Rocketlane MCP Connector for Claude

Connect your Rocketlane account to any AI agent and take full control of your professional services automation and client onboarding orchestration through natural conversation. Rocketlane provides a premier platform for project management and customer experience, and this integration allows you to retrieve project metadata, create tasks, and manage custom fields directly from your chat interface.

What you can do

• Onboarding & Project Orchestration — List all managed projects and retrieve detailed metadata, including creating new projects programmatically to ensure a smooth client kickoff.
• Task Lifecycle Management — Access and monitor project tasks and retrieve detailed technical metadata directly from the AI interface to keep your team on track.
• Time Tracking & Performance — Access and monitor time entries to maintain a clear overview of project velocity and team utilization via natural language.
• Custom Field Intelligence — Retrieve available custom fields to ensure your project data is always synchronized with your specific business requirements.
• Operational Monitoring — Track project statuses and manage team metadata using simple AI commands to ensure your professional services are always optimized.

How it works

1. Subscribe to this server
2. Enter your Rocketlane API Key from your dashboard settings
3. Start managing your client projects from Claude, Cursor, or any MCP-compatible client

No more manual status checking or complex spreadsheet updates. Your AI acts as a dedicated project manager or onboarding coordinator.

Who is this for?

• Project Managers & SDRs — quickly retrieve project statuses and monitor task progress without switching apps.
• Customer Success Teams — automate the management of onboarding workflows and track time entries via natural conversation.
• Operations Teams — streamline the retrieval of project metadata and monitor organizational health directly within the chat.