update_time_entry
Update Time Entry
Updates an existing time entry in Rocketlane. Supports changing duration, date, description, and category.
update_time_entry
Updates an existing time entry in Rocketlane. Supports changing duration, date, description, and category.
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
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
Permanently deletes a phase from a Rocketlane project. This action cannot be undone.
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
Lists all projects in Rocketlane with pagination support. Returns project summaries including name, status, dates, and archival state.
create_project
Creates a new project in Rocketlane. Can optionally associate a customer company, assign an owner, set dates, apply a template, add members, and set custom fields.
create_company
Creates a new customer company in Rocketlane. Companies represent the customer organizations associated with onboarding projects.
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
Searches invoices in Rocketlane with optional filtering by project and status. Returns invoice details including amounts and payment status.
delete_project
Deletes or archives a project in Rocketlane. Archiving is reversible and preserves the project data, while deletion is permanent.
list_time_entries
Lists time entries in Rocketlane with optional filtering by project or user. Also provides time entry categories for reference.
update_phase
Updates an existing phase in a Rocketlane project. Supports updating the name, dates, and privacy settings.
delete_time_entry
Permanently deletes a time entry from Rocketlane.
create_space
Creates a new collaborative space within a Rocketlane project for sharing files and documents with team members and customers.
get_project
Retrieves detailed information about a specific project by its ID, including status, dates, owner, customer, custom fields, and progress.
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
Lists customer companies in Rocketlane with pagination support.
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
Permanently deletes a task from a Rocketlane project. This action cannot be undone.
list_tasks
Lists tasks in Rocketlane with optional filtering by project or phase. Returns task summaries with pagination support.
list_comments
Lists comments on a conversation or task in Rocketlane.
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
Lists collaborative spaces in Rocketlane with optional project filtering. Can also retrieve documents within a specific space.
delete_space
Permanently deletes a space from a Rocketlane project.
list_phases
Lists phases within a Rocketlane project with pagination support. Returns phase details including name, dates, status, and privacy settings.
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
Updates an existing space in Rocketlane. Supports changing the name and description.
get_task
Retrieves detailed information about a specific task by its ID, including assignees, followers, dates, status, progress, effort, and custom fields.
list_conversations
Lists conversations in a Rocketlane project with pagination support.
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
Creates a new custom field definition in Rocketlane for projects, tasks, or companies. For dropdown-type fields, options can be specified.
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
Updates an existing customer company in Rocketlane. Supports changing the name, URL, and custom fields.
create_conversation
Creates a new conversation within a Rocketlane project. Conversations are threaded discussions that can include project members.
delete_custom_field
Permanently deletes a custom field definition from Rocketlane. This removes the field from all resources.
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, custom fields for projects/tasks/companies, and receive webhook notifications for task events.
Common questions about connecting Rocketlane to AI agents with Metorial.