Magnetic Tools
Magnetic is an all-in-one platform designed to help professional services firms manage projects, resources, and finances efficiently.
Use Magnetic Tools with AI agents
Aident Loadout lets Claude Code, Codex, Cursor, and other supported agents call Magnetic Tools. Choose from 14 supported Actions. Review each execution in Audit.
Connect Magnetic Tools once through Aident Vault. Your agent can use the supported Actions without receiving the underlying credential.
Category
Project ManagementPricing and payment
- Pricing
- Free in Loadout. Provider charges may apply when using a personally connected account.
- Unified payment
- Not currently supported. Connect a provider account when required.
Included Actions
- Magnetic Clients Get Current FollowupsTool to retrieve upcoming follow-ups assigned to the authenticated user. Use after authentication to view scheduled tasks.
- Magnetic Clients Search ContactsTool to search contacts by field or client ID. Use when you need to retrieve client contacts matching given criteria after authentication.
- Magnetic Create GroupingTool 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.
- Magnetic Create TaskTool 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.
- Magnetic Get Contact TagsTool to get all tags associated with a contact. Use after confirming the contactId to list contact tags.
- Magnetic Get 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.
- Magnetic 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.
- Magnetic Get Grouping TagsTool to retrieve tags associated with any groupings owned by the company. Use after authentication when grouping tags are needed.
- Magnetic Get Opportunity StatusesTool to retrieve opportunity statuses. Use when you need current status options for unsigned groupings (opportunities).
- Magnetic Get TaskTool to retrieve a task by its ID. Use after confirming you have the taskId.
- Magnetic 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.
- Magnetic Get UsersTool to retrieve the list of all users in the authenticated user's company. Use after authentication to audit or manage user accounts.
- Magnetic List CompaniesTool to retrieve all companies from the Magnetic HQ account. Use after authentication to view all client companies.
- Magnetic Tasks 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.
Provider sources
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