Float for AI agents
Agents read Float at once. Changes and sends are held for a person's approval by default.
About Float
Float is a resource management and project planning platform for scheduling teams, managing project capacity, tracking time, and reporting on utilization.
What an agent can do in Float
Every Float action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Float without asking first. 6 actions.
- Get People Capacity ReportReturn person-level capacity, scheduled, unscheduled, time-off, billable, and non-billable totals for a required date range.
- Get ProjectRetrieve one Float project by ID, optionally including its phases, project tasks, team, expenses, or currency details.
- Get Project Utilization ReportReturn project-level scheduled, logged, billable, non-billable, budget, and utilization totals for a required date range, optionally for one project.
- List AllocationsFind scheduled allocations in Float by project, person, client, phase, project task, date range, billing state, status, or recurrence.
- List PeopleFind active people on the Float schedule by default, or filter for archived or all people, employee type, department, tags, and related account details.
- List ProjectsFind Float projects by code, client, lifecycle state, billing state, status, or tags, optionally including planning details such as phases, tasks, team, and currency.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 4 actions.
- Create AllocationSchedule 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 definiti
- Create ProjectCreate a Float project with core scheduling and classification fields. This tool intentionally excludes rates, currencies, budgets, and project-team replacement operations.
- Update AllocationReschedule 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 tha
- Update ProjectUpdate 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.
Changes wait in Needs you
Changes and sends in Float are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Related connectors
Float questions
Can an agent change data in Float on its own?
Not by default. Changes and sends in Float are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Float?
This connector lists 6 read actions. Reads run at once, without waiting for approval.
How does Float connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.