How to integrate Magnetic MCP with Atomic Agent

Connect Atomic Agent to Magnetic MCP. List all upcoming follow-ups for me, search client contacts by company name, and more using natural language, with authentication handled for you.

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Api Key

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.

14 Tools

Introduction

Atomic Agent is an open-source AI agent that runs on your machine and supports local models through llama.cpp. Connect it to 1,500+ apps through Composio, including Magnetic.

This guide uses Atomic Agent's built-in Composio integration. You need Atomic Agent v0.5.6 or later, your own Composio API key, and a Magnetic account. See the Atomic Agent documentation for installation instructions.

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How Atomic Agent connects to Magnetic

Atomic Agent connects to Composio's Tool Router over Streamable HTTP MCP. It discovers the tools needed for your request, and Composio handles account authentication.

Execution and account-connection tools follow Atomic Agent's configured approval policy. Review any approval prompt before allowing an action on your connected account.

Connect Magnetic to Atomic Agent

  1. Sign up or sign in to the Composio dashboard. Copy your API key.
  2. In Atomic Agent, open the Integrations tab and select Composio. Select API key, press e, paste the key, and press Enter. The tools become available immediately, without a restart.
  3. Ask Atomic Agent to do something in Magnetic. It searches Composio for the right tool.
  4. On first use, open the sign-in link returned in the chat. Connect your Magnetic account, then return to Atomic Agent to continue.

Headless setup

Add the following line to ~/.atomic-agent/.env, replacing YOUR_COMPOSIO_API_KEY with your key. Start Atomic Agent after saving the file.

bash
COMPOSIO_API_KEY=YOUR_COMPOSIO_API_KEY

What is the Magnetic MCP server, and what's possible with it?

The Magnetic MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Magnetic account. It provides structured and secure access to your projects, client contacts, users, and task data, so your agent can perform actions like managing follow-ups, searching contacts, retrieving project statuses, and organizing your team’s workflow with ease.

  • Personal follow-up and task management: Automatically retrieve your upcoming follow-ups or tasks so you never miss important deadlines or action items.
  • Client contact discovery and tagging: Search for client contacts using specific criteria and view all tags associated with any contact to keep your CRM up to date and organized.
  • Project grouping and status tracking: Fetch groupings, view their statuses, and retrieve project-related tags to stay on top of ongoing jobs and opportunities.
  • User and team information access: Instantly pull details about any team member or audit the list of all users in your company for better collaboration and resource planning.
  • Opportunity status monitoring: Check the latest opportunity statuses to track sales pipelines or unsigned deals directly from your agent.

Use Magnetic from Atomic Agent

With your account connected, ask Atomic Agent to work with Magnetic in natural language. You can connect more apps through the same Composio integration as you need them.

Visit the Atomic Agent website or inspect the Atomic Agent source code.

Troubleshooting

Why is my API key rejected?

Copy the key directly from the Composio dashboard. Atomic Agent requires ASCII characters because it sends the key in an HTTP header. Remove any extra characters introduced when copying.

Why are Composio tools unavailable after saving a key?

Check that you use Atomic Agent v0.5.6 or later and that Composio is enabled in your configuration. A "composio": { "enabled": false } setting disables the integration while keeping the saved key on disk.

Does Composio have a free plan?

The Hobby plan includes 100,000 tool calls per month. Composio-managed OAuth apps have a lower included allowance. See Composio pricing for the current limits that apply to your connection.

TOOLS

Supported Tools

Every Magnetic action and event your agent gets out of the box.

Get Current Follow-ups

Tool to retrieve upcoming follow-ups assigned to the authenticated user.

Search Client Contacts

Tool to search contacts by field or client ID.

Create Magnetic Grouping

Tool to create a new opportunity or job (grouping) in Magnetic HQ.

Create Magnetic Task

Tool to create a new task in Magnetic HQ.

Get Contact Tags

Tool to get all tags associated with a contact.

Get Magnetic Grouping by ID

Tool to retrieve details for a specific grouping (opportunity/job) by its ID.

Get Grouping Statuses

Tool to retrieve the list of statuses for signed groupings.

Get Grouping Tags

Tool to retrieve tags associated with any groupings owned by the company.

Get Magnetic Opportunity Statuses

Tool to retrieve opportunity statuses.

Get Magnetic Task

Tool to retrieve a task by its ID.

Get User by ID

Tool to retrieve details for a specific Magnetic user by their ID.

Get Users

Tool to retrieve the list of all users in the authenticated user's company.

List Companies

Tool to retrieve all companies from the Magnetic HQ account.

Get Grouping Custom Field Definitions

Tool to retrieve all custom field definitions for groupings.

FAQ

Frequently asked questions

With a standalone Magnetic MCP server, the agents and LLMs can only access a fixed set of Magnetic tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Magnetic and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Atomic Agent fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Magnetic tools.

Yes, absolutely. You can configure which Magnetic scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Magnetic data and credentials are handled as safely as possible.

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