Connect your account, then chat with AI to run tools.
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.
You’ll sign in to MCPBundles when your client connects.
https://mcp.mcpbundles.com/bundle/floatThis server needs a sign-in. MCPBundles handles that setup once — then chat here with saved access and a log of what ran.
Live probe refreshed Sep 14, 2026 · Endpoint host mcp.mcpbundles.com
Domain 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.
Float List Accounts
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. Returns account details such as account names and current balances, helping you manage your financial resources.
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 financial planning insights. Returns detailed information on each client, including contact info and status. Use with parameters like 'type' to filter specific client categories.
Float List Departments
List all departments within your organization as recorded in Float. Use this when you need to allocate budgets or financial forecasts at a departmental level. Returns department names and IDs, offering a clear organizational structure for budgeting.
Connect Float to any MCP client in minutes
Opens MCPBundles Studio with this server selected. After sign-in, chat and run tools from the same thread.
Browse all toolsFloat List Holidays
Access a list of all holidays recognized within your financial system. Use this for accurate scheduling and workforce financial planning. Returns holiday dates and their descriptions, aiding in full planning and forecasting.
Float List Logged Time
Gain access to logged time records for tasks in Float. Crucial for assessing resource allocation and billing. This returns time entries with details such as user, duration, and logged date. Employ 'user_id' and 'date_range' parameters to customize your retrieved data.
Float List Milestones
List all project milestones stored in Float to monitor project progress. Suitable for tracking major deadlines and deliverables in financial planning. Each entry provides milestone information like due date and associated project. Utilize 'milestone_id' to fetch particular milestone details.
Float List People
Get a complete list of people involved in the financial operations within your company. Use this to assign financial responsibilities or access levels. Returns names, roles, and contact information of all personnel, aiding in human resource and financial oversight.
Float List Phases
Fetch a list of phases associated with different projects in Float. Use this to gain visibility into project structuring and timelines. Returns phase details such as name, project ID, and status. Specify 'active' as a parameter to filter ongoing phases.
Float List Projects
List all current projects that require financial tracking and management. Use this to allocate budgets and forecast cash flow for each project. Returns project details including names and statuses, helping you monitor financial progress.
Float List Project Tasks
Access a compilation of tasks linked to various projects within Float. Ideal for project managers needing real-time task tracking. Provides task details, including descriptions, deadlines, and completion status. Parameters such as 'project_id' can be used to narrow results to specific projects.
Float List Public Holidays
Retrieve a list of public holidays affecting your financial operations schedule. Ideal for planning around non-working days. Returns dates and descriptions of holidays, ensuring accurate financial forecasting and planning.
Float List Roles
List all defined roles within your Float setup. This is useful for managing role-specific financial permissions and responsibilities. Returns role names and descriptions, helping you streamline role-based access and financial operations.
Float List Status
Get a list of all status types used in your Float system to categorize financial activities. Use this for custom report generation or activity tracking. Returns status names and descriptions, assisting in accurate financial monitoring.
Float List Tasks
Retrieve a full list of all tasks within your Float account. Use this to assess workload distribution across projects. Returns detailed task information, including assigned user IDs and deadlines. Include 'completed' as a parameter to focus on finished tasks.
Float List Time Off
Compile a list of all employee time off entries that impact payroll and financial planning. This is essential for workforce management and budget adjustments. Returns time off details including dates and reasons, enabling precise financial analysis.
Float List Timeoff Types
List all types of time off recognized in your organization. Useful for categorizing payroll adjustments and forecasting future cash flows. Returns time-off type names and descriptions, enhancing your financial and HR management capabilities.
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.
© 2026 ThinkChain Inc. All rights reserved.
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.
MCPBundles is an independent platform built on the open Model Context Protocol standard. Not affiliated with Anthropic PBC or Claude.
Other MCP servers in this category from the directory index
Narmitech exposes 9 public tools on this MCP endpoint.
9 tools