Float on your machine — Agent Playbook
Step-by-step guide for AI agents to install and configure Float. The goal is to complete setup with as little human involvement as possible.You, the agent, should check and install prerequisites on behalf of the user. Do not wait — start immediately. Only ask for credentials the user must provide themselves (e.g. a key from their browser).
Requirements
Check these before starting. Install or create anything that’s missing.- Node.js 18+ and npx on the local machine
- Claude Code, Cursor, or Codex as the host environment
- Internet access to install npm packages
- A browser the user can interact with for the sign-in step (you can open it for them)
Step 01 — Verify prerequisites
Step 02 — Add Float MCP to Claude Code
Register Float as an MCP server so the user’s agent can call Float tools natively in all future Claude Code sessions.For Cursor: write to
.cursor/mcp.json in the project root or ~/.cursor/mcp.json globally. For Codex: write to the MCP config in the Codex settings directory.Step 03 — Link this machine to Float
Run the Float CLI init command. It will open the user’s browser to the Float link page. The user signs in once (Google, Apple, email, or wallet) — the rest is automatic.- CLI generates a one-time link token and calls
POST /v1/link-sessionson the Float API - The browser opens to
https://app.usefloat.xyz/link?token=<token> - User signs in via Privy (Google, Apple, email, Phantom, or Solflare)
- Float provisions a Solana wallet for the agent and links it to the owner identity
- CLI polls until the session completes, then writes
~/.float/config.json
~/.float/config.json after a successful link:
Step 04 — Confirm the link
Step 05 — Load USDC into the treasury
Open the Float fund page in the user’s browser. This is a human step — the user must complete the deposit.- Fiat on-ramp (credit card → USDC) is available on this page
- Recommended starting deposit: 25 USDC
- They only need to do this once — all agents share this treasury balance
Step 06 — Test the integration
Start a new Claude Code session with Float MCP active and verify end-to-end:check_balance and return the current USDC balance, agent ID, and wallet address. If this works, setup is complete.
Step 07 — Troubleshooting
MCP not found after install
MCP not found after install
Restart Claude Code to pick up the new MCP registration. Verify with:Float should appear in the list. If not, check
~/.claude.json for the mcpServers.float entry.Init fails or browser doesn't open
Init fails or browser doesn't open
Re-run with debug output:Or open the link page manually — the token is printed in the error output:
Wrong agent shows in status
Wrong agent shows in status
Clear the local config and re-link:
Balance shows 0 after deposit
Balance shows 0 after deposit
USDC deposits can take 30–60 seconds to appear on-chain. Wait, then re-check:
Check active config
Check active config
Quick reference
| Task | Command |
|---|---|
| Check Float status | npx @usefloat/cli@latest status |
| Re-link / reset agent | rm ~/.float/config.json && npx @usefloat/cli@latest init |
| List MCP tools in Claude Code | claude mcp list |
| Update Float MCP | npx -y @usefloat/mcp@latest |
| View local Float config | cat ~/.float/config.json |
| Load USDC | open https://app.usefloat.xyz/fund |

