Integration
Connect Float and Stax
When New Allocation fires in Float, your agent runs Create Customer in Stax, or List Payment in Stax to Create Client in Float. 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 Float and Stax to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 Float and Stax can do together
From Float to Stax
When New Allocation in Float
then Create Customer in Stax
From Stax to 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 Stax
Triggers and actions 16 triggers · 38 actions
- 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.
- List Payment
Triggers when a new payment transaction is recorded in Stax.
- Capture payment
Captures funds from a pre-authorized Stax transaction, turning the pre-authorization into a completed charge. Returns the updated transaction.
- Create Customer
Creates a customer record on the Stax merchant account and returns the new customer.
- Create Item
Creates an item in the merchant's Stax catalog and returns the new catalog item.
- Create Scheduled Invoice
Creates a scheduled invoice that automatically generates invoices for a customer on a one-time or recurring schedule, with optional autopay. Returns the new schedule.
- Delete Catalog Item
Deletes a catalog item from Stax.
- Delete payment method
Deletes a customer's saved payment method in Stax and returns the deleted payment method.
- Delete Scheduled Invoice
Deletes a recurring invoice schedule so it stops generating invoices.
- Find Customers
Searches your Stax customers by name, email, company, phone, address or other details and returns the matching customers.
- Find Invoices
Returns the invoices on the Stax merchant account that match the search criteria you supply, such as keywords, customer name, company, email, price, schedule or payment method.
- Find Items
Searches the merchant's catalog for items matching a name, code, price or other criteria and returns the matching items.
- Find Payment Methods
Returns all saved payment methods (cards and bank accounts) for a Stax customer.
- Find Payments
Returns the payments and other transactions on the merchant account that match the search criteria, such as keywords, customer, date range, amount, type or status.
- Make a Payment
Charges a customer's saved payment method for the amount you specify, or places a pre-authorization to capture later. Returns the resulting transaction.
- Refund payment
Refunds all or part of a settled Stax payment transaction back to the customer.
- Update customer
Updates an existing customer's contact details, address, notes and options in Stax, and returns the updated customer.
- Update invoice
Updates an existing unpaid invoice's customer, amounts, line items, memos and payment options, and returns the updated invoice. Fully paid invoices cannot be edited.
- Void payment
Voids a payment transaction in Stax before it settles, cancelling the charge.
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 Float
Float to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Float to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Float to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Float to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Float to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Float to Google DriveGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
More into Stax
Google Sheets to StaxGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Questions
Float and Stax, 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 Stax when something happens in Float?
Any of Stax's 17 actions, including Create Customer, Create Item, Create Scheduled Invoice and Update customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Stax to Float?
Yes. When something happens in Stax, your agent can act in Float too. This page covers both directions: Stax's triggers and Float's actions are listed here as well.
Do I have to build a connector for Float or Stax?
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 Stax 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.