Introducing Rocketlane MCP: Let your AI work inside Rocketlane

We've spent years building Rocketlane to be the system of record for professional services teams. But the way people work is changing fast. Your team is already using AI, in their inboxes, in their browsers, in their daily conversations.

The question was never whether AI would become part of how services teams operate. It was whether your project data would be part of that loop, or left out of it.

Today, we're launching Rocketlane MCP in Beta to close that gap.

What Rocketlane MCP supports today

We're launching this in beta, which means we're being intentional about scope. Here's what you can do right now:

• Tasks: create, read, update, and delete tasks inside your projects
• Projects: search, read, and create new projects
• Project Templates: create templates from scratch via conversation
• Timesheets: create and update time entries
• Users and Companies: search, so your AI knows who's who

This is the foundation. We'll expand from here based on what we learn from early users.

Three ways teams are already using it

1. Log your week's time without opening Rocketlane

This is the use case that made us want to build MCP in the first place.

Timesheets are painful. Everyone knows what they worked on. They just don't want to stop and log it.

With Rocketlane MCP connected alongside a Google Calendar MCP, your AI can look at your calendar, understand what meetings and work sessions happened, match them to your active projects in Rocketlane, and create the time entries for you.

You can also upload a CSV of your activity, or just describe your week in plain language: "I spent Tuesday and Wednesday on the Acme onboarding, about 6 hours each day." Your AI creates all these in your projects after you've reviewed them.

Example prompt:

"Look at my calendar from this week and log my time against my active Rocketlane projects."

2. Turn any customer asset into a project kickoff

When you're onboarding a new customer, you spend time reading through everything they've shared, understanding their requirements, and then manually building out a project structure. That gap is now closable.

Share any customer asset with your AI: a website URL, a statement of work, a discovery call transcript, a handoff doc from sales, or an intake brief. Ask it to build a project in Rocketlane with phases and tasks shaped around what that customer actually needs. It creates the structure directly in your account.

You review, adjust, and launch, instead of starting from a blank canvas.

This works especially well for teams who run similar engagements across different customers but need a starting point that's specific to each one.

Example prompt:

"Here are the discovery notes and SoW from our latest customer. Create a Rocketlane project with phases for discovery, configuration, and go-live. Add relevant tasks based on what they've told us they need."

3. Get a project status summary without digging through the app

At any point in the week, you should be able to ask: "What's the state of my projects right now?" and get a real answer in seconds.

With Rocketlane MCP, your AI can pull your active projects, surface overdue or at-risk tasks, and give you a plain-language summary of where things stand. No dashboard hunting, no clicking into five different projects to piece together the picture.

This is particularly useful before a team standup, a customer check-in, or an end-of-week review.

Example prompt:

"Give me a summary of all my active projects. Flag anything overdue or stuck."

More prompts to try

Once you're connected, here are prompts you can use today. Copy, adapt, and make them yours.

Timesheets

• "Look at my calendar from this week and log my time against my active Rocketlane projects."
• "I spent Tuesday and Wednesday on the Acme onboarding, roughly 4 hours each day. Create the time entries."
• "What did I log time on this week? Give me a summary of my Rocketlane time entries."

Project visibility

• "Give me a summary of all my active projects. Flag anything overdue or stuck."
• "Which of my projects are at risk of missing their go-live date?"
• "What tasks are overdue across all my projects right now, and who owns them?"
• "Draft a brief status update for [project name] I can send to the customer today."

Project setup

• "Here are my discovery notes from the Acme call. Create a Rocketlane project with phases for discovery, configuration, and go-live."
• "Here's their website / SoW / handoff doc. Build a project structure in Rocketlane based on what they need."
• "Create a Rocketlane project template for a mid-market SaaS onboarding. Include typical phases and tasks."

Power combinations: Rocketlane MCP + other connectors

Rocketlane MCP works on its own, but it gets significantly more useful when paired with other MCP connectors. Here are the combinations worth setting up.

Rocketlane + Google Calendar The most immediately valuable pairing. Your AI can look at your actual week, map meetings and working sessions to your active Rocketlane projects, and log the time. No manual entry, no trying to reconstruct Tuesday from memory.

Example prompts:

• "Look at my calendar from this week and log my time against my active Rocketlane projects."
• "I have a kickoff call with Luminary Health on Thursday. Add a prep task in their Rocketlane project for Wednesday."
• "Check my calendar next week and flag any days where I have project meetings but no time logged yet."

Rocketlane + Gmail or Outlook Connect your email and your AI can read customer messages and act on them in Rocketlane directly, without you opening the app.

Example prompts:

• "I just got an email from the Acme customer saying they're delayed on their SSO sign-off. Flag the go-live task in their Rocketlane project as blocked."
• "Read my last email from Jordan at Luminary Health and summarise any open action items I should add to their project."
• "Draft a reply to this customer email using the latest task status from their Rocketlane project."

Rocketlane + Slack Surface project status where your team already lives, or take action in Rocketlane from a Slack conversation.

Example prompts:

• "Post a summary of all at-risk projects to #cs-updates."
• "The message in #luminary-health says they're ready to go live. Mark the UAT sign-off task as complete in Rocketlane."
• "Every Friday, give me a one-paragraph summary of all active projects I can paste into our team standup channel."

How to get connected

Rocketlane MCP works with Claude Desktop, Cursor, Glean, and most LLM tools that support MCP. Setup takes a few minutes:

1. Ask your Claude admin to add a custom web connector using the URL: https://rocket-mcp.rl-platforms.rocketlane.com/mcp
2. Head to Settings → Connectors → Rocketlane and click Connect
3. Authenticate, and you're in

We recommend Claude Sonnet 4.6 on the desktop for the best experience.

If you run into bugs, use our bug submission form and include your conversation transcript. It helps us fix things faster.

MCP is one part of a larger shift in how Rocketlane is thinking about AI. We're not building features that assist you when you ask.

We're building toward a world where your tools actively work for you, and this is the first step in that direction for the open AI ecosystem.

We'd love to hear what you build with it.