Connect Magnetic with Hookshot™ and your stack

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

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Tools and triggers

What Agents can do in Magnetic

Available tools and events after Magnetic is connected.

  • Create Magnetic 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.

  • Create Magnetic 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.

  • Get Contact Tags

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

  • Get Current Follow-Ups

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

  • 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

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

  • Get Magnetic 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.

  • Get Magnetic Opportunity Statuses

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

  • Get Magnetic Task

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

  • 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.

  • 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.

  • List Companies

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

  • Search Client Contacts

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

Setup

Connect Magnetic in Hookshot™

Pick a scope, then confirm what can start a Protege and what it can do.

Trigger Access

What can start a Protege from this app.

Tool Access

What a Protege can do after it starts.

Connection scope

Prefer team for production.

Team

Shared credential for production and unattended runs.

Personal

Tied to one user—only when the workflow needs their account.

Chat

Team-scoped for supported chat surfaces.

Full setup guide

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Hookshot™ setup screen — AI agent workflow configuration with model selection, trigger status, and governance controls.