.DkNUKaKx_ZLAT4m.webp?dpl=dpl_ARtVL4739pNJnxC8yxqCNToe4mN7){kind=small}
Connectors / Finance · HTTP Connector
Automate Float with Tray.ai
Update a card transaction, update bills and update a reimbursement in Float, and start a workflow when Float sends “Transaction authorized”.
What can you do with Float on Tray.ai?
Float is a Canadian spend management platform that combines corporate cards, bill payments, and reimbursements with receipt capture and accounting exports. Tray.ai connects to Float through the HTTP Connector, so your workflows can call the Float API alongside the rest of your stack.
- When Float sends “Transaction ready to export”, post the transaction to your accounting system.
- When Float sends “Bill marked as paid”, update the bill in your accounting system.
- Create vendors in Float when new suppliers are approved in your ERP.
- Create a user in Float when a new hire joins in your HR system.
- Connects through
- HTTP Connector
- Authentication
- A bearer token
- Base URL
- https://api.floatfinancial.com
Set it up
Connect Float to Tray.ai
Each step uses Float's own API details, from its documentation.
Step 1
Save Float's API token
Save the token Float issues as a Tray.ai authentication. The HTTP Client sends it as a bearer token on every call. The token stays out of the workflow and out of the logs.
Step 2
Point the HTTP Client at the API
Add an HTTP Client step and use https://api.floatfinancial.com as the base URL. Or paste a cURL example from Float's API docs, and Tray.ai fills in the method, URL, and headers.
Step 3
Start with “List card transactions”
It's one of 21 documented actions, under Card transactions. The response comes back as data the next step can map into your other apps.
Step 4
Start workflows from Float events
Give Float the URL of a Tray.ai webhook trigger. “Transaction authorized” can then start a workflow, and so can 7 other events.
Give your AI agents Float tools
Build an MCP server on Float in Agent Gateway and choose which actions your agents can call. Every call runs with access control and an audit trail. How Agent Gateway works
- List card transactions
- List bills
- List reimbursements
- List vendors
- List GL codes
- List users
- Get a card transaction
- Update a card transaction
What the Float API covers
6 resources and 21 documented actions, each one a call the HTTP Connector can make from a Tray.ai workflow. Connecting it takes a few clicks: here's how.
Card transactions
- List card transactions
- Get a card transaction
- Update a card transaction
Bills
- List bills
- Get a bill
- Update bills
- Mark a bill as synced
Reimbursements
- List reimbursements
- Get a reimbursement
- Update a reimbursement
- Mark a reimbursement as synced
Vendors
- List vendors
- Create vendors
- Update a vendor
- Delete a vendor
GL codes
- List GL codes
- Create GL codes
- Update a GL code
Users
- List users
- Get a user
- Create a user
Events Float can send to a Tray.ai webhook trigger
- Transaction authorized
- Transaction cleared
- Transaction ready to export
- Transaction export requested
- Bill export requested
- Bill marked as paid
- Reimbursement export requested
- Reimbursement marked as paid
Checked against Float's own documentation on 2026-11-09
How Tray.ai makes this work
Float plugs into the whole Tray.ai platform
Intelligent Integration
Integrate and automate across 10,100+ apps, databases, APIs, and services with visual workflows, error handling, and observability.
Learn more →Agent Builder
Build AI agents that read, write, and take action in Float — with guardrails, audit, and human-in-the-loop.
Learn more →Agent Gateway for MCP
Expose Float actions as governed MCP tools — observable, rate-limited, authenticated.
Learn more →Tray Helix
Build apps on Float data with your AI assistant, then deploy, run, and govern them on Tray.ai.
Learn more →Related integrations
Hundreds of pre-built Float integrations ready to deploy.
More finance apps on Tray.ai
Dedicated connectors and other apps Tray.ai reaches in the same category. See every finance connector →
Frequently asked questions
What can a Tray.ai workflow do in Float?
+
The Float API documents 21 actions across 6 resources (Card transactions, Bills, Reimbursements, Vendors, GL codes, Users). For example: List card transactions; List bills; List reimbursements. A workflow can make any documented call through the HTTP Connector.
How does Tray.ai authenticate with Float?
+
The Float API uses a bearer token. You save it once as a Tray.ai authentication, and the HTTP Connector adds it to every request.
Which Float events can start a Tray.ai workflow?
+
Float sends 8 events to a webhook URL, for example: Transaction authorized; Transaction cleared; Transaction ready to export; Transaction export requested; Bill export requested; Bill marked as paid; Reimbursement export requested; Reimbursement marked as paid. A Tray.ai webhook trigger receives them and starts a workflow.
See Float working against your stack.
We'll walk through a tailored demo with your systems plugged in.
Thanks — someone from our team will be in touch soon.