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Float

Float is a cash flow forecasting tool that helps businesses manage their finances by providing real-time financial insights and visibility into future cash positions. Use it to improve financial planning and decision-making.

This Float MCP server is compatible with any MCP client including Claude Desktop, Cursor, and other Model Context Protocol implementations.

Financial Services

FIELDS

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Tools From This Provider (16)

Float List Accounts

Retrieve a list of all financial accounts within your Float system. Use this to get a comprehensive view of all accounts for financial planning and analysis. Returns account details such as account...

Float List Clients

Retrieve a list of all clients from your Float account. Use this when you need an overview of your client base for financial planning insights. Returns detailed information on each client, including...

Float List Departments

List all departments within your organization as recorded in Float. Use this when you need to allocate budgets or financial forecasts at a departmental level. Returns department names and IDs,...

Float List Holidays

Access a list of all holidays recognized within your financial system. Use this for accurate scheduling and workforce financial planning. Returns holiday dates and their descriptions, aiding in...

Float List Logged Time

Gain access to logged time records for tasks in Float. Crucial for assessing resource allocation and billing. This returns time entries with details such as user, duration, and logged date. Employ...

Float List Milestones

List all project milestones stored in Float to monitor project progress. Suitable for tracking major deadlines and deliverables in financial planning. Each entry provides milestone information like...

Float List People

Get a complete list of people involved in the financial operations within your company. Use this to assign financial responsibilities or access levels. Returns names, roles, and contact information...

Float List Phases

Fetch a list of phases associated with different projects in Float. Use this to gain visibility into project structuring and timelines. Returns phase details such as name, project ID, and status....

Float List Project Tasks

Access a compilation of tasks linked to various projects within Float. Ideal for project managers needing real-time task tracking. Provides task details, including descriptions, deadlines, and...

Float List Projects

List all current projects that require financial tracking and management. Use this to allocate budgets and forecast cash flow for each project. Returns project details including names and statuses,...

Float List Public Holidays

Retrieve a list of public holidays affecting your financial operations schedule. Ideal for planning around non-working days. Returns dates and descriptions of holidays, ensuring accurate financial...

Float List Roles

List all defined roles within your Float setup. This is useful for managing role-specific financial permissions and responsibilities. Returns role names and descriptions, helping you streamline...

Float List Status

Get a list of all status types used in your Float system to categorize financial activities. Use this for custom report generation or activity tracking. Returns status names and descriptions,...

Float List Tasks

Retrieve a comprehensive list of all tasks within your Float account. Use this to assess workload distribution across projects. Returns detailed task information, including assigned user IDs and...

Float List Time Off

Compile a list of all employee time off entries that impact payroll and financial planning. This is essential for workforce management and budget adjustments. Returns time off details including dates...

Float List Timeoff Types

List all types of time off recognized in your organization. Useful for categorizing payroll adjustments and forecasting future cash flows. Returns time-off type names and descriptions, enhancing your...

Related Bundles (1)

Float Tools

Financial Services

Float is a cash flow forecasting tool that helps businesses manage their finances by providing real-time financial insights and visibility into future cash positions. Use it to improve financial...

Provider Information

CategoryFinancial Services

Auth TypeFIELDS

AddedOctober 29, 2025

UpdatedNovember 3, 2025

Used By Tools

16

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Float MCP Server - MCP Bundles • MCP Providers