How to integrate Rocketlane MCP with LlamaIndex

This guide walks you through connecting Rocketlane to LlamaIndex using the Composio tool router. By the end, you'll have a working Rocketlane agent that can create a new onboarding project for acme corp, log two hours to client implementation task, archive completed projects from last quarter through natural language commands. This guide will help you understand how to give your LlamaIndex agent real control over a Rocketlane account through Composio's Rocketlane MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved.

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Rocketlane

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Rocketlane is a collaborative customer onboarding and implementation platform for professional services teams. It streamlines project tracking, communication, and task management to accelerate client onboarding.

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Introduction

This guide will help you understand how to give your LlamaIndex agent real control over a Rocketlane account through Composio's Rocketlane MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

Also integrate Rocketlane with

OpenAI Agents SDK Claude Agent SDK Claude Code Claude Cowork Codex OpenClaw Hermes CLI Google ADK LangChain Vercel AI SDK Mastra AI CrewAI

TL;DR

Here's what you'll learn:

Set your OpenAI and Composio API keys
Install LlamaIndex and Composio packages
Create a Composio Tool Router session for Rocketlane
Connect LlamaIndex to the Rocketlane MCP server
Build a Rocketlane-powered agent using LlamaIndex
Interact with Rocketlane through natural language

What is LlamaIndex?

LlamaIndex is a data framework for building LLM applications. It provides tools for connecting LLMs to external data sources and services through agents and tools.

Key features include:

ReAct Agent: Reasoning and acting pattern for tool-using agents
MCP Tools: Native support for Model Context Protocol
Context Management: Maintain conversation context across interactions
Async Support: Built for async/await patterns

What is the Rocketlane MCP server, and what's possible with it?

The Rocketlane MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Rocketlane account. It provides structured and secure access to your onboarding projects, tasks, and customer data, so your agent can perform actions like creating tasks, managing companies, tracking time entries, and handling project organization on your behalf.

Project and company management: Easily direct your agent to create new projects or companies, retrieve detailed company info, and keep your workspace organized.
Task creation and deletion: Have your agent add new tasks to any project or swiftly delete outdated tasks using their unique identifiers.
Time entry tracking: Log time spent on tasks or projects, review details, or delete time entries for accurate billing and reporting.
Custom field insights: Retrieve all available custom fields or fetch specific field details to tailor onboarding workflows to your needs.
Project archiving and cleanup: Archive completed projects for future reference or permanently delete projects when they're no longer needed, keeping your workspace tidy.

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

Composio's Composio SDK helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Composio SDK

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Step by step10 STEPS

Prerequisites

Before you begin, make sure you have:

Python 3.8/Node 16 or higher installed
A Composio account with the API key
An OpenAI API key
A Rocketlane account and project
Basic familiarity with async Python/Typescript

Getting API Keys for OpenAI, Composio, and Rocketlane

OpenAI API key (OPENAI_API_KEY)

Go to the OpenAI dashboard
Create an API key if you don't have one
Assign it to OPENAI_API_KEY in .env

Composio API key and user ID

Log into the Composio dashboard
Copy your API key from Settings
- Use this as COMPOSIO_API_KEY
Pick a stable user identifier (email or ID)
- Use this as COMPOSIO_USER_ID

Installing dependencies

npm install @composio/llamaindex @llamaindex/openai @llamaindex/tools @llamaindex/workflow dotenv

Create a new Typescript project and install the necessary dependencies:

@composio/llamaindex: Composio's LlamaIndex integration
@llamaindex/openai: OpenAI LLM integration
@llamaindex/tools: MCP client for LlamaIndex
@llamaindex/workflow: Workflow framework for LlamaIndex
dotenv: Environment variable management

Set environment variables

bash

OPENAI_API_KEY=your-openai-api-key
COMPOSIO_API_KEY=your-composio-api-key
COMPOSIO_USER_ID=your-user-id

Create a .env file in your project root:

These credentials will be used to:

Authenticate with OpenAI's GPT-5 model
Connect to Composio's Tool Router
Identify your Composio user session for Rocketlane access

Import modules

import "dotenv/config";
import readline from "node:readline/promises";
import { stdin as input, stdout as output } from "node:process";

import { Composio } from "@composio/core";

import { mcp } from "@llamaindex/tools";
import { agent as createAgent } from "@llamaindex/workflow";
import { openai } from "@llamaindex/openai";

dotenv.config();

Create a new file called rocketlane_llamaindex_agent.ts and import the required modules:

Key imports:

dotenv.config loads .env at runtime
readline gives us a simple CLI chat loop
Composio is the main Composio SDK client
mcp connects to an MCP endpoint
createAgent builds a LlamaIndex agent
openai configures the LLM backend

Load environment variables and initialize Composio

const OPENAI_API_KEY = process.env.OPENAI_API_KEY;
const COMPOSIO_API_KEY = process.env.COMPOSIO_API_KEY;
const COMPOSIO_USER_ID = process.env.COMPOSIO_USER_ID;

if (!OPENAI_API_KEY) throw new Error("OPENAI_API_KEY is not set");
if (!COMPOSIO_API_KEY) throw new Error("COMPOSIO_API_KEY is not set");
if (!COMPOSIO_USER_ID) throw new Error("COMPOSIO_USER_ID is not set");

What's happening:

This ensures missing credentials cause early, clear errors before the agent attempts to initialise.

Create a Tool Router session and build the agent function

async function buildAgent() {

  console.log(`Initializing Composio client...${COMPOSIO_USER_ID!}...`);
  console.log(`COMPOSIO_USER_ID: ${COMPOSIO_USER_ID!}...`);

  const composio = new Composio({
    apiKey: COMPOSIO_API_KEY,
    provider: new LlamaindexProvider(),
  });

  const session = await composio.create(
    COMPOSIO_USER_ID!,
    {
      toolkits: ["rocketlane"],
    },
  );

  const mcpUrl = session.mcp.url;
  console.log(`Composio Tool Router MCP URL: ${mcpUrl}`);

  const server = mcp({
    url: mcpUrl,
    clientName: "composio_tool_router_with_llamaindex",
    requestInit: {
      headers: {
        "x-api-key": COMPOSIO_API_KEY!,
      },
    },
    // verbose: true,
  });

  const tools = await server.tools();

  const llm = openai({ apiKey: OPENAI_API_KEY, model: "gpt-5" });

  const agent = createAgent({
    name: "composio_tool_router_with_llamaindex",
        description : "An agent that uses Composio Tool Router MCP tools to perform actions.",
    systemPrompt:
      "You are a helpful assistant connected to Composio Tool Router."+
"Use the available tools to answer user queries and perform Rocketlane actions." ,
    llm,
    tools,
  });

  return agent;
}

What's happening here:

We create a Composio client using your API key and configure it with the LlamaIndex provider
We then create a tool router MCP session for your user, specifying the toolkits we want to use (in this case, rocketlane)
The session returns an MCP HTTP endpoint URL that acts as a gateway to all your configured tools
LlamaIndex will connect to this endpoint to dynamically discover and use the available Rocketlane tools.
The MCP tools are mapped to LlamaIndex-compatible tools and plug them into the Agent.

Create an interactive chat loop

async function chatLoop(agent: ReturnType<typeof createAgent>) {
  const rl = readline.createInterface({ input, output });

  console.log("Type 'quit' or 'exit' to stop.");

  while (true) {
    let userInput: string;

    try {
      userInput = (await rl.question("\nYou: ")).trim();
    } catch {
      console.log("\nAgent: Bye!");
      break;
    }

    if (!userInput) {
      continue;
    }

    const lower = userInput.toLowerCase();
    if (lower === "quit" || lower === "exit") {
      console.log("Agent: Bye!");
      break;
    }

    try {
      process.stdout.write("Agent: ");

      const stream = agent.runStream(userInput);
      let finalResult: any = null;

      for await (const event of stream) {
        // The event.data contains the streamed content
        const data: any = event.data;

        // Check for streaming delta content
        if (data?.delta) {
          process.stdout.write(data.delta);
        }

        // Store final result for fallback
        if (data?.result || data?.message) {
          finalResult = data;
        }
      }

      // If no streaming happened, show the final result
      if (finalResult) {
        const answer =
          finalResult.result ??
          finalResult.message?.content ??
          finalResult.message ??
          "";
        if (answer && typeof answer === "string" && !answer.includes("[object")) {
          process.stdout.write(answer);
        }
      }

      console.log(); // New line after streaming completes
    } catch (err: any) {
      console.error("\nAgent error:", err?.message ?? err);
    }
  }

  rl.close();
}

What's happening:

We're creating a direct terminal interface to chat with Rocketlane
The LLM's responses are streamed to the CLI for faster interaction.
The agent uses context to maintain conversation history
The agent processes the request, selects appropriate Rocketlane tools, and returns a result
We extract the answer from the result data structure and display it to the user
You can type 'quit' or 'exit' to stop the chat loop gracefully
Agent responses and any errors are streamed in a clear, readable format

Define the main entry point

async function main() {
  try {
    const agent = await buildAgent();
    await chatLoop(agent);
  } catch (err) {
    console.error("Failed to start agent:", err);
    process.exit(1);
  }
}

main();

What's happening here:

We're orchestrating the entire application flow
The agent gets built with proper error handling
Then we kick off the interactive chat loop so you can start talking to Rocketlane

Run the agent

npx ts-node llamaindex-agent.ts

When prompted, authenticate and authorise your agent with Rocketlane, then start asking questions.

Complete Code

Here's the complete code to get you started with Rocketlane and LlamaIndex:

import "dotenv/config";
import readline from "node:readline/promises";
import { stdin as input, stdout as output } from "node:process";

import { Composio } from "@composio/core";
import { LlamaindexProvider } from "@composio/llamaindex";

import { mcp } from "@llamaindex/tools";
import { agent as createAgent } from "@llamaindex/workflow";
import { openai } from "@llamaindex/openai";

dotenv.config();

const OPENAI_API_KEY = process.env.OPENAI_API_KEY;
const COMPOSIO_API_KEY = process.env.COMPOSIO_API_KEY;
const COMPOSIO_USER_ID = process.env.COMPOSIO_USER_ID;

if (!OPENAI_API_KEY) {
    throw new Error("OPENAI_API_KEY is not set in the environment");
  }
if (!COMPOSIO_API_KEY) {
    throw new Error("COMPOSIO_API_KEY is not set in the environment");
  }
if (!COMPOSIO_USER_ID) {
    throw new Error("COMPOSIO_USER_ID is not set in the environment");
  }

async function buildAgent() {

  console.log(`Initializing Composio client...${COMPOSIO_USER_ID!}...`);
  console.log(`COMPOSIO_USER_ID: ${COMPOSIO_USER_ID!}...`);

  const composio = new Composio({
    apiKey: COMPOSIO_API_KEY,
    provider: new LlamaindexProvider(),
  });

  const session = await composio.create(
    COMPOSIO_USER_ID!,
    {
      toolkits: ["rocketlane"],
    },
  );

  const mcpUrl = session.mcp.url;
  console.log(`Composio Tool Router MCP URL: ${mcpUrl}`);

  const server = mcp({
    url: mcpUrl,
    clientName: "composio_tool_router_with_llamaindex",
    requestInit: {
      headers: {
        "x-api-key": COMPOSIO_API_KEY!,
      },
    },
    // verbose: true,
  });

  const tools = await server.tools();

  const llm = openai({ apiKey: OPENAI_API_KEY, model: "gpt-5" });

  const agent = createAgent({
    name: "composio_tool_router_with_llamaindex",
    description:
      "An agent that uses Composio Tool Router MCP tools to perform actions.",
    systemPrompt:
      "You are a helpful assistant connected to Composio Tool Router."+
"Use the available tools to answer user queries and perform Rocketlane actions." ,
    llm,
    tools,
  });

  return agent;
}

async function chatLoop(agent: ReturnType<typeof createAgent>) {
  const rl = readline.createInterface({ input, output });

  console.log("Type 'quit' or 'exit' to stop.");

  while (true) {
    let userInput: string;

    try {
      userInput = (await rl.question("\nYou: ")).trim();
    } catch {
      console.log("\nAgent: Bye!");
      break;
    }

    if (!userInput) {
      continue;
    }

    const lower = userInput.toLowerCase();
    if (lower === "quit" || lower === "exit") {
      console.log("Agent: Bye!");
      break;
    }

    try {
      process.stdout.write("Agent: ");

      const stream = agent.runStream(userInput);
      let finalResult: any = null;

      for await (const event of stream) {
        // The event.data contains the streamed content
        const data: any = event.data;

        // Check for streaming delta content
        if (data?.delta) {
          process.stdout.write(data.delta);
        }

        // Store final result for fallback
        if (data?.result || data?.message) {
          finalResult = data;
        }
      }

      // If no streaming happened, show the final result
      if (finalResult) {
        const answer =
          finalResult.result ??
          finalResult.message?.content ??
          finalResult.message ??
          "";
        if (answer && typeof answer === "string" && !answer.includes("[object")) {
          process.stdout.write(answer);
        }
      }

      console.log(); // New line after streaming completes
    } catch (err: any) {
      console.error("\nAgent error:", err?.message ?? err);
    }
  }

  rl.close();
}

async function main() {
  try {
    const agent = await buildAgent();
    await chatLoop(agent);
  } catch (err: any) {
    console.error("Failed to start agent:", err?.message ?? err);
    process.exit(1);
  }
}

main();

Conclusion

You've successfully connected Rocketlane to LlamaIndex through Composio's Tool Router MCP layer. Key takeaways:

Tool Router dynamically exposes Rocketlane tools through an MCP endpoint
LlamaIndex's ReActAgent handles reasoning and orchestration; Composio handles integrations
The agent becomes more capable without increasing prompt size
Async Python provides clean, efficient execution of agent workflows

You can easily extend this to other toolkits like Gmail, Notion, Stripe, GitHub, and more by adding them to the toolkits parameter.

TOOLS

Supported Tools

Every Rocketlane action and event your agent gets out of the box.

Add Assignee To Task

Add assignees to a task by task ID.

Add Field Option

Tool to add a new option to a SINGLE_CHOICE or MULTIPLE_CHOICE field.

Add Followers To Task

Tool to add followers to a task by Id.

Add Members to Project

Tool to add team members to a project using the projectId.

Add Members to Conversation

Add members to a conversation in Rocketlane.

Archive Project by ID

Archives a specific project based on its unique identifier.

Create Comment

Tool to create a comment in Rocketlane.

Create Company

Creates a new company (account) in Rocketlane.

Create Conversation

Creates a new conversation in Rocketlane.

Create Field

Tool to create a custom field in Rocketlane.

Create Phase

Tool to create a new phase in a Rocketlane project.

Create Project

Tool to create a new project in Rocketlane.

Create Space

Creates a new space for a given project in Rocketlane.

Create Space Document

Tool to create a new space document in Rocketlane.

Create Task

Creates a new task.

Create Time Entry

Tool to create a new time entry in Rocketlane.

Delete Comment By ID

Tool to delete a comment by its ID.

Delete Conversation

Tool to delete a conversation by its unique identifier.

Delete Field

Tool to permanently delete a custom field using its unique identifier.

Delete Phase

Permanently delete a phase from the project using its unique identifier (phaseId).

Delete Project

This tool allows users to permanently delete a project in Rocketlane.

Delete Space

Tool to permanently delete a space from a project by its ID.

Delete Space Document

Tool to permanently delete a space document by its ID.

Delete Task By ID

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

Delete Time Entry by ID

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

Get All Conversations

Tool to retrieve all conversations in Rocketlane.

Get All Fields

Retrieve all custom fields available in the system.

Get All Resource Allocations

Tool to retrieve all resource allocations from Rocketlane.

Get All Spaces

Tool to retrieve all spaces for a specific project in Rocketlane.

Get All Tasks

Tool to retrieve all tasks from Rocketlane with advanced filtering options.

Get All Time-Offs

Tool to retrieve all time-offs from Rocketlane with advanced filtering options.

Get Comments

Tool to retrieve all comments from Rocketlane.

Get Company

This tool retrieves detailed information about a specific company/account in Rocketlane by its ID.

Get Conversation

Tool to retrieve detailed information about a conversation by its ID.

Get Field By ID

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

Get Phase by ID

Tool to retrieve extensive information about a specific phase by its unique identifier.

Get Project by ID

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

Get Space by ID

Tool to retrieve detailed information about a specific space using its unique identifier.

Get Task By Id

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

Get Template By ID

Retrieve detailed information about a specific template using its unique identifier (templateId).

Get Time Entries

Tool to retrieve all time entries from Rocketlane.

Get Time Entry By ID

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

Get Time Entry Categories

Tool to retrieve time entry categories from Rocketlane.

Get User By ID

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

List Companies

This tool retrieves a list of all companies/accounts in Rocketlane.

List Currencies

Returns a predefined list of commonly used currencies since Rocketlane API doesn't provide a dedicated currencies endpoint.

List Project Phases

This tool retrieves a list of project phases from Rocketlane.

List Projects

This tool retrieves a list of all projects in the Rocketlane instance.

List Templates

This tool retrieves a list of all available templates in Rocketlane.

List Users

This tool retrieves all users in the Rocketlane instance.

Move Task To Given Phase

Tool to move a task to a different phase by task ID and phase ID.

Remove Assignees From Task

Tool to remove assignees from a task by its unique identifier.

Remove Dependencies From Task

Tool to remove dependencies from a task by ID.

Remove Followers From Task

Tool to remove followers from a task by task ID.

Remove Members from Conversation

Remove members from a conversation in Rocketlane.

Retrieve Subscription Details

Retrieves detailed information about the current subscription.

Search Invoices

Tool to retrieve all invoices from Rocketlane.

Search Time Entries

Tool to search time entries with filters in Rocketlane.

Search User By Email

Search User By Email Id.

Update Company

This tool updates an existing company/account in Rocketlane.

Update Conversation

Tool to update an existing conversation in Rocketlane by its ID.

Update Field

Tool to update field information by ID.

Update Field Option

Tool to update an existing option's label and color in a SINGLE_CHOICE or MULTIPLE_CHOICE field.

Update Phase

Tool to update phase information by phase ID.

Update Project By Id

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

Update Space

Tool to update space details by its unique identifier.

Update Space Document

Tool to update a space document's properties by its unique identifier in Rocketlane.

Update Task by ID

Tool to update task details by ID.

Update Time Entry by ID

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

FRAMEWORKS

How to build Rocketlane MCP Agent with another framework

OpenAI Agents SDK

Use Rocketlane MCP with OpenAI Agents SDK

Claude Agent SDK

Use Rocketlane MCP with Claude Agent SDK

Claude Code

Use Rocketlane MCP with Claude Code

Claude Cowork

Use Rocketlane MCP with Claude Cowork

Codex

Use Rocketlane MCP with Codex

OpenClaw

Use Rocketlane MCP with OpenClaw

Hermes

Use Rocketlane MCP with Hermes

CLI

Use Rocketlane MCP with CLI

Google ADK

Use Rocketlane MCP with Google ADK

LangChain

Use Rocketlane MCP with LangChain

Vercel AI SDK

Use Rocketlane MCP with Vercel AI SDK

Mastra AI

Use Rocketlane MCP with Mastra AI

CrewAI

Use Rocketlane MCP with CrewAI

MORE TOOLKITS

Explore Other Toolkits

Toolkit marketplace

Google Sheets

Oauth2

Google Sheets is a cloud-based spreadsheet tool for real-time collaboration and data analysis. It lets teams work together from anywhere, updating information instantly.

Notion

Oauth2Api Key

Notion is a collaborative workspace for notes, docs, wikis, and tasks. It streamlines team knowledge, project tracking, and workflow customization in one place.

Airtable

Oauth2Api Key

Airtable combines the flexibility of spreadsheets with the power of a database for easy project and data management. Teams use Airtable to organize, track, and collaborate with custom views and automations.

Asana

Oauth2

Asana is a collaborative work management platform for teams to organize and track projects. It streamlines teamwork, boosts productivity, and keeps everyone aligned on goals.

FAQ

Frequently asked questions

With a standalone Rocketlane MCP server, the agents and LLMs can only access a fixed set of Rocketlane tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Rocketlane and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. LlamaIndex fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Rocketlane tools.

Yes, absolutely. You can configure which Rocketlane scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Rocketlane data and credentials are handled as safely as possible.

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A lot of students tell us that the moment their connected tools start talking to each other inside Opennote feels almost magical. The agent just knows them, and it's immensely helped keep new users on the platform.

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Co-founder, Opennote

We chose Composio over Pipedream because it delivered depth where it mattered — niche tools and tricky edge cases other platforms simply ignored. That gave us confidence to scale without compromising.

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CEO, Zams

As a solo builder, shipping fast is life or death. The only way I can outcompete incumbents is by outmanoeuvring them. Getting bogged down managing agent auth would have been a death sentence.

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Founder, Extra Thursday

Before Composio, adding tool integrations was slow and resource-intensive. Each one could take weeks of engineering time, and maintaining them meant constantly keeping up with API changes.

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Founder & CEO, SwarmZero

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Co-Founder, Ingram Technologies