# Connect Float and Productive.io When **New Allocation** fires in [Float](https://apiant.ai/connections/float), your agent runs **Add Comment to Deal** in [Productive.io](https://apiant.ai/connections/productive-io), or **New time entry** in Productive.io to **Create Logged Time** in Float. Describe the whole flow and it is built, tested on every scenario and kept running. Float **15** triggers Float **21** actions Productive.io **1** trigger Productive.io **34** 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 Productive.io 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 Productive.io can do together ### From Float to Productive.io - When **New Allocation** in Float then **Add Comment to Deal** in Productive.io - When **New Client** in Float then **Add comment to task** in Productive.io ### From Productive.io to Float - When **New time entry** in Productive.io then **Create Logged Time** in Float - When **New time entry** in Productive.io then **Create Client** 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 Productive.io ## Triggers and actions 16 triggers · 55 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 time entry** Triggers when a new time entry is tracked in Productive. - Action **Add Comment to Deal** Adds a comment to a deal in Productive. - Action **Add comment to task** Adds a comment to a task in Productive. - Action **Add expense** Creates a new expense in Productive, optionally allocated to a budget service. - Action **Add invoice** Creates a new invoice for a client company in Productive. - Action **Add time entry** Creates a time entry in Productive, logging minutes a person worked on a service (and optionally a task) on a given date. - Action **Create Booking** Creates a booking that schedules a person's time on a service or an absence event over a date range in Productive. - Action **Create Company** Creates a new company (client) in Productive with its billing, invoicing and contact details. - Action **Create Contact** Creates a contact (person) in Productive, linked to a client company. - Action **Create Deal** Creates a new deal in Productive with a name, owner, deal type and date, plus optional value, company, contact and other deal details. - Action **Create Project** Creates a new project in Productive with a name, type, project manager and workflow, optionally linked to a client company. - Action **Create Service** Creates a service (a billable line of work) on a Productive deal or budget. - Action **Create Task** Creates a task in a Productive project task list, with optional assignee, dates, estimates, tags and recurrence. - Action **Create Task List** Creates a task list inside a project folder in Productive. - Action **Delete task** Permanently deletes a task in Productive. - Action **Find Company** Finds companies in Productive by name or company code and returns the matches. - Action **Find Contact** Finds contacts (client people) in Productive by search text, email or company, returning the matches and the first one. - Action **Find Deal** Finds deals in Productive by name, number or company and returns the matches. - Action **Find invoices by criteria** Returns invoices matching an invoice number and/or company, with the first match and a count. - Action **Find projects by criteria** Finds projects matching a name, client company, project manager or status, returning the matches and the first one. - Action **Find Task** Finds tasks matching a title, number, search text, project, task list, assignee or status, and returns the first match plus the full list. - Action **Find time entries by criteria** Returns time entries matching the criteria you give, such as person, service, task or date range. - Action **Find User** Finds users (team members) in your Productive organization by name or email and returns the matches. - Action **Get Booking** Returns a single booking (resource-planning allocation of a person to a service or event) by its ID, including dates, hours and custom fields. - Action **Get Comment** Returns a single comment by its ID, including its body, timestamps and the task, deal or other record it was posted on. - Action **Get Expense** Returns a single expense by its ID, including amounts, dates, approval status, custom fields and related records. - Action **Get Service** Returns a single service (a budget or deal line item) by its ID, including its attributes and custom field values. - Action **Get Task List** Returns a single task list by its ID, including its name, position, archive status and its project, board and folder. - Action **Update booking** Updates an existing booking in Productive, such as its dates, booked time, note or assigned service. Fields left blank are not changed. - Action **Update company** Updates an existing company in Productive. Only the fields you fill in are changed. - Action **Update Contact** Updates an existing contact (person) in Productive. Only the fields you fill in are changed. - Action **Update Deal** Updates an existing deal or budget in Productive, changing only the fields you fill in. - Action **Update project** Updates an existing project in Productive. Only the values you fill in are changed. - Action **Update Task** Updates an existing task in Productive. Only the values you fill in are changed. - Action **Update time entry** Updates an existing time entry in Productive, changing only the fields you fill in. ## 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) - [ **Productive.io** Productive is a project management tool that includes everything you need to run a profitable agency.](https://apiant.ai/connections/productive-io) 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 Productive.io - [ **HubSpot to Productive.io** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-productive-io) - [ **Google Sheets to Productive.io** Google Sheets](https://apiant.ai/connect/google-sheets-to-productive-io) - [ **Gmail to Productive.io** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-productive-io) - [ **Google Calendar to Productive.io** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-productive-io) - [ **Google Drive to Productive.io** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-productive-io) - [ **Mailchimp to Productive.io** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-productive-io) Questions ## Float and Productive.io, 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 Productive.io when something happens in Float? Any of Productive.io's 34 actions, including Create Booking, Create Company, Create Contact and Create Deal. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Productive.io to Float? Yes. When something happens in Productive.io, your agent can act in Float too. This page covers both directions: Productive.io's triggers and Float's actions are listed here as well. ### ### Do I have to build a connector for Float or Productive.io? 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.