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Connectors / Finance · HTTP Connector
Automate FloQast with Tray.ai
Create a workflow in FloQast. Connect FloQast to the rest of your finance stack with Tray.ai.
What can you do with FloQast on Tray.ai?
FloQast is accounting close software that tracks close checklists and account reconciliations, with an API for users, entities, workflows and financial data. Tray.ai connects to FloQast through the HTTP Connector, so your workflows can call the FloQast API alongside the rest of your stack.
- List reconciliations at month end and post open items to the finance team’s chat channel.
- List checklist items each day of the close and update your close status dashboard.
- Deactivate a user when your HR system marks an accountant as departed.
- Connects through
- HTTP Connector
- Authentication
- An API key in a request header
- Base URL
- https://apix.floqast.app/v2
Set it up
Connect FloQast to Tray.ai
Each step uses FloQast's own API details, from its documentation.
Step 1
Save FloQast's API key
Save the key as a Tray.ai authentication. The HTTP Client puts it in the request header, read from $.auth. The key 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://apix.floqast.app/v2 as the base URL. Or paste a cURL example from FloQast's API docs, and Tray.ai fills in the method, URL, and headers.
Step 3
Start with “List users”
It's one of 13 documented actions, under Users. The response comes back as data the next step can map into your other apps.
Step 4
Hand it to an AI agent
Wrap “Get a user” and “Deactivate a user” in workflows, and Tray.ai's Agent Gateway for MCP publishes them as governed tools Claude and other AI agents can call.
Give your AI agents FloQast tools
Build an MCP server on FloQast 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 users
- List entities
- List workflows
- List roles
- List checklist items
- Get a user
- Deactivate a user
- Get an entity
What the FloQast API covers
5 resources and 13 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.
Users
- List users
- Get a user
- Deactivate a user
Entities
- List entities
- Get an entity
Workflows
- List workflows
- Create a workflow
- Update a workflow
- Assign entities to a workflow
Roles
- List roles
- Get a role
Close analytics
- List checklist items
- List reconciliations
Checked against FloQast's own documentation on 2026-11-06
How Tray.ai makes this work
FloQast plugs into the whole Tray.ai platform
Intelligent Integration
Integrate and automate across 10,000+ 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 FloQast — with guardrails, audit, and human-in-the-loop.
Learn more →Agent Gateway for MCP
Expose FloQast actions as governed MCP tools — observable, rate-limited, authenticated.
Learn more →Tray Helix
Build apps on FloQast data with your AI assistant, then deploy, run, and govern them on Tray.ai.
Learn more →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 FloQast?
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The FloQast API documents 13 actions across 5 resources (Users, Entities, Workflows, Roles, Close analytics). For example: List users; List entities; List workflows. A workflow can make any documented call through the HTTP Connector.
How does Tray.ai authenticate with FloQast?
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The FloQast API uses an API key in a request header. You save it once as a Tray.ai authentication, and the HTTP Connector adds it to every request.
See FloQast working against your stack.
We'll walk through a tailored demo with your systems plugged in.
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