Integration
Connect Apizeal and Float
When Contact Created fires in Apizeal, your agent runs Create Client in Float, or New Allocation in Float to Find Contact in Apizeal. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Apizeal and Float to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Apizeal and Float can do together
From Apizeal to Float
When Contact Created in Apizeal
then Create Client in Float
From Float to Apizeal
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Apizeal and Float
Triggers and actions 21 triggers · 38 actions
- Contact Created
Triggers when a new contact (not a lead) is added in Apizeal.
- Lead Created
Triggers when a new lead is added in Apizeal.
- Policy Created
Triggers when a new insurance policy is added in Apizeal.
- Policy Status Updated
Triggers when a policy's status changes in Apizeal.
- Task Created
Triggers when a new task is added in Apizeal.
- Task Status Updated
Triggers when a task's status changes in Apizeal.
- Find Contact
Finds contacts and leads by name, email, phone or creation date.
- Find Task
Finds tasks by status, related contact or policy, or due date range.
- Get Contact
Returns one contact (or lead) by its ID, with address, employment and agent.
- Get Medical Appointment
Returns one of a contact's medical appointments by its ID.
- Get Policy
Returns one insurance policy by its ID, with its carrier, plan, premium and holder.
- Get Policy Members
Returns the members (holder, applicants and dependents) of a policy.
- Get Task
Returns one task by its ID, with its status, due date and assignees.
- List Carriers
Returns the insurance carriers defined in your Apizeal organization, each with its ID and name.
- List Contact Notes
Lists the notes on a contact.
- List Contact Policies
Lists the policies a contact holds or belongs to.
- List Contact Reminders
Lists the reminders on a contact.
- List Medical Appointments
Lists a contact's medical appointments.
- List Policies
Lists insurance policies, optionally filtered by code, effective date or submitted date.
- List Policy Notes
Lists the notes on a policy.
- List Policy Reminders
Lists the reminders on a policy.
- List Policy Statuses
Returns the policy statuses defined in your Apizeal organization, each with its ID and name.
- List Product Types
Returns the product types defined in your Apizeal organization, each with its ID and name.
- New Allocation
Triggers when a new allocation is created.
- New Client
Triggers when a new client is added.
- New Department
Triggers when a new department is added.
- New Logged Time
Triggers when a new logged time is created.
- New Milestone
Triggers when a new milestone is created.
- New Person
Triggers when a new person is added.
- New Phase
Triggers when a new phase is created.
- New Project
Triggers when a new project is created.
- New Project Task
Triggers when a new project task is created.
- New Time Off
Triggers when a new time off is created.
- Updated Allocation
Triggers when an allocation is modified.
- Updated Logged Time
Triggers when a logged time is modified.
- Updated Phase
Triggers when a phase is modified.
- Updated Project
Triggers when a project is modified.
- Updated Project Task
Triggers when a project task is modified.
- Create Allocation
Creates a new allocation.
- Create Client
Creates a new client.
- Create Department
Creates a new department.
- Create Logged Time
Creates a new logged time.
- Create Milestone
Creates a new milestone.
- Create Person
Creates a new person.
- Create Phase
Creates a new phase.
- Create Project
Creates a new project.
- Create Project Task
Creates a new project task.
- Create Time Off
Creates a new time off.
- Find Allocation
Finds an allocation by ID.
- Find Logged Time
Finds a logged time by ID.
- Find Person
Finds a person by ID, email, or tag(s).
- Find Project
Finds a project by ID, project_code, or tag(s).
- Update Allocation
Update an existing allocation by ID.
- Update Logged Time
Update an existing logged time entry by ID.
- Update Milestone
Update an existing milestone by ID.
- Update Person
Update an existing person by ID.
- Update Phase
Update an existing phase by ID.
- Update Project
Update an existing project by ID.
- Update Project Task
Update an existing project task by ID.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Apizeal and Float, answered
What can start an automation from Apizeal?
Any of Apizeal's 6 triggers in the catalog, including Contact Created, Lead Created, Policy Created and Policy Status Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Float when something happens in Apizeal?
Any of Float's 21 actions, including Create Allocation, Create Client, Create Department and Create Logged Time. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Float to Apizeal?
Yes. When something happens in Float, your agent can act in Apizeal too. This page covers both directions: Float's triggers and Apizeal's actions are listed here as well.
Do I have to build a connector for Apizeal or Float?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Apizeal and Float without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.