Integration
Connect Float and Upsales
When New Allocation fires in Float, your agent runs Add order in Upsales, or New Activity in Upsales 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 Upsales 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 Upsales can do together
From Float to Upsales
When New Allocation in Float
then Add order in Upsales
From Upsales 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 Upsales
Triggers and actions 21 triggers · 33 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.
- New Activity
Triggers when a new activity (to-do or phone call) is created in Upsales.
- New Appointment
Triggers when a new appointment is created in Upsales.
- New Company
Triggers when a new company is created in Upsales.
- New Contact
Triggers when a new contact is created in Upsales.
- New Opportunity
Triggers when a new opportunity (an open order with probability between 1 and 99) is created in Upsales.
- New Order
Triggers when a new order (a won deal at 100% probability) is created in Upsales.
- Add order
Creates an order in Upsales for a company, with its stage, owner and product rows.
- Add product
Creates a new product in Upsales, optionally with per-currency prices or as a bundle of other products.
- Create Contact
Creates a contact person in Upsales, linked to a company.
- Delete company
Deletes a company in Upsales.
- Delete contact
Deletes a contact in Upsales.
- Find a Company
Finds companies in Upsales by name and returns the matching companies.
- Find a Contact
Finds contacts in Upsales by email address or name.
- Find opportunities by criteria
Returns open opportunities (probability 1-99) matching the given description, company, stage, owner or contact.
- Find orders by criteria
Finds won orders in Upsales matching a description, company, stage, owner or contact.
- Find products by criteria
Finds products in Upsales matching a name, article number, category or active status.
- Update opportunity
Updates an existing opportunity in Upsales, such as its stage, probability, close date, products or custom fields.
- Update order
Updates an existing order in Upsales — its description, date, owner, company, stage, probability, order rows and custom fields.
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
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Questions
Float and Upsales, 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 Upsales when something happens in Float?
Any of Upsales's 12 actions, including Create Contact, Update opportunity, Update order and Add order. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Upsales to Float?
Yes. When something happens in Upsales, your agent can act in Float too. This page covers both directions: Upsales's triggers and Float's actions are listed here as well.
Do I have to build a connector for Float or Upsales?
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 Upsales 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.