Rocketlane MCP lets AI assistants work with Rocketlane data and actions through a defined set of tools. These tools can read information from Rocketlane, create or update supported records, and help users complete common project, task, time tracking, and template workflows from an AI interface.
This article explains what Rocketlane MCP tools support, common use cases, and the actions that are not currently available through MCP.
In this article
Available MCP tools
Rocketlane MCP currently supports 24 tools. These are grouped into read tools and write tools.
Use read tools to search, retrieve, and inspect Rocketlane data. Use write tools to create or update supported records.
Projects
Rocketlane MCP can search, read, and update projects.
Search and filter projects
Use get_projects to find projects by name, status, team member, or date range.
For status-based filters, use get_fields to retrieve the required status value IDs before filtering projects.
To retrieve full project detail, use get_projects with the project ID and includeAllFields: true.
Update projects
Use update_project to update supported project attributes.
Supported project updates include:
- Project name
- Start date
- Due date
- Project owner
- Project status
- Supported custom field values
For example, use update_project to move a project to a new status, reassign ownership, or update a custom field such as Health, Segment, Region, or GMV target.
Tasks
Rocketlane MCP can search, create, and update tasks.
Search and filter tasks
Use get_tasks to find tasks by name, project, phase, status, due date, or external reference ID.
Task status filters require status value IDs from get_fields.
Create tasks
Use create_task to create tasks with supported attributes.
A task can include:
- Task name
- Start date
- Due date
- Effort
- Assignees
- Phase
- Status
- Custom fields
Use create_task to create regular tasks, subtasks, milestones, tasks from meeting notes, or tasks from emails and action items.
To create a subtask, pass the parent task ID. The subtask inherits the phase from the parent task.
To create a milestone, set the task type as MILESTONE.
Update tasks
Use update_task to update supported task attributes.
Supported updates include:
- Assignees
- Status
- Progress
- Start date
- Due date
- Effort
- At-risk flag
- Dependencies
- Custom field values
is_delete: true.Dependencies can also be added or removed. Use is_delete: true to remove a dependency.
Phases
Rocketlane MCP can list, create, and update phases.
Read phases
Use get_phases to:
- List all phases in a project.
- Retrieve phase IDs and names.
- Get full phase details.
- Read phase status and fields.
To get full phase information, use get_phases with the phase ID and includeAllFields: true.
Create phases
Use create_phase to add a new phase to an existing project.
A phase can include:
- Project ID
- Phase name
- Start date
- Due date
You can also use MCP to create a phase and then create tasks under that phase. This is useful when turning action items or planning notes into a structured project plan.
Update phases
Use update_phase to update:
- Phase name
- Start date
- Due date
Time entries
Rocketlane MCP can read, create, and update time entries.
Log time
Use create_time_entry to log time against a task, project phase, project, or ad hoc source.
Use get_time_entry_categories to retrieve category IDs before creating or updating entries with categories.
Find time entries
Use get_time_entries to find time entries by date range, project, user, approval status, billable status, source type, or approver.
Examples:
- Find time entries for the current week.
- Find time logged on a specific project.
- Find a user’s logged hours.
- Find unsubmitted entries.
- Find billable vs non-billable time.
- Find entries by source type such as task, phase, project, or ad hoc.
- Find entries approved by a specific manager.
Update time entries
Use update_time_entry to correct supported time entry details, such as:
- Minutes
- Notes
- Category
Users and customer companies
Rocketlane MCP can search users and customer companies.
Users
Use get_users to find users by email, first name, last name, or status.
Use get_my_profile to retrieve the authenticated user’s user ID, role, and permission set.
Customer companies
Use get_customer_companies to:
- Find a customer company by partial company name.
- Get full company details by company ID.
These tools are useful when creating tasks, updating ownership, assigning work, or matching prompts to the correct Rocketlane records.
Custom fields
Rocketlane MCP can read field definitions and set supported custom field values on records.
It cannot create, rename, update, or delete custom field definitions.
Read custom fields
Use get_fields to:
- List project custom fields.
- List task custom fields.
- List user custom fields.
- Find fields by name.
- Retrieve option values for fields.
Supported object types include Project, Task, and User.
Read custom field values
Use record read tools with includeAllFields: true to read custom field values.
For example:
- Use
get_projectswithincludeAllFields: trueto read project fields such as Health, Segment, or Risk Reason. - Use
get_taskswithincludeAllFields: trueto read task fields such as Zendesk Ticket ID or Ticket Status.
Set custom field values
Use update_project to set project custom field values and update_task to set task custom field values.
When setting a custom field value, pass the field ID and field value.
Find records by custom field value
MCP does not provide direct filtering by most custom field values.
To find a record by custom field value:
- Read the relevant records.
- Include all fields.
- Filter client-side using the
fields[]values.
For tasks, externalReferenceId can be used for exact matching where applicable.
Project templates
Rocketlane MCP can create project templates.
Use create_project_template to generate templates from:
- SOWs
- RFPs
- Onboarding plans
- Vertical-specific delivery models
- Compliance workflows
- Implementation playbooks
Supported template creation use cases
create_project_template creates and publishes the template immediately. There is no draft state through MCP.New IDs must be generated programmatically. Do not hardcode IDs.
There is no update_project_template tool. Templates created through MCP are immutable through MCP after creation.
Messages
Rocketlane MCP can read, post, and update comments on tasks and project conversations.
Task comments
Use get_task_comments to fetch a single task comment by ID, or list all comments on a task or project. It supports filtering by isPrivate, pagination, and optionally including attachments.
Use send_task_comment to post a new comment on a task. It supports marking the comment as private, making it visible only to task members.
Use update_task_comment to edit the content or privacy setting of an existing task comment.
Conversations
Use get_conversations to fetch a project conversation by ID, or list all conversations on a project.
Use get_project_comments to fetch a single conversation comment by ID, or list all comments in a project conversation.
Use send_project_comment to post a new comment into a project conversation. It supports marking the comment as private, making it visible only to conversation members.
Use update_project_comment to edit the content or privacy setting of an existing conversation comment.
Example prompts
Use these prompts to explore supported Rocketlane MCP workflows.
Projects
- “Find all active projects owned by Priya.”
- “Show me projects due this month.”
- “Update the Acme onboarding project status to Go-live.”
- “Set the Health custom field on the Acme project to Red.”
Tasks
- “Find overdue tasks in the Acme onboarding project.”
- “Create a milestone task called Go-live Readiness Review due next Friday.”
- “Assign the Data Migration task to Alex.”
- “Mark the API Setup task as at risk.”
- “Create tasks from these meeting notes.”
Phases
- “List all phases in the Acme project.”
- “Create a phase called Data Migration for the Acme project.”
- “Move the kickoff phase due date to next Friday.”
Time entries
- “Log 3 hours on the Acme project for Tuesday as billable.”
- “Show my time entries for this week.”
- “Find all unsubmitted time entries for this week.”
- “Update yesterday’s Acme time entry notes.”
Custom fields
- “List all project custom fields.”
- “Find the field ID for Project Health.”
- “Set the Segment field on Acme to Enterprise.”
- “Find tasks where the Zendesk Ticket ID is 239.”
Project templates
- “Create a project template from this SOW.”
- “Create a SaaS onboarding template with kickoff, implementation, UAT, and go-live phases.”
- “Create a SOC 2 onboarding template with dependencies between review tasks.”