What is a grouping in Magnetic, and why does status come from two actions?

A grouping is the record behind either an opportunity or a job, created through Create Magnetic Grouping. Status options split accordingly: Get Magnetic Opportunity Statuses covers unsigned opportunities, while Get Grouping Statuses returns the statuses for signed groupings.

Can Lyro move a job to the next status or edit one that exists?

No. This toolkit writes in two places only, Create Magnetic Grouping and Create Magnetic Task, and everything else reads. Lyro can open the record and report where it stands, but the status change or edit happens in Magnetic.

Will Lyro respect the custom fields we added to jobs?

Get Grouping Custom Field Definitions returns every custom field defined for groupings on the account. Lyro reads those definitions first, so a new opportunity or job is created against the fields your firm actually uses rather than the defaults.

Whose follow-ups does Lyro see?

Get Current Follow-ups returns the upcoming follow-ups assigned to the authenticated user, so the answer depends on which Magnetic account is connected. Get Users and Get User by ID cover everyone else in the company when a follow-up needs to be traced to a different owner.

Magnetic MCP integration

Opens opportunities, jobs, and their first tasks, finds client contacts and companies, and reports job status and due follow-ups.

Connect Magnetic See all integrations

14actions available

Three actions you can hand over today

Every action runs live through MCP. Nothing to build, nothing to maintain.

Create magnetic task
Lyro creates a new task in Magnetic HQ during conversations. Sales reps add follow-ups without platform access.
Get user by ID
Lyro retrieves profile information for a Magnetic user. Support staff verify user details without navigation.
Search client contacts
Lyro searches Magnetic contacts by field or client ID. Agents find relevant contacts instantly during conversations.

See all 14 actions

How businesses use Magnetic + Lyro

Each card is one request a support team gets, and the Magnetic actions Lyro runs to close it.

Turn a client request into a tracked job
Lyro creates the grouping for a new opportunity or job, adds the first task against it and assigns an owner, and reads the status options available so the record starts in the right state.
Create Magnetic GroupingCreate Magnetic TaskGet Grouping Statuses
Find the client contact behind an incoming request
Lyro searches contacts by field or client ID, reads the tags on the one it finds, and lists the client companies on the account when only the company name was given.
Search Client ContactsGet Contact TagsList Companies
Report where a job actually stands
Lyro retrieves the grouping by ID with its details, opens a specific task on it, and reads the grouping tags the company uses to categorise work in progress.
Get Magnetic Grouping by IDGet Magnetic TaskGet Grouping Tags
Keep follow-ups from slipping
Lyro reports the follow-ups scheduled for the connected user, and resolves who the people named on them are from the company user list when a task needs reassigning.
Get Current Follow-upsGet UsersGet User by ID

How it works

Get started in 3 steps

Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Magnetic actions it has and picks the ones a request needs.

01
Connect Magnetic
Authorize the Magnetic account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
02
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Magnetic actions that close it and chains as many as the request needs.
03
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free

Magnetic · Lyro

Everything else about Magnetic

Setup, permissions, and the limits of what Lyro can do inside Magnetic.

A grouping is the record behind either an opportunity or a job, created through Create Magnetic Grouping. Status options split accordingly: Get Magnetic Opportunity Statuses covers unsigned opportunities, while Get Grouping Statuses returns the statuses for signed groupings.

Every action available in Magnetic

All 14 actions your agent can call on Magnetic, straight from the live MCP connection.

Get current follow-ups
Retrieve upcoming follow-ups assigned to the authenticated user.
Search client contacts
Search contacts by field or client ID.
Create magnetic grouping
Create a new opportunity or job (grouping) in Magnetic HQ.
Create magnetic task
Create a new task in Magnetic HQ.
Get contact tags
Get all tags associated with a contact.
Get magnetic grouping by ID
Retrieve details for a specific grouping (opportunity/job) by its ID.
Get grouping statuses
Retrieve the list of statuses for signed groupings.
Get grouping tags
Retrieve tags associated with any groupings owned by the company.
Get magnetic opportunity statuses
Retrieve opportunity statuses.
Get magnetic task
Retrieve a task by its ID.
Get user by ID
Retrieve details for a specific Magnetic user by their ID.
Get users
Retrieve the list of all users in the authenticated user's company.
List companies
Retrieve all companies from the Magnetic HQ account.
Get grouping custom field definitions
Retrieve all custom field definitions for groupings.