Connect Float to your AI agent

Productivity 10 actions available

Float is a resource management and project planning platform for scheduling teams, managing project capacity, tracking time, and reporting on utilization.

We set up the connection using your own Float account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Float

Each one is a real action the agent can take on its own, the same things a person clicking around Float could do. Read-only by default; write actions are confirmed against your policy.

  • Create Allocation Schedule work on a Float project for one or more people, or leave it unassigned, with optional phase, status, notes, and recurrence. Supplying a project-task name may create that project-task definition when none matche…
  • Create Project Create a Float project with core scheduling and classification fields. This tool intentionally excludes rates, currencies, budgets, and project-team replacement operations.
  • Get People Capacity Report Return person-level capacity, scheduled, unscheduled, time-off, billable, and non-billable totals for a required date range.
  • Get Project Retrieve one Float project by ID, optionally including its phases, project tasks, team, expenses, or currency details.
  • Get Project Utilization Report Return project-level scheduled, logged, billable, non-billable, budget, and utilization totals for a required date range, optionally for one project.
  • List Allocations Find scheduled allocations in Float by project, person, client, phase, project task, date range, billing state, status, or recurrence.
  • List People Find active people on the Float schedule by default, or filter for archived or all people, employee type, department, tags, and related account details.
  • List Projects Find Float projects by code, client, lifecycle state, billing state, status, or tags, optionally including planning details such as phases, tasks, team, and currency.
  • Update Allocation Reschedule or revise selected fields of a Float allocation. Sends only fields explicitly supplied by the caller and preserves Float task IDs in the result. Supplying a project-task name may create that project-task defi…
  • Update Project Update selected core identity, schedule, lifecycle, and tag fields on a Float project. This tool does not expose financial configuration or project-team replacement and removal operations.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Float, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Float questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Float's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Float to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all connections

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