Use Studio chat to drive this server — credentials stay in your workspace.
Float is a cash flow forecasting tool that helps businesses manage their finances by providing real-time financial insights and visibility into future cash positions. Use it to improve financial planning and decision-making.
Opens MCPBundles Studio with this server selected. After sign-in, chat and run tools from the same thread.
Browse all toolsDomain knowledge for Float — workflow patterns, data models, and gotchas for your AI agent.
Float is a cash flow forecasting tool that helps businesses manage their finances by providing real-time financial insights and visibility into future cash positions. Use it to improve financial planning and decision-making.
Retrieve a list of all financial accounts within your Float system. Use this to get a full view of all accounts for financial planning and analysis. R...
Retrieve a list of all clients from your Float account. Use this when you need an overview of your client base for financial planning insights. Return...
List all departments within your organization as recorded in Float. Use this when you need to allocate budgets or financial forecasts at a departmenta...
Access a list of all holidays recognized within your financial system. Use this for accurate scheduling and workforce financial planning. Returns holi...
Gain access to logged time records for tasks in Float. Crucial for assessing resource allocation and billing. This returns time entries with details s...
List all project milestones stored in Float to monitor project progress. Suitable for tracking major deadlines and deliverables in financial planning....
Get a complete list of people involved in the financial operations within your company. Use this to assign financial responsibilities or access levels...
Fetch a list of phases associated with different projects in Float. Use this to gain visibility into project structuring and timelines. Returns phase ...
List all current projects that require financial tracking and management. Use this to allocate budgets and forecast cash flow for each project. Return...
Access a compilation of tasks linked to various projects within Float. Ideal for project managers needing real-time task tracking. Provides task detai...
Retrieve a list of public holidays affecting your financial operations schedule. Ideal for planning around non-working days. Returns dates and descrip...
List all defined roles within your Float setup. This is useful for managing role-specific financial permissions and responsibilities. Returns role nam...
Get a list of all status types used in your Float system to categorize financial activities. Use this for custom report generation or activity trackin...
Retrieve a full list of all tasks within your Float account. Use this to assess workload distribution across projects. Returns detailed task informati...
Compile a list of all employee time off entries that impact payroll and financial planning. This is essential for workforce management and budget adju...
List all types of time off recognized in your organization. Useful for categorizing payroll adjustments and forecasting future cash flows. Returns tim...
Float is a cash flow forecasting tool that helps businesses manage their finances by providing real-time financial insights and visibility into future cash positions. Use it to improve financial planning and decision-making. It provides 16 tools that AI agents can use through the Model Context Protocol (MCP).
Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/float. Authentication is handled automatically.
Float provides 16 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.
Float uses API Key. Float requires credentials. Connect via MCPBundles and authentication is handled automatically.
Connect Float to any MCP client in minutes
Model Context Protocol lets AI tools call external capabilities securely through a single URL. This bundle groups tools behind an MCP endpoint that many clients can use.
Skip the manual setup! Use the .mcpb file format for one-click installation. Check the Claude Desktop tab for setup instructions.
Select ChatGPT, Cursor, Claude Code, or another tab for copy-paste config.
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