Magnetic

project management 14 tools available

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

Connect Magnetic Visit Magnetic

About this integration

Connect Magnetic to Definable to turn discussions into tasks, roll up daily progress, reprioritise the roadmap on impact. Personas call Magnetic's 14 tools directly from chat or scheduled flows. Pair with a delivery persona — the agent keeps the tracker in lock-step with what the team is actually doing.

Connect Magnetic to Definable and it becomes a set of typed tools your agents plan with — triggered by events, run on schedules, or invoked mid-conversation. Every write is checked by the verifier before it lands.

Auth OAuth2 · 2 clicks

Tools 14 exposed

Plans All, incl. Free

Data Never trained on

Magnetic · in workflows

What teams actually run.

Three patterns teams run with Magnetic on day one. Each one is a plain-English prompt — no canvas, no glue code — and you can remix them into anything.

Slack → tasks

│ Listen for action-item phrasing

│ Agent creates a structured task

└ Assigns and dates it automatically

Daily standup digest

│ Pull yesterday's task changes

│ Summarise per assignee

└ Post to the team channel

Roadmap re-prio

│ Read open issues + recent customer feedback

│ Persona scores by impact

└ Suggests new ordering for review

14 tools available

The Magnetic toolbox.

Every Magnetic capability your agents can call, each with a typed schema the planner reads. The router picks the right tool per step; the verifier checks the result.

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.

See it run

One prompt, start to finish.

A real prompt, the Magnetic tools it calls, and what comes back. This is the whole interface — describe the outcome, agents handle the rest.

❯

Run a real Magnetic task end-to-end — plan it, execute across the API, and hand back a verified result.

magnetic.get_current_follow_ups Tool to retrieve upcoming follow-ups assigned to the authenticated user. Use after authent

magnetic.search_client_contacts Tool to search contacts by field or client ID. Use when you need to retrieve client contac

magnetic.create_magnetic_grouping Tool to create a new opportunity or job (grouping) in Magnetic HQ. Use when you need to or · verified

done

Done. Magnetic responded across 3 calls, the verifier signed off, and the result is logged with every payload.

FAQ · Magnetic

Questions, answered.

What teams ask before connecting Magnetic.

01 What can I automate with Magnetic on Definable?

Anything Magnetic exposes through its API. Common project management workflows on Definable include turn discussions into tasks, roll up daily progress, reprioritise the roadmap on impact. Personas can call any of the 14 Magnetic tools directly, then chain the result into another integration without you writing code.

02 How does Magnetic authentication work?

Magnetic uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

03 Is the Magnetic integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 14 Magnetic tools. You only need a separate Magnetic subscription if Magnetic itself charges per seat or per API call.

04 Is using Magnetic through Definable secure?

Every call from a persona to Magnetic is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

05 How do I get started with Magnetic on Definable?

Sign up for Definable, open the integrations page, find Magnetic, and connect via OAuth or API key. You can immediately attach Magnetic to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

06 What Magnetic actions does Definable expose?

Definable exposes all 14 Magnetic actions as callable tools — including `Get Current Follow-ups`, `Search Client Contacts`, `Create Magnetic Grouping`, plus 11 more. Each tool gets a typed parameter schema so personas know exactly how to call it.