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Magnetic

project management

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

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16

Available Tools

0

Triggers

Featured 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.

field
limit
value
+2
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.

name*
extra
owner*
+2
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.

task*
user
endDate
+6
Get Contact Tags

Tool to get all tags associated with a contact. Use after confirming the contactId to list contact tags.

contactId*
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.

id*

All Tools (16)

10 of 10

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