# Connect Float and Pelcro

When **New Allocation** fires in [Float](https://apiant.ai/connections/float), your agent runs **Create Customer** in [Pelcro](https://apiant.ai/connections/pelcro), or **Customer Created** in Pelcro 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 Pelcro **5** triggers Pelcro **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 Pelcro to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 Pelcro can do together

### From Float to Pelcro

- When **New Allocation** in Float then **Create Customer** in Pelcro
- When **New Client** in Float then **Update customer** in Pelcro

### From Pelcro to Float

- When **Customer Created** in Pelcro then **Create Client** in Float
- When **Customer Updated** in Pelcro 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 Pelcro

## Triggers and actions 20 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

**Customer Created**

Triggers when a user registers via the Pelcro Platform. This means that a customer record exists in Pelcro and has a unique email address, password, and customer ID associated to it.

- Trigger

**Customer Updated**

Triggers when a customer is updated in Pelcro.

- Trigger

**Newsletter Created**

Triggers when a new newsletter subscription is created in Pelcro.

- Trigger

**Newsletter Updated**

Triggers when an existing Pelcro newsletter subscription is updated, such as a change to the subscriber's mailing lists or consent.

- Trigger

**Subscription Created**

Triggers when a new subscription is created in Pelcro.

- Action

**Add address**

Creates a new shipping, billing or primary address for a Pelcro customer.

- Action

**Add coupon**

Creates a new discount coupon on your Pelcro site, with either a fixed amount or a percentage off.

- Action

**Create Customer**

Creates a new customer on your Pelcro site.

- Action

**Create Newsletter**

Creates a newsletter subscriber in Pelcro with their email, signup source and optional consent details.

- Action

**Create Plan**

Creates a new pricing plan under a Pelcro product, setting its price, currency, billing interval and subscription behavior.

- Action

**Create Product**

Creates a product in your Pelcro site. Plans and their prices are added under a product.

- Action

**Create Subscription**

Creates a subscription for a Pelcro customer on a plan, optionally with a coupon, trial period or gift details.

- Action

**Get coupon**

Returns a single coupon by id, including its code, discount, duration, redemption count and expiration.

- Action

**Get newsletter**

Returns a single newsletter subscriber by id, including their email, name, lists and consent details.

- Action

**List newsletters**

Returns newsletter subscribers on your Pelcro site, optionally filtered by exact email address.

- Action

**Update customer**

Updates an existing Pelcro customer's profile, such as contact details, marketing preferences, password and metadata. Fields left blank are left unchanged.

- Action

**Update Newsletter**

Updates an existing newsletter subscriber's email, signup source, name, lists and consent details.

## 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)
- [ **Pelcro** Pelcro is a subscription and membership management platform](https://apiant.ai/connections/pelcro)

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 Pelcro

- [ **HubSpot to Pelcro** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pelcro)
- [ **Google Sheets to Pelcro** Google Sheets](https://apiant.ai/connect/google-sheets-to-pelcro)
- [ **Gmail to Pelcro** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pelcro)
- [ **Google Calendar to Pelcro** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pelcro)
- [ **Google Drive to Pelcro** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-pelcro)
- [ **Mailchimp to Pelcro** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-pelcro)

Questions

## Float and Pelcro, 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 Pelcro when something happens in Float?

Any of Pelcro's 12 actions, including Create Customer, Create Newsletter, Create Plan and Create Product. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Pelcro to Float?

Yes. When something happens in Pelcro, your agent can act in Float too. This page covers both directions: Pelcro's triggers and Float's actions are listed here as well.

###

### Do I have to build a connector for Float or Pelcro?

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.
