float-mcp

Consolidated tool for managing all core Float entities (people, projects, tasks, clients, departments, roles, accounts, statuses). Supports all CRUD operations and specialized functions through a decision-tree approach. Use entity_type to specify the entity and operation to specify the action.

Consolidated tool for managing project workflow entities (phases, milestones, project-tasks, allocations). Handles all project-specific operations including scheduling, task management, and resource allocation through a decision-tree approach.

Consolidated tool for managing all time tracking entities (logged-time, timeoff, timeoff-types, public-holidays, team-holidays). Handles time logging, leave management, and holiday tracking through a decision-tree approach with comprehensive reporting capabilities.

Consolidated tool for generating comprehensive reports and analytics from Float data. Supports various report types including time tracking, project performance, resource utilization, budget analysis, and team metrics with flexible filtering and formatting options.

Retrieve a paginated list of all team members with advanced filtering options. Use for team management, resource planning, and organizational oversight. Supports filtering by department, role, and active status.

Get comprehensive details about a specific team member including role, department, skills, contact information, and employment details. Essential for team management and resource allocation.

Create a new person

Update an existing person

Delete a person (archives them in Float)

List all departments

Get detailed information about a specific department

Create a new department

Update an existing department

Delete a department

List all statuses with optional filtering by status type (project or task)

Get detailed information about a specific status

Create a new status for projects or tasks

Update an existing status

Delete a status (archives it in Float)

Get the default status for a specific type (project or task)

Set a status as the default for its type

Get all statuses for a specific type with default status information

List all roles with optional filtering by status, department, or active status

Get detailed information about a specific role

Create a new role with permissions and settings

Update an existing role with new information or permissions

Delete a role (archives it in Float). Note: Roles assigned to users should be reassigned first.

Get all roles that have a specific permission

Get all permissions for a specific role

Update permissions for a specific role

Get roles organized by hierarchy levels

Check if a role has specific permissions (useful for RBAC implementation)

Retrieve a paginated list of all user accounts with advanced filtering options. Use for user management, access control, and organizational oversight. Supports filtering by account type, active status, and department access.

Get comprehensive details about a specific user account including permissions, access rights, department assignments, and account settings. Essential for user management and access control.

Update an existing user account with new information including contact details, permissions, timezone settings, and account configuration. Use for profile management and access control updates.

Manage and update account permissions and access rights including view/edit permissions, department filters, and access levels. Critical for security and access control management.

Create a new account (if supported by your Float plan)

Deactivate an account (sets active status to 0)

Reactivate an account (sets active status to 1)

Get information about the current authenticated account

Update the timezone for a specific account

Set department filter to restrict account access to specific departments

Update permissions for multiple accounts at once

Retrieve a paginated list of all projects with advanced filtering options. Use this for project overview, status tracking, and finding specific projects by client or status. Supports pagination for large project datasets.

Get comprehensive details about a specific project including budget, timeline, client information, and project settings. Use this to retrieve complete project information for planning and analysis.

Create a new project with comprehensive settings including budget, timeline, client association, and project configuration. Essential for project initialization and setup.

Update an existing project with new information including timeline changes, budget updates, status modifications, and project configuration adjustments.

Delete a project (archives it in Float). This action sets the project status to archived rather than permanently deleting it, preserving historical data and references.

List all tasks/allocations with optional filtering by project, person, or date range

Get detailed information about a specific task/allocation

Create a new task/allocation

Update an existing task/allocation

Delete a task/allocation

List all clients with optional filtering

Get detailed information about a specific client

Create a new client

Update an existing client

Delete a client (archives it in Float)

List all allocations with optional filtering (same as tasks in Float API)

Get detailed information about a specific allocation

Create a new allocation

Update an existing allocation

Delete an allocation

List all milestones with optional filtering by project, phase, status, or date range

Get detailed information about a specific milestone

Create a new milestone for a project or phase

Update an existing milestone

Delete a milestone (archives it in Float)

Get all milestones for a specific project with optional filtering

Get milestones that are upcoming within a specified date range

Get milestones that are overdue (past their due date and not completed)

Mark a milestone as completed with optional completion date

Get milestones that have reminders set within a specified date range

List all phases with optional filtering by project, status, or date range

Get detailed information about a specific phase

Create a new phase within a project

Update an existing phase

Delete a phase (archives it in Float)

List all phases for a specific project

Get phases that fall within a specific date range

Get all active phases, optionally filtered by project

Get scheduling information for phases including dependencies and timeline

List all project tasks with optional filtering by project, phase, or status

Get detailed information about a specific project task

Create a new project task

Update an existing project task

Delete a project task (archives it in Float)

Get all project tasks for a specific project

Get all project tasks for a specific project phase

Create multiple project tasks at once

Reorder project tasks by updating their sort_order

Archive or unarchive a project task

Get dependency information for project tasks

List all time off entries with optional filtering by person, project, status, and date range

Get detailed information about a specific time off entry

Create a new time off request

Update an existing time off request (including approval/rejection)

Delete a time off entry

Create multiple time off requests at once

Approve a pending time off request