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How to integrate Rocketlane MCP with Hermes

Connect Hermes to Rocketlane MCP. Create a new onboarding project for acme corp, log two hours to client implementation task, and more using natural language, with authentication handled for you.

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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.

80 Tools

Introduction

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows.

This guide explains the easiest and most robust way to connect your Rocketlane account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

Also integrate Rocketlane with

Claude CodeClaude CoworkOpenAI Agents SDKClaude Agent SDKCodexOpenClawAtomic AgentGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAIPydantic AIAutoGen

What is Composio Connect?

Composio Connect is a consumer offering that lets anyone plug 1,500+ applications directly into their agent harness — including Hermes. It can:

  • Search and load tools from relevant toolkits on-demand, reducing context usage.
  • Chain multiple tools to accomplish complex workflows via a remote workbench, without excessive back-and-forth with the LLM.
  • Manage app authentication end-to-end with zero manual overhead.

Integrating Rocketlane with Hermes

Using Composio Connect CLI

1. Install the Composio CLI

Run the install script directly, or paste https://composio.dev/hermes into your Hermes chat box to have it installed for you.

bash
curl -fsSL https://composio.dev/install | bash
Hermes authenticating with Composio

2. Authenticate

Once the CLI is installed, ask Hermes to authenticate with Composio.

3. Connect to Rocketlane

Ask your agent to connect to Rocketlane, or simply request any Rocketlane-related task. Hermes will prompt you to authenticate and authorize access.

4. Done. You're all set with a new Rocketlane connection.

Using Composio Connect MCP

1. Get your MCP URL and API Key

Go to dashboard.composio.dev and copy your Connect MCP URL and API key.

Copy MCP URL and API key from Composio dashboard

2. Open the Hermes config file

bash
nano ~/.hermes/config.yaml

3. Add the Composio Connect MCP server

bash
mcp_servers:
  composio:
    url: "https://connect.composio.dev/mcp"
    headers:
      x-consumer-api-key: "YOUR_COMPOSIO_API_KEY"
    connect_timeout: 60
    timeout: 180

Save with Ctrl + O, Enter, then exit with Ctrl + X.

4. Restart your Hermes agent

Once restarted, ask your agent to connect to Rocketlane or request any Rocketlane-related task. It will prompt you to authenticate and authorize access.

5. Done!

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.

Way Forward

With Rocketlane connected, Hermes can now act on your behalf whenever it detects a relevant task or you ask it to.

From here, you can extend Hermes further:

  • Connect more apps: Calendar, Slack, Notion, Linear, and hundreds of others are available through the same Composio Connect setup. Each new integration compounds what Hermes can do for you.
  • Build workflows across tools: Once multiple apps are connected, Hermes can chain actions together — turn an email into a calendar invite, a Slack message into a Linear ticket, or a meeting note into a follow-up draft.
  • Let it learn your patterns: The more you use Hermes, the better it gets at anticipating how you'd handle recurring tasks. Give it feedback on drafts and decisions, and it will adapt.

If you run into trouble or want to share what you've built, join the community or check out the Docs for deeper configuration options.

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

Add a labeled and colored option to a SINGLE_CHOICE or MULTIPLE_CHOICE field, or a tag to a NOTE 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

Create a comment on a Rocketlane task or project conversation, optionally attaching files previously uploaded with ROCKETLANE_UPLOAD_FILE.

Create Company

Submit a request to create a customer company account in Rocketlane using POST /api/companies.

Create Conversation

Create a Rocketlane conversation associated with a project.

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 Project Folder

Create a folder in a Rocketlane project.

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 File

Permanently delete a Rocketlane project file.

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 Project Folder

Permanently delete a Rocketlane project folder.

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

Retrieve Rocketlane time-off records with pagination and sorting options.

Get Comments

Tool to retrieve all comments from Rocketlane.

Get Company

Retrieve a Rocketlane customer company by its numeric 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 File

Retrieve a Rocketlane project file by its unique identifier.

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 Project Folder

Retrieve a Rocketlane project folder by 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

Retrieve a page of Rocketlane time entry 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

Retrieve a list of customer companies from Rocketlane without specifying resource IDs or additional parameters.

List Currencies

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

List Project Files

List one cursor-controlled page of files in a Rocketlane project or folder.

List Project Folders

List one page of folders in a Rocketlane project.

List Project Phases

List a page of Rocketlane project phases for a required project ID.

List Projects

List a page of Rocketlane projects, with pagination and optional sorting and archive settings.

List Templates

Retrieve one page of Rocketlane PROJECT, DOCUMENT, or TASK templates.

List Users

Retrieves a page of users in the Rocketlane instance, including user IDs, emails, names, types, and statuses.

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 Files

Search one page of Rocketlane project files by project or folder scope and file-name filters; continue with the returned cursor and a project or folder scope until has_more is false.

Search Invoices

Retrieve a page of invoices accessible to the authenticated user, with pagination information when provided.

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

Update the label or color of an option in a SINGLE_CHOICE or MULTIPLE_CHOICE field, or a tag in a NOTE field.

Update File

Rename a Rocketlane project file.

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 Project Folder

Update a Rocketlane project folder's name, privacy setting, or both.

Update Space

Tool to update space details by its unique identifier.

Update Space Document

Update a Rocketlane space document's name and optionally its embedded URL by document ID.

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).

Upload File

Upload a file to a Rocketlane project folder.

FRAMEWORKS

How to build Rocketlane MCP Agent with another framework

Claude Code logo

Claude Code

Use Rocketlane MCP with Claude Code

Claude Cowork logo

Claude Cowork

Use Rocketlane MCP with Claude Cowork

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Rocketlane MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Rocketlane MCP with Claude Agent SDK

Codex logo

Codex

Use Rocketlane MCP with Codex

OpenClaw logo

OpenClaw

Use Rocketlane MCP with OpenClaw

Atomic Agent logo

Atomic Agent

Use Rocketlane MCP with Atomic Agent

Google ADK logo

Google ADK

Use Rocketlane MCP with Google ADK

LangChain logo

LangChain

Use Rocketlane MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Rocketlane MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Rocketlane MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Rocketlane MCP with LlamaIndex

CrewAI logo

CrewAI

Use Rocketlane MCP with CrewAI

Pydantic AI logo

Pydantic AI

Use Rocketlane MCP with Pydantic AI

AutoGen logo

AutoGen

Use Rocketlane MCP with AutoGen

FAQ

Frequently asked questions

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.

Yes, you can. Hermes 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.

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.

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.

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