Reference

Add Assignee To Task

Assigns one or more team members to a specific task, enabling clear ownership and task delegation within a project.

Add Field Option

Tool to add a new option to a SINGLECHOICE or MULTIPLECHOICE field.

Add Followers To Task

Tool to add followers to a task by Id.

Add Members to Conversation

Add members to a conversation in Rocketlane.

Add Members to Project

Adds team members from your company to an existing Rocketlane project, enabling them to collaborate on tasks and deliverables.

Archive Project by ID

Archives a specific project based on its unique identifier.

Create Comment

Adds a comment to a specific task or project conversation in Rocketlane, enabling real-time collaboration and updates within your client projects.

Create Company

Adds a new client organization to your Rocketlane workspace, enabling you to manage their projects and onboarding.

Create Conversation

Creates a new conversation in Rocketlane.

Create Field

Tool to create a custom field in Rocketlane.

Create Phase

Tool to create a new phase in a Rocketlane project.

Create Project

Creates a new project in Rocketlane with specified details such as name, customer, owner, dates, and custom fields

Create Space

Creates a new space for a given project in Rocketlane.

Create Space Document

Tool to create a new space document in Rocketlane.

Create Task

Creates a new task.

Create Time Entry

Tool to create a new time entry in Rocketlane.

Delete Comment By ID

Tool to delete a comment by its ID.

Delete Conversation

Permanently removes a conversation from Rocketlane, helping keep your project communication clean and organized.

Delete Field

Tool to permanently delete a custom field using its unique identifier.

Delete Phase

Permanently delete a phase from the project using its unique identifier (phaseId).

Delete Project

This tool allows users to permanently delete a project in Rocketlane.

Delete Space

Tool to permanently delete a space from a project by its ID.

Delete Space Document

Tool to permanently delete a space document by its ID.

Delete Task By ID

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

Delete Time Entry by ID

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

Get All Conversations

Tool to retrieve all conversations in Rocketlane.

Get All Fields

Retrieve all custom fields available in the system.

Get All Resource Allocations

Tool to retrieve all resource allocations from Rocketlane.

Get All Spaces

Tool to retrieve all spaces for a specific project in Rocketlane.

Get All Tasks

Tool to retrieve all tasks from Rocketlane with advanced filtering options.

Get All Time-Offs

Retrieve all time-off records from your project management tool, including leave entries, holidays, and absences, with optional filters to narrow results.

Get Comments

Tool to retrieve all comments from Rocketlane.

Get Company

This tool retrieves detailed information about a specific company/account in Rocketlane by its ID.

Get Conversation

Tool to retrieve detailed information about a conversation by its ID.

Get Field By ID

Fetch the full definition and metadata of a custom field in Rocketlane by its unique ID, enabling you to understand its configuration for use in automation, reporting, or integrations.

Get Phase by ID

Tool to retrieve extensive information about a specific phase by its unique identifier.

Get Project by ID

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

Get Space by ID

Retrieves complete details of a project space, including its name, associated project, creation time, and privacy settings, using its unique identifier.

Get Task By Id

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

Get Template By ID

Retrieves the full details of a project template using its unique identifier, allowing you to inspect its structure, tasks, and settings before using or modifying it.

Get Time Entries

Tool to retrieve all time entries from Rocketlane.

Get Time Entry By ID

Pulls the full details of a specific time log, including hours, description, and associated project, so you can review or audit that single entry.

Get Time Entry Categories

Tool to retrieve time entry categories from Rocketlane.

Get User By ID

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

List Companies

This tool retrieves a list of all companies/accounts in Rocketlane.

List Currencies

Returns a predefined list of commonly used currencies since Rocketlane API doesn't provide a dedicated currencies endpoint.

List Project Phases

This tool retrieves a list of project phases from Rocketlane.

List Projects

This tool retrieves a list of all projects in the Rocketlane instance.

List Templates

This tool retrieves a list of all available templates in Rocketlane.

List Users

Retrieves a list of all users in your Rocketlane account, including their roles, emails, and statuses, allowing you to manage team members and their responsibilities.

Move Task To Given Phase

Tool to move a task to a different phase by task ID and phase ID.

Remove Assignees From Task

Tool to remove assignees from a task by its unique identifier.

Remove Dependencies From Task

Tool to remove dependencies from a task by ID.

Remove Followers From Task

Tool to remove followers from a task by task ID.

Remove Members from Conversation

Remove members from a conversation in Rocketlane.

Retrieve Subscription Details

Retrieves detailed information about the current subscription.

Search Invoices

Tool to retrieve all invoices from Rocketlane.

Search Time Entries

Retrieves time entries from Rocketlane based on filters such as date range, project, user, billable status, or duration, enabling you to quickly find and review recorded time.

Search User By Email

Search User By Email Id.

Update Company

This tool updates an existing company/account in Rocketlane.

Update Conversation

Tool to update an existing conversation in Rocketlane by its ID.

Update Field

Tool to update field information by ID.

Update Field Option

Tool to update an existing option's label and color in a SINGLECHOICE or MULTIPLECHOICE field.

Update Phase

Tool to update phase information by phase ID.

Update Project By Id

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

Update Space

Tool to update space details by its unique identifier.

Update Space Document

Tool to update a space document's properties by its unique identifier in Rocketlane.

Update Task by ID

Tool to update task details by ID.

Update Time Entry by ID

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