# Magnetic — how to use (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.

## Option A — via MCP (recommended)
Remote MCP endpoint (HTTP, streamable): `https://api.mcp.ai/p_magnetic?ms=1787293500000`
Add it as a custom/remote MCP connector in your client (Claude, Cursor, VS Code…), then authenticate when prompted. Once connected, ask the agent to use the server's tools (e.g. `magnetic_clients_get_current_followups`).

## Option B — via direct REST API
Base URL: `https://api.mcp.ai/api/magnetic`
Auth: `Authorization: Bearer sk_live_…` — create a workspace API key at https://mcp.ai/settings/api-keys
Discover endpoints: `GET https://api.mcp.ai/api/magnetic/_endpoints`

### Endpoints
- `POST https://api.mcp.ai/api/magnetic/clients/get/current/followups` — Tool to retrieve upcoming follow-ups assigned to the authenticated user. Use after authentication to view scheduled tasks.
- `POST https://api.mcp.ai/api/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.
  - body: { field?: string, limit?: integer, value?: string, offset?: integer, clientId?: integer }
- `POST https://api.mcp.ai/api/magnetic/create/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.
  - body: { name: string, extra?: string, owner: object, contact?: object, contactCompany?: object }
- `POST https://api.mcp.ai/api/magnetic/create/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.
  - body: { task: string, user?: object, endDate?: string, billable?: boolean, grouping?: object, startDate?: string, description?: string, timeMinutes?: integer, effortMinutes?: integer }
- `POST https://api.mcp.ai/api/magnetic/get/contact/tags` — Tool to get all tags associated with a contact. Use after confirming the contactId to list contact tags.
  - body: { contactId: integer }
- `POST https://api.mcp.ai/api/magnetic/get/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.
  - body: { id: integer }
- `POST https://api.mcp.ai/api/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.
- `POST https://api.mcp.ai/api/magnetic/get/grouping/tags` — Tool to retrieve tags associated with any groupings owned by the company. Use after authentication when grouping tags are needed.
- `POST https://api.mcp.ai/api/magnetic/get/opportunity/statuses` — Tool to retrieve opportunity statuses. Use when you need current status options for unsigned groupings (opportunities).
- `POST https://api.mcp.ai/api/magnetic/get/task` — Tool to retrieve a task by its ID. Use after confirming you have the taskId.
  - body: { taskId: integer }
- `POST https://api.mcp.ai/api/magnetic/get/user/by/id` — Tool to retrieve details for a specific Magnetic user by their ID. Use when you need to fetch a user's profile information.
  - body: { id: integer }
- `POST https://api.mcp.ai/api/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.
- `POST https://api.mcp.ai/api/magnetic/list/companies` — Tool to retrieve all companies from the Magnetic HQ account. Use after authentication to view all client companies.
  - body: { limit?: integer, offset?: integer }
- `POST https://api.mcp.ai/api/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"

## More
- Page: https://mcp.ai/magnetic
- Agent spec (llms.txt): https://mcp.ai/magnetic/llms.txt
- Postman collection: https://mcp.ai/magnetic/postman.json