# Connect Float and Quaderno When **New Allocation** fires in [Float](https://apiant.ai/connections/float), your agent runs **Add invoice payment** in [Quaderno](https://apiant.ai/connections/quaderno), or **New Contact** in Quaderno 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 Quaderno **3** triggers Quaderno **24** 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 Quaderno 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 Quaderno can do together ### From Float to Quaderno - When **New Allocation** in Float then **Add invoice payment** in Quaderno - When **New Client** in Float then **Create Contact** in Quaderno ### From Quaderno to Float - When **New Contact** in Quaderno then **Create Client** in Float - When **New Invoice** in Quaderno 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 Quaderno ## Triggers and actions 18 triggers · 45 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 Quaderno. - Trigger **New Invoice** Triggers when a new invoice is created in Quaderno. - Trigger **New Sale** Triggers when a new sale is recorded in Quaderno, i.e. a new invoice or receipt is created. - Action **Add invoice payment** Records a payment against a Quaderno invoice. When total payments reach the invoice amount, the invoice is marked as paid. - Action **Add product** Creates a new product in Quaderno that can be used as a line item on invoices, credit notes and expenses. - Action **Add receipt** Creates a paid receipt in Quaderno for a completed sale, with its customer, line items and payment method. - Action **Calculate tax rate** Calculates the tax rate and tax amount that applies to a sale for a given customer location and product type. - Action **Create Contact** Creates a new contact (customer or vendor) in Quaderno and returns the created contact. - Action **Create Estimate** Creates an estimate (proforma) in Quaderno for a customer, with line items, dates and notes. - Action **Create Expense** Creates an expense in Quaderno for a vendor, with its line items, and returns the new expense. - Action **Create Invoice** Creates an invoice for a customer with line items; optionally records full payment so the invoice is marked paid. - Action **Create Paid Invoice** Creates an invoice for a customer and records a full payment against it, so the invoice is marked paid. - Action **Create Sale** Records a sale in Quaderno, which calculates taxes and issues the matching invoice or receipt for the customer. - Action **Delete contact** Permanently deletes a contact (customer or vendor) from your Quaderno account. - Action **Find Contact** Finds contacts whose name, email or tax ID matches the search text, or whose payment-processor ID matches. - Action **Find Sale** Finds sales (invoices) by invoice number, customer name or PO number, payment processor transaction id, customer, state or issue date range, and returns the matches. - Action **Get contact** Returns a single Quaderno contact (customer or vendor) by its ID. - Action **Get Estimate** Returns a single estimate (proforma) by its id, including its number, customer, line items, taxes and totals. - Action **Get Expense** Returns the details of an existing expense in your Quaderno account. - Action **Get invoice** Returns a single invoice by its id, including number, contact, line items, taxes, totals and payments. - Action **Get product** Returns a single product (item) from your Quaderno account by its id, including its name, code, price and tax settings. - Action **Get Receipt** Returns a receipt by its id, including number, totals, taxes, contact and payment details. - Action **Update contact** Updates an existing Quaderno contact. Fields left blank keep their current values. - Action **Update invoice** Updates the editable fields of an existing invoice: PO number, tags, payment details, notes, custom metadata and billing address. - Action **Update product** Updates an existing product in Quaderno. Only the fields you fill in are changed. - Action **Validate tax ID** Checks whether a customer's tax ID (EU/UK VAT, ABN, NZBN, QST, Swiss UID) is valid and belongs to a real business. - Action **Void invoice** Voids an existing invoice in Quaderno and returns the voided invoice. ## 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) - [ **Quaderno** Quaderno is a tax software that handles sales tax, VAT, and GST for your online business.](https://apiant.ai/connections/quaderno) 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 Quaderno - [ **HubSpot to Quaderno** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-quaderno) - [ **Google Sheets to Quaderno** Google Sheets](https://apiant.ai/connect/google-sheets-to-quaderno) - [ **Gmail to Quaderno** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-quaderno) - [ **Google Calendar to Quaderno** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-quaderno) - [ **Google Drive to Quaderno** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-quaderno) - [ **Mailchimp to Quaderno** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-quaderno) Questions ## Float and Quaderno, 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 Quaderno when something happens in Float? Any of Quaderno's 24 actions, including Create Contact, Create Estimate, Create Expense and Create Invoice. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Quaderno to Float? Yes. When something happens in Quaderno, your agent can act in Float too. This page covers both directions: Quaderno's triggers and Float's actions are listed here as well. ### ### Do I have to build a connector for Float or Quaderno? 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.