• READY
  • ACTIVE
  • REVIEW
  • LIVE

How to create onboarding projects with your AI

Connect Rocketlane to your AI client once. From there, you can turn your existing templates into live client projects using simple chat commands.

Ask AI about this page

Short answer

How can I use AI to start new client onboardings in Rocketlane?

Your AI looks through your Rocketlane templates and uses that data to build a new project for a specific client. You get a fully populated project structure without manual setup. Here is how the process works.

The end results

What you get

The AI handles the data transfer and project creation.

READY

Template selection

The AI scans your Rocketlane account to find the right onboarding blueprints. You don't have to hunt for template IDs manually.

ACTIVE

Instant project setup

The AI builds a new project using the chosen template. All tasks and milestones move from the template into a live client workspace.

REVIEW

Human oversight

The AI stops before anything goes live. You check the project details in Rocketlane to ensure the client name and dates are correct.

LIVE

Client kickoff

Once you approve the setup, the project is ready for your team to start working. The structure is already in place.

The workflow

What your AI does when you ask for a new project.

The AI acts as a bridge between your template library and your active client list.

  1. Find your templates

    The AI looks through your Rocketlane library to identify which onboarding blueprints you have available.

    list_templates

  2. Build the project

    The AI takes the structure from your selected template and creates a brand new project for your client.

    create_project

  3. Verify the data

    The AI checks that the project name and client details match what you requested in the chat.

    create_project

  4. Hand off to you

    The AI confirms the project is ready in Rocketlane so you can jump in and manage the client.

    create_project

Try it

Copy these to start.

Use these prompts to trigger the Rocketlane connection.

Starting points

Swap out the bracketed text for your actual template names or client names.

Rocketlane Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_lpvVraKMQixuTDiDgdqrealQ0TsjV8p5cNaXrpIQ/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Rocketlane capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "rocketlane-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_lpvVraKMQixuTDiDgdqrealQ0TsjV8p5cNaXrpIQ/mcp"
    }
  }
}
Copy into chat04

  • List my Rocketlane onboarding templates so I can see what's available.

  • Create a new Rocketlane project for Acme Corp using my Standard Onboarding template.

  • Find the template I use for enterprise clients and start a new project for Globex.

  • Show me all my current Rocketlane templates.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Rocketlane once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can start using these tools in your favorite AI client immediately.

Connect Rocketlane to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete my existing templates?

    No. The AI only has permission to list templates and create new projects. It cannot delete or modify your existing templates.

  • 02

    Will the AI automatically invite clients to the project?

    No. The AI creates the project structure, but you must handle client invitations and communications manually in Rocketlane.

  • 03

    Do I have to type out every task in the template?

    No. The AI pulls all tasks and milestones directly from the template you select.

  • 04

    Can the AI edit project settings after the project is created?

    No. The AI can only create the project. Any changes to settings or task details must be done by you in Rocketlane.

  • 05

    How does the AI know which template to use?

    You tell the AI which template to use in your prompt, or you can ask it to list your templates first to help you decide.

  • More questions about Rocketlane? The Connector page answers them. See everything the Rocketlane Connector can do

Connect Rocketlane to Claude, Cursor, ChatGPT & more