Integration
Connect Float and Xero
When something happens in Float or Xero, your agent does the next thing in the other. Describe it 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 Xero to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Xero can do together
From Float to Xero
When New Allocation in Float
then Add account in Xero
When New Client in Float
then Add credit note in Xero
From Xero to Float
When New bill in Xero
then Create Allocation in Float
When New or updated contact in Xero
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 Xero
Triggers and actions 19 triggers · 47 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.
Trigger
New billTriggered when a new bill (ACCPAY) is added.
Trigger
New or updated contactTriggered when a contact is created or updated.
Trigger
New paymentTriggered when a new payment is received.
Trigger
New sales invoiceTriggered when a new sales invoice (ACCREC) is added.
Action
Add accountCreate a chart of accounts entry.
Action
Add credit noteCreate a credit note.
Action
Add itemCreate an inventory/sales item.
Action
Add purchase orderCreate a purchase order.
Action
Add quoteCreate a quote.
Action
Create bank transactionCreate a spend or receive money bank transaction.
Action
Create billCreate a new bill (Accounts Payable, Type=ACCPAY).
Action
Create or update contactCreate a new contact or update an existing one.
Action
Create paymentCreate a payment against an approved invoice.
Action
Create sales invoiceCreate a new sales invoice (Accounts Receivable, Type=ACCREC).
Action
Find contact by emailFind a contact by email address.
Action
Get contactRetrieve a single contact by ContactID.
Action
Get invoiceRetrieve a single invoice by InvoiceID.
Action
Get quoteReturns one quote by its id, with its contact, status, line items and totals.
Action
List accountsRetrieve the chart of accounts.
Action
List bank transactionsList bank transactions.
Action
List contactsRetrieve contacts from Xero.
Action
List credit notesList credit notes.
Action
List invoicesRetrieve sales invoices and bills.
Action
List itemsList items.
Action
List organisationsRetrieve organisation details for the connected Xero tenant.
Action
List paymentsRetrieve payments.
Action
List purchase ordersList purchase orders.
Action
List tax ratesList tax rates.
Action
Update contactUpdate a contact by id.
Action
Update invoiceUpdate a draft/submitted invoice.
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 Xero, 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 Xero when something happens in Float?
Any of Xero's 26 actions, including Create bank transaction, Create bill, Create or update contact and Create payment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Xero to Float?
Yes. When something happens in Xero, your agent can act in Float too. This page covers both directions: Xero's triggers and Float's actions are listed here as well.
Do I have to build a connector for Float or Xero?
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.