Magnetic is an all-in-one platform designed to help professional services firms manage projects, resources, and finances efficiently.
Tools
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.
Get Contact Tags
Tool to get all tags associated with a contact. Use after confirming the contactId to list contact tags.
Get Magnetic Groupings
Tool to retrieve a list of groupings. Use after authentication when you need to select a grouping to comment on.
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.