from ConversationRemove members from a conversation in Rocketlane.

Retrieve Subscription DetailsRetrieves detailed information about the current subscription.

Search InvoicesTool to retrieve all invoices from Rocketlane.

Search Time EntriesTool to search time entries with filters in Rocketlane.

Search User By EmailSearch User By Email Id.

Update CompanyThis tool updates an existing company/account in Rocketlane.

Update ConversationTool to update an existing conversation in Rocketlane by its ID.

Update FieldTool to update field information by ID.

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

Update PhaseTool to update phase information by phase ID.

Update Project By IdUpdates an existing project's details using its unique identifier.

Update SpaceTool to update space details by its unique identifier.

Update Space DocumentTool to update a space document's properties by its unique identifier in Rocketlane.

Update Task by IDTool to update task details by ID.

Update Time Entry by IDUpdate existing time entry details using its unique identifier (timeEntryId).

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

Composio's Composio SDK helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Composio SDK

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Prerequisites

Before starting, make sure you have:

Python 3.9 or higher
A Composio account and API key
A Rocketlane connection authorized in Composio
An OpenAI API key for the CrewAI LLM
Basic familiarity with Python

Getting API Keys for OpenAI and Composio

OpenAI API Key

Go to the OpenAI dashboard and create an API key. You'll need credits to use the models, or you can connect to another model provider.
Keep the API key safe.

Composio API Key

Log in to the Composio dashboard.
Navigate to your API settings and generate a new API key.
Store this key securely as you'll need it for authentication.

Install dependencies

bash

pip install composio crewai crewai-tools[mcp] python-dotenv

What's happening:

composio connects your agent to Rocketlane via MCP
crewai provides Agent, Task, Crew, and LLM primitives
crewai-tools[mcp] includes MCP helpers
python-dotenv loads environment variables from .env

Set up environment variables

bash

COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here
OPENAI_API_KEY=your_openai_api_key_here

Create a .env file in your project root.

What's happening:

COMPOSIO_API_KEY authenticates with Composio
USER_ID scopes the session to your account
OPENAI_API_KEY lets CrewAI use your chosen OpenAI model

Import dependencies

python

import os
from composio import Composio
from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
import dotenv

dotenv.load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
COMPOSIO_USER_ID = os.getenv("COMPOSIO_USER_ID")

if not COMPOSIO_API_KEY:
    raise ValueError("COMPOSIO_API_KEY is not set")
if not COMPOSIO_USER_ID:
    raise ValueError("COMPOSIO_USER_ID is not set")

What's happening:

CrewAI classes define agents and tasks, and run the workflow
MCPServerHTTP connects the agent to an MCP endpoint
Composio will give you a short lived Rocketlane MCP URL

Create a Composio Tool Router session for Rocketlane

python

composio_client = Composio(api_key=COMPOSIO_API_KEY)
session = composio_client.create(user_id=COMPOSIO_USER_ID, toolkits=["rocketlane"])

url = session.mcp.url

What's happening:

You create a Rocketlane only session through Composio
Composio returns an MCP HTTP URL that exposes Rocketlane tools

Initialize the MCP Server

python

server_params = {
    "url": url,
    "transport": "streamable-http",
    "headers": {"x-api-key": COMPOSIO_API_KEY},
}

with MCPServerAdapter(server_params) as tools:
    agent = Agent(
        role="Search Assistant",
        goal="Help users search the internet effectively",
        backstory="You are a helpful assistant with access to search tools.",
        tools=tools,
        verbose=False,
        max_iter=10,
    )

What's Happening:

Server Configuration: The code sets up connection parameters including the MCP server URL, streamable HTTP transport, and Composio API key authentication.
MCP Adapter Bridge: MCPServerAdapter acts as a context manager that converts Composio MCP tools into a CrewAI-compatible format.
Agent Setup: Creates a CrewAI Agent with a defined role (Search Assistant), goal (help with internet searches), and access to the MCP tools.
Configuration Options: The agent includes settings like verbose=False for clean output and max_iter=10 to prevent infinite loops.
Dynamic Tool Usage: Once created, the agent automatically accesses all Composio Search tools and decides when to use them based on user queries.

Create a CLI Chatloop and define the Crew

python

print("Chat started! Type 'exit' or 'quit' to end.\n")

conversation_context = ""

while True:
    user_input = input("You: ").strip()

    if user_input.lower() in ["exit", "quit", "bye"]:
        print("\nGoodbye!")
        break

    if not user_input:
        continue

    conversation_context += f"\nUser: {user_input}\n"
    print("\nAgent is thinking...\n")

    task = Task(
        description=(
            f"Conversation history:\n{conversation_context}\n\n"
            f"Current request: {user_input}"
        ),
        expected_output="A helpful response addressing the user's request",
        agent=agent,
    )

    crew = Crew(agents=[agent], tasks=[task], verbose=False)
    result = crew.kickoff()
    response = str(result)

    conversation_context += f"Agent: {response}\n"
    print(f"Agent: {response}\n")

What's Happening:

Interactive CLI Setup: The code creates an infinite loop that continuously prompts for user input and maintains the entire conversation history in a string variable.
Input Validation: Empty inputs are ignored to prevent processing blank messages and keep the conversation clean.
Context Building: Each user message is appended to the conversation context, which preserves the full dialogue history for better agent responses.
Dynamic Task Creation: For every user input, a new Task is created that includes both the full conversation history and the current request as context.
Crew Execution: A Crew is instantiated with the agent and task, then kicked off to process the request and generate a response.
Response Management: The agent's response is converted to a string, added to the conversation context, and displayed to the user, maintaining conversational continuity.

Complete Code

Here's the complete code to get you started with Rocketlane and CrewAI:

python

from crewai import Agent, Task, Crew, LLM
from crewai_tools import MCPServerAdapter
from composio import Composio
from dotenv import load_dotenv
import os

load_dotenv()

GOOGLE_API_KEY = os.getenv("GOOGLE_API_KEY")
COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
COMPOSIO_USER_ID = os.getenv("COMPOSIO_USER_ID")

if not GOOGLE_API_KEY:
    raise ValueError("GOOGLE_API_KEY is not set in the environment.")
if not COMPOSIO_API_KEY:
    raise ValueError("COMPOSIO_API_KEY is not set in the environment.")
if not COMPOSIO_USER_ID:
    raise ValueError("COMPOSIO_USER_ID is not set in the environment.")

# Initialize Composio and create a session
composio = Composio(api_key=COMPOSIO_API_KEY)
session = composio.create(
    user_id=COMPOSIO_USER_ID,
    toolkits=["rocketlane"],
)
url = session.mcp.url

# Configure LLM
llm = LLM(
    model="gpt-5",
    api_key=os.getenv("OPENAI_API_KEY"),
)

server_params = {
    "url": url,
    "transport": "streamable-http",
    "headers": {"x-api-key": COMPOSIO_API_KEY},
}

with MCPServerAdapter(server_params) as tools:
    agent = Agent(
        role="Search Assistant",
        goal="Help users with internet searches",
        backstory="You are an expert assistant with access to Composio Search tools.",
        tools=tools,
        llm=llm,
        verbose=False,
        max_iter=10,
    )

    print("Chat started! Type 'exit' or 'quit' to end.\n")

    conversation_context = ""

    while True:
        user_input = input("You: ").strip()

        if user_input.lower() in ["exit", "quit", "bye"]:
            print("\nGoodbye!")
            break

        if not user_input:
            continue

        conversation_context += f"\nUser: {user_input}\n"
        print("\nAgent is thinking...\n")

        task = Task(
            description=(
                f"Conversation history:\n{conversation_context}\n\n"
                f"Current request: {user_input}"
            ),
            expected_output="A helpful response addressing the user's request",
            agent=agent,
        )

        crew = Crew(agents=[agent], tasks=[task], verbose=False)
        result = crew.kickoff()
        response = str(result)

        conversation_context += f"Agent: {response}\n"
        print(f"Agent: {response}\n")

Conclusion

You now have a CrewAI agent connected to Rocketlane through Composio's Tool Router. The agent can perform Rocketlane operations through natural language commands.

Next steps:

Add role-specific instructions to customize agent behavior
Plug in more toolkits for multi-app workflows
Chain tasks for complex multi-step operations

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TOOLKIT MARKETPLACE

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 CrewAI?

Yes, you can. CrewAI 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

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

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Harsha GaddipatiCo-founder, Slashy

Karan skipped his own birthday party to fix our critical issue. It was 10 pm and he diverted his Waymo to help us instead. This really sets the bar, shows you the commitment you need to have when users rely on your software.

Abhi AryaCo-founder, Opennote

A lot of students tell us that the moment their connected tools start talking to each other inside Opennote feels almost magical. The agent just knows them, and it has immensely helped in keeping new users on the platform.

Nirman DaveCEO, Zams

We chose Composio over Pipedream because it delivered depth where it mattered. It supported niche tools and tricky edge cases that other platforms simply ignored. Giving us confidence to scale without compromising.

Ryan YuFounder, Extra Thursday

As a solo builder, shipping fast is life or death. The only way I can outcompete incumbents is by outmanoeuvring them. Getting bogged down in the complexities of managing agent auth would have been a death sentence for Extra Thursday.

Tomisin JenrolaFounder & CEO, SwarmZero

Before partnering with Composio, adding tool integrations was a slow, resource-intensive process. Each integration could take weeks or months of engineering time, and maintaining them meant constantly keeping up with API changes.

Jerome LeclancheCo-Founder, Ingram Technologies

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

Harsha GaddipatiCo-founder, Slashy

Abhi AryaCo-founder, Opennote

Nirman DaveCEO, Zams

Ryan YuFounder, Extra Thursday

Tomisin JenrolaFounder & CEO, SwarmZero

Jerome LeclancheCo-Founder, Ingram Technologies

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

Harsha GaddipatiCo-founder, Slashy

Abhi AryaCo-founder, Opennote

Nirman DaveCEO, Zams

Ryan YuFounder, Extra Thursday

Tomisin JenrolaFounder & CEO, SwarmZero

Jerome LeclancheCo-Founder, Ingram Technologies

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

How to integrate Rocketlane MCP with CrewAI

Table of Contents

Connect Rocketlane without Auth hassles

Introduction

Also integrate Rocketlane with

TL;DR

What is CrewAI?

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

Supported Tools & Triggers

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

How the Composio SDK works

Step-by-step Guide

Prerequisites

Getting API Keys for OpenAI and Composio

Install dependencies

Set up environment variables

Import dependencies

Create a Composio Tool Router session for Rocketlane

Initialize the MCP Server

Create a CLI Chatloop and define the Crew

Complete Code

Conclusion

How to build Rocketlane MCP Agent with another framework

OpenAI Agents SDK

Claude Agent SDK

Claude Code

Claude Cowork

Codex

OpenClaw

Hermes

CLI

Google ADK

LangChain

Vercel AI SDK

Mastra AI

LlamaIndex

Explore Other Toolkits

Google Sheets

Notion

Airtable

FAQ

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

Can I use Tool Router MCP with CrewAI?

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

How safe is my data with Composio Tool Router?

Used by agents from

Never worry about agent reliability