# Magnetic — MCP server on mcp.ai
> Connect your Magnetic account and use 14 tools for project management straight from your AI agent. Connect with your own API key. Magnetic is an all-in-one platform designed to help professional services firms manage projects, resources, and finances efficiently.

By: mcp.ai · official
Page: https://mcp.ai/magnetic

## Connect (MCP protocol)
Remote MCP endpoint (HTTP, streamable): https://api.mcp.ai/p_magnetic?ms=1787293560000
Add it as a custom/remote MCP connector, then authenticate when prompted.

## REST API (no MCP client required)
Every tool is also a REST endpoint, authed with a workspace API key.
Discover: GET https://api.mcp.ai/api/magnetic/_endpoints   # public; lists every endpoint
Call:     POST https://api.mcp.ai/api/magnetic/<endpoint>
  Authorization: Bearer sk_live_…   # create one at https://mcp.ai/settings/api-keys
  Content-Type: application/json
  Body: { …args }   →   { "ok": true, "tool": "<id>", "result": { … } }

## Developer docs
How to use (MCP or REST), markdown: https://mcp.ai/magnetic/skill.md
Postman collection (v2.1): https://mcp.ai/magnetic/postman.json

## Tools
- magnetic_clients_get_current_followups() — Tool to retrieve upcoming follow-ups assigned to the authenticated user. Use after authentication to view scheduled tasks.
- magnetic_clients_search_contacts(field?: string, limit?: integer, value?: string, offset?: integer, clientId?: integer) — Tool to search contacts by field or client ID. Use when you need to retrieve client contacts matching given criteria after authentication.
- magnetic_create_grouping(name: string, extra?: string, owner: object, contact?: object, contactCompany?: object) — 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.
- magnetic_create_task(task: string, user?: object, endDate?: string, billable?: boolean, grouping?: object, startDate?: string, description?: string, timeMinutes?: integer, effortMinutes?: integer) — 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.
- magnetic_get_contact_tags(contactId: integer) — Tool to get all tags associated with a contact. Use after confirming the contactId to list contact tags.
- magnetic_get_grouping_by_id(id: integer) — Tool 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_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.
- magnetic_get_grouping_tags() — Tool to retrieve tags associated with any groupings owned by the company. Use after authentication when grouping tags are needed.
- magnetic_get_opportunity_statuses() — Tool to retrieve opportunity statuses. Use when you need current status options for unsigned groupings (opportunities).
- magnetic_get_task(taskId: integer) — Tool to retrieve a task by its ID. Use after confirming you have the taskId.
- magnetic_get_user_by_id(id: integer) — Tool to retrieve details for a specific Magnetic user by their ID. Use when you need to fetch a user's profile information.
- 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.
- magnetic_list_companies(limit?: integer, offset?: integer) — Tool to retrieve all companies from the Magnetic HQ account. Use after authentication to view all client companies.
- 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.

## Example prompts
- "What can I do in Magnetic?"
- "Show me a summary of my Magnetic account"

## Links
Docs: https://mcp.ai/docs/mcps/magnetic
Website: https://mcp.ai/mcps/magnetic