Rocketlane Tools
Collaborative customer onboarding and implementation platform for professional services teams.
Use Rocketlane Tools with AI agents
Aident Loadout lets Claude Code, Codex, Cursor, and other supported agents call Rocketlane Tools. Choose from 69 supported Actions. Review each execution in Audit.
Connect Rocketlane Tools once through Aident Vault. Your agent can use the supported Actions without receiving the underlying credential.
Category
Project ManagementPricing and payment
- Pricing
- Free in Loadout. Provider charges may apply when using a personally connected account.
- Unified payment
- Not currently supported. Connect a provider account when required.
Included Actions
- Rocketlane Add Assignee To TaskAdd assignees to a task by task ID. Assigns one or more users to a specific task.
- Rocketlane Add Field OptionTool 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.
- Rocketlane Add Followers To TaskTool to add followers to a task by Id. Use when you need to add team members as followers to track task updates.
- Rocketlane Add MembersTool to add team members to a project using the projectId. Team members are participants from your company who work on projects and deliverables.
- Rocketlane Add Members To ConversationAdd members to a conversation in Rocketlane. Use this when you need to include additional team members or stakeholders in an existing conversation.
- Rocketlane Archive Project By IdArchives a specific project based on its unique identifier.
- Rocketlane Create CommentTool to create a comment in Rocketlane. Use when you need to add a comment to a task or project conversation.
- Rocketlane Create CompanyCreates 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.
- Rocketlane Create ConversationCreates 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.
- Rocketlane Create FieldTool 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.
- Rocketlane Create PhaseTool 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.
- Rocketlane Create ProjectTool 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.
- Rocketlane Create SpaceCreates 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.
- Rocketlane Create Space DocumentTool 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.
- Rocketlane Create TaskCreates a new task.
- Rocketlane Create Time EntryTool 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.
- Rocketlane Delete Comment By IdTool to delete a comment by its ID. Use when you need to permanently remove a comment from Rocketlane.
- Rocketlane Delete ConversationTool to delete a conversation by its unique identifier. Use when you need to permanently remove a conversation from Rocketlane.
- Rocketlane Delete FieldTool 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.
- Rocketlane Delete PhasePermanently delete a phase from the project using its unique identifier (phaseId). Use when you need to remove a phase that is no longer needed.
- Rocketlane Delete ProjectThis 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.
- Rocketlane Delete SpaceTool 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.
- Rocketlane Delete Space DocumentTool to permanently delete a space document by its ID. Use when you need to remove a space document from the system.
- Rocketlane Delete Task By IdDelete a specific task using its unique identifier (taskId).
- Rocketlane Delete Time Entry By IdDelete a specific time entry using its unique identifier (timeEntryId).
- Rocketlane Get All ConversationsTool 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.
- Rocketlane Get All FieldsRetrieve all custom fields available in the system.
- Rocketlane Get All Resource AllocationsTool to retrieve all resource allocations from Rocketlane. Use when you need to get comprehensive allocation data for various projects within a specific date range.
- Rocketlane Get All SpacesTool 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.
- +40 Actions
Provider sources
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