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minhlecsm

rocketlane-mcp

by minhlecsm

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
LARK_APP_IDNoLark app ID - only needed for push_weekly_review_to_lark
LARK_APP_SECRETNoLark app secret
LARK_FOLDER_TOKENNoLark folder token where review docs will be created
ROCKETLANE_API_KEYYesYour Rocketlane API key (Settings -> Integrations -> API)
ROCKETLANE_BASE_URLYeshttps://api.rocketlane.com/api/1.0

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": true
}
logging
{}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
extensions
{
  "io.modelcontextprotocol/ui": {}
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
get_projects_snapshotA

Return all active Rocketlane projects with status, CSM, and progress.

get_csm_workloadA

Return per-CSM active project count and overdue task count.

get_project_updatesA

Return recent project updates with body content.

Each entry has the update title (update_text) plus the full body as both plain text (update_content, HTML stripped) and the original rich HTML (content_html). Auto-published status posts have empty content.

get_all_tasksA

Return all tasks across all active projects, enriched with project and customer info.

push_weekly_review_to_larkA

Generate weekly CS review and push to Lark Docs. Returns doc_url on success.

get_team_membersA

Return all active Filum team members with their user_id, name, and email.

Use this to look up valid assignees before calling create_tasks.

parse_tasks_from_notesA

Parse a meeting/conversation summary into structured task drafts, grouped by team.

Extracts action items for Filum and Customer teams. Returns draft tasks for user review — DO NOT create tasks yet. After calling this tool, present the draft tasks to the user, ask them to confirm or correct assignees and deadlines, then call create_tasks with the confirmed list.

create_tasksA

Create confirmed tasks in Rocketlane. Call this ONLY after user confirmation.

Each task dict must have:

  • project_id (str): Rocketlane project ID

  • task_name (str): Short task subject

  • description (str): Task details

  • assignee_user_id (int): userId from fetch_project_members() — never guess

  • assignee_email (str): emailId of the assignee

  • assignee_first_name (str): Assignee first name

  • assignee_last_name (str): Assignee last name

  • due_date (str | null): YYYY-MM-DD or null

  • phase_id (int): phaseId from fetch_phases() for this project — never guess

  • phase_name (str): phaseName matching the phase_id

Returns: List of created task results. Each result includes phase and assignees fields from the API response confirming they were correctly set.

get_taskA

Return a single task by ID, enriched with project and customer info.

update_taskA

Update an existing task. Only the fields you pass are changed (partial update).

To change the phase, look up phase_id via the phases for this project (parse_tasks_from_notes returns them) — never guess. To reassign, look up assignee_user_id via fetch_project_members / get_team_members — never guess.

complete_taskA

Mark a task as Completed (status value 3). Convenience wrapper over update_task.

For other status changes use update_task with status_value (4=Blocked, 1=To do).

delete_taskA

Permanently delete a task. This is a HARD DELETE and cannot be undone.

Call this ONLY after the user has explicitly confirmed they want the task deleted. When in doubt, ask the user to confirm first.

create_projectC

Create a new Rocketlane project.

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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