Magnetic for your voice agent

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.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Magnetic and paste it on a secure page in Connected apps.
What it reads
12 actions, such as get Current Follow-ups, search Client Contacts and get Contact Tags.
What it changes
2 actions, such as create Magnetic Grouping and create Magnetic Task.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 14. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Magnetic actions

Reads 12

  • Get Current Follow-ups
  • Search Client Contacts
  • Get Contact Tags
  • Get Magnetic Grouping by ID
  • Get Grouping Statuses
  • Get Grouping Tags
  • Get Magnetic Opportunity Statuses
  • Get Magnetic Task
  • Get User by ID
  • Get Users
  • List Companies
  • Get Grouping Custom Field Definitions

Changes 2

  • Create Magnetic Grouping
  • Create Magnetic Task

Magnetic setup

  1. Pasting a Magnetic API key

    Create an API key in Magnetic, choose Magnetic in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 14 actions the agent may use. Start with lookups and add the ones that change Magnetic when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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