Magnetic for AI agents

Runs at once (reads)

Looks things up in Magnetic without asking first. 12 actions.

• Get Current Follow-upsTool to retrieve upcoming follow-ups assigned to the authenticated user. Use after authentication to view scheduled tasks.
• Search Client ContactsTool to search contacts by field or client ID. Use when you need to retrieve client contacts matching given criteria after authentication.
• Get Magnetic Grouping by IDTool to retrieve details for a specific grouping (opportunity/job) by its ID. Use when you need detailed information about a specific grouping.
• Get Magnetic TaskTool to retrieve a task by its ID. Use after confirming you have the taskId.
• Get User by IDTool to retrieve details for a specific Magnetic user by their ID. Use when you need to fetch a user's profile information.
• Get UsersTool to retrieve the list of all users in the authenticated user's company. Use after authentication to audit or manage user accounts.
• List CompaniesTool to retrieve all companies from the Magnetic HQ account. Use after authentication to view all client companies.
• Get Contact TagsTool to get all tags associated with a contact. Use after confirming the contactId to list contact tags.
• Get Grouping StatusesTool 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 TagsTool to retrieve tags associated with any groupings owned by the company. Use after authentication when grouping tags are needed.
• Get Magnetic Opportunity StatusesTool to retrieve opportunity statuses. Use when you need current status options for unsigned groupings (opportunities).
• Get Grouping Custom Field DefinitionsTool to retrieve all custom field definitions for groupings. Use after authentication when you need to fetch available grouping custom field definitions for tasks.