Magnetic
for LuumenAI
Read jobs, clients, and tasks in Magnetic, then create work with approval
Connect Magnetic and your agent can look up opportunities and jobs, check grouping and opportunity statuses, search client contacts, and see who is on the team. When a new job or task needs to exist, the agent drafts it, shows you the fields, and waits for your approval before writing. Luumen authenticates with an API key.
The Magnetic toolbox
14 tools: 12 read, 2 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadGet Current Follow-upsRetrieve upcoming follow-ups assigned to the authenticated user.
- ReadSearch Client ContactsSearch contacts by field or client ID.
- ReadGet Contact TagsGet all tags associated with a contact.
- ReadGet Magnetic Grouping by IDRetrieve details for a specific grouping (opportunity/job) by its ID.
- ReadGet Grouping StatusesRetrieve the list of statuses for signed groupings.
- ReadGet Grouping TagsRetrieve tags associated with any groupings owned by the company.
- ReadGet Magnetic Opportunity StatusesRetrieve opportunity statuses.
- ReadGet Magnetic TaskRetrieve a task by its ID.
- ReadGet User by IDRetrieve details for a specific Magnetic user by their ID.
- ReadGet UsersRetrieve the list of all users in the authenticated user's company.
- ReadList CompaniesRetrieve all companies from the Magnetic HQ account.
- ReadGet Grouping Custom Field DefinitionsRetrieve all custom field definitions for groupings.
- WriteCreate Magnetic GroupingCreate a new opportunity or job (grouping) in Magnetic HQ. Approval by default
- WriteCreate Magnetic TaskCreate a new task in Magnetic HQ. Approval by default
One prompt, start to finish
What a governed Magnetic run looks like inside Luumen.
Questions
Authorize once with API token. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Read actions answer immediately. Anything that writes — create magnetic grouping, create magnetic task — is shown as a plan and requires approval by default. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Every call to Magnetic — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
Put Magnetic to work with Luumen
Connect in minutes. Every action scoped, approved, and audited from day one.