Magnetic

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

Tool to search contacts by field or client ID. Use when you need to retrieve client contacts matching given criteria after authentication.

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.

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.

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

Tool to retrieve details for a specific grouping (opportunity/job) by its ID. Use when you need detailed information about a specific grouping.

Tool to retrieve the list of statuses for signed groupings. Use after authentication when you need available grouping status options for tasks or jobs.

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

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

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

Tool to retrieve details for a specific Magnetic user by their ID. Use when you need to fetch a user's profile information.

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

Tool to retrieve all companies from the Magnetic HQ account. Use after authentication to view all client companies.

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