Integration
Connect Float to TaxJar
When New Allocation fires in Float, your agent runs Create a Customer in TaxJar. 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 TaxJar 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 can start in TaxJar
When New Allocation in Float
then Create a Customer in TaxJar
When New Client in Float
then Create an Order Transaction in TaxJar
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 TaxJar
Triggers and actions 15 triggers · 41 actions
Trigger
New AllocationTriggers when a new allocation is created.
Trigger
New ClientTriggers when a new client is added.
Trigger
New DepartmentTriggers when a new department is added.
Trigger
New Logged TimeTriggers when a new logged time is created.
Trigger
New MilestoneTriggers when a new milestone is created.
Trigger
New PersonTriggers when a new person is added.
Trigger
New PhaseTriggers when a new phase is created.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New Project TaskTriggers when a new project task is created.
Trigger
New Time OffTriggers when a new time off is created.
Trigger
Updated AllocationTriggers when an allocation is modified.
Trigger
Updated Logged TimeTriggers when a logged time is modified.
Trigger
Updated PhaseTriggers when a phase is modified.
Trigger
Updated ProjectTriggers when a project is modified.
Trigger
Updated Project TaskTriggers when a project task is modified.
Action
Create AllocationCreates a new allocation.
Action
Create ClientCreates a new client.
Action
Create DepartmentCreates a new department.
Action
Create Logged TimeCreates a new logged time.
Action
Create MilestoneCreates a new milestone.
Action
Create PersonCreates a new person.
Action
Create PhaseCreates a new phase.
Action
Create ProjectCreates a new project.
Action
Create Project TaskCreates a new project task.
Action
Create Time OffCreates a new time off.
Action
Find AllocationFinds an allocation by ID.
Action
Find Logged TimeFinds a logged time by ID.
Action
Find PersonFinds a person by ID, email, or tag(s).
Action
Find ProjectFinds a project by ID, project_code, or tag(s).
Action
Update AllocationUpdate an existing allocation by ID.
Action
Update Logged TimeUpdate an existing logged time entry by ID.
Action
Update MilestoneUpdate an existing milestone by ID.
Action
Update PersonUpdate an existing person by ID.
Action
Update PhaseUpdate an existing phase by ID.
Action
Update ProjectUpdate an existing project by ID.
Action
Update Project TaskUpdate an existing project task by ID.
Action
Calculate Sales Tax for an OrderWorks out the sales tax due on an order from the ship-from and ship-to addresses, the order amount and its line items.
Action
Create a CustomerCreates a customer in TaxJar with their exemption type and the regions the exemption applies to.
Action
Create an Order TransactionRecords a completed order in TaxJar so it counts towards your sales tax reporting.
Action
Create a Refund TransactionRecords a refund against an existing order in TaxJar so your sales tax reporting stays accurate.
Action
Get Two-Letter ISO Code for RegionLooks up the two-letter code for a state, province or country by name, using TaxJar's own list of regions.
Action
List CategoriesReturns TaxJar's product categories and the tax code to use for each one.
Action
List CustomersReturns the IDs of every customer in your TaxJar account.
Action
List Nexus RegionsReturns the states, provinces and countries where your TaxJar account has nexus and must collect tax.
Action
List OrdersReturns the IDs of the orders recorded in TaxJar, optionally limited to a date or date range.
Action
List RefundsReturns the IDs of the refunds recorded in TaxJar, optionally limited to a date or date range.
Action
Rates for LocationReturns the sales tax rates that apply at a location, broken down by state, county and city.
Action
Show a CustomerReturns one customer from TaxJar, including their exemption type and exempt regions.
Action
Show OrderReturns one order recorded in TaxJar, including its addresses, totals and line items.
Action
Show RefundReturns one refund recorded in TaxJar, including the order it applies to and the amounts refunded.
Action
Summarize Tax Rates for All RegionsReturns the minimum and average sales tax rate for every state, province and country TaxJar covers.
Action
Update a CustomerUpdates a customer in TaxJar. Only the fields you supply are changed.
Action
Update an Order TransactionUpdates an order already recorded in TaxJar. Only the fields you supply are changed.
Action
Update a Refund TransactionUpdates a refund already recorded in TaxJar. Only the fields you supply are changed.
Action
Validate an AddressChecks a US address and returns TaxJar's corrected version of it, so tax is worked out on a clean address.
Action
Validate a VAT NumberChecks whether a VAT number is valid and returns the business name and address registered against it.
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 TaxJar
HubSpot to TaxJarHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to TaxJarSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to TaxJarSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to TaxJarGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to TaxJarGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to TaxJarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Float and TaxJar, 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 TaxJar when something happens in Float?
Any of TaxJar's 20 actions, including Create a Customer, Create an Order Transaction, Create a Refund Transaction and Update a Customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TaxJar to Float?
TaxJar has no triggers in the catalog today, so automations start in Float. If you need the other direction, ask: your agent reads TaxJar's API documentation and adds it.
Do I have to build a connector for Float or TaxJar?
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 TaxJar 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.