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.