# Rocketlane MCP for AI Agents AI Agent Connect

> Rocketlane MCP lets you manage client onboarding and project tasks through your AI agent. It lets you create projects, track time entries, and update project details without jumping between tabs. It's built for teams who want to handle professional services workflows using natural language instead of manual status updates.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_lpvVraKMQixuTDiDgdqrealQ0TsjV8p5cNaXrpIQ/ai-agent-connect
- **Tags:** client-onboarding, professional-services, task-tracking, time-to-value, collaborative-workspaces, project-metadata

## Description

Managing a client's onboarding journey usually involves a mountain of tabs, spreadsheets, and constant status checks. This Connector changes that by letting you talk to your project data directly. You can ask your agent to pull up a specific project's status, see which tasks are lagging, or create a new onboarding project based on a saved template. It handles the heavy lifting of navigating the Rocketlane platform so you can focus on the actual work. Because Vinkius makes it easy to connect these tools, you get a unified way to keep your team on track. You can monitor project velocity, check team member lists, and manage custom fields without ever leaving your chat interface. It turns your AI into a dedicated project coordinator that knows your specific business requirements. You can quickly see what's happening across your entire portfolio or drill down into a single task to see exactly where a bottleneck is happening. This means fewer pings to colleagues for updates and less time spent digging through nested menus. You just tell your agent what you need to know and get the answer immediately.

## Tools

### create_project
Make a new project by providing the necessary data as a JSON string. This automates the initial kickoff.

### get_project
Get specific details for a single project. This provides a deep dive into one account's status.

### get_task
Pull the details of a specific task to see its status. Great for checking individual progress.

### list_custom_fields
See all custom fields to make sure your data stays organized. This ensures your AI understands your unique fields.

### list_members
See all team members who have access to your projects. Use this to verify who is on the account.

### list_projects
Get a full list of all projects in your Rocketlane account. Use this to see your entire portfolio at once.

### list_tasks
See all tasks for a specific project to check what's getting done. This helps you spot bottlenecks quickly.

### list_templates
View all project templates to see what's available for new clients. It helps keep your kickoffs consistent.

### list_time_entries
Pull all time tracking records to see team utilization. Use this to check project velocity.

### update_project
Change the details of an existing project quickly. This keeps your project metadata current without manual edits.

### create_task
Add a new task to a project to keep the team moving. Use this to assign work on the fly.

## Prompt Examples

**Prompt:** 
```
List all active projects.
```

**Response:** 
```
I've pulled your active projects from Rocketlane. Here is the current status:

| Project Name | Status | Health |
| :--- | :--- | :--- |
| **Acme Inc. Setup** | In Progress | Green |
| **Global Logistics** | On Hold | Yellow |
| **DataVault Inc.** | Kickoff | Green |

Would you like me to drill down into the tasks for any of these?
```

**Prompt:** 
```
What's the status of the DataVault project?
```

**Response:** 
```
The **DataVault Inc.** project is currently in the **Kickoff** phase. 

**Task Progress:**
- [x] Project Kickoff Meeting
- [ ] Technical Discovery
- [ ] Resource Allocation

**Notes:** The team is currently waiting on the client to provide the API documentation. The project is currently on track.
```

**Prompt:** 
```
Create a new onboarding project for Acme Inc using the Enterprise template.
```

**Response:** 
```
I've created the new project for **Acme Inc.** using the **Enterprise Onboarding** template. 

- **Project ID:** PRJ-9928
- **Tasks Created:** 42
- **Phases:** 6

I've also assigned the default CSM and scheduled the kickoff meeting for this Thursday.
```

## Capabilities

### Create new projects
Generate a new project with specific data using a JSON string.

### List project tasks
See every task associated with a project to monitor progress.

### Track time entries
Pull up all time tracking data to see how much time the team spent on a project.

### Update project details
Modify project information on the fly to keep records current.

### Pull custom fields
Get a list of your specific business fields to ensure data stays synced.

### View project templates
See all available project templates to help standardize new client kickoffs.

## Use Cases

### Checking onboarding progress
A project manager needs to see if a client's onboarding is on track. They ask the agent to list all active projects and check the status of the DataVault kickoff.

### Monitoring team workload
A success lead wants to see if the team is overworking. They ask the agent to pull time entries for the last week to see where the hours are going.

### Quickly starting new projects
A new client signs and needs a project started. The user asks the agent to create a new project using the Enterprise template to skip the manual setup.

### Updating project health
An ops person needs to update a project's health status. They tell the agent to update the project details for RetailMax to At Risk.

## Benefits

- Create new projects instantly using create_project without clicking through the dashboard to fill out forms.
- Get a real-time view of team effort by pulling time logs with list_time_entries to see where hours go.
- Keep your team aligned by checking specific task details using get_task and list_tasks to see what is actually done.
- Ensure data consistency by pulling your specific business requirements with list_custom_fields so your agent knows your rules.
- Save time on setup by viewing all available project templates with list_templates to standardize how you start every new client.
- Update project metadata quickly with update_project to keep your project health status accurate without manual entry.

## How It Works

The bottom line is you get a conversational interface for your project management data without the manual data entry.

1. Subscribe to the Rocketlane MCP on Vinkius.
2. Add your Rocketlane API Key from your dashboard settings.
3. Start asking your AI client to list projects or create tasks.

## Frequently Asked Questions

**Can I use the Rocketlane MCP to create new projects?**
Yes, you can create new projects by describing them in natural language. Your AI client will handle the data entry for you.

**Does the Rocketlane MCP support time tracking?**
It does. You can ask your agent to pull all time entries to see how much time your team is spending on specific projects.

**Can I see my team members using this Connector?**
Yes, you can list all team members who have access to your Rocketlane projects directly through your AI chat.

**How do I connect Rocketlane to my AI agent?**
You can connect it by subscribing to the Connector on Vinkius and entering your Rocketlane API Key from your dashboard settings.

**Can I see my project templates with Rocketlane MCP?**
Yes, it allows you to list all your saved project templates to help you keep your onboarding processes consistent.

**Can I update project details with a voice or text command?**
Yes, you can update project details like status or health directly through your AI client without opening the Rocketlane app.

**Can my AI automatically find the details for a specific project just by providing its ID?**
Yes! Use the `get_project` tool. Your agent will respond with complete metadata, including project health, custom fields, and member roles in seconds.

**How do I list all tasks for a particular Rocketlane project?**
Simply ask the agent to run the `list_tasks` action with the `projectId`. It will retrieve the full task board for that specific environment.

**How do I find my Rocketlane API Key?**
Log in to Rocketlane, click your profile icon > **Settings** > **Advanced** > **API Keys**, and generate your unique key there.