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Magneticproject management
14 available actions
What your AI agent can do in Magnetic
Magnetic is an all-in-one platform designed to help professional services firms manage projects, resources, and finances efficiently. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 14 actions.
Common starting points
- Get Contact TagsTool to get all tags associated with a contact.
- Get Magnetic TaskTool to retrieve a task by its ID.
- Create Magnetic TaskTool to create a new task in Magnetic HQ.
- Create Magnetic GroupingTool to create a new opportunity or job (grouping) in Magnetic HQ.
Browse all 14 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 12 actions
- Get Current Follow-upsTool to retrieve upcoming follow-ups assigned to the authenticated user.
- Search Client ContactsTool to search contacts by field or client ID.
- Get Contact TagsTool to get all tags associated with a contact.
- Get Magnetic Grouping by IDTool to retrieve details for a specific grouping (opportunity/job) by its ID.
- Get Grouping StatusesTool to retrieve the list of statuses for signed groupings.
- Get Grouping TagsTool to retrieve tags associated with any groupings owned by the company.
- Get Magnetic Opportunity StatusesTool to retrieve opportunity statuses.
- Get Magnetic TaskTool to retrieve a task by its ID.
- Get User by IDTool to retrieve details for a specific Magnetic user by their ID.
- Get UsersTool to retrieve the list of all users in the authenticated user's company.
- List CompaniesTool to retrieve all companies from the Magnetic HQ account.
- Get Grouping Custom Field DefinitionsTool to retrieve all custom field definitions for groupings.
Create & communicateCreate records or send supported messagesView 2 actions
- Create Magnetic GroupingTool to create a new opportunity or job (grouping) in Magnetic HQ.
- Create Magnetic TaskTool to create a new task in Magnetic HQ.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Magnetic
How does the agent connect to Magnetic?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Magnetic?
The page above lists the 14 actions currently available through the Magnetic connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Magnetic included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Magnetic is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Magnetic to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.