# Magnetic AI integration on Definable

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

## What this connects

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

Vendor: https://www.magnetic.app/

## Tools available

**14** tools available. First 12:

- `MAGNETIC_CLIENTS_GET_CURRENT_FOLLOWUPS` — Get Current Follow-ups — Tool to retrieve upcoming follow-ups assigned to the authenticated user. Use after authentication to view scheduled tasks.
- `MAGNETIC_CLIENTS_SEARCH_CONTACTS` — 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.
- `MAGNETIC_CREATE_GROUPING` — 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.
- `MAGNETIC_CREATE_TASK` — 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.
- `MAGNETIC_GET_CONTACT_TAGS` — Get Contact Tags — Tool to get all tags associated with a contact. Use after confirming the contactId to list contact tags.
- `MAGNETIC_GET_GROUPING_BY_ID` — 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.
- `MAGNETIC_GET_GROUPING_STATUSES` — 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.
- `MAGNETIC_GET_GROUPING_TAGS` — Get Grouping Tags — Tool to retrieve tags associated with any groupings owned by the company. Use after authentication when grouping tags are needed.
- `MAGNETIC_GET_OPPORTUNITY_STATUSES` — Get Magnetic Opportunity Statuses — Tool to retrieve opportunity statuses. Use when you need current status options for unsigned groupings (opportunities).
- `MAGNETIC_GET_TASK` — Get Magnetic Task — Tool to retrieve a task by its ID. Use after confirming you have the taskId.
- `MAGNETIC_GET_USER_BY_ID` — 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.
- `MAGNETIC_GET_USERS` — 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.

## Auth

Auth schemes: `API_KEY`.

## How agents use Magnetic

Inside a Definable workflow, Magnetic is one of the tools the **Distributor specialist** can call. Example coordination patterns:

- **Researcher → Magnetic** — the Researcher (GPT-5.5) pulls context from Magnetic (records, threads, documents), synthesises findings, and briefs the rest of the team.
- **Writer → Distributor → Magnetic** — the Writer (Claude Opus 4.7) drafts copy in brand voice, the Verifier passes it, then the Distributor writes the result into Magnetic (create record, post message, draft email).
- **Designer / Engineer → Distributor → Magnetic** — the Designer ships an asset or the Engineer ships a code change, the Distributor delivers it via Magnetic (attach file, open PR comment, post status).

The Verifier checks every Magnetic call. On rate limit, schema drift, or auth refresh it self-heals and retries — the workflow completes without manual intervention.

## Categories

- project management — https://definable.ai/apps/category/project-management/
- crm — https://definable.ai/apps/category/crm/

## Related

- HTML page: https://definable.ai/apps/magnetic/
- Same category (project management): https://definable.ai/apps/category/project-management/
- All integrations: https://definable.ai/apps/
- Workflow (multi-agent loop): https://definable.ai/workflow/
- Apps llms.txt index: https://definable.ai/llms-apps.txt