Float

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.

This Float MCP server is compatible with any MCP client including Claude Desktop, Cursor, and other Model Context Protocol implementations.

Financial Services

FIELDS

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Tools From This Provider (16)

Float List Status

Get a list of all status types used in your Float system to categorize financial activities. Use this for custom report...

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Float List Milestones

List all project milestones stored in Float to monitor project progress. Suitable for tracking major deadlines and...

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Float List Time Off

Compile a list of all employee time off entries that impact payroll and financial planning. This is essential for...

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Float List Projects

List all current projects that require financial tracking and management. Use this to allocate budgets and forecast...

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Float List Timeoff Types

List all types of time off recognized in your organization. Useful for categorizing payroll adjustments and forecasting...

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Float List Holidays

Access a list of all holidays recognized within your financial system. Use this for accurate scheduling and workforce...

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Float List Roles

List all defined roles within your Float setup. This is useful for managing role-specific financial permissions and...

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Float List Clients

Retrieve a list of all clients from your Float account. Use this when you need an overview of your client base for...

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Float List Project Tasks

Access a compilation of tasks linked to various projects within Float. Ideal for project managers needing real-time...

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Float List People

Get a complete list of people involved in the financial operations within your company. Use this to assign financial...

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Float List Phases

Fetch a list of phases associated with different projects in Float. Use this to gain visibility into project...

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Float List Public Holidays

Retrieve a list of public holidays affecting your financial operations schedule. Ideal for planning around non-working...

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Float List Logged Time

Gain access to logged time records for tasks in Float. Crucial for assessing resource allocation and billing. This...

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Float List Tasks

Retrieve a comprehensive list of all tasks within your Float account. Use this to assess workload distribution across...

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Float List Departments

List all departments within your organization as recorded in Float. Use this when you need to allocate budgets or...

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Float List Accounts

Retrieve a list of all financial accounts within your Float system. Use this to get a comprehensive view of all...

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Related Bundles (1)

Float Tools

16 tools

Primary

Financial Services

Float is a cash flow forecasting tool that helps businesses manage their finances by providing real-time financial...

Provider Information

CategoryFinancial Services

Auth TypeFIELDS

AddedOctober 29, 2025

UpdatedFebruary 1, 2026

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