--- title: "Connect Loyverse and Pleo - APIANT.ai" description: "When \"Customer Update\" fires in Loyverse, your agent runs \"Add account\" in Pleo." canonical: "https://apiant.ai/connect/loyverse-to-pleo" --- # Connect Loyverse and Pleo When **Customer Update** fires in [Loyverse](https://apiant.ai/connections/loyverse), your agent runs **Add account** in [Pleo](https://apiant.ai/connections/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. Loyverse **4** triggers Loyverse **45** 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 Loyverse 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 Loyverse and Pleo can do together ### From Loyverse to Pleo - When **Customer Update** in Loyverse then **Add account** in Pleo - When **Inventory Update** in Loyverse then **Add tag group** in Pleo ### From Pleo to Loyverse - When **New Employee** in Pleo then **Create or Update Single Customer** in Loyverse - When **New Tag** in Pleo then **Create or Update Single Item **in 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 - Trigger **Customer Update** Triggers when a customer is updated. - Trigger **Inventory Update** Triggers when a stock updates. - Trigger **Items Update** Triggers when an item is updated. - Trigger **Receipts Update** Triggers when a receipt gets created or updated. - Action **Create or Update Category** Creates or Updates a single category. - Action **Create or Update Discount** Creates or Updates a single discount. - Action **Create or Update Modifier** Creates or Updates a modifier. - Action **Create or Update POS Device** Creates or Updates a single POS device. - Action **Create or Update Receipts** Creates a receipt - Action **Create or Update Single Customer** Creates or Updates a Single Customer. - Action **Create or Update Single Item** - Action **Create or Update Supplier** Creates or Updates a single supplier. - Action **Create or Update Tax** Creates or Updates a tax. - Action **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. - Action **Delete Singe Item** Deletes a single item. - Action **Delete Single Category** Deletes a single category. - Action **Delete Single Customer** Deletes a single customer. - Action **Delete Single Discount** Deletes a single discount. - Action **Delete Single Modifier** Deletes a single Modifier. - Action **Delete Single POS Device** Deletes a single POS Device. - Action **Delete Single Supplier** Deletes a single supplier. - Action **Delete Single Tax** Deletes a single tax. - Action **Delete Single Variant** Deletes a single variant. - Action **Get List of Categories** Get list of all categories. - Action **Get List of Customers** Get list of Customers - Action **Get List of Discounts** Returns discounts, most recently created first. - Action **Get List of Employees** Gets a list of employees. - Action **Get List of Items** Get list of items - Action **Get List of Payment Types** Get list of Payment Types - Action **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 - Action **Get List of Stores** Get list of stores - Action **Get List of Suppliers** Gets a list of suppliers. - Action **Get List of Taxes** Get list of taxes - Action **Get List of Variants** Get lists of item variants. - Action **Get Merchant Information** Returns the business profile of the connected Loyverse merchant account. - Action **Get Single Category** Get Single Category. - Action **Get Single Customer** Get Single Customer - Action **Get Single Discount** Gets a single discount. - Action **Get Single Employee** Gets a single employee. - Action **Get Single Item** Get single item - Action **Get Single Modifier** Gets a single modifier. - Action **Get Single Payment Type** Fetches a payment type by ID. An error occurs if the payment type is not found. - Action **Get Single POS Device** Fetches a POS device by ID. An error occurs if the POS device is not found. - Action **Get Single Receipt** Get a single Receipt. - Action **Get Single Store** Get Single Store - Action **Get Single Supplier** Fetches a supplier by ID. An error occurs if the supplier is not found. - Action **Get Single Tax** Gets a single tax. - Action **Get Single Variant** Gets single item variant. - Action **Update Inventory Levels for Items** Batch updates Inventory Levels for Item Variants. - 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 - [ **Loyverse** Free Point of Sale and Inventory Management Software. Turn your smartphone or tablet into a powerful POS.](https://apiant.ai/connections/loyverse) - [ **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 Loyverse - [ **Loyverse to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/loyverse-to-salesforce) - [ **Loyverse to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/loyverse-to-slack) - [ **Loyverse to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/loyverse-to-mailchimp) - [ **Loyverse to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/loyverse-to-stripe) - [ **Loyverse to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/loyverse-to-shopify) - [ **Loyverse to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/loyverse-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 ## 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.