Mandala
Tools

Rocketlane

Manage client onboarding projects, tasks, time tracking, and invoices

Usage Instructions

Integrate Rocketlane into your workflow. Rocketlane is a professional-services automation platform for client onboarding and project delivery. Create and manage projects, tasks, phases, custom fields, time entries, time-offs, spaces, documents, resource allocations, and invoices.

Tools

rocketlane_create_project

Create a new Rocketlane project with a customer, owner, dates, team members, templates, financials, and custom fields

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectNamestringYesName of the project
customerCompanyNamestringYesName of the customer company (case-sensitive exact match; cannot be changed after creation)
ownerUserIdnumberNoUser ID of the project owner (either ownerUserId or ownerEmailId must be provided)
ownerEmailIdstringNoEmail of the project owner (either ownerUserId or ownerEmailId must be provided)
startDatestringNoDate on which the project begins (YYYY-MM-DD); required when sources are provided
dueDatestringNoDate on which the project is planned to complete (YYYY-MM-DD, on or after startDate)
visibilitystringNoWho can see the project: EVERYONE or MEMBERS
statusValuenumberNoValue (identifier) of the project status
memberUserIdsarrayNoUser IDs of team members from your organization to add to the project
customerUserIdsarrayNoUser IDs of customer stakeholders to add to the project
customerChampionUserIdnumberNoUser ID of the customer champion
fieldsarrayNoCustom field assignments, each with fieldId and fieldValue (string, number, or number array matching the field type)
sourcesarrayNoProject templates to import at creation, each with templateId, startDate (YYYY-MM-DD), and optional prefix
placeholdersarrayNoPlaceholder-to-user mappings, each with placeholderId and user ({ userId } or { emailId }); ignored unless the project is built from sources
assignProjectOwnerbooleanNoAutomatically assign unassigned tasks to the project owner (skipped when no sources are used)
annualizedRecurringRevenuenumberNoRecurring revenue of the customer subscriptions for a single calendar year
projectFeenumberNoTotal fee charged for the project
autoAllocationbooleanNoWhether auto allocation is enabled for the project
autoCreateCompanybooleanNoCreate the customer company if it does not already exist
budgetedHoursnumberNoTotal hours allocated for project execution (decimal, up to two places)
contractTypestringNoContract type for the project financials: FIXED_FEE, TIME_AND_MATERIAL, NON_BILLABLE, or SUBSCRIPTION
fixedFeenumberNoProject fee for FIXED_FEE contract type projects
projectBudgetnumberNoProject budget for TIME_AND_MATERIAL contract type projects
rateCardIdnumberNoRate card ID for TIME_AND_MATERIAL contract type projects
subscriptionFrequencystringNoSubscription renewal interval for SUBSCRIPTION contracts: MONTHLY, QUARTERLY, HALF_YEARLY, or YEARLY
subscriptionStartDatestringNoDate when the subscription interval begins (YYYY-MM-DD)
periodMinutesnumberNoBudgeted minutes for each subscription period
periodBudgetnumberNoFixed budget of every subscription period
noOfPeriodsnumberNoNumber of periods in the subscription
currencystringNoCurrency for the project financials (ISO code, e.g. USD); cannot be changed once set
externalReferenceIdstringNoIdentifier linking the project to an external system
includeFieldsstringNoComma-separated extra fields to return in the response (e.g. budgetedHours,progressPercentage)
includeAllFieldsbooleanNoReturn all fields in the response body

Output

ParameterTypeDescription
projectobjectThe created project

rocketlane_get_project

Retrieve a Rocketlane project by its unique identifier

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesUnique identifier of the project
includeFieldsstringNoComma-separated extra fields to return in the response (e.g. budgetedHours,progressPercentage)
includeAllFieldsbooleanNoReturn all fields in the response body

Output

ParameterTypeDescription
projectobjectThe requested project

rocketlane_list_projects

List Rocketlane projects with optional filters, sorting, and token-based pagination

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
pageSizenumberNoMaximum number of projects per page (defaults to 100)
pageTokenstringNoPage token from a previous response (valid for 15 minutes)
includeFieldsstringNoComma-separated extra fields to return in the response (e.g. budgetedHours,progressPercentage)
includeAllFieldsbooleanNoReturn all fields in the response body
sortBystringNoField to sort by: projectName, startDate, dueDate, startDateActual, dueDateActual, annualizedRecurringRevenue, or projectFee
sortOrderstringNoSort order: ASC or DESC (defaults to DESC)
matchstringNoCombine filters with AND (all) or OR (any); defaults to all
projectNameContainsstringNoOnly return projects whose name contains this value
projectNameEqualsstringNoOnly return projects whose name exactly matches this value
statusEqualsstringNoOnly return projects with this status value
statusOneOfstringNoComma-separated status values; returns projects matching any of them
customerIdEqualsstringNoOnly return projects for this customer company ID
customerIdOneOfstringNoComma-separated customer company IDs; returns projects matching any of them
teamMemberIdEqualsstringNoOnly return projects that include this team member ID
contractTypeEqualsstringNoOnly return projects with this contract type: FIXED_FEE, TIME_AND_MATERIAL, SUBSCRIPTION, or NON_BILLABLE
includeArchivedbooleanNoWhether to include archived projects in the results
externalReferenceIdEqualsstringNoOnly return projects with this external reference ID
startDateAfterstringNoOnly return projects whose start date is after this date (YYYY-MM-DD)
startDateBeforestringNoOnly return projects whose start date is before this date (YYYY-MM-DD)
dueDateAfterstringNoOnly return projects whose due date is after this date (YYYY-MM-DD)
dueDateBeforestringNoOnly return projects whose due date is before this date (YYYY-MM-DD)

Output

ParameterTypeDescription
projectsarrayList of projects
paginationobjectPagination details for fetching further pages

rocketlane_update_project

Update a Rocketlane project by ID, including name, dates, visibility, owner, status, and custom fields

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesUnique identifier of the project to update
projectNamestringNoNew name of the project
startDatestringNoDate on which the project begins (YYYY-MM-DD)
dueDatestringNoDate on which the project is planned to complete (YYYY-MM-DD, on or after startDate)
visibilitystringNoWho can see the project: EVERYONE or MEMBERS
ownerUserIdnumberNoUser ID of the new project owner (transfers ownership and revokes access for the previous owner)
ownerEmailIdstringNoEmail of the new project owner
statusValuenumberNoValue (identifier) of the project status
fieldsarrayNoCustom field assignments, each with fieldId and fieldValue (string, number, or number array matching the field type)
annualizedRecurringRevenuenumberNoRecurring revenue of the customer subscriptions for a single calendar year
projectFeenumberNoTotal fee charged for the project
autoAllocationbooleanNoWhether auto allocation is enabled for the project
budgetedHoursnumberNoTotal hours allocated for project execution (decimal, up to two places)
externalReferenceIdstringNoIdentifier linking the project to an external system
includeFieldsstringNoComma-separated extra fields to return in the response (e.g. budgetedHours,progressPercentage)
includeAllFieldsbooleanNoReturn all fields in the response body

Output

ParameterTypeDescription
projectobjectThe updated project

rocketlane_archive_project

Archive a Rocketlane project by ID, making it dormant while preserving its details and history

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesUnique identifier of the project to archive

Output

ParameterTypeDescription
archivedbooleanWhether the project was archived
projectIdnumberUnique identifier of the archived project

rocketlane_delete_project

Permanently delete a Rocketlane project by ID (irreversible; only Admins, Super Users, and Project Owners can delete)

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesUnique identifier of the project to delete

Output

ParameterTypeDescription
deletedbooleanWhether the project was deleted
projectIdnumberUnique identifier of the deleted project

rocketlane_add_project_members

Add team members and customer stakeholders to a Rocketlane project

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesUnique identifier of the project
memberUserIdsarrayNoUser IDs of team members from your organization to add
memberEmailIdsarrayNoEmails of team members from your organization to add
customerUserIdsarrayNoUser IDs of customer stakeholders to add
customerEmailIdsarrayNoEmails of customer stakeholders to add

Output

ParameterTypeDescription
projectobjectThe project with its updated team members

rocketlane_remove_project_members

Remove team members from a Rocketlane project

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesUnique identifier of the project
memberUserIdsarrayNoUser IDs of team members to remove (at least one of memberUserIds or memberEmailIds is required)
memberEmailIdsarrayNoEmails of team members to remove (at least one of memberUserIds or memberEmailIds is required)

Output

ParameterTypeDescription
projectobjectThe project with its updated team members

rocketlane_import_template

Import a project template into an existing Rocketlane project

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesUnique identifier of the project to import the template into
templateIdnumberYesUnique identifier of the template to import
startDatestringYesDate on which the template goes into effect for the project (YYYY-MM-DD)
prefixstringNoPrefix distinguishing which phase or task corresponds to this template when importing multiple templates

Output

ParameterTypeDescription
projectobjectThe project after the template import (including its sources)

rocketlane_list_placeholders

List the placeholders of a Rocketlane project

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesUnique identifier of the project

Output

ParameterTypeDescription
placeholdersarrayPlaceholders of the project
paginationobjectPagination details for fetching further pages

rocketlane_assign_placeholders

Assign a placeholder in a Rocketlane project to a user

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesUnique identifier of the project
placeholderIdnumberYesUnique identifier of the placeholder to assign
userIdnumberNoUser ID of the project member to assign (either userId or userEmailId must be provided; must be a customer user for CUSTOMER placeholders)
userEmailIdstringNoEmail of the project member to assign (either userId or userEmailId must be provided)

Output

ParameterTypeDescription
projectobjectThe project after the placeholder assignment
placeholdersarrayPlaceholder-to-user mappings on the project

rocketlane_unassign_placeholders

Unassign a placeholder from its user in a Rocketlane project

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesUnique identifier of the project
placeholderIdnumberYesUnique identifier of the placeholder to unassign

Output

ParameterTypeDescription
projectobjectThe project after the placeholder was unassigned
placeholdersarrayPlaceholder-to-user mappings on the project

rocketlane_create_task

Create a new task in a Rocketlane project

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
taskNamestringYesName of the task
projectIdnumberYesID of the project the task belongs to
taskDescriptionstringNoDescription of the task in HTML format
taskPrivateNotestringNoPrivate note visible only to team members, in HTML format
startDatestringNoDate when the task starts (YYYY-MM-DD)
dueDatestringNoDate when the task is due, on or after the start date (YYYY-MM-DD)
effortInMinutesnumberNoExpected effort to complete the task, in minutes
progressnumberNoProgress of the task (0-100)
atRiskbooleanNoWhether the task is marked as At Risk
typestringNoType of the task: TASK or MILESTONE (defaults to TASK)
phaseIdnumberNoID of the phase to associate the task with (must belong to the project)
statusValuenumberNoStatus value to set on the task
assigneeUserIdsarrayNoUser IDs of members to assign to the task
assigneeEmailIdsarrayNoEmail addresses of members to assign to the task
followerUserIdsarrayNoUser IDs of members to add as followers of the task
followerEmailIdsarrayNoEmail addresses of members to add as followers of the task
parentTaskIdnumberNoID of the parent task
externalReferenceIdstringNoExternal reference identifier linking the task to an external system
privatebooleanNoWhether the task is private
includeFieldsarrayNoExtra fields to include in the response (startDateActual, dueDateActual, type, phase, assignees, followers, dependencies, billable, csatEnabled, priority, timeEntryCategory, financialsBudget, taskPrivateNote, parent, externalReferenceId)
includeAllFieldsbooleanNoWhether all fields should be returned in the response

Output

ParameterTypeDescription
taskobjectThe created task

rocketlane_get_task

Retrieve detailed information about a Rocketlane task by its unique identifier

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
taskIdnumberYesUnique identifier of the task to retrieve
includeFieldsarrayNoExtra fields to include in the response (startDateActual, dueDateActual, type, phase, assignees, followers, dependencies, billable, csatEnabled, priority, timeEntryCategory, financialsBudget, taskPrivateNote, parent, externalReferenceId)
includeAllFieldsbooleanNoWhether all fields should be returned in the response

Output

ParameterTypeDescription
taskobjectThe requested task

rocketlane_list_tasks

Retrieve all Rocketlane tasks with optional filters, sorting, and pagination

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
pageSizenumberNoNumber of tasks per page (defaults to 100)
pageTokenstringNoToken pointing to the next page of results, from a previous response
includeFieldsarrayNoExtra fields to include in the response (startDateActual, dueDateActual, type, phase, assignees, followers, dependencies, billable, csatEnabled, priority, timeEntryCategory, financialsBudget, taskPrivateNote, parent, externalReferenceId)
includeAllFieldsbooleanNoWhether all fields should be returned in the response
sortBystringNoField to sort by: taskName, startDate, dueDate, startDateActual, or dueDateActual
sortOrderstringNoSort order: ASC or DESC
matchstringNoHow multiple filters combine: all (AND) or any (OR)
projectIdnumberNoFilter tasks by project ID
phaseIdnumberNoFilter tasks by phase ID
taskNamestringNoFilter tasks whose name exactly matches this value
taskNameContainsstringNoFilter tasks whose name contains this value
taskStatusstringNoFilter tasks by task status value
startDateFromstringNoFilter tasks with a start date on or after this date (YYYY-MM-DD)
startDateTostringNoFilter tasks with a start date on or before this date (YYYY-MM-DD)
dueDateFromstringNoFilter tasks with a due date on or after this date (YYYY-MM-DD)
dueDateTostringNoFilter tasks with a due date on or before this date (YYYY-MM-DD)
includeArchivebooleanNoWhether archived tasks should be included in the results
externalReferenceIdstringNoFilter tasks by external reference identifier

Output

ParameterTypeDescription
tasksarrayList of tasks matching the filters
paginationobjectPagination details for the result set

rocketlane_update_task

Update the properties of an existing Rocketlane task by its unique identifier

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
taskIdnumberYesUnique identifier of the task to update
taskNamestringNoNew name of the task
taskDescriptionstringNoDescription of the task in HTML format
taskPrivateNotestringNoPrivate note visible only to team members, in HTML format
startDatestringNoDate when the task starts (YYYY-MM-DD)
dueDatestringNoDate when the task is due, on or after the start date (YYYY-MM-DD)
effortInMinutesnumberNoExpected effort to complete the task, in minutes
progressnumberNoProgress of the task (0-100)
atRiskbooleanNoWhether the task is marked as At Risk
typestringNoType of the task: TASK or MILESTONE
statusValuenumberNoStatus value to set on the task
externalReferenceIdstringNoExternal reference identifier linking the task to an external system
privatebooleanNoWhether the task is private
includeFieldsarrayNoExtra fields to include in the response (startDateActual, dueDateActual, type, phase, assignees, followers, dependencies, billable, csatEnabled, priority, timeEntryCategory, financialsBudget, taskPrivateNote, parent, externalReferenceId)
includeAllFieldsbooleanNoWhether all fields should be returned in the response

Output

ParameterTypeDescription
taskobjectThe updated task

rocketlane_delete_task

Permanently delete a Rocketlane task by its unique identifier

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
taskIdnumberYesUnique identifier of the task to delete

Output

ParameterTypeDescription
deletedbooleanWhether the task was deleted
taskIdnumberID of the deleted task

rocketlane_move_task_to_phase

Move a Rocketlane task to a given phase, associating the task with that phase

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
taskIdnumberYesUnique identifier of the task to move
phaseIdnumberYesUnique identifier of the phase to move the task to

Output

ParameterTypeDescription
taskobjectThe task with its updated phase

rocketlane_add_task_assignees

Add members as assignees to a Rocketlane task

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
taskIdnumberYesUnique identifier of the task to add assignees to
memberUserIdsarrayNoUser IDs of members to add as assignees
memberEmailIdsarrayNoEmail addresses of members to add as assignees

Output

ParameterTypeDescription
taskobjectThe task with its updated assignees

rocketlane_remove_task_assignees

Remove assignees from a Rocketlane task

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
taskIdnumberYesUnique identifier of the task to remove assignees from
memberUserIdsarrayNoUser IDs of members to remove from the assignees
memberEmailIdsarrayNoEmail addresses of members to remove from the assignees

Output

ParameterTypeDescription
taskobjectThe task with its updated assignees

rocketlane_add_task_followers

Add members as followers to a Rocketlane task

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
taskIdnumberYesUnique identifier of the task to add followers to
memberUserIdsarrayNoUser IDs of members to add as followers
memberEmailIdsarrayNoEmail addresses of members to add as followers

Output

ParameterTypeDescription
taskobjectThe task with its updated followers

rocketlane_remove_task_followers

Remove followers from a Rocketlane task

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
taskIdnumberYesUnique identifier of the task to remove followers from
memberUserIdsarrayNoUser IDs of members to remove from the followers
memberEmailIdsarrayNoEmail addresses of members to remove from the followers

Output

ParameterTypeDescription
taskobjectThe task with its updated followers

rocketlane_add_task_dependencies

Add finish-to-start dependencies between a Rocketlane task and other tasks

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
taskIdnumberYesUnique identifier of the task to add dependencies to
dependencyTaskIdsarrayYesTask IDs the task should depend on

Output

ParameterTypeDescription
taskobjectThe task with its updated dependencies

rocketlane_remove_task_dependencies

Remove dependencies from a Rocketlane task

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
taskIdnumberYesUnique identifier of the task to remove dependencies from
dependencyTaskIdsarrayYesTask IDs to remove from the task dependencies

Output

ParameterTypeDescription
taskobjectThe task with its updated dependencies

rocketlane_create_phase

Create a new phase in a Rocketlane project

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
phaseNamestringYesName of the phase
projectIdnumberYesID of the project to create the phase in
startDatestringYesPlanned start date of the phase (YYYY-MM-DD)
dueDatestringYesPlanned due date of the phase (YYYY-MM-DD)
statusValuenumberNoNumeric status value to set on the phase
privatebooleanNoWhether the phase is private
includeFieldsstringNoComma-separated extra phase properties to include in the response (supported: startDateActual, dueDateActual)
includeAllFieldsbooleanNoWhether to return all phase properties in the response

Output

ParameterTypeDescription
phaseobjectThe created phase

rocketlane_get_phase

Retrieve a single Rocketlane phase by ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
phaseIdnumberYesID of the phase to retrieve
includeFieldsstringNoComma-separated extra phase properties to include in the response (supported: startDateActual, dueDateActual)
includeAllFieldsbooleanNoWhether to return all phase properties in the response

Output

ParameterTypeDescription
phaseobjectThe requested phase

rocketlane_list_phases

List phases of a Rocketlane project, with optional filters, sorting, and pagination

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesID of the project to list phases for
pageSizenumberNoNumber of phases per page
pageTokenstringNoPage token returned by a previous request (valid for 15 minutes)
includeFieldsstringNoComma-separated extra phase properties to include in the response (supported: startDateActual, dueDateActual)
includeAllFieldsbooleanNoWhether to return all phase properties in the response
sortBystringNoProperty to sort by (phaseName, startDate, dueDate, startDateActual, dueDateActual)
sortOrderstringNoSort order (ASC or DESC)
matchstringNoWhether results must match all filters or any filter (all or any)
phaseNamestringNoFilter by exact phase name

Output

ParameterTypeDescription
phasesarrayList of phases
paginationobjectPagination details for the result set

rocketlane_update_phase

Update the name, dates, status, or privacy of an existing Rocketlane phase

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
phaseIdnumberYesID of the phase to update
phaseNamestringNoNew name of the phase
startDatestringNoNew planned start date of the phase (YYYY-MM-DD)
dueDatestringNoNew planned due date of the phase (YYYY-MM-DD)
statusValuenumberNoNew numeric status value for the phase
privatebooleanNoWhether the phase is private
includeFieldsstringNoComma-separated extra phase properties to include in the response (supported: startDateActual, dueDateActual)
includeAllFieldsbooleanNoWhether to return all phase properties in the response

Output

ParameterTypeDescription
phaseobjectThe updated phase

rocketlane_delete_phase

Permanently delete a Rocketlane phase by ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
phaseIdnumberYesID of the phase to delete

Output

ParameterTypeDescription
deletedbooleanWhether the phase was deleted
phaseIdnumberID of the deleted phase

rocketlane_create_field

Create a custom field in your Rocketlane account, with options for SINGLE_CHOICE and MULTIPLE_CHOICE field types

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
fieldLabelstringYesName of the field
fieldTypestringYesType of the field (TEXT, MULTI_LINE_TEXT, YES_OR_NO, DATE, SINGLE_CHOICE, MULTIPLE_CHOICE, SINGLE_USER, MULTIPLE_USER, NUMBER, NOTE, RATING)
objectTypestringYesObject the field is associated with (PROJECT, TASK, or USER)
fieldDescriptionstringNoDescription of the field
fieldOptionsarrayNoOptions for SINGLE_CHOICE and MULTIPLE_CHOICE fields; the order provided is preserved
ratingScalestringNoNumber of stars for RATING fields (THREE, FIVE, SEVEN, TEN)
enabledbooleanNoWhether the field is enabled (defaults to true)
privatebooleanNoWhether the field is private
includeFieldsstringNoComma-separated extra field properties to include in the response (supported: options)
includeAllFieldsbooleanNoWhether to return all field properties in the response

Output

ParameterTypeDescription
fieldobjectThe created field

rocketlane_get_field

Retrieve a single Rocketlane field by ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
fieldIdnumberYesID of the field to retrieve
includeFieldsstringNoComma-separated extra field properties to include in the response (supported: options)
includeAllFieldsbooleanNoWhether to return all field properties in the response

Output

ParameterTypeDescription
fieldobjectThe requested field

rocketlane_list_fields

List fields in your Rocketlane account, with optional filters, sorting, and pagination

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
pageSizenumberNoNumber of fields per page
pageTokenstringNoPage token returned by a previous request (valid for 15 minutes)
includeFieldsstringNoComma-separated extra field properties to include in the response (supported: options)
includeAllFieldsbooleanNoWhether to return all field properties in the response
sortBystringNoProperty to sort by (supported: fieldLabel)
sortOrderstringNoSort order (ASC or DESC)
matchstringNoWhether results must match all filters or any filter (all or any)
objectTypestringNoFilter by associated object type (PROJECT, TASK, or USER)
fieldTypestringNoFilter by field type (TEXT, MULTI_LINE_TEXT, YES_OR_NO, DATE, SINGLE_CHOICE, MULTIPLE_CHOICE, SINGLE_USER, MULTIPLE_USER, NUMBER, NOTE, RATING)
enabledbooleanNoFilter by enabled state
privatebooleanNoFilter by privacy setting

Output

ParameterTypeDescription
fieldsarrayList of fields
paginationobjectPagination details for the result set

rocketlane_update_field

Update the label, description, enabled state, or privacy of an existing Rocketlane field

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
fieldIdnumberYesID of the field to update
fieldLabelstringNoNew name of the field
fieldDescriptionstringNoNew description of the field
enabledbooleanNoWhether the field is enabled
privatebooleanNoWhether the field is private
includeFieldsstringNoComma-separated extra field properties to include in the response (supported: options)
includeAllFieldsbooleanNoWhether to return all field properties in the response

Output

ParameterTypeDescription
fieldobjectThe updated field

rocketlane_delete_field

Permanently delete a Rocketlane field by ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
fieldIdnumberYesID of the field to delete

Output

ParameterTypeDescription
deletedbooleanWhether the field was deleted
fieldIdnumberID of the deleted field

rocketlane_add_field_option

Add a new option to an existing SINGLE_CHOICE or MULTIPLE_CHOICE Rocketlane field

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
fieldIdnumberYesID of the field to add the option to
optionLabelstringYesDisplay label of the new option
optionColorstringYesColor of the new option (RED, YELLOW, GREEN, TEAL, CYAN, BLUE, PURPLE, MAGENTA, GRAY, COOL_GRAY)

Output

ParameterTypeDescription
optionobjectThe created field option

rocketlane_update_field_option

Update the label or color of an existing option on a SINGLE_CHOICE or MULTIPLE_CHOICE Rocketlane field

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
fieldIdnumberYesID of the field the option belongs to
optionValuenumberYesUnique identifier of the option to update
optionLabelstringNoNew display label of the option
optionColorstringNoNew color of the option (RED, YELLOW, GREEN, TEAL, CYAN, BLUE, PURPLE, MAGENTA, GRAY, COOL_GRAY)

Output

ParameterTypeDescription
optionobjectThe updated field option

rocketlane_create_time_entry

Create a time entry in Rocketlane against an adhoc activity, task, project phase, or project

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
datestringYesDate of the time entry in YYYY-MM-DD format
minutesnumberYesDuration of the time entry in minutes (1-1440)
activityNamestringNoName of the adhoc activity to track time against. Exactly one source is required among activityName, taskId, projectPhaseId, and projectId — providing more than one results in an error
taskIdnumberNoID of the task to track time against. Exactly one source is required among activityName, taskId, projectPhaseId, and projectId — providing more than one results in an error
projectPhaseIdnumberNoID of the project phase to track time against. Exactly one source is required among activityName, taskId, projectPhaseId, and projectId — providing more than one results in an error
projectIdnumberNoID of the project to track time against. Exactly one source is required among activityName, taskId, projectPhaseId, and projectId — providing more than one results in an error
billablebooleanNoWhether the time entry is billable (defaults to true)
userIdnumberNoID of the user the time entry belongs to
userEmailstringNoEmail of the user the time entry belongs to (alternative to userId)
notesstringNoNotes for the time entry
categoryIdnumberNoID of the time entry category
includeFieldsstringNoComma-separated extra fields to include in the response (notes, sourceType, deleted, status, submittedBy, submittedAt, approvedBy, approvedAt, rejectedBy, rejectedAt, costRate, billRate)
includeAllFieldsbooleanNoWhether all fields should be returned in the response

Output

ParameterTypeDescription
timeEntryobjectThe created time entry

rocketlane_get_time_entry

Get a single Rocketlane time entry by ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
timeEntryIdnumberYesID of the time entry to retrieve
includeFieldsstringNoComma-separated extra fields to include in the response (notes, sourceType, deleted, status, submittedBy, submittedAt, approvedBy, approvedAt, rejectedBy, rejectedAt, costRate, billRate)
includeAllFieldsbooleanNoWhether all fields should be returned in the response

Output

ParameterTypeDescription
timeEntryobjectThe requested time entry

rocketlane_list_time_entries

List Rocketlane time entries with optional filters, sorting, and cursor-based pagination

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
dateEqstringNoOnly entries on this exact date (YYYY-MM-DD)
dateGtstringNoOnly entries after this date (YYYY-MM-DD)
dateGestringNoOnly entries on or after this date (YYYY-MM-DD)
dateLtstringNoOnly entries before this date (YYYY-MM-DD)
dateLestringNoOnly entries on or before this date (YYYY-MM-DD)
projectIdEqnumberNoOnly entries for this project ID
taskIdEqnumberNoOnly entries for this task ID
projectPhaseIdEqnumberNoOnly entries for this project phase ID
categoryIdEqnumberNoOnly entries with this category ID
userIdEqnumberNoOnly entries belonging to this user ID
emailIdEqstringNoOnly entries belonging to the user with this exact email
emailIdCnstringNoOnly entries whose user email contains this text
sourceTypeEqstringNoOnly entries with this source type (GOOGLE_CALENDAR, OUTLOOK_CALENDAR, TASK, PROJECT, PHASE, ADHOC, MILESTONE)
activityNameEqstringNoOnly entries with this exact activity name
activityNameCnstringNoOnly entries whose activity name contains this text
approvalStatusEqstringNoOnly entries with this approval status (NOT_SUBMITTED, SUBMITTED, APPROVED, REJECTED)
billableEqbooleanNoOnly billable (true) or non-billable (false) entries
includeDeletedEqbooleanNoWhether deleted time entries are included in the response
submittedByEqnumberNoOnly entries submitted by this user ID
approvedByEqnumberNoOnly entries approved by this user ID
rejectedByEqnumberNoOnly entries rejected by this user ID
createdAtGtnumberNoOnly entries created after this epoch-millisecond timestamp
createdAtLtnumberNoOnly entries created before this epoch-millisecond timestamp
updatedAtGtnumberNoOnly entries updated after this epoch-millisecond timestamp
updatedAtLtnumberNoOnly entries updated before this epoch-millisecond timestamp
matchstringNoHow to combine filters: all (AND, default) or any (OR)
sortBystringNoField to sort by (minutes, date, id, billable)
sortOrderstringNoSort order: ASC or DESC (default DESC)
includeFieldsstringNoComma-separated extra fields to include in the response (notes, sourceType, deleted, status, submittedBy, submittedAt, approvedBy, approvedAt, rejectedBy, rejectedAt, costRate, billRate)
pageSizenumberNoMaximum number of entries per page (defaults to 100)
pageTokenstringNoPage token from a previous response for fetching the next page

Output

ParameterTypeDescription
timeEntriesarrayList of time entries matching the filters
paginationobjectPagination details for the result set

rocketlane_search_time_entries

Search Rocketlane time entries with filters, sorting, and pagination (deprecated by Rocketlane in favor of listing time entries with filters)

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
dateEqstringNoOnly entries on this exact date (YYYY-MM-DD)
dateGtstringNoOnly entries after this date (YYYY-MM-DD)
dateGestringNoOnly entries on or after this date (YYYY-MM-DD)
dateLtstringNoOnly entries before this date (YYYY-MM-DD)
dateLestringNoOnly entries on or before this date (YYYY-MM-DD)
projectEqnumberNoOnly entries for this project ID
taskEqnumberNoOnly entries for this task ID
projectPhaseIdEqnumberNoOnly entries for this project phase ID
categoryIdEqnumberNoOnly entries with this category ID
userIdEqnumberNoOnly entries belonging to this user ID
sourceTypeEqstringNoOnly entries with this source type (GOOGLE_CALENDAR, OUTLOOK_CALENDAR, TASK, PROJECT, PHASE, ADHOC, MILESTONE)
activityNameEqstringNoOnly entries with this exact activity name
activityNameCnstringNoOnly entries whose activity name contains this text
approvalStatusEqstringNoOnly entries with this approval status (NOT_SUBMITTED, SUBMITTED, APPROVED, REJECTED)
matchstringNoHow to combine filters: all (AND, default) or any (OR)
sortBystringNoField to sort by (minutes, date, id, billable)
sortOrderstringNoSort order: ASC or DESC (default DESC)
includeFieldsstringNoComma-separated extra fields to include in the response (notes, sourceType, deleted, status, submittedBy, submittedAt, approvedBy, approvedAt, rejectedBy, rejectedAt, costRate, billRate)
includeAllFieldsbooleanNoWhether all fields should be returned in the response
pageSizenumberNoMaximum number of entries per page (defaults to 100)
pageTokenstringNoPage token from a previous response for fetching the next page

Output

ParameterTypeDescription
timeEntriesarrayList of time entries matching the search filters
paginationobjectPagination details for the result set

rocketlane_update_time_entry

Update a Rocketlane time entry by ID. The activityName, notes, billable, and minutes properties can be updated

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
timeEntryIdnumberYesID of the time entry to update
datestringYesDate of the time entry in YYYY-MM-DD format (mandatory so the total time for the date does not exceed 24 hours)
minutesnumberYesDuration of the time entry in minutes (1-1440)
activityNamestringNoNew name for the adhoc activity
notesstringNoNew notes for the time entry
billablebooleanNoWhether the time entry is billable
categoryIdnumberNoID of the time entry category
includeFieldsstringNoComma-separated extra fields to include in the response (notes, sourceType, deleted, status, submittedBy, submittedAt, approvedBy, approvedAt, rejectedBy, rejectedAt, costRate, billRate)
includeAllFieldsbooleanNoWhether all fields should be returned in the response

Output

ParameterTypeDescription
timeEntryobjectThe updated time entry

rocketlane_delete_time_entry

Permanently delete a Rocketlane time entry by ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
timeEntryIdnumberYesID of the time entry to delete

Output

ParameterTypeDescription
deletedbooleanWhether the time entry was deleted
timeEntryIdnumberID of the deleted time entry

rocketlane_list_time_entry_categories

List the time entry categories configured in Rocketlane

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
pageSizenumberNoMaximum number of categories per page (defaults to 100)
pageTokenstringNoPage token from a previous response for fetching the next page

Output

ParameterTypeDescription
categoriesarrayList of time entry categories
paginationobjectPagination details for the result set

rocketlane_create_time_off

Create a time-off for a team member in Rocketlane. Holidays and weekends within the date range are automatically excluded from the duration.

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
userIdnumberNoUser ID of the team member taking the time-off (provide this or the user email)
userEmailstringNoEmail of the team member taking the time-off (provide this or the user ID)
startDatestringYesTime-off start date in YYYY-MM-DD format
endDatestringYesTime-off end date in YYYY-MM-DD format (on or after the start date)
typestringYesType of the time-off: FULL_DAY, HALF_DAY, or CUSTOM
durationInMinutesnumberNoDuration in minutes per day; required when type is CUSTOM
notestringNoNote or comment about the time-off
notifyProjectOwnersbooleanNoNotify project owners of projects the user is part of
notifyUserIdsarrayNoUser IDs of additional users to notify about the time-off
notifyUserEmailsarrayNoEmails of additional users to notify about the time-off
includeFieldsarrayNoOptional fields to include in the response: note, notifyUsers
includeAllFieldsbooleanNoReturn all fields in the response

Output

ParameterTypeDescription
timeOffobjectThe created time-off

rocketlane_get_time_off

Retrieve a Rocketlane time-off by its ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
timeOffIdnumberYesUnique identifier of the time-off
includeFieldsarrayNoOptional fields to include in the response: note, notifyUsers
includeAllFieldsbooleanNoReturn all fields in the response

Output

ParameterTypeDescription
timeOffobjectThe requested time-off

rocketlane_list_time_offs

List time-offs in Rocketlane with optional date, type, and user filters, sorting, and pagination

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
pageSizenumberNoMaximum number of time-offs per page (defaults to 100)
pageTokenstringNoPage token from a previous response (valid for 15 minutes)
includeFieldsarrayNoOptional fields to include in the response: note, notifyUsers
includeAllFieldsbooleanNoReturn all fields in the response
sortBystringNoField to sort by: startDate, endDate, or createdAt
sortOrderstringNoSort order: ASC or DESC (defaults to DESC)
matchstringNoCombine filters with AND (all) or OR (any); defaults to all
startDateGtstringNoReturn time-offs with start dates greater than this date (YYYY-MM-DD)
startDateEqstringNoReturn time-offs with start dates equal to this date (YYYY-MM-DD)
startDateLtstringNoReturn time-offs with start dates lesser than this date (YYYY-MM-DD)
startDateGestringNoReturn time-offs with start dates greater than or equal to this date (YYYY-MM-DD)
startDateLestringNoReturn time-offs with start dates lesser than or equal to this date (YYYY-MM-DD)
endDateGtstringNoReturn time-offs with end dates greater than this date (YYYY-MM-DD)
endDateEqstringNoReturn time-offs with end dates equal to this date (YYYY-MM-DD)
endDateLtstringNoReturn time-offs with end dates lesser than this date (YYYY-MM-DD)
endDateGestringNoReturn time-offs with end dates greater than or equal to this date (YYYY-MM-DD)
endDateLestringNoReturn time-offs with end dates lesser than or equal to this date (YYYY-MM-DD)
typeEqstringNoReturn time-offs matching this type: FULL_DAY, HALF_DAY, or CUSTOM
typeOneOfstringNoComma-separated time-off types to match any of (FULL_DAY, HALF_DAY, CUSTOM)
typeNoneOfstringNoComma-separated time-off types to match none of (FULL_DAY, HALF_DAY, CUSTOM)
userIdEqstringNoReturn time-offs that exactly match this user ID
userIdOneOfstringNoComma-separated user IDs to match any of
userIdNoneOfstringNoComma-separated user IDs to match none of
emailIdEqstringNoReturn time-offs that exactly match this user email
emailIdOneOfstringNoComma-separated user emails to match any of
emailIdNoneOfstringNoComma-separated user emails to match none of

Output

ParameterTypeDescription
timeOffsarrayList of time-offs
paginationobjectPagination details for the result set

rocketlane_delete_time_off

Permanently delete a Rocketlane time-off by its ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
timeOffIdnumberYesUnique identifier of the time-off to delete

Output

ParameterTypeDescription
deletedbooleanWhether the time-off was deleted
timeOffIdnumberID of the deleted time-off

rocketlane_get_user

Retrieve a Rocketlane user by their ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
userIdnumberYesID of the user to retrieve
includeFieldsstringNoComma-separated extra fields to include: role, company, permission, holidayCalendar, capacityInMinutes, profilePictureUrl
includeAllFieldsbooleanNoWhether to include all fields in the response

Output

ParameterTypeDescription
userobjectThe requested user

rocketlane_list_users

List users in your Rocketlane account, with optional filters, sorting, and pagination

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
pageSizenumberNoMaximum number of users per page (defaults to 100)
pageTokenstringNoPage token from a previous request (valid for 15 minutes)
includeFieldsstringNoComma-separated extra fields to include: role, company, permission, holidayCalendar, capacityInMinutes, profilePictureUrl
includeAllFieldsbooleanNoWhether to include all fields in the response
sortBystringNoField to sort by: email, firstName, lastName, type, status, or capacityInMinutes
sortOrderstringNoSort order: ASC or DESC (defaults to DESC)
matchstringNoHow to combine filters: all (AND) or any (OR); defaults to all
firstNameEqstringNoOnly include users whose first name exactly matches this value
firstNameCnstringNoOnly include users whose first name contains this value
firstNameNcstringNoExclude users whose first name contains this value
lastNameEqstringNoOnly include users whose last name exactly matches this value
lastNameCnstringNoOnly include users whose last name contains this value
lastNameNcstringNoExclude users whose last name contains this value
emailEqstringNoOnly include users whose email exactly matches this value
emailCnstringNoOnly include users whose email contains this value
emailNcstringNoExclude users whose email contains this value
statusEqstringNoOnly include users with this status: INACTIVE, INVITED, ACTIVE, or PASSIVE
statusOneOfstringNoComma-separated statuses; only include users matching one of them (INACTIVE, INVITED, ACTIVE, PASSIVE)
statusNoneOfstringNoComma-separated statuses; exclude users matching any of them (INACTIVE, INVITED, ACTIVE, PASSIVE)
typeEqstringNoOnly include users of this type: TEAM_MEMBER, PARTNER, CUSTOMER, or EXTERNAL_PARTNER
typeOneOfstringNoComma-separated types; only include users matching one of them (TEAM_MEMBER, PARTNER, CUSTOMER, EXTERNAL_PARTNER)
roleIdEqstringNoOnly include users with this role ID
roleIdOneOfstringNoComma-separated role IDs; only include users matching one of them
roleIdNoneOfstringNoComma-separated role IDs; exclude users matching any of them
permissionIdEqstringNoOnly include users with this permission ID
permissionIdOneOfstringNoComma-separated permission IDs; only include users matching one of them
permissionIdNoneOfstringNoComma-separated permission IDs; exclude users matching any of them
capacityInMinutesEqnumberNoOnly include users whose capacity in minutes equals this value
capacityInMinutesGtnumberNoOnly include users whose capacity in minutes is greater than this value
capacityInMinutesGenumberNoOnly include users whose capacity in minutes is greater than or equal to this value
capacityInMinutesLtnumberNoOnly include users whose capacity in minutes is less than this value
capacityInMinutesLenumberNoOnly include users whose capacity in minutes is less than or equal to this value
createdAtGtnumberNoOnly include users created after this time (epoch millis)
createdAtEqnumberNoOnly include users created at exactly this time (epoch millis)
createdAtLtnumberNoOnly include users created before this time (epoch millis)
createdAtGenumberNoOnly include users created at or after this time (epoch millis)
createdAtLenumberNoOnly include users created at or before this time (epoch millis)
updatedAtGtnumberNoOnly include users updated after this time (epoch millis)
updatedAtEqnumberNoOnly include users updated at exactly this time (epoch millis)
updatedAtLtnumberNoOnly include users updated before this time (epoch millis)
updatedAtGenumberNoOnly include users updated at or after this time (epoch millis)
updatedAtLenumberNoOnly include users updated at or before this time (epoch millis)

Output

ParameterTypeDescription
usersarrayList of users
paginationobjectPagination details

rocketlane_create_space

Create a new space in a Rocketlane project

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesID of the project the space belongs to
spaceNamestringYesName of the space
privatebooleanNoWhether the space is private or shared (defaults to false)

Output

ParameterTypeDescription
spaceobjectThe created space

rocketlane_get_space

Retrieve a Rocketlane space by its ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
spaceIdnumberYesID of the space to retrieve

Output

ParameterTypeDescription
spaceobjectThe requested space

rocketlane_list_spaces

List spaces in a Rocketlane project, with optional filters, sorting, and pagination

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesID of the project whose spaces to list
pageSizenumberNoMaximum number of spaces per page (defaults to 100)
pageTokenstringNoPage token from a previous request (valid for 15 minutes)
sortBystringNoField to sort by (spaceName)
sortOrderstringNoSort order: ASC or DESC (defaults to DESC)
matchstringNoHow to combine filters: all (AND) or any (OR); defaults to all
spaceNameEqstringNoOnly include spaces whose name exactly matches this value
spaceNameCnstringNoOnly include spaces whose name contains this value
spaceNameNcstringNoExclude spaces whose name contains this value
createdAtGtnumberNoOnly include spaces created after this time (epoch millis)
createdAtEqnumberNoOnly include spaces created at exactly this time (epoch millis)
createdAtLtnumberNoOnly include spaces created before this time (epoch millis)
createdAtGenumberNoOnly include spaces created at or after this time (epoch millis)
createdAtLenumberNoOnly include spaces created at or before this time (epoch millis)
updatedAtGtnumberNoOnly include spaces updated after this time (epoch millis)
updatedAtEqnumberNoOnly include spaces updated at exactly this time (epoch millis)
updatedAtLtnumberNoOnly include spaces updated before this time (epoch millis)
updatedAtGenumberNoOnly include spaces updated at or after this time (epoch millis)
updatedAtLenumberNoOnly include spaces updated at or before this time (epoch millis)

Output

ParameterTypeDescription
spacesarrayList of spaces
paginationobjectPagination details

rocketlane_update_space

Update a Rocketlane space by its ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
spaceIdnumberYesID of the space to update
spaceNamestringNoNew name of the space

Output

ParameterTypeDescription
spaceobjectThe updated space

rocketlane_delete_space

Permanently delete a Rocketlane space by its ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
spaceIdnumberYesID of the space to delete

Output

ParameterTypeDescription
deletedbooleanWhether the space was deleted
spaceIdnumberID of the deleted space

rocketlane_create_space_document

Create a new space document in a Rocketlane space

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
spaceIdnumberYesID of the space the document belongs to
spaceDocumentTypestringYesType of the space document: ROCKETLANE_DOCUMENT or EMBEDDED_DOCUMENT
spaceDocumentNamestringNoName of the space document (defaults to Untitled)
urlstringNoURL to embed in the space document (for embedded documents)
templateIdnumberNoID of the document template to create the document from

Output

ParameterTypeDescription
spaceDocumentobjectThe created space document

rocketlane_get_space_document

Retrieve a Rocketlane space document by its ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
spaceDocumentIdnumberYesID of the space document to retrieve

Output

ParameterTypeDescription
spaceDocumentobjectThe requested space document

rocketlane_list_space_documents

List space documents in a Rocketlane project, with optional filters, sorting, and pagination

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
projectIdnumberYesID of the project whose space documents to list
pageSizenumberNoMaximum number of space documents per page (defaults to 100)
pageTokenstringNoPage token from a previous request (valid for 15 minutes)
sortBystringNoField to sort by (spaceTabName)
sortOrderstringNoSort order: ASC or DESC (defaults to DESC)
matchstringNoHow to combine filters: all (AND) or any (OR); defaults to all
spaceDocumentNameEqstringNoOnly include space documents whose name exactly matches this value
spaceDocumentNameCnstringNoOnly include space documents whose name contains this value
spaceDocumentNameNcstringNoExclude space documents whose name contains this value
spaceIdEqnumberNoOnly include space documents in the space with this ID
createdAtGtnumberNoOnly include space documents created after this time (epoch millis)
createdAtEqnumberNoOnly include space documents created at exactly this time (epoch millis)
createdAtLtnumberNoOnly include space documents created before this time (epoch millis)
createdAtGenumberNoOnly include space documents created at or after this time (epoch millis)
createdAtLenumberNoOnly include space documents created at or before this time (epoch millis)
updatedAtGtnumberNoOnly include space documents updated after this time (epoch millis)
updatedAtEqnumberNoOnly include space documents updated at exactly this time (epoch millis)
updatedAtLtnumberNoOnly include space documents updated before this time (epoch millis)
updatedAtGenumberNoOnly include space documents updated at or after this time (epoch millis)
updatedAtLenumberNoOnly include space documents updated at or before this time (epoch millis)

Output

ParameterTypeDescription
spaceDocumentsarrayList of space documents
paginationobjectPagination details

rocketlane_update_space_document

Update a Rocketlane space document by its ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
spaceDocumentIdnumberYesID of the space document to update
spaceDocumentNamestringNoNew name of the space document
urlstringNoNew URL to embed in the space document (for embedded documents)

Output

ParameterTypeDescription
spaceDocumentobjectThe updated space document

rocketlane_delete_space_document

Permanently delete a Rocketlane space document by its ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
spaceDocumentIdnumberYesID of the space document to delete

Output

ParameterTypeDescription
deletedbooleanWhether the space document was deleted
spaceDocumentIdnumberID of the deleted space document

rocketlane_list_resource_allocations

List resource allocations in Rocketlane within a date range, with optional member, project, and placeholder filters, sorting, and pagination

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
startDatestringYesReturn allocations that start on or after this date (YYYY-MM-DD)
endDatestringYesReturn allocations that end on or before this date (YYYY-MM-DD)
pageSizenumberNoMaximum number of allocations per page (defaults to 100)
pageTokenstringNoPage token from a previous response (valid for 15 minutes)
includeFieldsarrayNoOptional fields to include in the response: member, task, placeholder, duration
includeAllFieldsbooleanNoReturn all fields in the response
sortBystringNoField to sort by: startDate, endDate, allocationType, or allocationFor
sortOrderstringNoSort order: ASC or DESC (defaults to DESC)
matchstringNoCombine filters with AND (all) or OR (any); defaults to all
memberIdEqstringNoReturn allocations that exactly match this member ID
memberIdOneOfstringNoComma-separated member IDs to match any of
memberIdNoneOfstringNoComma-separated member IDs to exclude
projectIdEqstringNoReturn allocations that exactly match this project ID
projectIdOneOfstringNoComma-separated project IDs to match any of
projectIdNoneOfstringNoComma-separated project IDs to exclude
placeholderIdEqstringNoReturn allocations that exactly match this placeholder ID
placeholderIdOneOfstringNoComma-separated placeholder IDs to match any of
placeholderIdNoneOfstringNoComma-separated placeholder IDs to exclude

Output

ParameterTypeDescription
allocationsarrayList of resource allocations
paginationobjectPagination details for the result set

rocketlane_get_invoice

Retrieve a Rocketlane invoice by its ID

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
invoiceIdnumberYesUnique identifier of the invoice
includeFieldsarrayNoOptional fields to include in the response: notes, attachments
includeAllFieldsbooleanNoReturn all fields in the response

Output

ParameterTypeDescription
invoiceobjectThe requested invoice

rocketlane_list_invoices

Search invoices in Rocketlane with date, amount, company, invoice-number, and status filters, sorting, and pagination

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
pageSizenumberNoMaximum number of invoices per page (defaults to 100)
pageTokenstringNoPage token from a previous response (valid for 15 minutes)
includeFieldsarrayNoOptional fields to include in the response: notes, attachments
includeAllFieldsbooleanNoReturn all fields in the response
sortBystringNoField to sort by: createdAt or invoiceNumber
sortOrderstringNoSort order: ASC or DESC (defaults to DESC)
matchstringNoCombine filters with AND (all) or OR (any); defaults to all
dateOfIssueEqstringNoFilter by date of issue equal to this date (YYYY-MM-DD)
dateOfIssueGtstringNoFilter by date of issue greater than this date (YYYY-MM-DD)
dateOfIssueGestringNoFilter by date of issue greater than or equal to this date (YYYY-MM-DD)
dateOfIssueLtstringNoFilter by date of issue less than this date (YYYY-MM-DD)
dateOfIssueLestringNoFilter by date of issue less than or equal to this date (YYYY-MM-DD)
dueDateEqstringNoFilter by due date equal to this date (YYYY-MM-DD)
dueDateGtstringNoFilter by due date greater than this date (YYYY-MM-DD)
dueDateGestringNoFilter by due date greater than or equal to this date (YYYY-MM-DD)
dueDateLtstringNoFilter by due date less than this date (YYYY-MM-DD)
dueDateLestringNoFilter by due date less than or equal to this date (YYYY-MM-DD)
amountEqnumberNoFilter by total amount equal to this value
amountGtnumberNoFilter by total amount greater than this value
amountGenumberNoFilter by total amount greater than or equal to this value
amountLtnumberNoFilter by total amount less than this value
amountLenumberNoFilter by total amount less than or equal to this value
amountOutstandingEqnumberNoFilter by amount outstanding equal to this value
amountOutstandingGtnumberNoFilter by amount outstanding greater than this value
amountOutstandingGenumberNoFilter by amount outstanding greater than or equal to this value
amountOutstandingLtnumberNoFilter by amount outstanding less than this value
amountOutstandingLenumberNoFilter by amount outstanding less than or equal to this value
amountPaidEqnumberNoFilter by amount paid equal to this value
amountPaidGtnumberNoFilter by amount paid greater than this value
amountPaidGenumberNoFilter by amount paid greater than or equal to this value
amountPaidLtnumberNoFilter by amount paid less than this value
amountPaidLenumberNoFilter by amount paid less than or equal to this value
amountWrittenOffEqnumberNoFilter by amount written off equal to this value
amountWrittenOffGtnumberNoFilter by amount written off greater than this value
amountWrittenOffGenumberNoFilter by amount written off greater than or equal to this value
amountWrittenOffLtnumberNoFilter by amount written off less than this value
amountWrittenOffLenumberNoFilter by amount written off less than or equal to this value
createdAtEqnumberNoFilter by created timestamp equal to this value (epoch milliseconds)
createdAtGtnumberNoFilter by created timestamp greater than this value (epoch milliseconds)
createdAtGenumberNoFilter by created timestamp greater than or equal to this value (epoch milliseconds)
createdAtLtnumberNoFilter by created timestamp less than this value (epoch milliseconds)
createdAtLenumberNoFilter by created timestamp less than or equal to this value (epoch milliseconds)
companyIdEqstringNoReturn invoices that exactly match this customer company ID
companyIdOneOfstringNoComma-separated customer company IDs to match any of
companyIdNoneOfstringNoComma-separated customer company IDs to match none of
invoiceNumberEqstringNoReturn invoices whose invoice number equals this value
invoiceNumberCnstringNoReturn invoices whose invoice number contains this text
invoiceNumberNcstringNoReturn invoices whose invoice number does not contain this text
statusEqstringNoReturn invoices that equal this status (e.g. DRAFT)
statusOneOfstringNoComma-separated statuses to match any of (e.g. DRAFT,PAID)
statusNoneOfstringNoComma-separated statuses to match none of (e.g. DRAFT,PAID)

Output

ParameterTypeDescription
invoicesarrayList of invoices
paginationobjectPagination details for the result set

rocketlane_get_invoice_line_items

List line items of a Rocketlane invoice

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
invoiceIdnumberYesUnique identifier of the invoice
pageSizenumberNoMaximum number of line items per page (defaults to 100)
pageTokenstringNoPage token from a previous response (valid for 15 minutes)

Output

ParameterTypeDescription
lineItemsarrayList of invoice line items
paginationobjectPagination details for the result set

rocketlane_get_invoice_payments

List payments recorded against a Rocketlane invoice

Input

ParameterTypeRequiredDescription
apiKeystringYesRocketlane API key
invoiceIdnumberYesUnique identifier of the invoice
pageSizenumberNoMaximum number of payments per page (defaults to 100)
pageTokenstringNoPage token from a previous response (valid for 15 minutes)

Output

ParameterTypeDescription
paymentsarrayList of payments recorded against the invoice
paginationobjectPagination details for the result set

Notes

  • Category: tools
  • Type: rocketlane
On this page

On this page

Usage Instructions
Tools
rocketlane_create_project
Input
Output
rocketlane_get_project
Input
Output
rocketlane_list_projects
Input
Output
rocketlane_update_project
Input
Output
rocketlane_archive_project
Input
Output
rocketlane_delete_project
Input
Output
rocketlane_add_project_members
Input
Output
rocketlane_remove_project_members
Input
Output
rocketlane_import_template
Input
Output
rocketlane_list_placeholders
Input
Output
rocketlane_assign_placeholders
Input
Output
rocketlane_unassign_placeholders
Input
Output
rocketlane_create_task
Input
Output
rocketlane_get_task
Input
Output
rocketlane_list_tasks
Input
Output
rocketlane_update_task
Input
Output
rocketlane_delete_task
Input
Output
rocketlane_move_task_to_phase
Input
Output
rocketlane_add_task_assignees
Input
Output
rocketlane_remove_task_assignees
Input
Output
rocketlane_add_task_followers
Input
Output
rocketlane_remove_task_followers
Input
Output
rocketlane_add_task_dependencies
Input
Output
rocketlane_remove_task_dependencies
Input
Output
rocketlane_create_phase
Input
Output
rocketlane_get_phase
Input
Output
rocketlane_list_phases
Input
Output
rocketlane_update_phase
Input
Output
rocketlane_delete_phase
Input
Output
rocketlane_create_field
Input
Output
rocketlane_get_field
Input
Output
rocketlane_list_fields
Input
Output
rocketlane_update_field
Input
Output
rocketlane_delete_field
Input
Output
rocketlane_add_field_option
Input
Output
rocketlane_update_field_option
Input
Output
rocketlane_create_time_entry
Input
Output
rocketlane_get_time_entry
Input
Output
rocketlane_list_time_entries
Input
Output
rocketlane_search_time_entries
Input
Output
rocketlane_update_time_entry
Input
Output
rocketlane_delete_time_entry
Input
Output
rocketlane_list_time_entry_categories
Input
Output
rocketlane_create_time_off
Input
Output
rocketlane_get_time_off
Input
Output
rocketlane_list_time_offs
Input
Output
rocketlane_delete_time_off
Input
Output
rocketlane_get_user
Input
Output
rocketlane_list_users
Input
Output
rocketlane_create_space
Input
Output
rocketlane_get_space
Input
Output
rocketlane_list_spaces
Input
Output
rocketlane_update_space
Input
Output
rocketlane_delete_space
Input
Output
rocketlane_create_space_document
Input
Output
rocketlane_get_space_document
Input
Output
rocketlane_list_space_documents
Input
Output
rocketlane_update_space_document
Input
Output
rocketlane_delete_space_document
Input
Output
rocketlane_list_resource_allocations
Input
Output
rocketlane_get_invoice
Input
Output
rocketlane_list_invoices
Input
Output
rocketlane_get_invoice_line_items
Input
Output
rocketlane_get_invoice_payments
Input
Output
Notes
Rocketlane