# Rocketlane

Collaborative customer onboarding and implementation platform for professional services teams.

- **Category:** project management
- **Auth:** API_KEY
- **Composio Managed App Available?** N/A
- **Tools:** 68
- **Triggers:** 0
- **Slug:** `ROCKETLANE`
- **Version:** 20260316_00

## Tools

### Add Assignee To Task

**Slug:** `ROCKETLANE_ADD_ASSIGNEE_TO_TASK`

Add assignees to a task by task ID. Assigns one or more users to a specific task.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `members` | array | Yes | List of members to add as assignees to the task. Each member requires userId, emailId, firstName, and lastName. |
| `task_id` | integer | Yes | The unique identifier of the task to add assignees to. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Add Field Option

**Slug:** `ROCKETLANE_ADD_FIELD_OPTION`

Tool 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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `group` | string | No | Required only for special fields like Status fields. Specifies the status group (e.g., 'TODO', 'IN_PROGRESS', 'DONE') |
| `field_id` | integer | Yes | The unique identifier for the field where the option will be added. Must be a SINGLE_CHOICE or MULTIPLE_CHOICE field type. |
| `option_color` | string ("RED" | "GREEN" | "YELLOW" | "BLUE" | "PURPLE" | "TEAL" | "GRAY") | Yes | The color for the option. Must be one of: RED, GREEN, YELLOW, BLUE, PURPLE, TEAL, GRAY. |
| `option_label` | string | Yes | The display name/text for the new option |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Add Followers To Task

**Slug:** `ROCKETLANE_ADD_FOLLOWERS_TO_TASK`

Tool to add followers to a task by Id. Use when you need to add team members as followers to track task updates.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `taskId` | integer | Yes | The task's unique, system-generated identifier |
| `members` | array | Yes | Array of members to add as followers. Each member must have either userId or emailId specified. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Add Members to Project

**Slug:** `ROCKETLANE_ADD_MEMBERS`

Tool to add team members to a project using the projectId. Team members are participants from your company who work on projects and deliverables.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `members` | array | Yes | Array of member objects to add to the project. Each member object must contain a userId. |
| `projectId` | string | Yes | The project's unique system-generated identifier. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Add Members to Conversation

**Slug:** `ROCKETLANE_ADD_MEMBERS_TO_CONVERSATION`

Add members to a conversation in Rocketlane. Use this when you need to include additional team members or stakeholders in an existing conversation.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `members` | array | Yes | List of members to add to the conversation. Each member should have at least a userId or emailId. |
| `includeFields` | array | No | List of fields to include in the response. Use this to opt in for specific fields to be returned. |
| `conversationId` | integer | Yes | The ID of the conversation to add members to |
| `includeAllFields` | boolean | No | Set to true to return all fields in the response. If not specified, default properties are returned. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Archive Project by ID

**Slug:** `ROCKETLANE_ARCHIVE_PROJECT_BY_ID`

Archives a specific project based on its unique identifier.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `project_id` | string | Yes | The unique identifier of the project to be archived. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Comment

**Slug:** `ROCKETLANE_CREATE_COMMENT`

Tool to create a comment in Rocketlane. Use when you need to add a comment to a task or project conversation.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `source` | object | Yes | Source associated with the comment (task or project conversation) |
| `content` | string | Yes | Content of the comment |
| `private` | boolean | No | Indicates whether the comment is private (visible only to team members) or public |
| `attachments` | array | No | List of attachments associated with the comment |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Company

**Slug:** `ROCKETLANE_CREATE_COMPANY`

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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `vat` | string | No | VAT number of the company |
| `name` | string | Yes | Name of the company |
| `domain` | string | No | Company's domain |
| `description` | string | No | Description of the company |
| `billing_name` | string | No | Billing name for the company |
| `company_code` | string | No | Unique company code |
| `default_currency` | string | No | Default currency code for the company |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Conversation

**Slug:** `ROCKETLANE_CREATE_CONVERSATION`

Creates 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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `name` | string | Yes | Name of the conversation |
| `source` | object | Yes | Source associated with the conversation (e.g., project) |
| `members` | array | No | List of members to include in the conversation |
| `private` | boolean | No | Whether the conversation is private or visible to all members |
| `allMembers` | boolean | No | Whether to include all members in the conversation |
| `description` | string | No | Description of the conversation |
| `includeFields` | array | No | Fields to include in the response. Use comma-separated values to fetch specific fields. |
| `includeAllFields` | boolean | No | Whether to include all fields in the response. If not specified, default properties are returned. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Field

**Slug:** `ROCKETLANE_CREATE_FIELD`

Tool 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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `fieldType` | string ("TEXT" | "SINGLE_CHOICE" | "MULTIPLE_CHOICE" | "NUMBER" | "DATE" | "CHECKBOX" | "URL" | "EMAIL") | Yes | The type of field - determines how the field data is stored and displayed |
| `fieldLabel` | string | Yes | The label/name for the custom field |
| `objectType` | string ("TASK" | "PROJECT" | "PHASE" | "USER") | Yes | The type of object this field applies to (TASK, PROJECT, PHASE, or USER) |
| `description` | string | No | Optional description of the field to help users understand its purpose |
| `fieldOptions` | array | No | Array of field options required for SINGLE_CHOICE or MULTIPLE_CHOICE field types. Each option must have an optionLabel, optionValue (unique integer), and optionColor. Must be provided when fieldType is SINGLE_CHOICE or MULTIPLE_CHOICE |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Phase

**Slug:** `ROCKETLANE_CREATE_PHASE`

Tool 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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `status` | object | No | Status configuration for the phase. |
| `dueDate` | string | Yes | The due date for the phase in YYYY-MM-DD format |
| `private` | boolean | No | Privacy setting for the phase. Set to true to make the phase private, false for public. Defaults to false if not specified |
| `project` | object | Yes | Project reference containing the project ID where the phase will be created |
| `phaseName` | string | Yes | The name of the phase |
| `startDate` | string | Yes | The start date for the phase in YYYY-MM-DD format |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Project

**Slug:** `ROCKETLANE_CREATE_PROJECT`

Tool 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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `owner` | object | Yes | Project owner information. The emailId is required. |
| `fields` | array | No | Custom fields for the project. |
| `dueDate` | string | No | The due date of the project in YYYY-MM-DD format. |
| `sources` | array | No | Array of source information to create the project from a template. |
| `customer` | object | Yes | Customer information for the project. Must provide either companyId or companyName. |
| `startDate` | string | No | The start date of the project in YYYY-MM-DD format. |
| `financials` | object | No | Financial information for the project. |
| `projectFee` | integer | No | The total fee charged for the project. |
| `visibility` | string | No | Visibility setting for the project. Options: EVERYONE, MEMBERS. |
| `projectName` | string | Yes | The name of the project to be created. |
| `budgetedHours` | number | No | Total hours budgeted for the project execution. |
| `autoAllocation` | boolean | No | Whether auto allocation is enabled for the project. |
| `externalReferenceId` | string | No | External reference identifier for linking with external systems. |
| `annualizedRecurringRevenue` | integer | No | The annual recurring revenue associated with the project. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Space

**Slug:** `ROCKETLANE_CREATE_SPACE`

Creates 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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `private` | boolean | No | Whether the space should be private or shared. When true, only invited members can access the space. Defaults to false (shared). |
| `project` | object | Yes | Project object containing the projectId to associate with the space |
| `spaceName` | string | Yes | The name of the space to be created |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Space Document

**Slug:** `ROCKETLANE_CREATE_SPACE_DOCUMENT`

Tool 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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `url` | string | No | URL for embedded documents. Required when spaceDocumentType is EMBEDDED_LINK |
| `name` | string | No | Name of the space document. Defaults to 'Untitled' if not provided |
| `space` | object | Yes | Space object containing the ID of the space where the document will be created |
| `spaceDocumentType` | string ("ROCKETLANE_DOCUMENT" | "EMBEDDED_LINK") | Yes | Type of space document. Use ROCKETLANE_DOCUMENT for native Rocketlane documents or EMBEDDED_LINK for embedded URLs |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Task

**Slug:** `ROCKETLANE_CREATE_TASK`

Creates a new task.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `type` | string ("MILESTONE" | "TASK") | No | Task type (MILESTONE or TASK). Defaults to TASK. |
| `phase` | object | No | The phase associated with the task. |
| `atRisk` | boolean | No | Indicates if the task is at risk. |
| `fields` | array | No | Custom fields for the task. |
| `parent` | object | No | Parent task. |
| `status` | object | No | The status of the task. |
| `dueDate` | string | No | Task due date in YYYY-MM-DD format. |
| `private` | boolean | No | Indicates if the task is private. |
| `project` | object | Yes | The project associated with the task. |
| `progress` | integer | No | Task progress (0-100). |
| `taskName` | string | Yes | The name of the task. |
| `followers` | object | No | Task followers (members or placeholders). |
| `startDate` | string | No | Task start date in YYYY-MM-DD format. |
| `effortInMinutes` | integer | No | Expected time in minutes to complete the task. |
| `taskDescription` | string | No | HTML formatted description of the task. |
| `taskPrivateNote` | string | No | HTML formatted private note for team members. |
| `externalReferenceId` | string | No | Unique identifier for linking with external systems. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Time Entry

**Slug:** `ROCKETLANE_CREATE_TIME_ENTRY`

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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | Yes | The date for which the time entry is being logged (format: YYYY-MM-DD) |
| `notes` | string | No | Additional notes or description for the time entry |
| `source` | string ("manual" | "imported") | No | The source of the time entry (manual or imported) |
| `minutes` | integer | Yes | The amount of time spent, expressed in minutes |
| `task_id` | string | No | The ID of the task associated with the time entry |
| `billable` | boolean | No | Whether the time entry is billable |
| `project_id` | string | No | The ID of the project associated with the time entry |
| `activity_name` | string | No | Name of the activity for the time entry |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Comment By ID

**Slug:** `ROCKETLANE_DELETE_COMMENT_BY_ID`

Tool to delete a comment by its ID. Use when you need to permanently remove a comment from Rocketlane.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `commentId` | integer | Yes | The ID of the comment to delete. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Conversation

**Slug:** `ROCKETLANE_DELETE_CONVERSATION`

Tool to delete a conversation by its unique identifier. Use when you need to permanently remove a conversation from Rocketlane.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `conversation_id` | string | Yes | The ID of the conversation object to delete |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Field

**Slug:** `ROCKETLANE_DELETE_FIELD`

Tool 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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `field_id` | string | Yes | The unique identifier of the field to be deleted. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Phase

**Slug:** `ROCKETLANE_DELETE_PHASE`

Permanently delete a phase from the project using its unique identifier (phaseId). Use when you need to remove a phase that is no longer needed.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `phase_id` | integer | Yes | The unique identifier of the phase to be deleted. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Project

**Slug:** `ROCKETLANE_DELETE_PROJECT`

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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `project_id` | string | Yes | The ID of the project to delete |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Space

**Slug:** `ROCKETLANE_DELETE_SPACE`

Tool 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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `space_id` | string | Yes | The space's unique, system-generated identifier. Note: API docs specify integer (int64), but using string for consistency with other Rocketlane actions and safe handling of large IDs. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Space Document

**Slug:** `ROCKETLANE_DELETE_SPACE_DOCUMENT`

Tool to permanently delete a space document by its ID. Use when you need to remove a space document from the system.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `spaceDocumentId` | integer | Yes | The space document's unique, system-generated numeric identifier. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Task By ID

**Slug:** `ROCKETLANE_DELETE_TASK_BY_ID`

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

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `task_id` | string | Yes | The unique identifier of the task to be deleted. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Time Entry by ID

**Slug:** `ROCKETLANE_DELETE_TIME_ENTRY_BY_ID`

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

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `timeEntryId` | string | Yes | The ID of the time entry to delete. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get All Conversations

**Slug:** `ROCKETLANE_GET_ALL_CONVERSATIONS`

Tool 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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page_size` | integer | No | Maximum number of conversations to return per page (default: 100) |
| `page_token` | string | No | Token for pagination. Use this to navigate to a specific page. Token is valid for 15 minutes. |
| `source_id_eq` | integer | No | Filter conversations by source ID (exact match). |
| `is_private_eq` | boolean | No | Filter conversations by privacy status (true for private conversations, false for public). |
| `include_fields` | string | No | Comma-separated list of fields to include in the response (e.g., 'conversationName,members,source'). If not provided, default properties are returned. |
| `include_all_fields` | boolean | No | Whether to include all fields in the response. If not specified, default properties are returned. |
| `conversation_name_cn` | string | No | Filter conversations where the name contains the specified string. |
| `conversation_name_eq` | string | No | Filter conversations by exact conversation name. |
| `conversation_name_nc` | string | No | Filter conversations where the name does not contain the specified string. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get All Fields

**Slug:** `ROCKETLANE_GET_ALL_FIELDS`

Retrieve all custom fields available in the system.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Limit the number of results returned. |
| `sortBy` | string | No | Sort results by a specific field. |
| `pageToken` | string | No | Token for pagination. |
| `sortOrder` | string ("asc" | "desc") | No | Order of sorting (ascending or descending). |
| `objectType` | string | No | Filter results based on object type. |
| `includeFields` | string | No | Comma-separated list of fields to include in the response. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get All Resource Allocations

**Slug:** `ROCKETLANE_GET_ALL_RESOURCE_ALLOCATIONS`

Tool to retrieve all resource allocations from Rocketlane. Use when you need to get comprehensive allocation data for various projects within a specific date range.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `end_date` | string | Yes | End date for resource allocations query in YYYY-MM-DD format (e.g., 2026-02-28). This parameter is required. |
| `start_date` | string | Yes | Start date for resource allocations query in YYYY-MM-DD format (e.g., 2026-01-01). This parameter is required. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get All Spaces

**Slug:** `ROCKETLANE_GET_ALL_SPACES`

Tool 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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `projectId` | integer | Yes | The project ID to filter spaces by. This parameter is required. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get All Tasks

**Slug:** `ROCKETLANE_GET_ALL_TASKS`

Tool to retrieve all tasks from Rocketlane with advanced filtering options. Supports filtering by project, status, dates, billable status, and more. Use this when you need to search or list tasks with specific criteria.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `at_risk` | boolean | No | Filter tasks that are at risk (uses atRisk.eq filter) |
| `sort_by` | string | No | Field to sort by (e.g., taskName, startDate, dueDate, createdAt, updatedAt) |
| `archived` | boolean | No | Filter tasks by archived status (uses archived.eq filter) |
| `billable` | boolean | No | Filter tasks by billable status (uses billable.eq filter) |
| `page_size` | integer | No | Maximum number of tasks to return per page (default: 100) |
| `task_type` | string | No | Filter tasks by type: TASK or MILESTONE (uses type.eq filter) |
| `page_token` | string | No | Token for pagination to retrieve the next page of results |
| `project_id` | string | No | Filter tasks by project ID (uses project.eq filter) |
| `sort_order` | string ("ASC" | "DESC") | No | Sort order for query results. |
| `status_value` | string | No | Filter tasks by status value (uses status.value.eq filter) |
| `due_date_after` | string | No | Filter tasks with due date after the specified date in YYYY-MM-DD format (uses dueDate.gt filter) |
| `due_date_before` | string | No | Filter tasks with due date before the specified date in YYYY-MM-DD format (uses dueDate.lt filter) |
| `start_date_after` | string | No | Filter tasks with start date after the specified date in YYYY-MM-DD format (uses startDate.gt filter) |
| `start_date_before` | string | No | Filter tasks with start date before the specified date in YYYY-MM-DD format (uses startDate.lt filter) |
| `task_name_contains` | string | No | Filter tasks where name contains the specified text (uses taskName.cn filter) |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get All Time-Offs

**Slug:** `ROCKETLANE_GET_ALL_TIMEOFFS`

Tool to retrieve all time-offs from Rocketlane with advanced filtering options. Use when you need to get comprehensive time-off data including leave entries, holidays, and absences.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Maximum number of time-off records to return per page |
| `sortBy` | string | No | Field to sort results by (e.g., startDate, endDate, userId) |
| `pageToken` | string | No | Token for fetching the next page of results in paginated responses |
| `sortOrder` | string ("asc" | "desc") | No | Sort order for query results. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Comments

**Slug:** `ROCKETLANE_GET_COMMENTS`

Tool to retrieve all comments from Rocketlane. Use when you need to fetch comments from tasks or project conversations with support for filtering, pagination, and sorting.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `match` | string ("all" | "any") | No | Match type for filtering. |
| `page_size` | integer | No | Maximum number of comments to return per page (default: 100) |
| `page_token` | string | No | Token for pagination (valid for 15 minutes) |
| `sort_order` | string ("ASC" | "DESC") | No | Sort order for query results. |
| `source_type` | string ("TASK" | "PROJECT_CONVERSATIONS") | No | Source type for filtering comments. |
| `created_at_eq` | integer | No | Filter comments created at this exact timestamp (epoch millis) |
| `created_at_ge` | integer | No | Filter comments created on or after this timestamp (epoch millis) |
| `created_at_gt` | integer | No | Filter comments created after this timestamp (epoch millis) |
| `created_at_le` | integer | No | Filter comments created on or before this timestamp (epoch millis) |
| `created_at_lt` | integer | No | Filter comments created before this timestamp (epoch millis) |
| `created_by_eq` | integer | No | Filter by team member who created the comment |
| `is_private_eq` | boolean | No | Filter by private conversations |
| `include_fields` | array | No | Specific fields to include in response (comma-separated values) |
| `include_all_fields` | boolean | No | Whether to include all fields in the response |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Company

**Slug:** `ROCKETLANE_GET_COMPANY`

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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `company_id` | string | Yes | The unique identifier of the company to retrieve |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Conversation

**Slug:** `ROCKETLANE_GET_CONVERSATION`

Tool to retrieve detailed information about a conversation by its ID. Use when you need to get conversation details including name, description, members, and source information.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `include_fields` | array | No | This query parameter allows you to specify which fields should be returned in the response body. To get the relevant fields, use comma separated values. If the field is left blank, the default properties are returned. |
| `conversation_id` | integer | Yes | The ID of the conversation object |
| `include_all_fields` | boolean | No | This query parameter allows you to specify if all the fields should be returned in the response body. If the field is left blank, the default properties are returned. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Field By ID

**Slug:** `ROCKETLANE_GET_FIELD_BY_ID`

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

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `field_id` | string | Yes | The unique identifier for the field. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Phase by ID

**Slug:** `ROCKETLANE_GET_PHASE_BY_ID`

Tool to retrieve extensive information about a specific phase by its unique identifier. Use when you need detailed phase data for project management operations.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `phase_id` | integer | Yes | The phase's unique identifier. |
| `include_fields` | string | No | Comma-separated list of fields to return in response. For example: 'name,status,projectId'. |
| `include_all_fields` | boolean | No | Set to true to retrieve all available fields for the phase. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Project by ID

**Slug:** `ROCKETLANE_GET_PROJECT_BY_ID`

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

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `project_id` | string | Yes | The unique identifier for the project. |
| `include_fields` | string | No | Comma-separated list of additional fields to include in the response. Note: Valid field names are not enumerated in the official Rocketlane API documentation. The API will return 400 Bad Request with 'Invalid field mentioned in includeFields' if invalid field names are provided. Contact Rocketlane support for the authoritative list of valid field names. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Space by ID

**Slug:** `ROCKETLANE_GET_SPACE`

Tool to retrieve detailed information about a specific space using its unique identifier. Use when you need to fetch space details including associated project, creation time, and privacy settings.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `space_id` | integer | Yes | The space's unique, system-generated identifier, which can be used to identify the space globally |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Task By Id

**Slug:** `ROCKETLANE_GET_TASK_BY_ID`

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

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `task_id` | string | Yes | The unique identifier for the task. |
| `include_fields` | string | No | Fields to include in the response. Use comma separated values. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Template By ID

**Slug:** `ROCKETLANE_GET_TEMPLATE_BY_ID`

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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `template_id` | string | Yes | The unique identifier of the template to retrieve. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Time Entries

**Slug:** `ROCKETLANE_GET_TIME_ENTRIES`

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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number for pagination |
| `sort_by` | string | No | Field to sort by (e.g., date, minutes) |
| `user_id` | string | No | Filter time entries by user ID |
| `end_date` | string | No | Filter time entries before this date (inclusive) |
| `per_page` | integer | No | Number of items per page |
| `project_id` | string | No | Filter time entries by project ID |
| `sort_order` | string ("asc" | "desc") | No | Sort order for query results. |
| `start_date` | string | No | Filter time entries after this date (inclusive) |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Time Entry By ID

**Slug:** `ROCKETLANE_GET_TIME_ENTRY_BY_ID`

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

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `timeEntryId` | string | Yes | The unique identifier of the time entry to retrieve. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Time Entry Categories

**Slug:** `ROCKETLANE_GET_TIME_ENTRY_CATEGORIES`

Tool to retrieve time entry categories from Rocketlane. Returns a paginated list of all available time entry categories. Use when you need to get the available categories for creating or filtering time entries.

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get User By ID

**Slug:** `ROCKETLANE_GET_USER_BY_ID`

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

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `user_id` | string | Yes | The unique identifier of the user. |
| `include_fields` | string | No | Comma-separated list of fields to include in the response. For example, 'email,status' |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Companies

**Slug:** `ROCKETLANE_LIST_COMPANIES`

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.

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Currencies

**Slug:** `ROCKETLANE_LIST_CURRENCIES`

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.

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Project Phases

**Slug:** `ROCKETLANE_LIST_PROJECT_PHASES`

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. Note: The API requires projectId to be specified, despite the official documentation listing it as optional. Calling the endpoint without projectId returns a 400 BAD_REQUEST error. This has been verified through direct API testing (see: https://developer.rocketlane.com/reference/get-all-phases).

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Number of results per page |
| `sort_by` | string | No | Field to sort the results by |
| `due_date` | string | No | Filter phases by due date (YYYY-MM-DD) |
| `page_token` | string | No | Token for pagination |
| `phase_name` | string | No | Filter phases by name |
| `project_id` | string | Yes | Project ID to filter phases (required by API, though documentation lists it as optional) |
| `sort_order` | string ("asc" | "desc") | No | Sort order (asc or desc) |
| `start_date` | string | No | Filter phases by start date (YYYY-MM-DD) |
| `due_date_actual` | string | No | Filter phases by actual due date (YYYY-MM-DD) |
| `start_date_actual` | string | No | Filter phases by actual start date (YYYY-MM-DD) |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Projects

**Slug:** `ROCKETLANE_LIST_PROJECTS`

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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `sort_by` | string ("projectName" | "startDate" | "dueDate" | "startDateActual" | "dueDateActual" | "annualizedRecurringRevenue" | "projectFee") | No | Fields available for sorting projects. |
| `page_size` | integer | No | Maximum number of projects to return per page (default: 100) |
| `page_token` | string | No | Token for pagination |
| `sort_order` | string ("ASC" | "DESC") | No | Sort order for query results (uppercase). |
| `include_archive` | boolean | No | Whether to include archived projects |
| `include_all_fields` | boolean | No | Whether to include all fields in the response |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Templates

**Slug:** `ROCKETLANE_LIST_TEMPLATES`

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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `include_dynamic` | boolean | No | Whether to include dynamic templates in the response |
| `include_automations` | boolean | No | Whether to include templates with automations in the response |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Users

**Slug:** `ROCKETLANE_LIST_USERS`

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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Number of results per page |
| `sort_by` | string | No | Field to sort by (e.g., firstName, lastName, email) |
| `page_token` | string | No | Token for pagination |
| `sort_order` | string | No | Sort direction (asc/desc) |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Move Task To Given Phase

**Slug:** `ROCKETLANE_MOVE_TASK_TO_GIVEN_PHASE`

Tool to move a task to a different phase by task ID and phase ID. Use when tasks need to be reorganized across different project phases.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `phase` | object | Yes | Phase object containing the target phase identifier. |
| `taskId` | integer | Yes | The unique identifier of the task to move. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Remove Assignees From Task

**Slug:** `ROCKETLANE_REMOVE_ASSIGNEES_FROM_TASK`

Tool to remove assignees from a task by its unique identifier. Use when you need to remove team members from a specific task.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `members` | array | Yes | List of members to remove from the task. Each member must have a userId. |
| `task_id` | string | Yes | The unique identifier of the task from which to remove assignees. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Remove Dependencies From Task

**Slug:** `ROCKETLANE_REMOVE_DEPENDENCIES_FROM_TASK`

Tool to remove dependencies from a task by ID. Use when you need to unlink dependency relationships between tasks.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `task_id` | integer | Yes | The unique identifier of the task from which to remove dependencies. |
| `dependencies` | array | Yes | Array of dependency objects to remove. Each object contains a taskId of the dependency to remove. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Remove Followers From Task

**Slug:** `ROCKETLANE_REMOVE_FOLLOWERS_FROM_TASK`

Tool to remove followers from a task by task ID. Use when you need to remove one or more followers from a specific task.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `members` | array | Yes | Array of member objects to remove as followers from the task. |
| `task_id` | string | Yes | The task's unique system-generated identifier. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Remove Members from Conversation

**Slug:** `ROCKETLANE_REMOVE_MEMBERS_FROM_CONVERSATION`

Remove members from a conversation in Rocketlane. Use this when you need to remove team members or stakeholders from an existing conversation.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `members` | array | Yes | List of members to remove from the conversation. At least one member must be provided. |
| `conversationId` | integer | Yes | The ID of the conversation from which to remove members |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Retrieve Subscription Details

**Slug:** `ROCKETLANE_RETRIEVE_SUBSCRIPTION_DETAILS`

Retrieves detailed information about the current subscription.

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Search Invoices

**Slug:** `ROCKETLANE_SEARCH_INVOICES`

Tool to retrieve all invoices from Rocketlane. Use when you need to get a list of all invoices accessible to the authenticated user. This endpoint returns invoice details including invoice numbers, dates, amounts, status, and associated customer and project information.

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Search Time Entries

**Slug:** `ROCKETLANE_SEARCH_TIME_ENTRIES`

Tool to search time entries with filters in Rocketlane. Use when you need to find specific time entries based on criteria like date ranges, project, user, billable status, or duration. Supports advanced filtering using field.operator=value format (e.g., date.gt=2023-02-11, minutes.eq=250).

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `limit` | integer | No | Maximum number of time entries to return per page |
| `sortBy` | string | No | Field to sort results by (e.g., date, minutes, activityName) |
| `filters` | object | No | Dynamic filter parameters using field.operator=value format. Examples: {'date.gt': '2023-02-11', 'minutes.eq': 250, 'billable.eq': true, 'projectId.eq': 'proj123', 'userId.eq': 'user456'}. Supported operators: eq (equals), gt (greater than), lt (less than), ge (greater than or equal), le (less than or equal) |
| `pageToken` | string | No | Token for pagination to navigate through result sets |
| `sortOrder` | string ("asc" | "desc") | No | Sort order for query results. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Search User By Email

**Slug:** `ROCKETLANE_SEARCH_USER_BY_EMAIL`

Search User By Email Id.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `email` | string | Yes | Email address of the user to search for. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Company

**Slug:** `ROCKETLANE_UPDATE_COMPANY`

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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `name` | string | No | Name of the company |
| `size` | string | No | Company size |
| `website` | string | No | Company's website URL |
| `industry` | string | No | Company's industry |
| `company_id` | string | Yes | The unique identifier of the company to update |
| `description` | string | No | Description of the company |
| `custom_fields` | object | No | Custom fields associated with the company |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Conversation

**Slug:** `ROCKETLANE_UPDATE_CONVERSATION`

Tool to update an existing conversation in Rocketlane by its ID. Use when you need to modify conversation details like name, description, or member inclusion settings.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `name` | string | No | Conversation name |
| `allMembers` | boolean | No | Conversation all members inclusion |
| `description` | string | No | Conversation description |
| `includeFields` | array | No | Use this query parameter to opt in for fields to be returned in the response body. Use comma separated values to fetch the respective fields. If left blank, default properties are returned. |
| `conversationId` | integer | Yes | The ID of the conversation object to update |
| `includeAllFields` | boolean | No | This query parameter allows you to specify if all the fields should be returned in the response body. If the field is left blank, the default properties are returned. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Field

**Slug:** `ROCKETLANE_UPDATE_FIELD`

Tool to update field information by ID. Updates field properties including label, description, privacy settings, and enabled status. Use when you need to modify existing field metadata.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `enabled` | boolean | No | Whether the field is enabled |
| `private` | boolean | No | Whether the field is private |
| `field_id` | integer | Yes | The unique identifier for the field to update |
| `fieldLabel` | string | No | The label/name of the field |
| `description` | string | No | Description of the field |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Field Option

**Slug:** `ROCKETLANE_UPDATE_FIELD_OPTION`

Tool to update an existing option's label and color in a SINGLE_CHOICE or MULTIPLE_CHOICE field. Use when modifying dropdown or select field option properties.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `field_id` | integer | Yes | The unique identifier for the field containing the option to update. Must be a SINGLE_CHOICE or MULTIPLE_CHOICE field type. |
| `option_color` | string ("RED" | "GREEN" | "YELLOW" | "BLUE" | "PURPLE" | "ORANGE" | "PINK" | "TEAL" | "GRAY" | "BROWN") | No | Enum for valid option colors. |
| `option_label` | string | No | The new display name/text for the option |
| `option_value` | integer | Yes | The unique identifier of the option to update |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Phase

**Slug:** `ROCKETLANE_UPDATE_PHASE`

Tool to update phase information by phase ID. Use when you need to modify phase details such as name, dates, status, or privacy settings for an existing project phase.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `status` | object | No | The status of the phase with value and label |
| `dueDate` | string | No | The due date of the phase in YYYY-MM-DD format |
| `phaseId` | integer | Yes | The unique identifier of the phase to update |
| `private` | boolean | No | Privacy setting for the phase. When true, the phase is private. |
| `phaseName` | string | No | The name of the phase |
| `startDate` | string | No | The start date of the phase in YYYY-MM-DD format |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Project By Id

**Slug:** `ROCKETLANE_UPDATE_PROJECT_BY_ID`

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

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `owner` | object | No | The project owner details. |
| `fields` | array | No | Custom fields for the project. |
| `status` | object | No | The project status details. |
| `dueDate` | string | No | The day on which the project's execution is planned to be completed. Format: YYYY-MM-DD. |
| `projectId` | integer | Yes | The project’s unique, system-generated identifier, which can be used to identify the project globally. |
| `startDate` | string | No | On this date the project's execution officially begins. Format: YYYY-MM-DD. |
| `projectFee` | integer | No | The total fee that is charged for the project. |
| `visibility` | string | No | Set visibility parameters to restrict who can see your project. Options: EVERYONE, MEMBERS. |
| `projectName` | string | No | The name of the project. |
| `budgetedHours` | number | No | Budgeted hours represent the total hours allocated for project execution. |
| `includeFields` | array | No | Specify which fields should be returned in the response body. |
| `autoAllocation` | boolean | No | Defines whether Auto Allocation is enabled for the project. |
| `includeAllFields` | boolean | No | Specify if all the fields should be returned in the response body. |
| `externalReferenceId` | string | No | An externalReferenceId is a unique identifier that links entities or transactions between external systems and Rocketlane. |
| `annualizedRecurringRevenue` | integer | No | Indicates the value of the recurring revenue of the customer's subscriptions for a single calendar year. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Space

**Slug:** `ROCKETLANE_UPDATE_SPACE`

Tool to update space details by its unique identifier. Use when you need to update space properties such as name or privacy settings.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `private` | boolean | No | Describes the privacy of the space i.e. if it is private or shared |
| `space_id` | integer | Yes | The space's unique, system-generated identifier, which can be used to identify the space globally |
| `spaceName` | string | No | The name of the space |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Task by ID

**Slug:** `ROCKETLANE_UPDATE_TASK_BY_ID`

Tool to update task details by ID. Use when you need to modify task information such as name, dates, status, progress, or custom fields.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `type` | string ("MILESTONE" | "TASK") | No | Task type: MILESTONE or TASK. |
| `atRisk` | boolean | No | Whether task is at risk. |
| `fields` | array | No | Custom field objects with fieldId and fieldValue. |
| `status` | object | No | Task status object with value field. |
| `taskId` | string | Yes | The unique identifier of the task to update. |
| `dueDate` | string | No | Due date in YYYY-MM-DD format. Must be on or after startDate. |
| `private` | boolean | No | Whether task is private. |
| `progress` | integer | No | Progress percentage (0-100). |
| `taskName` | string | No | Name of the task. |
| `startDate` | string | No | Start date in YYYY-MM-DD format. |
| `effortInMinutes` | integer | No | Effort required in minutes. |
| `taskDescription` | string | No | HTML formatted description of the task. |
| `taskPrivateNote` | string | No | HTML formatted private note. |
| `externalReferenceId` | string | No | External reference identifier for linking with external systems. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Time Entry by ID

**Slug:** `ROCKETLANE_UPDATE_TIME_ENTRY_BY_ID`

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

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | Yes | The date of the time entry in YYYY-MM-DD format. |
| `notes` | string | No | Any notes associated with the time entry. |
| `minutes` | integer | Yes | The duration of the time entry in minutes. |
| `billable` | boolean | No | Whether the time entry is billable. |
| `activity_name` | string | No | The name of the activity. |
| `time_entry_id` | string | Yes | The ID of the time entry to update. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |