ceven

Magnetic

Syncs professional services project data and client contacts into your operational workflows, tracks follow up tasks, and monitors grouping statuses in real time.

Try Magnetic in Ceven

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Why use Ceven?

  1. AI native Magnetic integration

    • Describe the outcome and Ceven picks the right Magnetic calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Magnetic data, across all 14 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Magnetic access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Magnetic, when, and on whose behalf.
    • The agent pauses and asks when Magnetic is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Magnetic.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Magnetic action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Magnetic, and when to use it.

Get current follow ups
Pull upcoming follow up tasks assigned to the current user to build a daily agenda.
Search client contacts
Find specific contact records using a field value or client ID for CRM synchronization.
Get contact tags
Retrieve all labels associated with a specific contact ID to segment client lists.
Get Magnetic groupings
Pull a list of project groupings to identify which ones require comments or updates.
Get grouping statuses
List available statuses for signed groupings to ensure task updates use valid categories.
Get grouping tags
Retrieve all tags used across company groupings for reporting and filtering.
Get opportunity statuses
Pull current status options for unsigned groupings to track the sales pipeline.
Get Magnetic task
Retrieve full details for a specific task using its unique ID.
Get user by ID
Pull profile details for a specific Magnetic user to check roles or contact info.
Get users
List all users within the company to audit account access or assign resources.
Get custom field definitions
Retrieve the definitions for grouping custom fields to map data to external tools.
Search Magnetic tasks
Filter and page through tasks based on specific field values for project audits.
Get Magnetic Opportunity Statuses
Tool to retrieve opportunity statuses. use when you need current status options for unsigned groupings (opportunities).
Get Magnetic User by ID
Tool to get a magnetic user's details by id. use after confirming a valid user id to fetch their profile.
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.

15 actions · scroll to see them all

Frequently asked questions

Ceven connects to Magnetic using a secure token based system. When you authorize the integration, Magnetic provides a secure token that Ceven stores in an encrypted vault. This token allows the agent to act on your behalf within the permissions granted to your user account. We never store your raw password. You can revoke this access at any time through your Magnetic account settings, which will immediately stop all active workflows and delete the stored token from our system to ensure your data remains private and secure.
Ceven can interact with tasks by retrieving their current state and searching for specific IDs. To update a status, the agent first calls the grouping status endpoint to ensure the new status is a valid option for that specific project type. This prevents errors that occur when trying to apply an opportunity status to a signed project. Once the valid status is confirmed, the agent can push the update, ensuring your project dashboards stay current without requiring a human to manually click through the Magnetic interface.
Magnetic imposes a strict rate limit on API calls to ensure platform stability. If a Ceven workflow attempts to sync thousands of tasks at once, you may encounter a 429 Too Many Requests error. To handle this, Ceven implements an exponential backoff strategy, meaning the agent will pause and retry the request automatically. For very large datasets, we recommend using the search filters to pull data in smaller batches rather than listing every record in the system to avoid hitting these limits.
Yes. Ceven can retrieve your specific custom field definitions from Magnetic. The agent reads these definitions to understand what data is being stored, such as project budget or client priority. Once the agent understands the field map, it can push that data into tools like Salesforce or a Google Sheet. This is particularly useful for professional services firms that need to report on project margins in a separate financial tool while keeping the daily work inside Magnetic.
Ceven can list groupings and then filter them based on the criteria you provide in your prompt. Because the API provides a list of groupings, the agent can iterate through them to find specific projects or clients. For faster results, we recommend using the search tools for contacts and tasks directly, as these are optimized for performance. If you are looking for a specific grouping, providing the grouping ID will allow the agent to retrieve the data instantly.
Ceven can retrieve the full list of users and pull individual profiles by ID. This allows you to build workflows that audit who has access to the system or to create a directory of team members and their roles. While the agent can read user data to help with resource allocation, administrative actions like deleting users or changing global permission levels are typically restricted to the Magnetic web dashboard for security reasons to prevent accidental account lockouts.
The agent uses the Get Current Follow ups tool to scan for any pending actions assigned to you. You can set up a recurring workflow where Ceven checks Magnetic every morning at 8 AM and sends a summarized list of your priority follow ups to Slack or email. The agent can even cross reference these follow ups with your calendar to suggest the best time to complete the task, ensuring that your client commitments are met on time.
There is no hard limit on the total number of contacts, but the API returns results in pages. When you ask Ceven to search for contacts, the agent handles the pagination logic behind the scenes. It will continue to request the next page of results until it finds the match you are looking for or reaches the end of the list. For accounts with tens of thousands of contacts, the search might take a few seconds longer as the agent walks the cursor.

Alternatives to Magnetic

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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