Connect Rocketlane MCP for AI Agents
Automating Client Onboarding and Project Coordination Workflows
We take care of the infrastructure, maintenance, security, and governance. Works with:
Claude 
ChatGPT 
Cursor 
Gemini 
Windsurf 
VS Code 
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What AI agents can do with Rocketlane: 11 Tools for Project Metadata Management
Use these tools to manage the full lifecycle of projects, tasks, time entries, and team resources within Rocketlane.
List projects
It lists every single project currently managed in your account.
List tasks
You can retrieve a list of all tasks associated with a specific project.
List templates
This shows all pre-built templates available for starting new projects.
List time entries
It gathers all logged time entries across the team for billing or utilization reports.
Update project
This tool modifies existing details on a project, like changing the status or owner.
Create project
This tool creates an entirely new client onboarding project within Rocketlane.
Create task
It adds a brand new task to an already defined project.
Get project
You can pull up specific, detailed information about any one project by its ID or name.
Get task
This pulls detailed information for one particular task, including deadlines and assigned users.
List custom fields
It retrieves the names and types of custom data fields you use to track specific project requirements.
List members
The tool provides a roster of every user and team member in your organization.
Frequently Asked Questions
How can I use Rocketlane MCP to get a status report on multiple client projects? +
You can ask your agent to list all projects and retrieve their metadata in one go. This gives you an instant, summarized view of every project's current state without clicking through dozens of dashboards.
Can Rocketlane MCP help me track time entries for billing? +
Yes, it gathers all logged time entries across your team. You can ask the agent to list these records by date range or user, giving you a clear overview of project velocity and utilization.
I want to create a new onboarding project for a client using Rocketlane MCP. How do I start? +
Simply tell your agent which template and which client name you want. The system handles the complex creation process, setting up all necessary tasks and metadata fields automatically.
Does Rocketlane MCP let me find out what data points are needed for reporting? +
Absolutely. You can ask your agent to list available custom fields. This instantly shows you every piece of specialized data the company tracks, ensuring your reports have all the required inputs.
What if I need to update a project's status or owner using Rocketlane MCP? +
You just tell your agent what needs changing. It executes the necessary updates directly on the project record, so you never have to navigate back into the web app to change basic details.
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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