Rocketlane Python API Docs | dltHub

Build a Rocketlane-to-database pipeline in Python using dlt with AI Workbench support for Claude Code, Cursor, and Codex.

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Rocketlane is a customer onboarding and project management platform that provides REST APIs to read and manage projects, tasks, templates, phases, and related entities. The REST API base URL is https://api.rocketlane.com/api/1.0 and all requests require an api-key header for authentication.

dlt is an open-source Python library that handles authentication, pagination, and schema evolution automatically. dlthub provides AI context files that enable code assistants to generate production-ready pipelines. Install with uv pip install "dlt[workspace]" and start loading Rocketlane data in under 10 minutes.


What data can I load from Rocketlane?

Here are some of the endpoints you can load from Rocketlane:

ResourceEndpointMethodData selectorDescription
projectsprojectsGETList all projects
projectprojects/{projectId}GETGet a single project by id
tasksprojects/{projectId}/tasksGETtasksList tasks in a project
templatestemplatesGETList templates
fieldsfieldsGETList all custom fields
phasesphases/{phaseId}GETGet a phase by id
search_projectsprojects/searchGETSearch projects
usersusersGETList users
companiescompaniesGETList companies

How do I authenticate with the Rocketlane API?

Rocketlane uses API keys. Include your API key in requests using the header 'api-key'. Also set 'accept: application/json' and 'content-type: application/json' for JSON requests.

1. Get your credentials

  1. Log in to your Rocketlane account.
  2. Open Settings > API (Developer console).
  3. Generate a new API Key.
  4. Copy the api-key value and store it securely; use it in the 'api-key' header for requests.

2. Add them to .dlt/secrets.toml

[sources.rocketlane_source] api_key = "your_api_key_here"

dlt reads this automatically at runtime — never hardcode tokens in your pipeline script. For production environments, see setting up credentials with dlt for environment variable and vault-based options.


How do I set up and run the pipeline?

Set up a virtual environment and install dlt:

uv venv && source .venv/bin/activate uv pip install "dlt[workspace]"

1. Install the dlt AI Workbench:

dlt ai init --agent <your-agent> # <agent>: claude | cursor | codex

This installs project rules, a secrets management skill, appropriate ignore files, and configures the dlt MCP server for your agent. Learn more →

2. Install the rest-api-pipeline toolkit:

dlt ai toolkit rest-api-pipeline install

This loads the skills and context about dlt the agent uses to build the pipeline iteratively, efficiently, and safely. The agent uses MCP tools to inspect credentials — it never needs to read your secrets.toml directly. Learn more →

3. Start LLM-assisted coding:

Use /find-source to load data from the Rocketlane API into DuckDB.

The rest-api-pipeline toolkit takes over from here — it reads relevant API documentation, presents you with options for which endpoints to load, and follows a structured workflow to scaffold, debug, and validate the pipeline step by step.

4. Run the pipeline:

python rocketlane_pipeline.py

If everything is configured correctly, you'll see output like this:

Pipeline rocketlane_pipeline load step completed in 0.26 seconds 1 load package(s) were loaded to destination duckdb and into dataset rocketlane_data The duckdb destination used duckdb:/rocketlane.duckdb location to store data Load package 1749667187.541553 is LOADED and contains no failed jobs

Inspect your pipeline and data:

dlt pipeline rocketlane_pipeline show

This opens the Pipeline Dashboard where you can verify pipeline state, load metrics, schema (tables, columns, types), and query the loaded data directly.


Python pipeline example

This example loads projects and tasks from the Rocketlane API into DuckDB. It mirrors the endpoint and data selector configuration from the table above:

import dlt from dlt.sources.rest_api import RESTAPIConfig, rest_api_resources @dlt.source def rocketlane_source(api_key=dlt.secrets.value): config: RESTAPIConfig = { "client": { "base_url": "https://api.rocketlane.com/api/1.0", "auth": { "type": "api_key", "api_key": api_key, }, }, "resources": [ {"name": "projects", "endpoint": {"path": "projects"}}, {"name": "tasks", "endpoint": {"path": "projects/{projectId}/tasks", "data_selector": "tasks"}} ], } yield from rest_api_resources(config) def get_data() -> None: pipeline = dlt.pipeline( pipeline_name="rocketlane_pipeline", destination="duckdb", dataset_name="rocketlane_data", ) load_info = pipeline.run(rocketlane_source()) print(load_info)

To add more endpoints, append entries from the resource table to the "resources" list using the same name, path, and data_selector pattern.


How do I query the loaded data?

Once the pipeline runs, dlt creates one table per resource. You can query with Python or SQL.

Python (pandas DataFrame):

import dlt data = dlt.pipeline("rocketlane_pipeline").dataset() sessions_df = data.projects.df() print(sessions_df.head())

SQL (DuckDB example):

SELECT * FROM rocketlane_data.projects LIMIT 10;

In a marimo or Jupyter notebook:

import dlt data = dlt.pipeline("rocketlane_pipeline").dataset() data.projects.df().head()

See how to explore your data in marimo Notebooks and how to query your data in Python with dataset.


What destinations can I load Rocketlane data to?

dlt supports loading into any of these destinations — only the destination parameter changes:

DestinationExample value
DuckDB (local, default)"duckdb"
PostgreSQL"postgres"
BigQuery"bigquery"
Snowflake"snowflake"
Redshift"redshift"
Databricks"databricks"
Filesystem (S3, GCS, Azure)"filesystem"

Change the destination in dlt.pipeline(destination="snowflake") and add credentials in .dlt/secrets.toml. See the full destinations list.


Troubleshooting

Authentication failures

If the api-key header is missing or invalid the API returns 401 Unauthorized or 403 Forbidden. Ensure you include header: 'api-key: <your_api_key>'.

Rate limiting

Rocketlane enforces rate limits. If you hit limits the API will return 429 Too Many Requests. Retry requests after the period indicated in response headers.

Pagination

Many list endpoints support pagination; use the recommended pagination parameters and output options from the documentation. If responses are paginated, examine the response for pagination fields and use the API's pagination query parameters to iterate pages.

Ensure that the API key is valid to avoid 401 Unauthorized errors. Also, verify endpoint paths and parameters to avoid 404 Not Found errors.


Next steps

Continue your data engineering journey with the other toolkits of the dltHub AI Workbench:

  • data-exploration — Build custom notebooks, charts, and dashboards for deeper analysis with marimo notebooks.
  • dlthub-runtime — Deploy, schedule, and monitor your pipeline in production.
dlt ai toolkit data-exploration install dlt ai toolkit dlthub-runtime install

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