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Magnetic for AI agents

Magnetic is a project and resource management platform for professional services firms tracking clients, tasks, and finances across active engagements. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Connect MagneticSee the 14 actions ↓
Project managementAPI keyMCP + RESTmagnetichq.com
AUDIT LOG · MAGNETICPOLICY: acme-support
09:41:07 · claude · u_8f2read
magnetic.list_companies
List Companies✓ allowed · 212ms
09:41:08 · claude · u_8f2read
magnetic.get_task
Get Magnetic Task✓ allowed · 164ms
09:41:09 · claude · u_8f2write
magnetic.create_task
Create Magnetic Task✓ approved · approved by user
EVERY MAGNETIC CALL, ON THE RECORD
01 · USE CASES

What agents do in Magnetic.

01

Check current follow-ups

Pull the current list of follow-ups due for an account manager, read-only.

02

Create a new task

Create a task under a job for a team member to complete.

03

Look up a client's contacts

Search client contacts to find the right person before scheduling a call.

02 · ACTIONS

14 Magnetic actions, graded by risk.

Every Magnetic action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

9

Look things up. Allowed by default.

  • magnetic.get_task
    Get Magnetic Task
  • magnetic.get_users
    Get Users
  • magnetic.get_user_by_id
    Get User by ID
  • magnetic.list_companies
    List Companies
  • magnetic.get_contact_tags
    Get Contact Tags
  • magnetic.get_grouping_tags
    Get Grouping Tags
  • magnetic.get_grouping_by_id
    Get Magnetic Grouping by ID
  • magnetic.get_grouping_statuses
    Get Grouping Statuses
  • magnetic.get_opportunity_statuses
    Get Magnetic Opportunity Statuses

write

5

Create and change things. Allow, or ask the user first.

  • magnetic.create_task
    Create Magnetic Task
  • magnetic.create_grouping
    Create Magnetic Grouping
  • magnetic.clients_search_contacts
    Search Client Contacts
  • magnetic.clients_get_current_followups
    Get Current Follow-ups
  • magnetic.tasks_get_grouping_custom_field_definitions
    Get Grouping Custom Field Definitions

destructive

0

Delete, cancel or archive. Ask first, or deny outright.

  • No destructive actions.
03 · HOW IT WORKS

Magnetic in three steps.

  1. 01Your users connect MagneticThey add their Magnetic api key on Arc0 Connect, under your brand. It goes straight into the vault.
  2. 02You set the rulesReads run, and writes like “create Magnetic Task” can wait for the user to approve.
  3. 03Any agent can actYour agent calls Magnetic through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.
POLICY.TS
await arc0.policies.set('magnetic', {
  read: 'allow',
  write: 'ask',        // create_task
  destructive: 'deny',  
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2
04 · AUTH AND DATA

How Magnetic connects.

Users add their Magnetic api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

The same Magnetic connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH
API key
CREDENTIALS
Per-tenant encrypted vault
MODEL SEES
Results only, never credentials
AUDIT LOG
Every call, on every plan
05 · WORKS WITH

Use Magnetic from any agent.

Claude
ChatGPT
Cursor
Codex
VS Code
OpenAI Agents SDK
Claude Agent SDK
Vercel AI SDK
Mastra
LangGraph
06 · RELATED

More project management apps.

Linear48 actionsJira103 actionsAsana153 actionsTrello330 actionsMonday126 actionsGoogle Tasks18 actionsMoco218 actionsWrike144 actions
ALL PROJECT MANAGEMENT APPS →
07 · FAQ

Magnetic and Arc0, answered.

Q01

Can I use Magnetic with Claude, ChatGPT or Cursor?

Yes. Connect Magnetic to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Magnetic actions you allow.

Q02

How do users connect Magnetic?

Users add their Magnetic api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

Q03

Which Magnetic actions can my agent take?

14 in total: 9 read, 5 write and 0 destructive, such as “create Magnetic Task”. Your policies decide which of them each agent may call.

Q04

Can I make my agent read-only in Magnetic?

Yes. Allow read actions and deny writes in the Magnetic policy. Your agent can still look things up, and any write it attempts is blocked and logged.

Q05

Can my own backend call Magnetic too?

Yes. The same Magnetic connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Magnetic into your agent.

Your users connect Magnetic once, under your brand. Your agent gets 14 actions behind your policies, with every call on the record.

Connect MagneticBrowse all apps →

Free to build · MCP + REST · Audit log on every plan