Integration
Connect ChargeOver and Float
When Contact Was Updated fires in ChargeOver, your agent runs Create Client in Float, or New Allocation in Float to Create a Contact in ChargeOver. 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 ChargeOver and Float to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)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 ChargeOver and Float can do together
From ChargeOver to Float
When Contact Was Updated in ChargeOver
then Create Client in Float
From Float to ChargeOver
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 ChargeOver and Float
Triggers and actions 16 triggers ยท 41 actions
- Contact Was Updated
Triggers when a contact is updated in ChargeOver.
- Add item
Create an item (product or discount).
- Add note
Add a note to a customer, invoice, etc.
- Add Transaction
records a payment, refund or credit against a customer (e.g. transaction_type=pay, gateway_method=check, amount) without charging a payment gateway. Creates a transaction record.
- Cancel a Subscription
Cancel an existing subscription in ChargeOver.
- Create a Contact
Create a new contact in ChargeOver.
- Create a Customer
Create a new customer in ChargeOver.
- Create an Invoice
Create a new Invoice in ChargeOver.
- Create a Subscription
Create a new subscription in ChargeOver.
- Delete Item
deletes an item (product/discount) by id.
- Find Contact
Finds an existing contact by a specified field.
- Find Customer
Finds an existing customer by a specified field.
- Find Item (Product, Discount)
Finds an existing item (product, discount) by a specified field.
- Find Subscription
Finds an existing subscription by a specified field.
- List Notes
Lists the notes attached to a ChargeOver record (customer, invoice, subscription, contact), filtered by record type and record ID.
- Update a Customer
Update a existing customer in ChargeOver.
- Update contact
Update a user/contact.
- Update invoice
Update an invoice.
- Update item
Update an item.
- Update subscription
Update a subscription (package).
- Void Transaction
marks an existing transaction voided in ChargeOver (logs an externally-voided transaction; does not contact the gateway), changing its status.
- 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
More from ChargeOver
ChargeOver to CustomGPT.aiCustomGPT.ai is a no-code platform that lets you build AI chatbots using your own business content, designed...
ChargeOver to IP2LocationIP geolocation and intelligence. Look up location, network, proxy, and security data for any IP address...
ChargeOver to MemberstackSimple Auth & Payments for Webflow Developers.
ChargeOver to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
ChargeOver to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
ChargeOver to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
More into Float
Google Sheets to FloatGoogle Sheets
ActiveCampaign to FloatActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to FloatOrganize anything with Airtable, a modern database created for everyone.
Asana to FloatAsana is a collaborative information manager for workspace.
ClickUp to FloatClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to FloatDiscord is an all-in-one voice and text chat for gamers.
Questions
ChargeOver and Float, answered
What can start an automation from ChargeOver?
Any of ChargeOver's 1 trigger in the catalog, including Contact Was 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 ChargeOver?
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 ChargeOver?
Yes. When something happens in Float, your agent can act in ChargeOver too. This page covers both directions: Float's triggers and ChargeOver's actions are listed here as well.
Do I have to build a connector for ChargeOver 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.
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.