Get Current Follow-ups
Tool to retrieve upcoming follow-ups assigned to the authenticated user. Use after authentication to view scheduled tasks.
Magnetic
14 tools available
Magnetic is an all-in-one platform designed to help professional services firms manage projects, resources, and finances efficiently.
project managementcrm
Tools & actions 14
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.
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