Rocketlane MCP server

Connect Rocketlane to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

Deploy RocketlaneBook a demo

What you can do with the Rocketlane MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the update time entry tool in Rocketlane
  • Use the create comment tool in Rocketlane
  • Use the list custom fields tool in Rocketlane
  • Use the delete phase tool in Rocketlane
  • Use the create phase tool in Rocketlane
  • Use the list projects tool in Rocketlane

Supported Tools

update_time_entry

Update Time Entry

Updates an existing time entry in Rocketlane. Supports changing duration, date, description, and category.

create_comment

Create Comment

Creates a comment on a conversation or task in Rocketlane. Specify either a conversation ID or task ID to target the comment.

list_custom_fields

List Custom Fields

Lists custom fields defined in Rocketlane, filtered by entity type (project, task, or company). Returns field definitions including IDs, labels, and types needed when setting field values on resources.

delete_phase

Delete Phase

Permanently deletes a phase from a Rocketlane project. This action cannot be undone.

create_phase

Create Phase

Creates a new phase within a Rocketlane project. Phases break projects into distinct stages with their own start and due dates. Phases can be private or shared with customers.

list_projects

List Projects

Lists all projects in Rocketlane with pagination support. Returns project summaries including name, status, dates, and archival state.

create_project

Create Project

Creates a new project in Rocketlane. Requires a customer company and a project owner. Can set dates, apply a template, add members, and set custom fields. Applying a template requires a start date.

create_company

Create Company

Creates a new customer company in Rocketlane. Companies represent the customer organizations associated with onboarding projects.

list_templates

List Templates

Lists project templates available in Rocketlane. Optionally retrieves full details of a specific template by ID. Templates can be used as a source when creating new projects.

search_invoices

Search Invoices

Searches invoices in Rocketlane with optional filtering by project and status. Returns invoice details including amounts and payment status.

delete_project

Delete or Archive Project

Deletes or archives a project in Rocketlane. Archiving is reversible and preserves the project data, while deletion is permanent.

list_time_entries

List Time Entries

Lists time entries in Rocketlane with optional filtering by project or user. Also provides time entry categories for reference.

update_phase

Update Phase

Updates an existing phase in a Rocketlane project. Supports updating the name, dates, and privacy settings.

delete_time_entry

Delete Time Entry

Permanently deletes a time entry from Rocketlane.

create_space

Create Space

Creates a new collaborative space within a Rocketlane project for sharing files and documents with team members and customers.

get_project

Get Project

Retrieves detailed information about a specific project by its ID, including status, dates, owner, customer, custom fields, and progress.

create_time_entry

Create Time Entry

Logs a new time entry in Rocketlane against a project and optionally a specific task. Supports specifying duration, date, description, and category.

list_companies

List Companies

Lists customer companies in Rocketlane with pagination support.

update_task

Update Task

Updates an existing task in Rocketlane. Supports updating the name, assignees, followers, dates, effort, progress, status, priority, at-risk flag, custom fields, and moving the task to a different phase.

delete_task

Delete Task

Permanently deletes a task from a Rocketlane project. This action cannot be undone.

list_tasks

List Tasks

Lists tasks in Rocketlane with optional filtering by project or phase. Returns task summaries with pagination support.

list_comments

List Comments

Lists comments on a conversation or task in Rocketlane.

list_resource_allocations

List Resource Allocations

Retrieves resource allocation data from Rocketlane. Provides visibility into team workload and capacity planning across projects. Can be filtered by project or user.

list_spaces

List Spaces

Lists collaborative spaces in Rocketlane with optional project filtering. Can also retrieve documents within a specific space.

delete_space

Delete Space

Permanently deletes a space from a Rocketlane project.

list_phases

List Phases

Lists phases within a Rocketlane project with pagination support. Returns phase details including name, dates, status, and privacy settings.

list_users

List Users

Lists users in Rocketlane. Can filter by user type (all, vendor, or customer) and look up a specific user by email or ID.

update_space

Update Space

Updates an existing space in Rocketlane. Supports changing the name and description.

get_task

Get Task

Retrieves detailed information about a specific task by its ID, including assignees, followers, dates, status, progress, effort, and custom fields.

list_conversations

List Conversations

Lists conversations in a Rocketlane project with pagination support.

update_project

Update Project

Updates an existing project in Rocketlane. Supports updating the project name, dates, description, visibility, owner, custom fields, and managing project members (add/remove).

create_custom_field

Create Custom Field

Creates a new custom field definition in Rocketlane for projects, tasks, or companies. For dropdown-type fields, options can be specified.

create_task

Create Task

Creates a new task within a Rocketlane project. Tasks can be assigned to a phase, have assignees and followers, set dates and effort, and include custom fields. Subtasks can be created by specifying a parent task ID.

update_company

Update Company

Updates an existing customer company in Rocketlane. Supports changing the name, URL, and custom fields.

create_conversation

Create Conversation

Creates a new conversation within a Rocketlane project. Conversations are threaded discussions that can include project members.

delete_custom_field

Delete Custom Field

Permanently deletes a custom field definition from Rocketlane. This removes the field from all resources.

get_company

Get Company

Retrieves a customer company by its ID, including its website and custom fields. Call list_companies to discover company IDs.

get_phase

Get Phase

Retrieves a project phase by its ID, including dates, status, privacy, and project details. Call list_phases to discover phase IDs.

Connect Rocketlane to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Rocketlane in Metorial. In your Metorial portal, enable the Rocketlane MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Rocketlane tools.

Run Rocketlane through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Rocketlane and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Rocketlane tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Rocketlane

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Slack

Slack: connect with bot OAuth or user OAuth to work with messages, conversations, search, files, Canvases, Lists, profiles, reactions, reminders, and workspace productivity settings.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Retrieve site properties and search for sites across Microsoft 365.

Technical notes for Rocketlane

Manage customer onboarding and implementation projects. Create, update, archive, and delete projects with phases, tasks, and custom fields. Track time entries, manage resource allocations, and handle financial data like invoices. Create and manage collaborative spaces and documents for sharing with customers. Manage companies (customers), users, conversations, and comments. Configure project templates and custom fields for projects, tasks, and companies.

Frequently asked questions

Common questions about connecting Rocketlane to AI agents with Metorial.

  1. How many tools does the Rocketlane MCP server have?
    The Rocketlane MCP server exposes 38 tools, including Update Time Entry, Create Comment, List Custom Fields. Each one is governed and traced through Metorial.
  2. Rocketlane exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Rocketlane MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Rocketlane and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Rocketlane MCP server yourself or use the hosted gateway.

Connect Rocketlane to production AI agents

See how Metorial gives your team governed access to Rocketlane, with tracing and security controls built in.

Book a demoDeploy Rocketlane