• SCHEDULE
  • PROJECTS
  • PEOPLE
  • HUMAN

How to assign project tasks with your AI

Connect Float to your agent to manage resource workloads. Once connected, you can delegate scheduling directly through chat.

Ask AI about this page

Short answer

How can I assign tasks to team members using my AI?

Your agent uses Float to find specific projects and people, then creates the necessary task allocations. You'll get an updated resource schedule without manual data entry.

The results.

Where your updates land.

The AI handles the heavy lifting of finding the right IDs and creating the entries.

SCHEDULE

Updated resource loads

The agent creates new allocations in Float. Your team's availability reflects these changes immediately.

PROJECTS

Mapped task data

The AI matches your request to existing project IDs. This ensures tasks land in the correct buckets.

PEOPLE

Assigned team members

The agent identifies the right people from your roster. It links their capacity to the specific task you requested.

HUMAN

Review required

You still need to check the final schedule. The AI performs the technical setup, but you own the final resource plan.

The workflow

What your AI does when you request an allocation.

The agent moves from your natural language request to a finished entry in Float.

  1. Identify the project

    The agent scans your active Float projects to find the one you mentioned.

    list_projects

  2. Locate the team member

    It looks up the specific person you want to assign the work to.

    list_people

  3. Create the allocation

    The agent writes the new task to the schedule using the project and person IDs.

    create_allocation

  4. Confirm completion

    The agent tells you the task is set so you can move to the next one.

    create_allocation

Try it

Copy these to start.

Use these prompts to trigger the Float connector.

Starting points

Swap out the project names and person names for your actual Float data.

Float Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_v1XZ4JkGSeP293PhpiPLLC8qjaaYvhHv2u1XfkkK/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Float capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "float-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_v1XZ4JkGSeP293PhpiPLLC8qjaaYvhHv2u1XfkkK/mcp"
    }
  }
}
Copy into chat04

  • Assign 5 hours of work to Sarah for the Website Redesign project.

  • Create a new task allocation for Mike on the Q4 Marketing project.

  • Allocate 10 hours to the Mobile App project for Alex next week.

  • Add a task for Jordan under the Client Onboarding project.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Float once, then ask.

One connection links your agent to Float. Your login stays encrypted and secure on our side.

Connect Float to your AI

FAQ

How the task behaves

  • 01

    Can the AI delete existing allocations?

    No. The agent can only create new allocations.

  • 02

    Does the AI change my project names?

    No. The agent only reads project names to find the correct IDs.

  • 03

    How does the AI know which person I mean?

    It searches your Float roster to match the name you provide to a specific person ID.

  • 04

    Can I assign tasks to people not in Float?

    No. The agent can only allocate tasks to people already listed in your Float account.

  • 05

    Will the AI automatically fix overbooked schedules?

    No. The agent creates the allocation you ask for, but it doesn't automatically rebalance workloads.

  • More questions about Float? See everything the Float Connector can do

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