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.
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.