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Float ACTION

Create Project

Create a new project. See the documentation
  • Action
  • Writes data
  • API key
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Float account once, then configure and run Create Project from your backend or agent.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "float-create-project",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    float: { authProvisionId: "apn_xxxxxxx" },
    name: "Project Name",
    projectCode: "Project Code",
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Create Project inputs
Property Type Description
name Project Name string
Name of the project
Required
projectCode Project Code string
An optional third-party identifier unique across all projects enforced using case-insensitive comparison
Optional
clientId Client string
Client to associate with the project
Optional Dynamic
color Color string
Project's color in hexadecimal (e.g. FF2D00)
Optional
notes Notes string
Notes for this project
Optional
tags Tags string[]
The tag to use
Optional Dynamic
budgetType Budget Type integer
Is there a project budget?
Optional
budgetTotal Budget Total integer
The budget amount for Total hours or Total fee project budgets. Displays as null for Hourly fee, Phase and Task budgets, also see Budget Priority
Optional
budgetPriority Budget Priority string
Defines which level the budget will be determined from. For non-project levels, the total budget can be calculated from the sum of budgets in each Phase or Task
Optional
defaultHourlyRate Default Hourly Rate string
The default hourly rate for fee-based budgets, the request also accepts a decimal number
Optional
nonBillable Non-Billable boolean
Is this project billable?
Optional
status Status string
The status of the project. If both Status and Stage ID are provided, Stage ID takes precedence. If only Status is provided, the first available stage for that status will be automatically selected
Optional
stageId Stage ID integer
The ID of the project stage for this project. This field takes precedence over Status when both are provided. If omitted, the first available stage related to the project's Status will be used
Optional Dynamic
lockedTaskList Locked Task List boolean
Are members locked from adding project tasks (Only Project Managers can add to this list)?
Optional
active Active boolean
Is this project active or archived?
Optional
projectManagerId Account string
The account to use
Optional Dynamic
allPmsSchedule All PMs Schedule boolean
Do all project managers have scheduling rights?
Optional
startDate Start Date string
The start date of this project which is either manually set or calculated from the earliest phase, milestone, allocation, or logged time. (format: YYYY-MM-DD)
Optional
endDate End Date string
The end date of this project which is either manually set or calculated from the latest phase, milestone, allocation, or logged time. (format: YYYY-MM-DD)
Optional
expenses Expenses string[]
A list of expenses assigned to this project. E.g. [{"name": "Expense 1", "date": "2022-01-01", "cost": 100}]. See the documentation
Optional
projectTasks Project Tasks string[]
A list of tasks assigned to this project. E.g. [{"phase_id": 1, "billable": 1}]. See the documentation
Optional
projectTeam Project Team string[]
A list of people and their project Hourly Rate, the Phase ID will be 0, the list may be empty. See the documentation
Optional Dynamic

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
float-create-project
Version
0.0.2
App
Float
Authentication
API key
Read-only
No
Destructive
No
Open world
Yes