Integration
Connect Pleo to Azure Form Recognizer
When New Employee fires in Pleo, your agent runs Analyze Invoice in Azure Form Recognizer. 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 Pleo and Azure Form Recognizer 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 Pleo can start in Azure Form Recognizer
When New Employee in Pleo
then Analyze Invoice in Azure Form Recognizer
When New Tag in Pleo
then Analyze Document in Azure Form Recognizer
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 Pleo and Azure Form Recognizer
Triggers and actions 2 triggers · 30 actions
Trigger
New EmployeeTriggered when a new employee is added in Pleo.
Trigger
New TagTriggers when a new tag is added to the selected tag group.
Action
Add accountCreates 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 groupCreates a new tag group (a cost-centre dimension such as Projects or Departments) in Pleo.
Action
Add tax codeCreates a tax code in a Pleo company, with its name, rate and type.
Action
Add teamCreates a new team in a Pleo company or organisation and returns the created team.
Action
Create TagCreates a new tag in a Pleo tag group, such as a cost centre or project, and returns the created tag.
Action
Delete tagDeletes a tag from Pleo by its ID.
Action
Delete tag groupDeletes a tag group from Pleo by its ID.
Action
Delete tax codeDeletes a tax code from a Pleo company.
Action
Get an EmployeeReturns one Pleo employee by ID, including their name, email, job title, phone, role, company and avatar.
Action
Get company balanceReturns the current balance of every Pleo account belonging to a company, including available funds, pending debits and overdraft.
Action
Get ExpenseReturns a single Pleo expense (accounting entry) by its ID, including its amounts, merchant, category, tags, review and export status, and receipt IDs.
Action
Get tagReturns a Pleo tag by its ID, including its name, code, tag group and archived status.
Action
Get tag groupReturns a tag group by its ID, including its name, code, archived status, metadata and total number of tags.
Action
Get Tax CodeReturns a single tax code from Pleo, including its name, rate, type and archived status.
Action
Get teamReturns 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 accountsReturns the accounts in a Pleo company's chart of accounts, optionally narrowed by name, code, external ID, account ID or archived status.
Action
List employeesReturns the employees in your Pleo company, optionally filtered by company, email or external ID.
Action
List tag groupsReturns the tag groups for a Pleo company, or for all companies in an organisation.
Action
List tagsReturns the tags in a Pleo tag group, optionally including archived tags.
Action
List tax codesReturns the tax codes for a Pleo company, optionally filtered by code, type, archived status or specific tax code IDs.
Action
List teamsReturns the teams in a Pleo company or organisation, optionally filtered by name, member employee or team.
Action
Update tagUpdates a tag's code, name, archived state and additional dimension values in Pleo, and returns the updated tag.
Action
Update tag groupUpdates a tag group's name, code, archived status and metadata. All values replace the tag group's current ones.
Action
Update tax codeUpdates an existing tax code in Pleo, including its name, rate, type and archived status, and returns the updated tax code.
Action
Analyze DocumentAnalyzes a document with a prebuilt or custom model (layout, invoice, receipt, ID, tax form and more) and returns its text, fields, tables and key-value pairs.
Action
Analyze InvoiceExtracts the key details of an invoice: vendor, customer, invoice number, dates, totals, tax and line items.
Action
Analyze ReceiptExtracts the key details of a sales receipt: merchant, date and time, subtotal, tax, tip, total and line items.
Action
Extract Document LayoutExtracts the text, tables, paragraphs and structure of a document, optionally as Markdown.
Action
Get Document ModelReturns a document model's details, including the document types it recognizes and the fields each one extracts.
Action
List Document ModelsReturns the prebuilt and custom document models available in your resource.
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
Pleo and Azure Form Recognizer, answered
What can start an automation from Pleo?
Any of Pleo's 2 triggers in the catalog, including New Employee and New Tag. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Azure Form Recognizer when something happens in Pleo?
Any of Azure Form Recognizer's 6 actions, including Analyze Document, Analyze Invoice, Analyze Receipt and Extract Document Layout. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Azure Form Recognizer to Pleo?
Azure Form Recognizer has no triggers in the catalog today, so automations start in Pleo. If you need the other direction, ask: your agent reads Azure Form Recognizer's API documentation and adds it.
Do I have to build a connector for Pleo or Azure Form Recognizer?
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 Pleo and Azure Form Recognizer 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.