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Rocketlane

Collaborative customer onboarding and implementation platform for professional services teams.

80 actions Integration catalog
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01 · WHAT THE AGENT CAN DO

Actions

Every capability is a discrete, logged action the agent calls by name — scoped to what you authorize and recorded in the run trace.

Add Assignee To TaskROCKETLANE_ADD_ASSIGNEE_TO_TASK
Add assignees to a task by task ID. Assigns one or more users to a specific task.
Add Field OptionROCKETLANE_ADD_FIELD_OPTION
Tool 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 TaskROCKETLANE_ADD_FOLLOWERS_TO_TASK
Tool 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 ProjectROCKETLANE_ADD_MEMBERS
Tool 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 ConversationROCKETLANE_ADD_MEMBERS_TO_CONVERSATION
Add 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 IDROCKETLANE_ARCHIVE_PROJECT_BY_ID
Archives a specific project based on its unique identifier.
Create CommentROCKETLANE_CREATE_COMMENT
Create a comment on a Rocketlane task or project conversation, optionally attaching files previously uploaded with ROCKETLANE_UPLOAD_FILE.
Create CompanyROCKETLANE_CREATE_COMPANY
Creates 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 ability to register new accounts using the POST /api/v2/companies endpoint.
Create ConversationROCKETLANE_CREATE_CONVERSATION
Creates 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 automatically.
Create FieldROCKETLANE_CREATE_FIELD
Tool 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 the options array.
Create PhaseROCKETLANE_CREATE_PHASE
Tool 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 ProjectROCKETLANE_CREATE_PROJECT
Tool 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 Project FolderROCKETLANE_CREATE_PROJECT_FOLDER
Create a folder in a Rocketlane project.
Create SpaceROCKETLANE_CREATE_SPACE
Creates 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 DocumentROCKETLANE_CREATE_SPACE_DOCUMENT
Tool 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 TaskROCKETLANE_CREATE_TASK
Creates a new task.
Create Time EntryROCKETLANE_CREATE_TIME_ENTRY
Tool 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 time tracking functionality within the Rocketlane integration.
Delete Comment By IDROCKETLANE_DELETE_COMMENT_BY_ID
Tool to delete a comment by its ID. Use when you need to permanently remove a comment from Rocketlane.
Delete ConversationROCKETLANE_DELETE_CONVERSATION
Tool to delete a conversation by its unique identifier. Use when you need to permanently remove a conversation from Rocketlane.
Delete FieldROCKETLANE_DELETE_FIELD
Tool 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 FileROCKETLANE_DELETE_FILE
Permanently delete a Rocketlane project file.
Delete PhaseROCKETLANE_DELETE_PHASE
Permanently 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 ProjectROCKETLANE_DELETE_PROJECT
This 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 irreversible; therefore, consider using archival if future access might be needed.
Delete Project FolderROCKETLANE_DELETE_PROJECT_FOLDER
Permanently delete a Rocketlane project folder. Default folders cannot be deleted.
Delete SpaceROCKETLANE_DELETE_SPACE
Tool 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 DocumentROCKETLANE_DELETE_SPACE_DOCUMENT
Tool to permanently delete a space document by its ID. Use when you need to remove a space document from the system.
Delete Task By IDROCKETLANE_DELETE_TASK_BY_ID
Delete a specific task using its unique identifier (taskId).
Delete Time Entry by IDROCKETLANE_DELETE_TIME_ENTRY_BY_ID
Delete a specific time entry using its unique identifier (timeEntryId).
Get All ConversationsROCKETLANE_GET_ALL_CONVERSATIONS
Tool 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, and privacy status.
Get All FieldsROCKETLANE_GET_ALL_FIELDS
Retrieve all custom fields available in the system.
Get All Resource AllocationsROCKETLANE_GET_ALL_RESOURCE_ALLOCATIONS
Tool 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 SpacesROCKETLANE_GET_ALL_SPACES
Tool 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 information.
Get All TasksROCKETLANE_GET_ALL_TASKS
Tool 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 specific criteria.
Get All Time-OffsROCKETLANE_GET_ALL_TIMEOFFS
Tool 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 CommentsROCKETLANE_GET_COMMENTS
Tool 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 CompanyROCKETLANE_GET_COMPANY
This 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, created date, updated date, custom fields, and other relevant metadata.
Get ConversationROCKETLANE_GET_CONVERSATION
Tool 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 IDROCKETLANE_GET_FIELD_BY_ID
Retrieve detailed information about a specific custom field using its unique identifier (fieldId).
Get FileROCKETLANE_GET_FILE
Retrieve a Rocketlane project file by its unique identifier.
Get Phase by IDROCKETLANE_GET_PHASE_BY_ID
Tool 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 IDROCKETLANE_GET_PROJECT_BY_ID
Retrieves detailed information about a specific project using its unique identifier.
Get Project FolderROCKETLANE_GET_PROJECT_FOLDER
Retrieve a Rocketlane project folder by its unique identifier.
Get Space by IDROCKETLANE_GET_SPACE
Tool 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 IdROCKETLANE_GET_TASK_BY_ID
Retrieve extensive information about a specific task using the task's unique identifier (taskId).
Get Template By IDROCKETLANE_GET_TEMPLATE_BY_ID
Retrieve 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 API documentation.
Get Time EntriesROCKETLANE_GET_TIME_ENTRIES
Tool 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 time spent on various tasks, generating reports, and analyzing team productivity.
Get Time Entry By IDROCKETLANE_GET_TIME_ENTRY_BY_ID
Retrieve detailed information about a specific time entry using its unique identifier (timeEntryId).
Get Time Entry CategoriesROCKETLANE_GET_TIME_ENTRY_CATEGORIES
Tool 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 time entries.
Get User By IDROCKETLANE_GET_USER_BY_ID
Retrieve detailed information about a specific user using their unique identifier (userId).
List CompaniesROCKETLANE_LIST_COMPANIES
This 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 endpoint is independent and can be executed with just the authentication token.
List CurrenciesROCKETLANE_LIST_CURRENCIES
Returns 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 symbols.
List Project FilesROCKETLANE_LIST_PROJECT_FILES
List one cursor-controlled page of files in a Rocketlane project or folder.
List Project FoldersROCKETLANE_LIST_PROJECT_FOLDERS
List one page of folders in a Rocketlane project and return an opaque cursor for safe continuation.
List Project PhasesROCKETLANE_LIST_PROJECT_PHASES
This 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, dueDateActual, phaseName, sortBy, sortOrder, limit, and pageToken. The API supports various operators for filtering such as .gt, .eq, .lt, .ge, .le, .cn, and .nc. Note: The API requires projectId to be specified, despite the official documentation listing it as optional. Calling the endpoint without projectId returns a 400 BAD_REQUEST error. This has been verified through direct API testing (see: https://developer.rocketlane.com/reference/get-all-phases).
List ProjectsROCKETLANE_LIST_PROJECTS
This 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 Information, and other metadata.
List TemplatesROCKETLANE_LIST_TEMPLATES
Retrieve 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 reliable unfiltered full-catalog listing.
List UsersROCKETLANE_LIST_USERS
This 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 including user IDs, emails, names, roles, and statuses.
Move Task To Given PhaseROCKETLANE_MOVE_TASK_TO_GIVEN_PHASE
Tool 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 TaskROCKETLANE_REMOVE_ASSIGNEES_FROM_TASK
Tool 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 TaskROCKETLANE_REMOVE_DEPENDENCIES_FROM_TASK
Tool to remove dependencies from a task by ID. Use when you need to unlink dependency relationships between tasks.
Showing the first 60 of 80 actions.