Rocketlane MCP for AI. Manage client projects and tasks from chat.
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Rocketlane MCP Server lets you manage entire client onboarding lifecycles directly from your chat interface. Retrieve project metadata, create new tasks, check team utilization, and update full project statuses without leaving Claude or Cursor.
What your AI can do
Create project
Starts a new client onboarding project and populates it with initial data.
Create task
Adds a specific task to an existing project for the team to work on.
Get project
Retrieves all core details and metadata for one specific client project ID.
List all active projects or pull detailed data on a single project using list_projects and get_project.
Create new tasks within an existing project (create_task) or check the specific status of any task ID with get_task.
List all historical time entries to calculate team utilization and measure project velocity via list_time_entries.
Programmatically initiate new client projects (create_project) or update existing project details using update_project.
Check available custom fields (list_custom_fields) or list all team members (list_members) before running a core workflow.
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Rocketlane MCP Server: 11 Tools for PSA Workflow
Use these tools to manage the full lifecycle of client projects—from creation and task assignment to status updates and time tracking.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Rocketlane on VinkiusCreate Project
Starts a new client onboarding project and populates it with initial data.
Create Task
Adds a specific task to an existing project for the team to work on.
Get Project
Retrieves all core details and metadata for one specific client project ID.
Get Task
Pulls the full description and status history for a single task ID.
List Custom Fields
Lists all custom data fields available in Rocketlane so you know what information to...
List Members
Returns a directory of all team members within the Rocketlane account.
List Projects
Retrieves a list and basic status overview for every project in your managed accounts.
List Tasks
Lists all tasks associated with a specific project or filter criteria you provide.
List Templates
Retrieves available project templates so you can know which ones to use for new...
List Time Entries
Generates a list of all recorded time entries, including who worked and when.
Update Project
Changes details about an existing project, like updating its status or key metadata...
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Claude AI
Open Claude Settings
Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
Add Custom Connector
Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:
https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp
Replace [YOUR_TOKEN_HERE] with your token
from cloud.vinkius.com. For OAuth-protected servers, expand
Advanced settings to add credentials.
Start a conversation
Open a new chat. The Rocketlane integration is available immediately — no restart needed.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This connection provides 11 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
The status update process shouldn't require five different tabs and three copies/pastes.
Today, getting a full picture of an onboarding client means clicking through the main dashboard, then finding the task list, checking the custom fields tab for data gaps, and finally exporting time logs to check utilization. It's tedious, slow, and you lose context three times.
With this MCP server, you just ask your agent: 'What is the status of Acme Corp?' The AI runs `get_project` and instantly delivers a summarized answer—the full project health score, task blockages, and even who last worked on it. It’s immediate.
Rocketlane MCP Server: Manage Project & Task Data
Manually updating a client's project metadata means logging in, navigating to the specific project record, finding the right field, and ensuring you don't accidentally overwrite another team member’s input. The risk of error is high.
Now, you simply tell your agent: 'Change the status of Project XYZ to 'Testing,' and mark it complete.' It runs `update_project` directly, confirming the change instantly in the chat log. That’s how reliable collaboration works.
What your AI can actually do with this
Listen up. This Rocketlane MCP Server lets you manage entire client onboarding lifecycles—the whole damn thing—right from your chat interface. You won't need to jump between dashboards or run a million API calls just to get status updates. It gives your AI agent the tools it needs to handle complex professional services automation (PSA) tasks in plain conversation.
When you're checking up on projects, start with list_projects; that pulls a basic status overview for every project you manage. If you need to dig into one specific client, use get_project. That function retrieves all the core details and metadata about that single client ID. You can also check out what templates are available by running list_templates, so you know which framework to start with.
Need to create a new account? Just call create_project; it starts the project and populates it with all the initial data you give it. If that client's details change, or their status shifts, you use update_project to programmatically modify existing project metadata, like changing its overall status.
Managing tasks is simple. You can add a specific task to an active project using create_task. To see what’s going on with one item, run get_task, and it pulls the full description and the entire status history for that single task ID. If you just want a list of everything assigned to a particular client or filtered by some criteria, use list_tasks.
Before you jump into any workflow, remember to check your resources. To see who's on the team, run list_members, which gives you a directory of every person in your Rocketlane account. If you need to know what kind of custom data fields are available for input or updating, call list_custom_fields.
For time tracking and utilization reports, use list_time_entries. This function generates a list of all recorded time entries, showing exactly who worked and when. Combining these tools means your agent can check team capacity against project status and measure how fast you're moving on client work without you lifting a finger.
It’s about doing the heavy lifting—the API calls, the data retrieval—so you don't have to worry about it.
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Here's how it actually works
The bottom line is: you talk to your agent like talking to an internal ops coordinator; it handles the API plumbing for you.
Subscribe to the server and input your Rocketlane API Key from your dashboard settings.
Connect your preferred AI client (Claude, Cursor, etc.) to the MCP Server endpoint.
Give a natural language command. Your AI agent translates that request into the correct sequence of tools, executing them against Rocketlane's data.
Who is this actually for?
This is for Operations Managers and Project Leads who spend too much time switching between Rocketlane, Jira, and spreadsheets just to get a status update. If your job requires coordinating multiple client onboarding streams daily, this tool saves you the context switching tax.
Checks project progress across 10+ clients by running list_projects and then asking for task status updates on the ones that are lagging.
Automates the setup of new client accounts using create_project, ensuring all required fields and initial tasks are in place right away.
Runs reports on team capacity by calling list_time_entries to see who logged time last week, identifying resource bottlenecks before they happen.
What Changes When You Connect
Instant Status Checks: Instead of logging into Rocketlane to see a project status, just ask your agent. It uses list_projects instantly to give you the current health overview.
Workflow Automation: Need to start a new client? Use create_project. Your AI handles passing all the necessary JSON data and setting up initial tasks without you leaving your chat window.
Time Visibility: Quickly audit team effort. Call list_time_entries to see exactly who worked on what, allowing you to calculate utilization rates instantly for billing or resource planning.
Data Integrity Checks: Before updating anything, run list_custom_fields. This ensures your AI client knows which specific fields exist in Rocketlane, preventing data errors when using tools like update_project.
Task Accountability: If a task is stuck, you don't need to navigate deep into the dashboard. Use get_task and tell the agent exactly what details you want on that single task ID.
See it in action
The Weekly Status Report
A PM needs to send a weekly status report for 15 clients. Instead of manually clicking into each project, they prompt the agent with: 'Give me the status and overdue tasks for all projects.' The agent calls list_projects first, then loops through calling get_project and list_tasks for each one, delivering a summarized list immediately.
The Missing Data Point
An Ops Lead needs to know which data fields are available for the upcoming client. Instead of digging through documentation, they prompt: 'List all custom fields.' The agent uses list_custom_fields, giving them a real-time list they can use immediately in their next update_project call.
Onboarding Kickoff
A CSM starts a new client. They ask the agent to 'Start Project X using the Enterprise Onboarding template.' The agent runs create_project, which automatically populates all 42 tasks and sets up the initial metadata, saving hours of manual setup.
Resource Bottleneck Identification
A manager suspects a resource crunch. They ask: 'Who worked on Client A last week?' The agent calls list_time_entries and filters by the client ID, providing an immediate view of team bandwidth and preventing over-allocation.
The honest tradeoffs
Trying to guess project IDs
Manually typing a partial or incorrect Project ID into the chat to get details. The AI client will fail because it doesn't have enough context.
First, always call list_projects to get a clean list of active IDs. Then, use one of those verified IDs with get_project to ensure you pull accurate data.
Over-relying on manual updates
Updating project status by manually changing fields in the web UI and then forgetting to tell your team about it.
Use update_project via the agent. This creates an auditable record of the change within your chat log, confirming when and why the metadata changed.
Confusing task listing with project status
Asking 'What are the tasks for Project X?' when you really want to know if the overall client is on track. You only get a list, not a summary.
First, use get_project to see the high-level health status and completion percentage. Then, if needed, follow up with list_tasks for granular detail.
When It Fits, When It Doesn't
Use this server if your core workflow is around professional services, client onboarding, or project management where metadata accuracy (statuses, custom fields) and historical data (time entries) matter. You need the agent to act as a functional proxy for your PSA platform.
Don't use it if you only need simple messaging between teams—your AI client can handle that natively. Also, don't rely on this server just to list all available projects; always check list_projects first, and then drill down with specific tools like get_project or list_tasks for efficiency. This setup excels at structured data retrieval and state mutation, but it doesn't handle unstructured document storage or complex external integrations outside of Rocketlane.
Questions you might have
How do I find out what tasks are due for a project using list_tasks? +
The list_tasks tool pulls all associated tasks. You can then filter the results in your prompt to ask for any items marked 'Overdue' or with a deadline this week.
Should I use create_project or update_project? +
Use create_project when starting an entirely new client account. Use update_project only if the client already exists and you need to change its core metadata (like changing a project stage).
What is the best way to get all historical time records? Does list_time_entries work for that? +
list_time_entries handles this. It retrieves every logged entry, letting you filter by team member or date range within your chat prompt.
Do I need to know the project ID before calling get_project? +
Yes, get_project requires a specific Project ID. If you don't have it, start by running list_projects to retrieve the list of available IDs first.
How do I authenticate my calls when using list_projects? +
You must provide your API key in the header of every request. The server uses this credential to validate access and link the project data to your specific Rocketlane account.
What is the purpose of listing templates with list_templates? +
It shows you all predefined project structures available in your workspace. You use these template names when creating a new project, ensuring it automatically includes all necessary initial tasks and phases.
If I need to update data but don't know the field name, should I check with list_custom_fields? +
Yes. Before calling update_project, use list_custom_fields first. This call retrieves every available custom field key and description, guaranteeing you pass the correct metadata when updating a project.
When I run list_tasks for many projects, does it handle pagination correctly? +
The API supports pagination so you don't hit limits. You'll need to check the response body for next_page_token and include that token in your subsequent calls to pull all available tasks.
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.
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