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.
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Integrate Magnetic
with your AI workspace
Magnetic is an all-in-one platform designed to help professional services firms manage projects, resources, and finances efficiently.
Explore Triggers and Actions
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.
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Get Contact Tags
Tool to get all tags associated with a contact. Use after confirming the contactId to list contact tags.
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Get Current Follow-ups
Tool to retrieve upcoming follow-ups assigned to the authenticated user. Use after authentication to view scheduled tasks.
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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.
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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.
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Get Grouping Tags
Tool to retrieve tags associated with any groupings owned by the company. Use after authentication when grouping tags are needed.
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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.
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Get Magnetic Opportunity Statuses
Tool to retrieve opportunity statuses. Use when you need current status options for unsigned groupings (opportunities).
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Get Magnetic Task
Tool to retrieve a task by its ID. Use after confirming you have the taskId.
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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.
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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.
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List Companies
Tool to retrieve all companies from the Magnetic HQ account. Use after authentication to view all client companies.
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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.
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