Add Magnetic to your AI agent
Magnetic is an all-in-one platform designed to help professional services firms manage projects, resources, and finances efficiently.
- Things your agent can do in Magnetic
- 14
Things your AI can do in Magnetic
Your FormWise AI can handle any of these in Magnetic — on its own, without you needing to click a button.
Get Current Follow-ups
PopularTool to retrieve upcoming follow-ups assigned to the authenticated user. Use after authentication to view scheduled tasks.
Search Client Contacts
PopularTool to search contacts by field or client ID. Use when you need to retrieve client contacts matching given criteria after authentication.
Create Magnetic Grouping
PopularTool 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
PopularTool 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 Magnetic Grouping by ID
PopularTool to retrieve details for a specific grouping (opportunity/job) by its ID. Use when you need detailed information about a specific grouping.
Get Magnetic Task
PopularTool to retrieve a task by its ID. Use after confirming you have the taskId.
Get User by ID
PopularTool to retrieve details for a specific Magnetic user by their ID. Use when you need to fetch a user's profile information.
Get Users
PopularTool to retrieve the list of all users in the authenticated user's company. Use after authentication to audit or manage user accounts.
List Companies
PopularTool to retrieve all companies from the Magnetic HQ account. Use after authentication to view all client companies.
Get Contact Tags
Tool to get all tags associated with a contact. Use after confirming the contactId to list contact tags.
Get Grouping Statuses
Tool to retrieve the list of statuses for signed groupings. Use after authentication when you need available grouping status options for tasks or jobs.
Get Grouping Tags
Tool to retrieve tags associated with any groupings owned by the company. Use after authentication when grouping tags are needed.
Show 2 more things it can do
Get Magnetic Opportunity Statuses
Tool to retrieve opportunity statuses. Use when you need current status options for unsigned groupings (opportunities).
Get Grouping Custom Field Definitions
Tool to retrieve all custom field definitions for groupings. Use after authentication when you need to fetch available grouping custom field definitions for tasks.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Magnetic is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Magnetic, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Magnetic for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Magnetic work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Magnetic to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Magnetic in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Magnetic.
- 3
Hit "Connect"
Click "Connect Magnetic" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Magnetic
Build a quick AI Agent (it's like writing instructions, not code), and pick the Magnetic actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Magnetic for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Magnetic workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Magnetic users had before signing up
Do I need to know how to code?
Not even a little. If you can use Magnetic today, you can set this up. You'll connect Magnetic, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Magnetic login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Magnetic or delete everything any time.
What happens when Magnetic updates their app?
We handle it. When Magnetic adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Magnetic takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Magnetic — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Magnetic on FormWise
Magnetic is an all-in-one platform designed to help professional services firms manage projects, resources, and finances efficiently.
Connect Magnetic once and your FormWise AI gets 14 things it can do inside it. That means your AI can handle the Magnetic work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Magnetic? Take a look at www.magnetic.app.
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Stop doing the Magnetic work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.