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Rocketlane is a customer onboarding and professional services automation platform that helps teams deliver projects on time and create a consistent onboarding experience. The Rocketlane MCP server lets you manage projects, tasks, and customer onboarding workflows using natural language.
This is a third-party managed MCP server operated by Rocketlane. Authentication uses OAuth — just connect your Rocketlane account and start using it immediately.

What Can It Do?

  • Manage projects — create, update, and track customer onboarding projects
  • Handle tasks — assign, update, and complete tasks across projects
  • Track onboarding — monitor customer onboarding progress and milestones

Where to Use It

Add Rocketlane as a tool to any agent. The agent can then manage your customer onboarding projects conversationally, choosing the right actions based on context. To add an MCP tool to your agent:
  1. Open your agent’s configuration
  2. Click Add toolsConnect an app with MCP
  3. Search for the integration and select it
  4. Authenticate with your Rocketlane account
You can control which tools your agent has access to. After adding an integration, click on it to enable or disable specific tools based on what your agent needs.

In Workflows (Via Agent Node)

For automated pipelines, use an Agent Node with Rocketlane tools. This gives you the flexibility of an agent within a deterministic workflow.

Authentication

Rocketlane uses OAuth 2.0 for authentication. When you connect the integration, you’ll be redirected to Rocketlane to authorize access. No API keys or manual configuration required.

Example Prompts

Use these with your agent or in the Agent Node: Check project status:
Show me the status of all active onboarding projects
Manage tasks:
List all overdue tasks across my Rocketlane projects
Track onboarding:
What's the onboarding progress for Acme Corp?
Create a task:
Create a task to schedule a kickoff call with the new client

Troubleshooting

IssueSolution
Cannot connectEnsure you have an active Rocketlane account with the appropriate permissions
Data not loadingCheck that your Rocketlane workspace has projects and tasks configured
Tool not availableVerify the tool is enabled in your agent’s MCP configuration

Need Help?