--- title: "Connect Lead Forensics and Pleo - APIANT.ai" description: "When \"New Visit\" fires in Lead Forensics, your agent runs \"Add account\" in Pleo." canonical: "https://apiant.ai/connect/lead-forensics-to-pleo" --- # Connect Lead Forensics and Pleo When **New Visit** fires in [Lead Forensics](https://apiant.ai/connections/lead-forensics), your agent runs **Add account** in [Pleo](https://apiant.ai/connections/pleo), or **New Employee** in Pleo to **Find businesses by assigned user** in Lead Forensics. Describe the whole flow and it is built, tested on every scenario and kept running. Lead Forensics **2** triggers Lead Forensics **9** 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 Lead Forensics 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 Lead Forensics and Pleo can do together ### From Lead Forensics to Pleo - When **New Visit** in Lead Forensics then **Add account** in Pleo - When **New Visit Filtered** in Lead Forensics then **Add tag group** in Pleo ### From Pleo to Lead Forensics - When **New Employee** in Pleo then **Find businesses by assigned user** in Lead Forensics - When **New Tag** in Pleo then **Find pages by visit** in Lead Forensics 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 Lead Forensics and Pleo ## Triggers and actions 4 triggers · 33 actions - Trigger **New Visit** Triggers when a new visit to your website by an identified business is recorded in Lead Forensics. - Trigger **New Visit Filtered** Triggers when a new website visit matches one of your Lead Forensics trigger reports. - Action **Find businesses by assigned user** Returns the businesses assigned to a chosen Lead Forensics user that visited your website within a date range. - Action **Find businesses by category** Returns the businesses in a chosen Lead Forensics category that visited your website within a date range. - Action **Find pages by visit** Returns the pages viewed during a Lead Forensics visit, with the time, address, title and referring site of each page view. - Action **Find visits by business** Returns the website visits made by a given business, optionally limited to a date range. - Action **Find visits by conversion** Returns the website visits that reached the chosen conversion, optionally limited to a date range. - Action **Get business** Returns a business identified by Lead Forensics, including its address, phone, website, industry and size. - Action **Get visit** Returns a single website visit by its id, including the visiting business, start and end times, page count, keywords and referrer. - Action **List businesses** Returns every business that visited your website within the date range you choose. - Action **List visits** Returns the visits businesses made to your website, optionally limited to a date range. - 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 - [ **Lead Forensics** Lead Forensics is software for turbo-charged lead generation.](https://apiant.ai/connections/lead-forensics) - [ **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 Lead Forensics - [ **Lead Forensics to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/lead-forensics-to-salesforce) - [ **Lead Forensics to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/lead-forensics-to-slack) - [ **Lead Forensics to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/lead-forensics-to-mailchimp) - [ **Lead Forensics to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/lead-forensics-to-stripe) - [ **Lead Forensics to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/lead-forensics-to-shopify) - [ **Lead Forensics to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/lead-forensics-to-quickbooks-online) ## 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 ## Lead Forensics and Pleo, answered ### ### What can start an automation from Lead Forensics? Any of Lead Forensics's 2 triggers in the catalog, including New Visit and New Visit Filtered. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pleo when something happens in Lead Forensics? 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 Lead Forensics? Yes. When something happens in Pleo, your agent can act in Lead Forensics too. This page covers both directions: Pleo's triggers and Lead Forensics's actions are listed here as well. ### ### Do I have to build a connector for Lead Forensics 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 Lead Forensics 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.