Integration
Connect Loyverse and Pleo
When Customer Update fires in Loyverse, your agent runs Add account in Pleo, or New Employee in Pleo to Create or Update Single Customer in Loyverse. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Loyverse and Pleo to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Loyverse and Pleo can do together
From Loyverse to Pleo
When Customer Update in Loyverse
then Add account in Pleo
From Pleo to Loyverse
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 Loyverse and Pleo
Triggers and actions 6 triggers · 69 actions
- Customer Update
Triggers when a customer is updated.
- Inventory Update
Triggers when a stock updates.
- Items Update
Triggers when an item is updated.
- Receipts Update
Triggers when a receipt gets created or updated.
- Create or Update Category
Creates or Updates a single category.
- Create or Update Discount
Creates or Updates a single discount.
- Create or Update Modifier
Creates or Updates a modifier.
- Create or Update POS Device
Creates or Updates a single POS device.
- Create or Update Receipts
Creates a receipt
- Create or Update Single Customer
Creates or Updates a Single Customer.
- Create or Update Single Item
- Create or Update Supplier
Creates or Updates a single supplier.
- Create or Update Tax
Creates or Updates a tax.
- Create Refund Receipt
Creates a refund receipt. When using the refund API you should take into account these notes: - At the moment refund API allows creating a refund only for sales receipts which are paid by a single payment. For any attempt to make a refund for a sales receipt that has more than one payment Loyverse API will respond with an error. - Refund API doesn't support a refund of receipts paid by integrated payments using Loyverse POS app (e.g. iZettle, Sumup, etc.). For this purpose please use Loyverse POS app. - If a refund is created successfully, it will cause a restock of items specified in a refund receipt.
- Delete Singe Item
Deletes a single item.
- Delete Single Category
Deletes a single category.
- Delete Single Customer
Deletes a single customer.
- Delete Single Discount
Deletes a single discount.
- Delete Single Modifier
Deletes a single Modifier.
- Delete Single POS Device
Deletes a single POS Device.
- Delete Single Supplier
Deletes a single supplier.
- Delete Single Tax
Deletes a single tax.
- Delete Single Variant
Deletes a single variant.
- Get List of Categories
Get list of all categories.
- Get List of Customers
Get list of Customers
- Get List of Discounts
Returns discounts, most recently created first.
- Get List of Employees
Gets a list of employees.
- Get List of Items
Get list of items
- Get List of Payment Types
Get list of Payment Types
- Get List of POS Devices
The list of pos devices is sorted by created_at property in descending order. The most recent pos devices appear first
- Get List of Stores
Get list of stores
- Get List of Suppliers
Gets a list of suppliers.
- Get List of Taxes
Get list of taxes
- Get List of Variants
Get lists of item variants.
- Get Merchant Information
Returns the business profile of the connected Loyverse merchant account.
- Get Single Category
Get Single Category.
- Get Single Customer
Get Single Customer
- Get Single Discount
Gets a single discount.
- Get Single Employee
Gets a single employee.
- Get Single Item
Get single item
- Get Single Modifier
Gets a single modifier.
- Get Single Payment Type
Fetches a payment type by ID. An error occurs if the payment type is not found.
- Get Single POS Device
Fetches a POS device by ID. An error occurs if the POS device is not found.
- Get Single Receipt
Get a single Receipt.
- Get Single Store
Get Single Store
- Get Single Supplier
Fetches a supplier by ID. An error occurs if the supplier is not found.
- Get Single Tax
Gets a single tax.
- Get Single Variant
Gets single item variant.
- Update Inventory Levels for Items
Batch updates Inventory Levels for Item Variants.
- New Employee
Triggered when a new employee is added in Pleo.
- New Tag
Triggers when a new tag is added to the selected tag group.
- 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.
- Add tag group
Creates a new tag group (a cost-centre dimension such as Projects or Departments) in Pleo.
- Add tax code
Creates a tax code in a Pleo company, with its name, rate and type.
- Add team
Creates a new team in a Pleo company or organisation and returns the created team.
- Create Tag
Creates a new tag in a Pleo tag group, such as a cost centre or project, and returns the created tag.
- Delete tag
Deletes a tag from Pleo by its ID.
- Delete tag group
Deletes a tag group from Pleo by its ID.
- Delete tax code
Deletes a tax code from a Pleo company.
- Get an Employee
Returns one Pleo employee by ID, including their name, email, job title, phone, role, company and avatar.
- Get company balance
Returns the current balance of every Pleo account belonging to a company, including available funds, pending debits and overdraft.
- 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.
- Get tag
Returns a Pleo tag by its ID, including its name, code, tag group and archived status.
- Get tag group
Returns a tag group by its ID, including its name, code, archived status, metadata and total number of tags.
- Get Tax Code
Returns a single tax code from Pleo, including its name, rate, type and archived status.
- 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.
- 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.
- List employees
Returns the employees in your Pleo company, optionally filtered by company, email or external ID.
- List tag groups
Returns the tag groups for a Pleo company, or for all companies in an organisation.
- List tags
Returns the tags in a Pleo tag group, optionally including archived tags.
- List tax codes
Returns the tax codes for a Pleo company, optionally filtered by code, type, archived status or specific tax code IDs.
- List teams
Returns the teams in a Pleo company or organisation, optionally filtered by name, member employee or team.
- Update tag
Updates a tag's code, name, archived state and additional dimension values in Pleo, and returns the updated tag.
- Update tag group
Updates a tag group's name, code, archived status and metadata. All values replace the tag group's current ones.
- Update tax code
Updates an existing tax code in Pleo, including its name, rate, type and archived status, and returns the updated tax code.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Loyverse and Pleo, answered
What can start an automation from Loyverse?
Any of Loyverse's 4 triggers in the catalog, including Customer Update, Inventory Update, Items Update and Receipts Update. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pleo when something happens in Loyverse?
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 Loyverse?
Yes. When something happens in Pleo, your agent can act in Loyverse too. This page covers both directions: Pleo's triggers and Loyverse's actions are listed here as well.
Do I have to build a connector for Loyverse 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 Loyverse 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.