Add Rocketlane to your AI agent

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.

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.

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).

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.

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.

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.

Tool 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, dates, amounts, status, and associated customer and project information.

Tool 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 advanced filtering using field.operator=value format (e.g., date.gt=2023-02-11, minutes.eq=250).

This 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 and is essential for maintaining up-to-date company information, relying on Rocketlane's API specifications and company management endpoints.

Add assignees to a task by task ID. Assigns one or more users to a specific task.

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.

Tool to add followers to a task by Id. Use when you need to add team members as followers to track task updates.

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 a conversation in Rocketlane. Use this when you need to include additional team members or stakeholders in an existing conversation.

Archives a specific project based on its unique identifier.

Create a comment on a Rocketlane task or project conversation, optionally attaching files previously uploaded with ROCKETLANE_UPLOAD_FILE.

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.

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.

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 a folder in a Rocketlane project.

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.

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.

Creates a new task.

Tool to delete a comment by its ID. Use when you need to permanently remove a comment from Rocketlane.

Tool to delete a conversation by its unique identifier. Use when you need to permanently remove a conversation from Rocketlane.

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.

Permanently delete a Rocketlane project file.

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.

Permanently delete a Rocketlane project folder. Default folders cannot be deleted.

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.

Tool to permanently delete a space document by its ID. Use when you need to remove a space document from the system.

Delete a specific task using its unique identifier (taskId).

Delete a specific time entry using its unique identifier (timeEntryId).

Retrieve all custom fields available in the system.

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.

Retrieve detailed information about a specific custom field using its unique identifier (fieldId).

Retrieve a Rocketlane project file by its unique identifier.

Tool to retrieve extensive information about a specific phase by its unique identifier. Use when you need detailed phase data for project management operations.

Retrieves detailed information about a specific project using its unique identifier.

Retrieve a Rocketlane project folder by its unique identifier.

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.

Retrieve extensive information about a specific task using the task's unique identifier (taskId).

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.

Retrieve detailed information about a specific time entry using its unique identifier (timeEntryId).

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.

Retrieve detailed information about a specific user using their unique identifier (userId).

List one cursor-controlled page of files in a Rocketlane project or folder.

List one page of folders in a Rocketlane project and return an opaque cursor for safe continuation.

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.

Tool to remove assignees from a task by its unique identifier. Use when you need to remove team members from a specific task.

Tool to remove dependencies from a task by ID. Use when you need to unlink dependency relationships between tasks.

Tool 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 a conversation in Rocketlane. Use this when you need to remove team members or stakeholders from an existing conversation.

Retrieves detailed information about the current subscription.

Search 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 to appear.

Search User By Email Id.

Tool 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.

Tool 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.

Tool 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.

Rename a Rocketlane project file.

Tool 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.

Updates an existing project's details using its unique identifier.

Update a Rocketlane project folder's name, privacy setting, or both.

Tool to update space details by its unique identifier. Use when you need to update space properties such as name or privacy settings.

Tool 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 metadata without recreating the document.

Tool to update task details by ID. Use when you need to modify task information such as name, dates, status, progress, or custom fields.

Update existing time entry details using its unique identifier (timeEntryId).

Upload a file to a Rocketlane project folder.