# Magnetic

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

- **Category:** project management
- **Auth:** API_KEY
- **Tools:** 12
- **Triggers:** 0
- **Slug:** `MAGNETIC`
- **Version:** 20260211_00

## Tools

### Get Current Follow-ups

**Slug:** `MAGNETIC_CLIENTS_GET_CURRENT_FOLLOWUPS`

Tool to retrieve upcoming follow-ups assigned to the authenticated user. Use after authentication to view scheduled tasks.

### Search Client Contacts

**Slug:** `MAGNETIC_CLIENTS_SEARCH_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

**Slug:** `MAGNETIC_GET_CONTACT_TAGS`

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

### Get Magnetic Groupings

**Slug:** `MAGNETIC_GET_GROUPINGS`

Tool to retrieve a list of groupings (projects/jobs). Use after authentication when you need to select a grouping to work with tasks.

### Get Grouping Statuses

**Slug:** `MAGNETIC_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

**Slug:** `MAGNETIC_GET_GROUPING_TAGS`

Tool to retrieve tags associated with any groupings owned by the company. Use after authentication when grouping tags are needed.

### Get Magnetic Opportunity Statuses

**Slug:** `MAGNETIC_GET_OPPORTUNITY_STATUSES`

Tool to retrieve opportunity statuses. Use when you need current status options for unsigned groupings (opportunities).

### Get Magnetic Task

**Slug:** `MAGNETIC_GET_TASK`

Tool to retrieve a task by its ID. Use after confirming you have the taskId.

### Get Magnetic User by ID

**Slug:** `MAGNETIC_GET_USER`

Tool to get a Magnetic user's details by ID. Use after confirming a valid user ID to fetch their profile.

### Get Users

**Slug:** `MAGNETIC_GET_USERS`

Tool to retrieve the list of all users in the authenticated user's company. Use after authentication to audit or manage user accounts.

### Get Grouping Custom Field Definitions

**Slug:** `MAGNETIC_TASKS_GET_GROUPING_CUSTOM_FIELD_DEFINITIONS`

Tool to retrieve all custom field definitions for groupings. Use after authentication when you need to fetch available grouping custom field definitions for tasks.

### Search Magnetic Tasks

**Slug:** `MAGNETIC_TASKS_SEARCH_TASKS`

Tool to search tasks by a specified field and value. Use when you need to filter and page tasks after authentication.
