# Rocketlane MCP

> 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.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** client-onboarding, professional-services, task-tracking, time-to-value, collaborative-workspaces, project-metadata

## Description

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.

## Tools

### 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.

### 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 request or update.

### 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 clients.

### 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 fields.

## Prompt Examples

**Prompt:** 
```
List all active projects in my Rocketlane account.
```

**Response:** 
```
I've retrieved your projects. You have 5 active onboardings including 'Acme Inc. Setup' and 'Global Logistics Portal'. Which one would you like to check tasks for?
```

**Prompt:** 
```
Show me all active customer onboarding projects with their completion percentages and health status.
```

**Response:** 
```
9 active onboarding projects. Green (on track, 5): "Meridian Corp" 85% complete (go-live next week), "TechFlow" 67%, "ScaleUp" 45%, "CloudBridge" 34%, "DataPrime" 22%. Yellow (at risk, 3): "FinServe" 56% (delayed by integration issues), "RetailMax" 41% (resource constraint), "HealthFirst" 28% (scope change). Red (blocked, 1): "LegalEase" 38% (pending client data migration). Average onboarding time: 34 days. Team utilization: 87%.
```

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

**Response:** 
```
Onboarding project created for DataVault Inc. Template: Enterprise Onboarding (42 tasks, 6 phases). Phase 1: Kickoff & Discovery (7 tasks, week 1). Phase 2: Technical Setup (8 tasks, weeks 2-3). Phase 3: Data Migration (6 tasks, week 3). Phase 4: Integration Testing (8 tasks, week 4). Phase 5: Training (6 tasks, week 5). Phase 6: Go-Live (7 tasks, week 6). Assigned CSM: Sarah Chen. Client stakeholders invited. Kickoff meeting auto-scheduled for Thursday.
```

## Capabilities

### Project Status and Metadata Retrieval
List all active projects or pull detailed data on a single project using `list_projects` and `get_project`.

### Task Creation and Monitoring
Create new tasks within an existing project (`create_task`) or check the specific status of any task ID with `get_task`.

### Time Tracking & Utilization Reporting
List all historical time entries to calculate team utilization and measure project velocity via `list_time_entries`.

### Project State Changes
Programmatically initiate new client projects (`create_project`) or update existing project details using `update_project`.

### Resource and Data Schema Lookup
Check available custom fields (`list_custom_fields`) or list all team members (`list_members`) before running a core workflow.

## Use Cases

### 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.

## Benefits

- 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.

## How It Works

The bottom line is: you talk to your agent like talking to an internal ops coordinator; it handles the API plumbing for you.

1. Subscribe to the server and input your Rocketlane API Key from your dashboard settings.
2. Connect your preferred AI client (Claude, Cursor, etc.) to the MCP Server endpoint.
3. Give a natural language command. Your AI agent translates that request into the correct sequence of tools, executing them against Rocketlane's data.

## Frequently Asked Questions

**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.