manage-entity
Manage Float entities including people, projects, tasks, and clients. Perform CRUD operations and specialized functions like account management and role permissions.
Instructions
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.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| entity_type | Yes | The type of entity to manage (people, projects, tasks, clients, departments, roles, accounts, statuses) | |
| operation | Yes | The operation to perform (list, get, create, update, delete, or specialized operations) | |
| status | No | Filter by status | |
| active | No | Filter by active status (0=archived, 1=active) | |
| page | No | Page number for pagination | |
| per-page | No | Number of items per page (max 200) | |
| department | No | Filter by department (for people) | |
| department_id | No | Filter by department ID | |
| client_id | No | Filter by client ID (for projects) | |
| project_id | No | Filter by project ID | |
| people_id | No | Filter by person ID | |
| status_type | No | Type of status | |
| permission | No | Filter roles by permission | |
| id | No | The entity ID (people_id, project_id, task_id, client_id, department_id, role_id, account_id, or status_id) | |
| name | No | Name of the entity | |
| No | Email address | ||
| job_title | No | Job title | |
| default_hourly_rate | No | Default hourly rate | |
| employee_type | No | Employee type (1=full-time, 0=part-time) | |
| people_type_id | No | People type (1=employee, 2=contractor, 3=placeholder) | |
| start_date | No | Start date in YYYY-MM-DD format | |
| end_date | No | End date in YYYY-MM-DD format | |
| notes | No | Notes or description | |
| budget | No | Budget amount | |
| hourly_rate | No | Hourly rate | |
| color | No | Color (hex code) | |
| non_billable | No | Non-billable flag (0=billable, 1=non-billable) | |
| tentative | No | Tentative flag (0=confirmed, 1=tentative) | |
| estimated_hours | No | Estimated hours | |
| actual_hours | No | Actual hours | |
| priority | No | Priority level | |
| billable | No | Billable flag (0=non-billable, 1=billable) | |
| task_type | No | Task type | |
| repeat_state | No | Repeat state | |
| repeat_end | No | Repeat end date | |
| parent_id | No | Parent department ID | |
| position | No | Position for ordering | |
| is_default | No | Whether this is the default status | |
| description | No | Role description | |
| permissions | No | Role permissions | |
| level | No | Role level | |
| is_system_role | No | System role flag (1=system, 0=custom) | |
| timezone | No | Account timezone | |
| avatar | No | Avatar URL | |
| account_type | No | Account type | |
| access | No | Access level | |
| department_filter_id | No | Department filter ID | |
| view_rights | No | View rights | |
| edit_rights | No | Edit rights | |
| permissions_data | No | Permissions data for account management | |
| default_status_id | No | Default status ID to set | |
| permission_name | No | Permission name to check | |
| role_permissions | No | Role permissions to update | |
| accounts | No | Array of account updates for bulk operations | |
| format | No | Response format - either "json" or "xml" | json |