Connect Magnetic to your AI agent

Productivity 14 actions available

Magnetic is an all-in-one platform designed to help professional services firms manage projects, resources, and finances efficiently.

We set up the connection using your own Magnetic account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Magnetic

Each one is a real action the agent can take on its own, the same things a person clicking around Magnetic could do. Read-only by default; write actions are confirmed against your policy.

  • Get current follow ups Tool to retrieve upcoming follow-ups assigned to the authenticated user. Use after authentication to view scheduled tasks.
  • Search Client Contacts Tool to search contacts by field or client ID. Use when you need to retrieve client contacts matching given criteria after authentication.
  • Create Magnetic Grouping Tool to create a new opportunity or job (grouping) in Magnetic HQ. Use when you need to organize tasks and track project progress for a new opportunity or job.
  • Create Magnetic Task Tool to create a new task in Magnetic HQ. Use when you need to add tasks to the system, optionally assigning them to users or linking to opportunities.
  • Get Contact Tags Tool to get all tags associated with a contact. Use after confirming the contactId to list contact tags.
  • Get Magnetic Grouping by ID Tool to retrieve details for a specific grouping (opportunity/job) by its ID. Use when you need detailed information about a specific grouping.
  • Get Grouping Statuses Tool to retrieve the list of statuses for signed groupings. Use after authentication when you need available grouping status options for tasks or jobs.
  • Get Grouping Tags Tool to retrieve tags associated with any groupings owned by the company. Use after authentication when grouping tags are needed.
  • Get Magnetic Opportunity Statuses Tool to retrieve opportunity statuses. Use when you need current status options for unsigned groupings (opportunities).
  • Get Magnetic Task Tool to retrieve a task by its ID. Use after confirming you have the taskId.
  • Get User by ID Tool to retrieve details for a specific Magnetic user by their ID. Use when you need to fetch a user's profile information.
  • Get Users Tool to retrieve the list of all users in the authenticated user's company. Use after authentication to audit or manage user accounts.
  • List Companies Tool to retrieve all companies from the Magnetic HQ account. Use after authentication to view all client companies.
  • Get Grouping Custom Field Definitions Tool to retrieve all custom field definitions for groupings. Use after authentication when you need to fetch available grouping custom field definitions for tasks.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Magnetic, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Magnetic questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Magnetic's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Magnetic to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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