Integration
Connect Float to Kiflo PRM
When New Allocation fires in Float, your agent runs Create Customer in Kiflo PRM. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Float and Kiflo PRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Float can start in Kiflo PRM
When New Allocation in Float
then Create Customer in Kiflo PRM
When New Client in Float
then Create Deal in Kiflo PRM
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Float and Kiflo PRM
Triggers and actions 15 triggers · 43 actions
Trigger
New AllocationTriggers when a new allocation is created.
Trigger
New ClientTriggers when a new client is added.
Trigger
New DepartmentTriggers when a new department is added.
Trigger
New Logged TimeTriggers when a new logged time is created.
Trigger
New MilestoneTriggers when a new milestone is created.
Trigger
New PersonTriggers when a new person is added.
Trigger
New PhaseTriggers when a new phase is created.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New Project TaskTriggers when a new project task is created.
Trigger
New Time OffTriggers when a new time off is created.
Trigger
Updated AllocationTriggers when an allocation is modified.
Trigger
Updated Logged TimeTriggers when a logged time is modified.
Trigger
Updated PhaseTriggers when a phase is modified.
Trigger
Updated ProjectTriggers when a project is modified.
Trigger
Updated Project TaskTriggers when a project task is modified.
Action
Create AllocationCreates a new allocation.
Action
Create ClientCreates a new client.
Action
Create DepartmentCreates a new department.
Action
Create Logged TimeCreates a new logged time.
Action
Create MilestoneCreates a new milestone.
Action
Create PersonCreates a new person.
Action
Create PhaseCreates a new phase.
Action
Create ProjectCreates a new project.
Action
Create Project TaskCreates a new project task.
Action
Create Time OffCreates a new time off.
Action
Find AllocationFinds an allocation by ID.
Action
Find Logged TimeFinds a logged time by ID.
Action
Find PersonFinds a person by ID, email, or tag(s).
Action
Find ProjectFinds a project by ID, project_code, or tag(s).
Action
Update AllocationUpdate an existing allocation by ID.
Action
Update Logged TimeUpdate an existing logged time entry by ID.
Action
Update MilestoneUpdate an existing milestone by ID.
Action
Update PersonUpdate an existing person by ID.
Action
Update PhaseUpdate an existing phase by ID.
Action
Update ProjectUpdate an existing project by ID.
Action
Update Project TaskUpdate an existing project task by ID.
Action
Accept DealAccepts a deal in Kiflo and sets its status to Accepted, optionally adding a note.
Action
Accept LeadAccepts a lead in Kiflo and sets its status to Accepted, optionally adding a note.
Action
Associate Customer to DealLinks a customer to an existing deal — either an existing customer by ID, or a new customer created from the details you supply.
Action
Convert Lead to CustomerConverts a lead into a customer and marks the lead as Converted, returning the updated lead.
Action
Convert Lead to DealConverts a lead into a deal and sets the lead's status to Converted. Returns the updated lead, including the id of the new deal.
Action
Create AttachmentDownloads a file from a URL and attaches it to a Kiflo partner, deal, lead, note, payout, customer or collaboration.
Action
Create Channel ConflictRecords a channel conflict detected in an external source, such as your CRM, and makes it visible in Kiflo. Returns the created channel conflict.
Action
Create CustomerCreates a new customer in Kiflo, with your customer properties, and optionally associates it with a partner.
Action
Create DealCreates a new deal in Kiflo, optionally linking a contact, partners and custom deal properties.
Action
Create LeadCreates a lead in Kiflo, optionally assigning it to a partner or recording the partner who sourced it.
Action
Create NoteCreates a note on an existing partner, lead, deal, customer or payout in Kiflo.
Action
Create PartnerCreates a new partner in Kiflo, optionally with its main contact, group, program level, onboarding stage and payout details.
Action
Create TransactionCreates a transaction in Kiflo for an existing customer, optionally linked to a partner and a deal, and returns the new transaction.
Action
Find a CertificationReturns the certifications defined in your Kiflo account whose name contains the text you specify.
Action
Find a ContactReturns the contacts whose chosen property exactly matches the value you specify.
Action
Find a Partner ApplicationReturns the partner applications that match a partner name, team member email, status or partner.
Action
Find a Partner Team MemberReturns the partner team members that match an email address, a partner, or both.
Action
Pay PayoutMarks a validated payout as paid in Kiflo and returns the updated payout. This records the payment and does not move any money.
Action
Refuse DealRefuses a deal in Kiflo and sets its status to Refused, optionally adding a note. Returns the refused deal.
Action
Refuse LeadRefuses a lead in Kiflo and sets its status to Refused, optionally adding a note. Returns the updated lead.
Action
Reject a Partner ApplicationRejects a partner application that is still pending, so the applicant does not become a partner. Returns the rejected application.
Action
Update LeadUpdates an existing lead's deadline, currency, assigned partner contact, owner and properties, and returns the updated lead.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Float and Kiflo PRM, answered
What can start an automation from Float?
Any of Float's 15 triggers in the catalog, including New Allocation, New Client, New Department and New Logged Time. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Kiflo PRM when something happens in Float?
Any of Kiflo PRM's 22 actions, including Create Attachment, Create Channel Conflict, Create Customer and Create Deal. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Kiflo PRM to Float?
Kiflo PRM has no triggers in the catalog today, so automations start in Float. If you need the other direction, ask: your agent reads Kiflo PRM's API documentation and adds it.
Do I have to build a connector for Float or Kiflo PRM?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Float and Kiflo PRM without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.