How to integrate Magnetic MCP with Hermes

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows. This guide explains the easiest and most robust way to connect your Magnetic account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

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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.

14 Tools

Introduction

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows.

This guide explains the easiest and most robust way to connect your Magnetic account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

Also integrate Magnetic with

What is Composio Connect?

Composio Connect is a consumer offering that lets anyone plug 1,000+ applications directly into their agent harness — including Hermes. It can:

  • Search and load tools from relevant toolkits on-demand, reducing context usage.
  • Chain multiple tools to accomplish complex workflows via a remote workbench, without excessive back-and-forth with the LLM.
  • Manage app authentication end-to-end with zero manual overhead.

Integrating Magnetic with Hermes

Using Composio Connect CLI

1. Install the Composio CLI

Run the install script directly, or paste https://composio.dev/hermes into your Hermes chat box to have it installed for you.

bash
curl -fsSL https://composio.dev/install | bash
Hermes authenticating with Composio

2. Authenticate

Once the CLI is installed, ask Hermes to authenticate with Composio.

3. Connect to Magnetic

Ask your agent to connect to Magnetic, or simply request any Magnetic-related task. Hermes will prompt you to authenticate and authorize access.

4. Done. You're all set with a new Magnetic connection.


Using Composio Connect MCP

1. Get your MCP URL and API Key

Go to dashboard.composio.dev and copy your Connect MCP URL and API key.

Copy MCP URL and API key from Composio dashboard

2. Open the Hermes config file

bash
nano ~/.hermes/config.yaml

3. Add the Composio Connect MCP server

bash
mcp_servers:
  composio:
    url: "https://connect.composio.dev/mcp"
    headers:
      x-consumer-api-key: "YOUR_COMPOSIO_API_KEY"
    connect_timeout: 60
    timeout: 180

Save with Ctrl + O, Enter, then exit with Ctrl + X.

4. Restart your Hermes agent

Once restarted, ask your agent to connect to Magnetic or request any Magnetic-related task. It will prompt you to authenticate and authorize access.

5. Done!

What is the Magnetic MCP server, and what's possible with it?

The Magnetic MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Magnetic account. It provides structured and secure access to your projects, client contacts, users, and task data, so your agent can perform actions like managing follow-ups, searching contacts, retrieving project statuses, and organizing your team’s workflow with ease.

  • Personal follow-up and task management: Automatically retrieve your upcoming follow-ups or tasks so you never miss important deadlines or action items.
  • Client contact discovery and tagging: Search for client contacts using specific criteria and view all tags associated with any contact to keep your CRM up to date and organized.
  • Project grouping and status tracking: Fetch groupings, view their statuses, and retrieve project-related tags to stay on top of ongoing jobs and opportunities.
  • User and team information access: Instantly pull details about any team member or audit the list of all users in your company for better collaboration and resource planning.
  • Opportunity status monitoring: Check the latest opportunity statuses to track sales pipelines or unsigned deals directly from your agent.

Way Forward

With Magnetic connected, Hermes can now act on your behalf whenever it detects a relevant task or you ask it to.

From here, you can extend Hermes further:

  • Connect more apps: Calendar, Slack, Notion, Linear, and hundreds of others are available through the same Composio Connect setup. Each new integration compounds what Hermes can do for you.
  • Build workflows across tools: Once multiple apps are connected, Hermes can chain actions together — turn an email into a calendar invite, a Slack message into a Linear ticket, or a meeting note into a follow-up draft.
  • Let it learn your patterns: The more you use Hermes, the better it gets at anticipating how you'd handle recurring tasks. Give it feedback on drafts and decisions, and it will adapt.

If you run into trouble or want to share what you've built, join the community or check out the Docs for deeper configuration options.

TOOLS

Supported Tools

Every Magnetic action and event your agent gets out of the box.

Get Current Follow-ups

Tool to retrieve upcoming follow-ups assigned to the authenticated user.

Search Client Contacts

Tool to search contacts by field or client ID.

Create Magnetic Grouping

Tool to create a new opportunity or job (grouping) in Magnetic HQ.

Create Magnetic Task

Tool to create a new task in Magnetic HQ.

Get Contact Tags

Tool to get all tags associated with a contact.

Get Magnetic Grouping by ID

Tool to retrieve details for a specific grouping (opportunity/job) by its ID.

Get Grouping Statuses

Tool to retrieve the list of statuses for signed groupings.

Get Grouping Tags

Tool to retrieve tags associated with any groupings owned by the company.

Get Magnetic Opportunity Statuses

Tool to retrieve opportunity statuses.

Get Magnetic Task

Tool to retrieve a task by its ID.

Get User by ID

Tool to retrieve details for a specific Magnetic user by their ID.

Get Users

Tool to retrieve the list of all users in the authenticated user's company.

List Companies

Tool to retrieve all companies from the Magnetic HQ account.

Get Grouping Custom Field Definitions

Tool to retrieve all custom field definitions for groupings.

FAQ

Frequently asked questions

With a standalone Magnetic MCP server, the agents and LLMs can only access a fixed set of Magnetic tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Magnetic and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Hermes fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Magnetic tools.

Yes, absolutely. You can configure which Magnetic scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Magnetic data and credentials are handled as safely as possible.

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