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.

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.

Common examples:

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.

Note: Project financial fields such as budgeted hours or project fee are not supported through MCP project update parameters. Do not use MCP to update project financials.

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.

Common examples:

Task status filters require status value IDs from get_fields.

Note: MCP does not support direct filtering by the at-risk flag. A task can be marked at risk, but at-risk tasks cannot be searched or filtered directly through MCP.

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
• Tasks from emails or 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

Important: Updating assignees replaces the current assignee set. To remove an assignee, use 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

Note: Setting a phase as private is not reliable through MCP. The API may return success, but the private value does not persist when read back. Do not rely on this behavior in demos or customer workflows.

Time Entries

Rocketlane MCP can read, create, and update time entries.

Log time

Use create_time_entry to log time against:

• A task
• A project phase
• A project
• An ad hoc source

Common examples:

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
• 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

Note: MCP cannot delete a time entry or reassign a time entry to another user. The user is set when the entry is created.

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
• Status

Use get_my_profile to retrieve the authenticated user's:

• User ID
• Role
• 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
• User

Read custom field values

Use record read tools with includeAllFields: true to read custom field values.

For example:

• Use get_projects with includeAllFields: true to read project fields such as Health, Segment, or Risk Reason.
• Use get_tasks with includeAllFields: true to read task fields such as Zendesk Ticket ID or Ticket Status.

Set custom field values

Use:

• update_project to set project custom field values.
• 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:

1. Read the relevant records.
2. Include all fields.
3. 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

Important: 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. Supports filtering by isPrivate, pagination, and optionally including attachments.

Use send_task_comment to post a new comment on a task. Supports an option to mark 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. Supports an option to mark 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."