How do I connect Magnetic to Operator?

Connecting Magnetic is a one time sign in from your Operator dashboard. Operator keeps the connection live and rotates the token on its own, so the agent stays connected to Magnetic and you never reauthorize by hand.

Can my agent manage tasks and projects in Magnetic?

Yes. It can create and update items, move them between stages, add notes, and read the current state back to you. Use it to file new work as it arrives, check status without opening the app, or keep Magnetic aligned with what is happening elsewhere.

Do I need to write code or manage Magnetic API keys?

No. Operator manages the Magnetic connection and token refresh, so there are no API keys to paste and nothing to deploy.

Can my agent use Magnetic together with my other apps?

Yes. The same agent reaches every app you connect, so it can move between Magnetic and tools like Google Sheets, Notion, Linear in one job, reading from one and acting in another without you wiring anything between them.

← All integrations

Connect Magnetic to OpenClaw on Operator.io

Magnetic is an all-in-one platform for managing projects, resources, and finances. It's built to help professional services firms work smarter and run their business with less hassle.

Productivity & Project Management14 actions

Try for free

Automate Magnetic with AI

Hand Magnetic to an OpenClaw agent running on Operator. You write what you want in a chat and it turns that into real Magnetic actions like get current follow-ups, search client contacts, create magnetic grouping, without you opening the app.

Your agent reaches Magnetic directly or through connectors like Composio MCP and Pipedream MCP, which handle the sign in and token refresh for you, so there is nothing to wire up and no API keys to paste.

What your agent can do with Magnetic

Your agent can call any of these Magnetic actions by name as part of a larger task. Ask for the outcome you want and it picks the right ones.

Get Current Follow-ups

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

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.

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 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 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 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.

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.

How to connect Magnetic

You authorize Magnetic once from your dashboard. Operator holds the connection and refreshes the access tokens on its own, so your agent keeps working with Magnetic without you signing in again. The same setup unlocks every other app your agent can reach, so you only do it once.

When you are ready, the get started guide walks through standing up your OpenClaw agent.

Common questions about Magnetic

How do I connect Magnetic to Operator?: Connecting Magnetic is a one time sign in from your Operator dashboard. Operator keeps the connection live and rotates the token on its own, so the agent stays connected to Magnetic and you never reauthorize by hand.
Can my agent manage tasks and projects in Magnetic?: Yes. It can create and update items, move them between stages, add notes, and read the current state back to you. Use it to file new work as it arrives, check status without opening the app, or keep Magnetic aligned with what is happening elsewhere.
Do I need to write code or manage Magnetic API keys?: No. Operator manages the Magnetic connection and token refresh, so there are no API keys to paste and nothing to deploy.
Can my agent use Magnetic together with my other apps?: Yes. The same agent reaches every app you connect, so it can move between Magnetic and tools like Google Sheets, Notion, Linear in one job, reading from one and acting in another without you wiring anything between them.

More apps to automate

Apps your agent runs alongside Magnetic, or browse all integrations.

Put your agent on Magnetic

Try for free