--- title: "Float: How to integrate/connect Float with your AI Agents and what the integration can be used for" last_updated: "2026-03-16T22:04:39.591Z" category: "Connecting Your Integrations" canonical_url: "https://maybeclients.com/h/maybe-help-centre/float-how-to-integrate-connect-float-with-your-ai-agents-and-what-the-integratio" help_centre: "Maybe* Help Centre" --- # Float: How to integrate/connect Float with your AI Agents and what the integration can be used for This guide provides step-by-step instructions for integrating Float with your AI Agents and how you can use the feature. ## What is Float? Float is a resource management tool that allows AI Agents to manage and optimise team scheduling and project planning efficiently. ## Key Float features - Real-time team scheduling and resource management - Visual project planning with drag-and-drop functionality - Integration capabilities with other tools for streamlined workflows - Reporting and analytics for better decision-making ## Example Float use cases - A project manager can use Float to allocate resources efficiently across multiple projects, ensuring optimal utilisation. - A team leader can monitor team availability and adjust schedules in real-time to accommodate changes in project timelines. - An organisation can integrate Float with other tools to automate workflow processes, reducing manual data entry and increasing productivity. ## Getting started with Float and your AI Agents This section provides clear, step-by-step numbered instructions for connecting or setting up Float with your AI Agents. 1. Go to the configuration section and select 'Integration'. 1. Scroll down and search for 'Float'. 1. Click 'Connect'. A pop-up will appear requesting the API key. 1. The account owner of Float can locate the API key in the 'Integrations' tab within the team settings. If you are not the account owner, please ask the account owner for the API key. 1. Copy and paste the API key into the provided box and click 'Connect'. 1. The connection process will initiate, and you will see a 'Connecting' status. 1. Once connected, find or build an AI Agent that includes the Float plugins. 1. Click to use the agent. ## How to use Float and your AI Agents This section provides practical examples, scenarios, or workflows for using Float with your AI Agents after the integration is connected. - Use AI Agents to automatically update team schedules in Float based on project changes or team member availability. - Automate the generation of project reports by integrating Float with reporting tools, allowing AI Agents to compile and deliver insights directly to stakeholders. - Enable AI Agents to notify team members of schedule changes or project updates, ensuring everyone is informed in real-time. ## How your AI Agent can use this integration - ListFloatProjects: Return Projects from the current Float account. - ListFloatPeople: Return People from the current Float account IDs used for allocations/tasks, reporting, etc. . - GetFloatAllocation: Return a single Allocation task by task_id from the current Float account. - CreateFloatAllocation: Create an allocation "task" for one or more people on a project in Float. - ListFloatAllocations: Return Allocations tasks from the current Float account with optional filters. - UpdateFloatAllocation: Update an allocation "task" by task_id in Float. - DeleteFloatAllocation: Delete an allocation "task" by task_id in Float. - ListFloatProjectTasks: Return Project Tasks for a given project in the current Float account. - ListFloatHolidays: Return Team Holidays from the current Float account. - CreateFloatStatus: Create a Status for a person in Float. - ListFloatStatuses: Return Statuses from the current Float account, optionally filtered by date range and person. - ListFloatPublicHolidays: Return Public Holidays, filtered by year and optional region s . - CreateFloatClient: Create a new client in Float. - CreateFloatProject: Create a new project in Float. - ListFloatClients: Return Clients from the current Float account, or a single client when client_id is provided. - UpdateFloatProject: Update an existing project in Float. - GetFloatProject: Return a single project by project_id. - UpdateFloatClient: Update a client in Float by client_id. - DeleteFloatClient: Delete a client in Float by client_id. - UpdateFloatProjectTask: Update a Project Task task template by task_meta_id. - DeleteFloatProjectTask: Delete a Project Task task template by task_meta_id. - ListFloatMilestones: Return Milestones, or a single Milestone when milestone_id is provided. - CreateFloatMilestone: Create a Milestone in Float. - UpdateFloatMilestone: Update a Milestone in Float by milestone_id. - CreateFloatPhase: Create a Phase in Float. - ListFloatPhases: Return Phases, or a single Phase when phase_id is provided. - UpdateFloatPhase: Update a Phase in Float by phase_id. Optionally manage the phase team via ops. - DeleteFloatPhase: Delete a Phase in Float by phase_id. - GetFloatReportPeople: Return the People report for a given date range capacity, utilization, etc. . - GetFloatReportProjects: Return the Projects report for a given date range budget, planned vs. logged, etc. . ## Best practices for Float and your AI Agents - Regularly update your AI Agents with the latest Float plugins to leverage new features and improvements. - Customise AI Agent workflows to align with your specific project management needs and team dynamics. - Utilise Float's analytics features to inform AI Agent decision-making processes, enhancing resource allocation strategies. ## Troubleshooting & common issues | | Issue | Solution | Cause | | | Unable to connect Float | Verify the API key with the account owner and re-enter it. | Incorrect API key | | | Float plugin not appearing in AI Agent | Ensure the Float plugin is installed and configured in your AI Agent settings. | Plugin not installed | | | Schedule updates not syncing | Reconnect Float and check for any updates or patches required. | Integration error | ## FAQs Q: How can I find the Float API key if I am not the account owner? A: You will need to request the API key from the account owner, who can find it in the 'Integrations' tab within the team settings. Q: What should I do if the Float integration is not working correctly? A: Check the API key for accuracy, ensure the Float plugin is installed in your AI Agent, and verify that all integration settings are correctly configured. Q: Can I use Float integration to automate project reporting? A: Yes, you can configure your AI Agents to automatically generate and deliver project reports using Float's reporting and analytics features.