Use Magnetic from Claude Code
Bring Magnetic context into engineering work while Type keeps app access attached to the teammate and workspace.
AI agent integrationMagnetic
Magnetic integration for multiplayer collaboration with AI agents using Claude Code or Codex
One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Magnetic never means pasting credentials into a prompt.
Automate Magnetic with Codex
Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.
Connect open agent workflows
Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.
Productivity & Project Management
What the Magnetic integration exposes
Magnetic is an all-in-one platform designed to help professional services firms manage projects, resources, and finances efficiently.
One connection, many teammates
Connect Magnetic once, then decide which teammates can use it for threads, automations, skills, and coding work.
Representative actions
- 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.
Connection
API and auth details
Magnetic is a professional-services operations platform for projects, resources, finance, sales, and workflow management. Public endpoint-level API docs are limited, so integrations should describe project, task, timesheet, resource, billing, CRM, reporting, and operational synchronization capabilities conservatively.
- Source
- Type catalog metadata
- Auth schemes
- API key
- API docs
- https://www.magnetic.app/
- Official site
- https://www.magnetic.app/
FAQ
Questions people ask before connecting Magnetic
Can Claude Code use Magnetic?
Yes. Type lets an AI teammate use connected Magnetic actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.
Can Codex work with Magnetic through Type?
Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Magnetic catalog entry includes public integration details and example capabilities where available.
Is this the same as a Magnetic MCP server?
Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.
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