--- title: "Connect Cirqll and Pleo - APIANT.ai" description: "When \"New Note Event\" fires in Cirqll, your agent runs \"Add account\" in Pleo, or \"New Employee\" in Pleo to \"Create Contact\" in Cirqll." canonical: "https://apiant.ai/connect/cirqll-to-pleo" --- # Connect Cirqll and Pleo When **New Note Event** fires in [Cirqll](https://apiant.ai/connections/cirqll), your agent runs **Add account** in [Pleo](https://apiant.ai/connections/pleo), or **New Employee** in Pleo to **Create Contact** in Cirqll. Describe the whole flow and it is built, tested on every scenario and kept running. Cirqll **2** triggers Cirqll **23** actions Pleo **2** triggers Pleo **24** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Cirqll and Pleo to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Cirqll and Pleo can do together ### From Cirqll to Pleo - When **New Note Event** in Cirqll then **Add account** in Pleo - When **New Task Event** in Cirqll then **Add tag group** in Pleo ### From Pleo to Cirqll - When **New Employee** in Pleo then **Create Contact** in Cirqll - When **New Tag** in Pleo then **Create Customer** in Cirqll Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Cirqll and Pleo ## Triggers and actions 4 triggers · 47 actions - Trigger **New Note Event** Triggers when a note is created, updated or deleted. - Trigger **New Task Event** Triggers when a task is created, updated or deleted. - Action **Create Appointment** Creates a new appointment. - Action **Create Assignment** Creates a new assignment. - Action **Create Chance** Creates a new chance. - Action **Create Contact** Creates a new contact. - Action **Create Contract** Create a new contract and associate it with a customer. - Action **Create Customer** Creates a new customer. - Action **Create Email** Logs an email in Cirqll and associates it with a customer. - Action **Create Note** Creates a new note. - Action **Create Task** Creates a new task. - Action **Find Appointment** Returns up to 100 appointments that match the specified filter. - Action **Find Assignment** Returns up to 100 assignments that match the specified Cirqll filter. - Action **Find Chance** Find chances (sales opportunities) in Cirqll matching a filter. Returns up to 100 matches, the first match, and the total count. - Action **Find Contact** Finds Cirqll contacts matching a filter and returns the matches, the first match, and whether any matched. - Action **Find Contract** Find contracts in Cirqll that match a filter. Returns up to 100 matches plus the first match. - Action **Find Customer** Searches for an existing customer. - Action **Find Email** Find emails tracked in Cirqll that match a filter. Returns up to 100 matches plus the first match. - Action **Find Field** Find custom field definitions in Cirqll by a filter (name, type, category and so on). - Action **Find Note** Searches for an existing note. - Action **Find Task** Finds tasks in Cirqll that match a filter, returning up to 100 matches and the first match. - Action **Find User** Find users in your Cirqll organisation that match a filter, such as a name or email address. - Action **Update Appointment** Update an existing appointment's time, participants, or details. - Action **Update Chance** Update a chance. - Action **Update User** Updates a Cirqll user's name, email, two-factor mode or language. - Trigger **New Employee** Triggered when a new employee is added in Pleo. - Trigger **New Tag** Triggers when a new tag is added to the selected tag group. - Action **Add account** Creates an account in a Pleo company's chart of accounts, matching a record in your accounting system, and returns the new account. - Action **Add tag group** Creates a new tag group (a cost-centre dimension such as Projects or Departments) in Pleo. - Action **Add tax code** Creates a tax code in a Pleo company, with its name, rate and type. - Action **Add team** Creates a new team in a Pleo company or organisation and returns the created team. - Action **Create Tag** Creates a new tag in a Pleo tag group, such as a cost centre or project, and returns the created tag. - Action **Delete tag** Deletes a tag from Pleo by its ID. - Action **Delete tag group** Deletes a tag group from Pleo by its ID. - Action **Delete tax code** Deletes a tax code from a Pleo company. - Action **Get an Employee** Returns one Pleo employee by ID, including their name, email, job title, phone, role, company and avatar. - Action **Get company balance** Returns the current balance of every Pleo account belonging to a company, including available funds, pending debits and overdraft. - Action **Get Expense** Returns a single Pleo expense (accounting entry) by its ID, including its amounts, merchant, category, tags, review and export status, and receipt IDs. - Action **Get tag** Returns a Pleo tag by its ID, including its name, code, tag group and archived status. - Action **Get tag group** Returns a tag group by its ID, including its name, code, archived status, metadata and total number of tags. - Action **Get Tax Code** Returns a single tax code from Pleo, including its name, rate, type and archived status. - Action **Get team** Returns a Pleo team by its ID, including its name, code, company, organisation and employee IDs. An error occurs if the team is not found. - Action **List accounts** Returns the accounts in a Pleo company's chart of accounts, optionally narrowed by name, code, external ID, account ID or archived status. - Action **List employees** Returns the employees in your Pleo company, optionally filtered by company, email or external ID. - Action **List tag groups** Returns the tag groups for a Pleo company, or for all companies in an organisation. - Action **List tags** Returns the tags in a Pleo tag group, optionally including archived tags. - Action **List tax codes** Returns the tax codes for a Pleo company, optionally filtered by code, type, archived status or specific tax code IDs. - Action **List teams** Returns the teams in a Pleo company or organisation, optionally filtered by name, member employee or team. - Action **Update tag** Updates a tag's code, name, archived state and additional dimension values in Pleo, and returns the updated tag. - Action **Update tag group** Updates a tag group's name, code, archived status and metadata. All values replace the tag group's current ones. - Action **Update tax code** Updates an existing tax code in Pleo, including its name, rate, type and archived status, and returns the updated tax code. ## Each app on its own - [ **Cirqll** Cirqll is a CRM platform to organize everything around your customer.](https://apiant.ai/connections/cirqll) - [ **Pleo** Pleo offers smart company cards that automate expense reports and simplify company spending.](https://apiant.ai/connections/pleo) Reviews ## What our customers say ## More from Cirqll - [ **Cirqll to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cirqll-to-hubspot) - [ **Cirqll to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cirqll-to-salesforce) - [ **Cirqll to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cirqll-to-slack) - [ **Cirqll to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/cirqll-to-google-sheets) - [ **Cirqll to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cirqll-to-gmail) - [ **Cirqll to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/cirqll-to-google-calendar) ## More into Pleo - [ **HubSpot to Pleo** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pleo) - [ **Google Sheets to Pleo** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-pleo) - [ **Gmail to Pleo** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pleo) - [ **Google Calendar to Pleo** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pleo) - [ **Google Drive to Pleo** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-pleo) - [ **Mailchimp to Pleo** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-pleo) Questions ## Cirqll and Pleo, answered ### ### What can start an automation from Cirqll? Any of Cirqll's 2 triggers in the catalog, including New Note Event and New Task Event. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pleo when something happens in Cirqll? Any of Pleo's 24 actions, including Create Tag, Update tag, Update tag group and Update tax code. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pleo to Cirqll? Yes. When something happens in Pleo, your agent can act in Cirqll too. This page covers both directions: Pleo's triggers and Cirqll's actions are listed here as well. ### ### Do I have to build a connector for Cirqll or Pleo? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Cirqll and Pleo without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.