How to integrate Rocketlane MCP with Pydantic AI

This guide walks you through connecting Rocketlane to Pydantic AI 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 Pydantic AI 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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Api Key

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.

69 Tools

Introduction

This guide walks you through connecting Rocketlane to Pydantic AI 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 Pydantic AI 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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TL;DR

Here's what you'll learn:
  • How to set up your Composio API key and User ID
  • How to create a Composio Tool Router session for Rocketlane
  • How to attach an MCP Server to a Pydantic AI agent
  • How to stream responses and maintain chat history
  • How to build a simple REPL-style chat interface to test your Rocketlane workflows

What is Pydantic AI?

Pydantic AI is a Python framework for building AI agents with strong typing and validation. It leverages Pydantic's data validation capabilities to create robust, type-safe AI applications.

Key features include:

  • Type Safety: Built on Pydantic for automatic data validation
  • MCP Support: Native support for Model Context Protocol servers
  • Streaming: Built-in support for streaming responses
  • Async First: Designed 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:

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

Step-by-step Guide

Step by step09 STEPS
1

Prerequisites

Before starting, make sure you have:
  • Python 3.9 or higher
  • A Composio account with an active API key
  • Basic familiarity with Python and async programming
2

Getting API Keys for OpenAI and Composio

OpenAI API Key
  • Go to the OpenAI dashboard and create an API key. You'll need credits to use the models, or you can connect to another model provider.
  • Keep the API key safe.
Composio API Key
  • Log in to the Composio dashboard.
  • Navigate to your API settings and generate a new API key.
  • Store this key securely as you'll need it for authentication.
3

Install dependencies

bash
pip install composio pydantic-ai python-dotenv

Install the required libraries.

What's happening:

  • composio connects your agent to external SaaS tools like Rocketlane
  • pydantic-ai lets you create structured AI agents with tool support
  • python-dotenv loads your environment variables securely from a .env file
4

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here
OPENAI_API_KEY=your_openai_api_key

Create a .env file in your project root.

What's happening:

  • COMPOSIO_API_KEY authenticates your agent to Composio's API
  • USER_ID associates your session with your account for secure tool access
  • OPENAI_API_KEY to access OpenAI LLMs
5

Import dependencies

python
import asyncio
import os
from dotenv import load_dotenv
from composio import Composio
from pydantic_ai import Agent
from pydantic_ai.mcp import MCPServerStreamableHTTP

load_dotenv()
What's happening:
  • We load environment variables and import required modules
  • Composio manages connections to Rocketlane
  • MCPServerStreamableHTTP connects to the Rocketlane MCP server endpoint
  • Agent from Pydantic AI lets you define and run the AI assistant
6

Create a Tool Router Session

python
async def main():
    api_key = os.getenv("COMPOSIO_API_KEY")
    user_id = os.getenv("USER_ID")
    if not api_key or not user_id:
        raise RuntimeError("Set COMPOSIO_API_KEY and USER_ID in your environment")

    # Create a Composio Tool Router session for Rocketlane
    composio = Composio(api_key=api_key)
    session = composio.create(
        user_id=user_id,
        toolkits=["rocketlane"],
    )
    url = session.mcp.url
    if not url:
        raise ValueError("Composio session did not return an MCP URL")
What's happening:
  • We're creating a Tool Router session that gives your agent access to Rocketlane tools
  • The create method takes the user ID and specifies which toolkits should be available
  • The returned session.mcp.url is the MCP server URL that your agent will use
7

Initialize the Pydantic AI Agent

python
# Attach the MCP server to a Pydantic AI Agent
rocketlane_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY})
agent = Agent(
    "openai:gpt-5",
    toolsets=[rocketlane_mcp],
    instructions=(
        "You are a Rocketlane assistant. Use Rocketlane tools to help users "
        "with their requests. Ask clarifying questions when needed."
    ),
)
What's happening:
  • The MCP client connects to the Rocketlane endpoint
  • The agent uses GPT-5 to interpret user commands and perform Rocketlane operations
  • The instructions field defines the agent's role and behavior
8

Build the chat interface

python
# Simple REPL with message history
history = []
print("Chat started! Type 'exit' or 'quit' to end.\n")
print("Try asking the agent to help you with Rocketlane.\n")

while True:
    user_input = input("You: ").strip()
    if user_input.lower() in {"exit", "quit", "bye"}:
        print("\nGoodbye!")
        break
    if not user_input:
        continue

    print("\nAgent is thinking...\n", flush=True)

    async with agent.run_stream(user_input, message_history=history) as stream_result:
        collected_text = ""
        async for chunk in stream_result.stream_output():
            text_piece = None
            if isinstance(chunk, str):
                text_piece = chunk
            elif hasattr(chunk, "delta") and isinstance(chunk.delta, str):
                text_piece = chunk.delta
            elif hasattr(chunk, "text"):
                text_piece = chunk.text
            if text_piece:
                collected_text += text_piece
        result = stream_result

    print(f"Agent: {collected_text}\n")
    history = result.all_messages()
What's happening:
  • The agent reads input from the terminal and streams its response
  • Rocketlane API calls happen automatically under the hood
  • The model keeps conversation history to maintain context across turns
9

Run the application

python
if __name__ == "__main__":
    asyncio.run(main())
What's happening:
  • The asyncio loop launches the agent and keeps it running until you exit

Complete Code

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

python
import asyncio
import os
from dotenv import load_dotenv
from composio import Composio
from pydantic_ai import Agent
from pydantic_ai.mcp import MCPServerStreamableHTTP

load_dotenv()

async def main():
    api_key = os.getenv("COMPOSIO_API_KEY")
    user_id = os.getenv("USER_ID")
    if not api_key or not user_id:
        raise RuntimeError("Set COMPOSIO_API_KEY and USER_ID in your environment")

    # Create a Composio Tool Router session for Rocketlane
    composio = Composio(api_key=api_key)
    session = composio.create(
        user_id=user_id,
        toolkits=["rocketlane"],
    )
    url = session.mcp.url
    if not url:
        raise ValueError("Composio session did not return an MCP URL")

    # Attach the MCP server to a Pydantic AI Agent
    rocketlane_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY})
    agent = Agent(
        "openai:gpt-5",
        toolsets=[rocketlane_mcp],
        instructions=(
            "You are a Rocketlane assistant. Use Rocketlane tools to help users "
            "with their requests. Ask clarifying questions when needed."
        ),
    )

    # Simple REPL with message history
    history = []
    print("Chat started! Type 'exit' or 'quit' to end.\n")
    print("Try asking the agent to help you with Rocketlane.\n")

    while True:
        user_input = input("You: ").strip()
        if user_input.lower() in {"exit", "quit", "bye"}:
            print("\nGoodbye!")
            break
        if not user_input:
            continue

        print("\nAgent is thinking...\n", flush=True)

        async with agent.run_stream(user_input, message_history=history) as stream_result:
            collected_text = ""
            async for chunk in stream_result.stream_output():
                text_piece = None
                if isinstance(chunk, str):
                    text_piece = chunk
                elif hasattr(chunk, "delta") and isinstance(chunk.delta, str):
                    text_piece = chunk.delta
                elif hasattr(chunk, "text"):
                    text_piece = chunk.text
                if text_piece:
                    collected_text += text_piece
            result = stream_result

        print(f"Agent: {collected_text}\n")
        history = result.all_messages()

if __name__ == "__main__":
    asyncio.run(main())

Conclusion

You've built a Pydantic AI agent that can interact with Rocketlane through Composio's Tool Router. With this setup, your agent can perform real Rocketlane actions through natural language. You can extend this further by:
  • Adding other toolkits like Gmail, HubSpot, or Salesforce
  • Building a web-based chat interface around this agent
  • Using multiple MCP endpoints to enable cross-app workflows (for example, Gmail + Rocketlane for workflow automation)
This architecture makes your AI agent "agent-native", able to securely use APIs in a unified, composable way without custom integrations.
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).

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. Pydantic AI 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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