--- title: "Connect Common Room and Pleo - APIANT.ai" description: "When \"Custom Fields List\" fires in Common Room, your agent runs \"Add account\" in Pleo." canonical: "https://apiant.ai/connect/common-room-to-pleo" --- # Connect Common Room and Pleo When **Custom Fields List** fires in [Common Room](https://apiant.ai/connections/common-room), your agent runs **Add account** in [Pleo](https://apiant.ai/connections/pleo), or **New Employee** in Pleo to **Add Common Room Contact to Segment** in Common Room. Describe the whole flow and it is built, tested on every scenario and kept running. Common Room **2** triggers Common Room **11** 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 Common Room 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 Common Room and Pleo can do together ### From Common Room to Pleo - When **Custom Fields List** in Common Room then **Add account** in Pleo - When **Segment Status List** in Common Room then **Add tag group** in Pleo ### From Pleo to Common Room - When **New Employee** in Pleo then **Add Common Room Contact to Segment** in Common Room - When **New Tag** in Pleo then **Add tag** in Common Room 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 Common Room and Pleo ## Triggers and actions 4 triggers · 35 actions - Trigger **Custom Fields List** Triggers when a new contact custom field is added to the Common Room community. - Trigger **Segment Status List** Triggers when a new status is added to the selected Common Room segment. - Action **Add Activity From Third Party Source** Adds an activity from a third-party system to a Common Room API signal source, or updates an activity previously added with the same activity ID and type. - Action **Add Common Room Contact to Segment** Adds one or more existing Common Room contacts to an existing segment, identified by email, Twitter, GitHub or LinkedIn, optionally setting their segment status. - Action **Add Organization From Third Party Source** Adds an organization to a Common Room API source, or updates the organization previously added with the same domain. - Action **Add or Update a Contact Custom Field** Sets the value of a contact custom field on a Common Room contact, creating or updating the contact in an API signal source. - Action **Add tag** Creates a tag in Common Room, or returns the existing tag if one with the same name already exists. - Action **Delete tag** Deletes a tag and removes it from everywhere it was applied. A tag that segments or workflows still use can't be deleted. - Action **Get tag** Returns a Common Room tag by its id, including its name, description and the entity types it may be assigned to. - Action **List activity types** Returns every activity type defined in your Common Room community, with its id and display name. - Action **List segments** Returns all segments in the Common Room community, with each segment's id and name. - Action **List tags** Returns all user-defined tags in your Common Room community, with their names, descriptions and the record types they can be applied to. - Action **Update tag** Renames a tag or changes its description. A deleted tag is restored when it is updated. - 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 - [ **Common Room** Common Room is the intelligent community growth platform that helps you deepen relationships, build better...](https://apiant.ai/connections/common-room) - [ **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 Common Room - [ **Common Room to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/common-room-to-hubspot) - [ **Common Room to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/common-room-to-salesforce) - [ **Common Room to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/common-room-to-slack) - [ **Common Room to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/common-room-to-google-sheets) - [ **Common Room to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/common-room-to-gmail) - [ **Common Room to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/common-room-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 ## Common Room and Pleo, answered ### ### What can start an automation from Common Room? Any of Common Room's 2 triggers in the catalog, including Custom Fields List and Segment Status List. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pleo when something happens in Common Room? 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 Common Room? Yes. When something happens in Pleo, your agent can act in Common Room too. This page covers both directions: Pleo's triggers and Common Room's actions are listed here as well. ### ### Do I have to build a connector for Common Room 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 Common Room 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.