Connect Rocketlane to AI agents

Connect Rocketlane to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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. Can optionally associate a customer company, assign an owner, set dates, apply a template, add members, and set custom fields.

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.

More integrations teams use with Rocketlane

Slack

Slack: connect with bot OAuth or user OAuth. Send, update, delete, and schedule messages; list and cancel scheduled messages; open DMs and group DMs; manage conversations, members, files, reactions, pins, bookmarks, reminders, user groups, and user status; search messages and files with user scopes; and retrieve user, conversation, and workspace info.

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

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.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. 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. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

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. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

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, custom fields for projects/tasks/companies, and receive webhook notifications for task events.

Connect Rocketlane to production AI agents

See how Metorial gives Rocketlane access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Rocketlane to AI agents with Metorial.

  1. Can Metorial connect Rocketlane to AI agents?
    Yes. Metorial connects AI agents to Rocketlane through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.