Use Magnetic from Claude
Add the Magnetic connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorMagnetic
Magnetic integration for Claude and Codex
Create a Magnetic connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
Use Magnetic from Codex
Add the Magnetic connection to a Space that runs Codex, then use it from every channel in that Space.
Use Magnetic from Sidekick
Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.
Productivity & Project Management
What the Magnetic connector can do
Magnetic runs projects, resources, and client relationships for professional services firms. With a Magnetic connection in a type.com Space, the agent can check follow-ups assigned to a user, search client contacts by field, create a new opportunity or job, add a task to it, or pull tags on a contact, keeping account management inside the thread.
One connection, many Spaces
Connect Magnetic once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with Magnetic in type.com
Check what's due without logging in
Ask the agent to pull current follow-ups so a manager sees what's outstanding before a status meeting.
Get my current Magnetic follow-ups before our client status meeting today.
Spin up a new opportunity fast
Have the agent create a grouping and its first tasks right after a new job is won, instead of entering it by hand.
Create a Magnetic grouping for the Harbor Co. rebrand project and add a kickoff task.
Find the right contact at a client
Ask the agent to search client contacts by field so the team reaches the right person without digging through records.
Search Magnetic client contacts for anyone tagged as a decision maker at Harbor Co.
Representative actions
- Get Current Follow-ups
Shows the follow-ups currently on your plate in Magnetic.
- Search Client Contacts
Searches contacts by field or client ID to find the right person.
- Create Magnetic Grouping
Creates a new opportunity or job to organize tasks and track progress.
- Create Magnetic Task
Adds a task, optionally assigned to a user or linked to an opportunity.
- Get Contact Tags
Returns all tags associated with a specific contact.
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.com 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 manage Magnetic projects and contacts?
Yes. With a Magnetic connection shared to a Space, the agent can check follow-ups, search contacts, and create jobs and tasks in a thread.
What authentication does Magnetic use in type.com?
Magnetic uses an API key, added once by an admin when the connection is created, then shared with the Spaces that need it.
Can Magnetic follow-up checks run on a schedule?
Yes. A type.com automation can pull outstanding follow-ups each morning and post them to a channel.
Is this the same as a Magnetic MCP server?
Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
More productivity & project management connectors
All Productivity & Project Management integrationsOnepage
Connect Onepage to Claude in type.com to run search queries and check token details for enrichment lookups from a shared research thread.
Connect Miro to Claude in type.com to create boards, add cards and connectors, and tag items from a shared thread.
Connect Recall.ai to Claude in type.com to send bots into meetings, sync calendars, and manage login credentials from a thread.
Connect Dailybot to Claude in type.com to set up check-ins, look up teammates, and send kudos, all from a shared thread.