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