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Rocketlane for AI agents

Agents read Rocketlane at once. Changes and sends are held for a person's approval by default.

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About Rocketlane

Collaborative customer onboarding and implementation platform for professional services teams.

What an agent can do in Rocketlane

Every Rocketlane action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.

Runs at once (reads)

Looks things up in Rocketlane without asking first. 34 actions.

  • Get All ConversationsTool to retrieve all conversations in Rocketlane. Use when you need to list, search, or filter conversations. Supports pagination and various filtering options including source ID, conversation name,
  • Get All Resource AllocationsTool to retrieve all resource allocations from Rocketlane. Use when you need to get comprehensive allocation data for various projects within a specific date range.
  • Get All SpacesTool to retrieve all spaces for a specific project in Rocketlane. Use when you need to list all spaces associated with a project, including space details like name, privacy status, and creation/update
  • Get All TasksTool to retrieve all tasks from Rocketlane with advanced filtering options. Supports filtering by project, status, dates, billable status, and more. Use this when you need to search or list tasks with
  • Get All Time-OffsTool to retrieve all time-offs from Rocketlane with advanced filtering options. Use when you need to get comprehensive time-off data including leave entries, holidays, and absences.
  • Get CommentsTool to retrieve all comments from Rocketlane. Use when you need to fetch comments from tasks or project conversations with support for filtering, pagination, and sorting.
  • Get CompanyThis tool retrieves detailed information about a specific company/account in Rocketlane by its ID. It provides comprehensive information about the company including its status, address, currency, crea
  • Get Time EntriesTool to retrieve all time entries from Rocketlane. It provides endpoints to get time entries with support for pagination, filtering by project ID, user ID, start and end dates. This allows tracking of
  • List CompaniesThis tool retrieves a list of all companies/accounts in Rocketlane. It's a basic GET endpoint that returns all companies without requiring any specific resource IDs or additional parameters. The endpo
  • List CurrenciesReturns a predefined list of commonly used currencies since Rocketlane API doesn't provide a dedicated currencies endpoint. This list includes major global currencies with their codes, names, and symb
  • List Project PhasesThis tool retrieves a list of project phases from Rocketlane. It allows users to fetch and filter phases based on various parameters including projectID, startDate, dueDate, startDateActual, dueDateAc
  • List ProjectsThis tool retrieves a list of all projects in the Rocketlane instance. It provides project details including Project ID, Project Name, Project Status, Created Date, Owner Information, Customer Informa
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  • List TemplatesRetrieve one page of Rocketlane PROJECT, DOCUMENT, or TASK templates. Pagination is retained through nextPageToken. Rocketlane's public listing endpoint does not support STATUS_UPDATE templates or rel
  • List UsersThis tool retrieves all users in the Rocketlane instance. It is an independent action that does not require any resource IDs or external dependencies. The endpoint returns detailed user information in
  • Search InvoicesTool to retrieve all invoices from Rocketlane. Use when you need to get a list of all invoices accessible to the authenticated user. This endpoint returns invoice details including invoice numbers, da
  • Search Time EntriesTool to search time entries with filters in Rocketlane. Use when you need to find specific time entries based on criteria like date ranges, project, user, billable status, or duration. Supports advanc
  • Get All FieldsRetrieve all custom fields available in the system.
  • Get ConversationTool to retrieve detailed information about a conversation by its ID. Use when you need to get conversation details including name, description, members, and source information.
  • Get Field By IDRetrieve detailed information about a specific custom field using its unique identifier (fieldId).
  • Get FileRetrieve a Rocketlane project file by its unique identifier.
  • Get Phase by IDTool to retrieve extensive information about a specific phase by its unique identifier. Use when you need detailed phase data for project management operations.
  • Get Project by IDRetrieves detailed information about a specific project using its unique identifier.
  • Get Project FolderRetrieve a Rocketlane project folder by its unique identifier.
  • Get Space by IDTool to retrieve detailed information about a specific space using its unique identifier. Use when you need to fetch space details including associated project, creation time, and privacy settings.
  • Get Task By IdRetrieve extensive information about a specific task using the task's unique identifier (taskId).
  • Get Template By IDRetrieve detailed information about a specific template using its unique identifier (templateId). NOTE: The exact API endpoint and response structure need to be verified from the official Rocketlane A
  • Get Time Entry By IDRetrieve detailed information about a specific time entry using its unique identifier (timeEntryId).
  • Get Time Entry CategoriesTool to retrieve time entry categories from Rocketlane. Returns a paginated list of all available time entry categories. Use when you need to get the available categories for creating or filtering tim
  • Get User By IDRetrieve detailed information about a specific user using their unique identifier (userId).
  • List Project FilesList one cursor-controlled page of files in a Rocketlane project or folder.
  • List Project FoldersList one page of folders in a Rocketlane project and return an opaque cursor for safe continuation.
  • Retrieve Subscription DetailsRetrieves detailed information about the current subscription.
  • Search FilesSearch one page of Rocketlane project files by project or folder scope and file-name filters; continue with the returned cursor until has_more is false. Recently changed files may take a few seconds t
  • Search User By EmailSearch User By Email Id.

Held for approval by default (changes and sends)

Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 46 actions.

  • Create CompanyCreates a new company (account) in Rocketlane. This action allows you to create a new company/account in your Rocketlane workspace. It complements existing company-related actions by providing the abi
  • Create ProjectTool to create a new project in Rocketlane. Use when you need to set up a new project with details like name, customer, owner, dates, and custom fields.
  • Create Time EntryTool to create a new time entry in Rocketlane. This endpoint allows users to log time spent on tasks or projects. It complements the existing ROCKETLANE_GET_TIME_ENTRIES action and enables complete ti
  • Delete ProjectThis tool allows users to permanently delete a project in Rocketlane. It requires a valid project ID and appropriate permissions (Admins, Super Users, and Project Owners). Note that deletion is irreve
  • Update CompanyThis tool updates an existing company/account in Rocketlane. It uses the PUT endpoint to update the company details identified by companyId. The action complements the existing create_company action a
  • Add Assignee To TaskAdd assignees to a task by task ID. Assigns one or more users to a specific task.
  • Add Field OptionTool to add a new option to a SINGLE_CHOICE or MULTIPLE_CHOICE field. Use when extending dropdown or select field options with a new labeled and colored choice.
  • Add Followers To TaskTool to add followers to a task by Id. Use when you need to add team members as followers to track task updates.
  • Add Members to ProjectTool to add team members to a project using the projectId. Team members are participants from your company who work on projects and deliverables.
  • Add Members to ConversationAdd members to a conversation in Rocketlane. Use this when you need to include additional team members or stakeholders in an existing conversation.
  • Archive Project by IDArchives a specific project based on its unique identifier.
  • Create CommentCreate a comment on a Rocketlane task or project conversation, optionally attaching files previously uploaded with ROCKETLANE_UPLOAD_FILE.
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  • Create ConversationCreates a new conversation in Rocketlane. Use this to start a conversation associated with a project or other source type. You can specify members, privacy settings, and whether to include all members
  • Create FieldTool to create a custom field in Rocketlane. Use when you need to add a new custom field to TASK, PROJECT, PHASE, or USER objects. For SINGLE_CHOICE or MULTIPLE_CHOICE field types, you must provide th
  • Create PhaseTool to create a new phase in a Rocketlane project. Use when you need to add a new phase to an existing project with specified timeline and configuration.
  • Create Project FolderCreate a folder in a Rocketlane project.
  • Create SpaceCreates a new space for a given project in Rocketlane. Use when you need to create a collaborative workspace within a project with specific privacy settings.
  • Create Space DocumentTool to create a new space document in Rocketlane. Use when you need to add documents to a project space, either as native Rocketlane documents or embedded links from external sources.
  • Create TaskCreates a new task.
  • Delete Comment By IDTool to delete a comment by its ID. Use when you need to permanently remove a comment from Rocketlane.
  • Delete ConversationTool to delete a conversation by its unique identifier. Use when you need to permanently remove a conversation from Rocketlane.
  • Delete FieldTool to permanently delete a custom field using its unique identifier. Use when a field is no longer required and should be removed from the system.
  • Delete FilePermanently delete a Rocketlane project file.
  • Delete PhasePermanently delete a phase from the project using its unique identifier (phaseId). Use when you need to remove a phase that is no longer needed.
  • Delete Project FolderPermanently delete a Rocketlane project folder. Default folders cannot be deleted.
  • Delete SpaceTool to permanently delete a space from a project by its ID. Use when you need to remove a space from the Rocketlane system. Note: This operation is permanent and cannot be undone.
  • Delete Space DocumentTool to permanently delete a space document by its ID. Use when you need to remove a space document from the system.
  • Delete Task By IDDelete a specific task using its unique identifier (taskId).
  • Delete Time Entry by IDDelete a specific time entry using its unique identifier (timeEntryId).
  • Move Task To Given PhaseTool to move a task to a different phase by task ID and phase ID. Use when tasks need to be reorganized across different project phases.
  • Remove Assignees From TaskTool to remove assignees from a task by its unique identifier. Use when you need to remove team members from a specific task.
  • Remove Dependencies From TaskTool to remove dependencies from a task by ID. Use when you need to unlink dependency relationships between tasks.
  • Remove Followers From TaskTool to remove followers from a task by task ID. Use when you need to remove one or more followers from a specific task.
  • Remove Members from ConversationRemove members from a conversation in Rocketlane. Use this when you need to remove team members or stakeholders from an existing conversation.
  • Update ConversationTool to update an existing conversation in Rocketlane by its ID. Use when you need to modify conversation details like name, description, or member inclusion settings.
  • Update FieldTool to update field information by ID. Updates field properties including label, description, privacy settings, and enabled status. Use when you need to modify existing field metadata.
  • Update Field OptionTool to update an existing option's label and color in a SINGLE_CHOICE or MULTIPLE_CHOICE field. Use when modifying dropdown or select field option properties.
  • Update FileRename a Rocketlane project file.
  • Update PhaseTool to update phase information by phase ID. Use when you need to modify phase details such as name, dates, status, or privacy settings for an existing project phase.
  • Update Project By IdUpdates an existing project's details using its unique identifier.
  • Update Project FolderUpdate a Rocketlane project folder's name, privacy setting, or both.
  • Update SpaceTool to update space details by its unique identifier. Use when you need to update space properties such as name or privacy settings.
  • Update Space DocumentTool to update a space document's properties by its unique identifier in Rocketlane. Use when you need to modify the name or URL of an existing space document. This action allows updating document met
  • Update Task by IDTool to update task details by ID. Use when you need to modify task information such as name, dates, status, progress, or custom fields.
  • Update Time Entry by IDUpdate existing time entry details using its unique identifier (timeEntryId).
  • Upload FileUpload a file to a Rocketlane project folder.

Changes wait in Needs you

Changes and sends in Rocketlane are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

How approvals work

Rocketlane questions

Can an agent change data in Rocketlane on its own?

Not by default. Changes and sends in Rocketlane are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

What can an agent read in Rocketlane?

This connector lists 34 read actions. Reads run at once, without waiting for approval.

How does Rocketlane connect?

It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.

Bring Rocketlane to your agents.

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