Rocketlane

Learn how to use Rocketlane with Composio

Overview

SLUG: ROCKETLANE

Description

Collaborative customer onboarding and implementation platform for professional services teams.

Authentication Details

generic_api_key
stringRequired

Connecting to Rocketlane

Create an auth config

Use the dashboard to create an auth config for the Rocketlane toolkit. This allows you to connect multiple Rocketlane accounts to Composio for agents to use.

1

Select App

Navigate to the Rocketlane toolkit page and click “Setup Integration”.

2

Configure Auth Config Settings

Select among the supported auth schemes of and configure them here.

3

Create and Get auth config ID

Click “Create Integration”. After creation, copy the displayed ID starting with ac_. This is your auth config ID. This is not a sensitive ID — you can save it in environment variables or a database. This ID will be used to create connections to the toolkit for a given user.

Connect Your Account

Using API Key

1from composio import Composio
2from composio.types import auth_scheme
3
4# Replace these with your actual values
5rocketlane_auth_config_id = "ac_YOUR_ROCKETLANE_CONFIG_ID" # Auth config ID created above
6user_id = "0000-0000-0000" # UUID from database/app
7
8composio = Composio()
9
10def authenticate_toolkit(user_id: str, auth_config_id: str):
11 # Replace this with a method to retrieve an API key from the user.
12 # Or supply your own.
13 user_api_key = input("[!] Enter API key")
14
15 connection_request = composio.connected_accounts.initiate(
16 user_id=user_id,
17 auth_config_id=auth_config_id,
18 config={"auth_scheme": "API_KEY", "val": user_api_key}
19 )
20
21 # API Key authentication is immediate - no redirect needed
22 print(f"Successfully connected Rocketlane for user {user_id}")
23 print(f"Connection status: {connection_request.status}")
24
25 return connection_request.id
26
27
28connection_id = authenticate_toolkit(user_id, rocketlane_auth_config_id)
29
30# You can verify the connection using:
31connected_account = composio.connected_accounts.get(connection_id)
32print(f"Connected account: {connected_account}")

Tools

Executing tools

To prototype you can execute some tools to see the responses and working on the Rocketlane toolkit’s playground

Python
1from composio import Composio
2from openai import OpenAI
3import json
4
5openai = OpenAI()
6composio = Composio()
7
8# User ID must be a valid UUID format
9user_id = "0000-0000-0000" # Replace with actual user UUID from your database
10
11tools = composio.tools.get(user_id=user_id, toolkits=["ROCKETLANE"])
12
13print("[!] Tools:")
14print(json.dumps(tools))
15
16def invoke_llm(task = "What can you do?"):
17 completion = openai.chat.completions.create(
18 model="gpt-4o",
19 messages=[
20 {
21 "role": "user",
22 "content": task, # Your task here!
23 },
24 ],
25 tools=tools,
26 )
27
28 # Handle Result from tool call
29 result = composio.provider.handle_tool_calls(user_id=user_id, response=completion)
30 print(f"[!] Completion: {completion}")
31 print(f"[!] Tool call result: {result}")
32
33invoke_llm()

Tool List

Tool Name: Create Company

Description

Creates 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.

Action Parameters

billing_name
string
company_code
string
default_currency
string
description
string
domain
string
name
stringRequired
vat
string

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Create Time Entry

Description

Tool 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.

Action Parameters

activity_name
stringDefaults to General Work
billable
boolean
date
stringRequired
minutes
integerRequired
notes
string
project_id
string
source
stringDefaults to manual
task_id
string

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Delete Project

Description

This 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.

Action Parameters

project_id
stringRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Get Company

Description

This tool retrieves detailed information about a specific company/account in rocketlane by its id. it provides comprehensive information about the company including its status, address, currency, created date, updated date, custom fields, and other relevant metadata.

Action Parameters

company_id
stringRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Get Time Entries

Description

Tool to retrieve all time entries from rocketlane. it provides endpoints to get time entries with support for pagination, filtering by project id, user id, start and end dates. this allows tracking of time spent on various tasks, generating reports, and analyzing team productivity.

Action Parameters

end_date
string
page
integerDefaults to 1
per_page
integerDefaults to 100
project_id
string
sort_by
stringDefaults to date
sort_order
stringDefaults to desc
start_date
string
user_id
string

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: List Companies

Description

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.

Action Parameters

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: List Company Fields

Description

This tool retrieves a list of all available company/account fields in rocketlane. these fields represent the various attributes and properties that can be associated with companies/accounts in the rocketlane system.

Action Parameters

Action Response

data
arrayRequired
error
string
pagination
objectRequired
successful
booleanRequired

Tool Name: List Company Note Fields

Description

This tool retrieves a list of all available note fields for companies in rocketlane. company note fields are custom fields that can be added to company/account notes for better organization and data collection. it provides details such as field id, name, type, required, options, and description for each note field.

Action Parameters

Action Response

data
arrayRequired
error
string
pagination
objectRequired
successful
booleanRequired

Tool Name: List Currencies

Description

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.

Action Parameters

Action Response

currencies
arrayRequired
error
string
successful
booleanRequired

Tool Name: List Projects

Description

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.

Action Parameters

include_all_fields
boolean
include_archive
boolean
page_size
integer
page_token
string
sort_by
string
sort_order
string

Action Response

data
arrayRequired
error
string
pagination
object
successful
booleanRequired

Tool Name: List Project Fields

Description

This tool retrieves a list of all project fields in rocketlane, including both default and custom fields. it provides definitions, metadata, and configuration details for each field, which is essential for understanding project structure, managing projects, and integrating project management workflows.

Action Parameters

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: List Project Phases

Description

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.

Action Parameters

due_date
string
due_date_actual
string
limit
integer
page_token
string
phase_name
string
project_id
string
sort_by
string
sort_order
string
start_date
string
start_date_actual
string

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: List Task Fields

Description

This tool retrieves a list of all task fields in rocketlane. it allows users to get comprehensive field data and details for tasks, and supports various query parameters for filtering, pagination, and sorting.

Action Parameters

enabled
boolean
include_all_fields
boolean
page_size
integer
page_token
string
private
boolean
sort_by
string
sort_order
string

Action Response

data
arrayRequired
error
string
pagination
object
successful
booleanRequired

Tool Name: List Templates

Description

This tool retrieves a list of all available templates in rocketlane. it fetches all available templates in the account and returns a list of template objects containing details like template id, name, description, created at, updated at, is dynamic, and has automations.

Action Parameters

include_automations
boolean
include_dynamic
boolean

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: List Users

Description

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.

Action Parameters

limit
integer
page_token
string
sort_by
string
sort_order
string

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Update Company

Description

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.

Action Parameters

company_id
stringRequired
custom_fields
object
description
string
industry
string
name
string
size
string
website
string

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Archive Project by ID

Description

Archives a specific project based on its unique identifier.

Action Parameters

project_id
stringRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Create Task

Description

Creates a new task.

Action Parameters

atRisk
boolean
dueDate
string
effortInMinutes
integer
externalReferenceId
string
fields
array
followers
object
parent
object
phase
object
private
boolean
progress
integer
project
objectRequired
startDate
string
status
object
taskDescription
string
taskName
stringRequired
taskPrivateNote
string
type
stringDefaults to TASK

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Delete Task By ID

Description

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

Action Parameters

task_id
stringRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Delete Time Entry by ID

Description

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

Action Parameters

timeEntryId
stringRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Get All Fields

Description

Retrieve all custom fields available in the system.

Action Parameters

includeFields
string
limit
integer
objectType
string
pageToken
string
sortBy
string
sortOrder
string

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Get Field By ID

Description

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

Action Parameters

field_id
stringRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Get Project by ID

Description

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

Action Parameters

include_fields
string
project_id
stringRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Get Task By Id

Description

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

Action Parameters

include_fields
string
task_id
stringRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Get Template By ID

Description

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.

Action Parameters

template_id
stringRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Get Time Entry By ID

Description

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

Action Parameters

timeEntryId
stringRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Get User By ID

Description

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

Action Parameters

include_fields
string
user_id
stringRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: List Customer Users

Description

List customer users.

Action Parameters

filter
string
limit
integer
pageToken
string
sortBy
string
sortOrder
string

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: List Vendor Users

Description

List vendor users by filtering users with type 'partner'. this action retrieves users from the /api/1.0/users endpoint and applies a filter. the filter used is "type:equal:partner".

Action Parameters

limit
integerDefaults to 10
pageToken
string
sortBy
string
sortOrder
string

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Retrieve Subscription Details

Description

Retrieves detailed information about the current subscription.

Action Parameters

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Search User By Email

Description

Search user by email id.

Action Parameters

email
stringRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Update Project By Id

Description

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

Action Parameters

annualizedRecurringRevenue
integer
autoAllocation
boolean
budgetedHours
number
dueDate
string
externalReferenceId
string
fields
array
includeAllFields
boolean
includeFields
array
owner
object
projectFee
integer
projectId
integerRequired
projectName
string
startDate
string
status
object
visibility
string

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Update Time Entry by ID

Description

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

Action Parameters

activity_name
string
billable
boolean
date
stringRequired
minutes
integerRequired
notes
string
time_entry_id
stringRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired