--- title: "Connect Pleo to Daylite - APIANT.ai" description: "When \"New Employee\" fires in Pleo, your agent runs \"Create Appointment\" in Daylite." canonical: "https://apiant.ai/connect/pleo-to-daylite" --- # Connect Pleo to Daylite When **New Employee** fires in [Pleo](https://apiant.ai/connections/pleo), your agent runs **Create Appointment** in [Daylite](https://apiant.ai/connections/daylite). Describe the whole flow and it is built, tested on every scenario and kept running. Pleo **2** triggers Pleo **24** actions Daylite **26** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Pleo and Daylite 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 Pleo can start in Daylite - When **New Employee** in Pleo then **Create Appointment** in Daylite - When **New Tag** in Pleo then **Create Note** in Daylite 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 Daylite ## Triggers and actions 2 triggers · 50 actions - 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. - Action **Create Appointment** Creates an appointment in Daylite with a subject, start and end time, and optional links to contacts, companies and other records. - Action **Create Company** Creates a company in Daylite and returns the new company's id. - Action **Create Form** Creates a Daylite form from a form definition, with its field values and linked records. - Action **Create Note** Creates a note in Daylite, optionally linked to contacts, companies, opportunities, projects and other records. - Action **Create Opportunity** Creates a new opportunity in Daylite and returns its reference and id. - Action **Create Opportunity for Person** Creates an opportunity in Daylite linked to a specific person (contact), with that person's role on the opportunity. - Action **Create Person** Creates a new person (contact) in Daylite with names, emails, phone numbers, addresses and links to other records. - Action **Create Project** Creates a new project in Daylite. - Action **Create Task** Creates a new task in Daylite, optionally linked to contacts, companies, opportunities, projects and other records. - Action **Delete company** Moves a Daylite company to the trash, or permanently deletes it if it is already in the trash. - Action **Delete opportunity** Moves a Daylite opportunity to the trash, or permanently deletes it if it is already in the trash. - Action **Delete person** Moves a person (contact) to the trash in Daylite, or permanently deletes the person if they are already in the trash. - Action **Delete project** Removes a Daylite project. A project not yet in the trash is moved there; a project already in the trash is deleted permanently. - Action **Find Appointment** Searches Daylite appointments by subject, with optional filters for type, status, dates, owner and linked contact. - Action **Find Company** Searches Daylite companies by name and other optional criteria such as email, phone, category or industry, and returns the matches. - Action **Find Note** Searches Daylite notes by title and optional filters such as category, keyword or linked records, and returns the matching notes. - Action **Find Person** Searches Daylite people (contacts) by name, email, phone, company and other attributes and returns the matching people. - Action **Find Project** Finds Daylite projects whose name contains the given text, optionally narrowed by status, priority, category, keyword, linked contacts or companies, and owner. - Action **Find Task** Finds tasks in Daylite whose title contains the given text, optionally narrowed by status, type, priority, due date, owner and linked records. - Action **List pipelines** Returns the opportunity and project pipelines defined in your Daylite account. - Action **List users** Returns all users in your Daylite account. - Action **Update Appointment** Updates an existing Daylite appointment's subject, times, status, links and other details. Only the fields you fill in are changed. - Action **Update Opportunity** Updates an existing opportunity in Daylite. Only the fields you fill in are changed. - Action **Update Person** Updates an existing person (contact) in Daylite. Only the fields you fill in are changed. - Action **Update Project** Updates an existing Daylite project's name, status, dates, priority, keywords, extra fields and linked records. - Action **Update Task** Updates an existing Daylite task. Fields left blank are not changed. ## Each app on its own - [ **Pleo** Pleo offers smart company cards that automate expense reports and simplify company spending.](https://apiant.ai/connections/pleo) - [ **Daylite** Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and...](https://apiant.ai/connections/daylite) Reviews ## What our customers say ## More from Pleo - [ **Pleo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pleo-to-salesforce) - [ **Pleo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/pleo-to-slack) - [ **Pleo to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/pleo-to-stripe) - [ **Pleo to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pleo-to-shopify) - [ **Pleo to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/pleo-to-quickbooks-online) - [ **Pleo to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/pleo-to-trello) ## More into Daylite - [ **HubSpot to Daylite** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-daylite) - [ **Salesforce to Daylite** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-daylite) - [ **Slack to Daylite** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-daylite) - [ **Google Sheets to Daylite** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-daylite) - [ **Gmail to Daylite** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-daylite) - [ **Google Calendar to Daylite** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-daylite) Questions ## Pleo and Daylite, 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 Daylite when something happens in Pleo? Any of Daylite's 26 actions, including Create Appointment, Create Company, Create Form and Create Note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Daylite to Pleo? Daylite has no triggers in the catalog today, so automations start in Pleo. If you need the other direction, ask: your agent reads Daylite's API documentation and adds it. ### ### Do I have to build a connector for Pleo or Daylite? 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 Daylite 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.