--- title: "Connect Float and Holded - APIANT.ai" description: "When \"New Allocation\" fires in Float, your agent runs \"Create Purchase Invoice\" in Holded, or \"New Contact\" in Holded to \"Create Client\" in Float." canonical: "https://apiant.ai/connect/float-to-holded" --- # Connect Float and Holded When **New Allocation** fires in [Float](https://apiant.ai/connections/float), your agent runs **Create Purchase Invoice** in [Holded](https://apiant.ai/connections/holded), or **New Contact** in Holded to **Create Client** in Float. Describe the whole flow and it is built, tested on every scenario and kept running. Float **15** triggers Float **21** actions Holded **6** triggers Holded **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Float and Holded to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Float and Holded can do together ### From Float to Holded - When **New Allocation** in Float then **Create Purchase Invoice** in Holded - When **New Client** in Float then **Create Purchase Order** in Holded ### From Holded to Float - When **New Contact** in Holded then **Create Client** in Float - When **New Deal** in Holded then **Create Project** in Float 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 Float and Holded ## Triggers and actions 21 triggers · 33 actions - Trigger **New Allocation** Triggers when a new allocation is created. - Trigger **New Client** Triggers when a new client is added. - Trigger **New Department** Triggers when a new department is added. - Trigger **New Logged Time** Triggers when a new logged time is created. - Trigger **New Milestone** Triggers when a new milestone is created. - Trigger **New Person** Triggers when a new person is added. - Trigger **New Phase** Triggers when a new phase is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Project Task** Triggers when a new project task is created. - Trigger **New Time Off** Triggers when a new time off is created. - Trigger **Updated Allocation** Triggers when an allocation is modified. - Trigger **Updated Logged Time** Triggers when a logged time is modified. - Trigger **Updated Phase** Triggers when a phase is modified. - Trigger **Updated Project** Triggers when a project is modified. - Trigger **Updated Project Task** Triggers when a project task is modified. - Action **Create Allocation** Creates a new allocation. - Action **Create Client** Creates a new client. - Action **Create Department** Creates a new department. - Action **Create Logged Time** Creates a new logged time. - Action **Create Milestone** Creates a new milestone. - Action **Create Person** Creates a new person. - Action **Create Phase** Creates a new phase. - Action **Create Project** Creates a new project. - Action **Create Project Task** Creates a new project task. - Action **Create Time Off** Creates a new time off. - Action **Find Allocation** Finds an allocation by ID. - Action **Find Logged Time** Finds a logged time by ID. - Action **Find Person** Finds a person by ID, email, or tag(s). - Action **Find Project** Finds a project by ID, project_code, or tag(s). - Action **Update Allocation** Update an existing allocation by ID. - Action **Update Logged Time** Update an existing logged time entry by ID. - Action **Update Milestone** Update an existing milestone by ID. - Action **Update Person** Update an existing person by ID. - Action **Update Phase** Update an existing phase by ID. - Action **Update Project** Update an existing project by ID. - Action **Update Project Task** Update an existing project task by ID. - Trigger **New Contact** Triggers when a new contact is created in Holded. - Trigger **New Deal** Triggers when a new deal (lead) is created in a Holded CRM funnel. - Trigger **New Purchase Invoice** Triggers when a new purchase invoice is created in Holded. - Trigger **New Sales Invoice** Triggers when a new sales invoice is created in Holded. - Trigger **New Sales Order** Triggers when a new sales order is created in Holded. - Trigger **New Sales Receipt** Triggers when a new sales receipt is created in Holded. - Action **Create Payment** Records a standalone payment in Holded. - Action **Create Product** Creates a product in Holded. - Action **Create Purchase Invoice** Creates a purchase invoice in Holded with its line items. - Action **Create Purchase Order** Creates a purchase order in Holded with its line items. - Action **Create Quote** Creates a quote (estimate) in Holded with its line items. - Action **Create Sales Invoice** Creates a sales invoice in Holded with its line items. - Action **Create Sales Order** Creates a sales order in Holded with its line items. - Action **Create Sales Receipt** Creates a sales receipt in Holded with its line items. - Action **Find Contact** Finds Holded contacts by phone, mobile or custom reference ID. - Action **Mark Credit Note as Paid** Records a payment on a credit note, marking it paid. - Action **Send Invoice** Emails a sales invoice to the given addresses. - Action **Send Sales Receipt** Emails a sales receipt to the given addresses. ## Each app on its own - [ **Float** Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.](https://apiant.ai/connections/float) - [ **Holded** The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you...](https://apiant.ai/connections/holded) Reviews ## What our customers say ## More from Float - [ **Float to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/float-to-hubspot) - [ **Float to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/float-to-salesforce) - [ **Float to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/float-to-slack) - [ **Float to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/float-to-gmail) - [ **Float to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/float-to-google-calendar) - [ **Float to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/float-to-google-drive) ## More into Holded - [ **Google Sheets to Holded** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-holded) - [ **Gmail to Holded** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-holded) - [ **Google Calendar to Holded** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-holded) - [ **Google Drive to Holded** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-holded) - [ **ActiveCampaign to Holded** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-holded) - [ **Airtable to Holded** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-holded) Questions ## Float and Holded, answered ### ### What can start an automation from Float? Any of Float's 15 triggers in the catalog, including New Allocation, New Client, New Department and New Logged Time. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Holded when something happens in Float? Any of Holded's 12 actions, including Create Payment, Create Product, Create Purchase Invoice and Create Purchase Order. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Holded to Float? Yes. When something happens in Holded, your agent can act in Float too. This page covers both directions: Holded's triggers and Float's actions are listed here as well. ### ### Do I have to build a connector for Float or Holded? 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 Float and Holded 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.