Integration
Connect Pleo to Razorpay
When New Employee fires in Pleo, your agent runs Add customer in Razorpay. 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 Razorpay 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 Razorpay
When New Employee in Pleo
then Add customer in Razorpay
When New Tag in Pleo
then Add invoice in Razorpay
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 Razorpay
Triggers and actions 2 triggers · 52 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
Add customerCreates a customer in Razorpay with a name, contact details and optional notes.
Action
Add invoiceCreates a Razorpay invoice for an existing customer or new customer details, with the line items to bill, and returns the invoice with its payment link.
Action
Add orderCreates a Razorpay order for a given amount and currency, which a customer payment can then be made against.
Action
Add payment linkCreates a Razorpay payment link for an amount, optionally tied to a customer, and returns its shareable short URL.
Action
Add planCreates a subscription plan in Razorpay with a billing period, interval and item price.
Action
Add refundCreates a refund for a captured Razorpay payment, for the full amount or a partial amount.
Action
Add subscriptionCreates a Razorpay subscription for a plan, optionally with add-ons, an offer and customer notification details.
Action
Capture paymentCaptures an authorized payment, changing its status from authorized to captured.
Action
Get customerReturns a Razorpay customer's details by customer ID.
Action
Get invoiceReturns the full details of a Razorpay invoice by its ID, including customer details, line items, amounts and payment status.
Action
Get orderReturns the details of a Razorpay order by its ID, including amount, amount paid, status and notes.
Action
Get paymentReturns the details of a Razorpay payment by its ID, including amount, status, method and notes.
Action
Get payment linkReturns the details of a payment link (standard or UPI), including its amount, status, customer and payments.
Action
Get planReturns the details of a subscription plan, including its billing period, interval and item pricing.
Action
Get refundReturns a single refund by its ID, including amount, status, payment and notes.
Action
Get settlementReturns the details of a single settlement, including amount, fees, tax, status and bank reference.
Action
Get subscriptionReturns a Razorpay subscription by its ID, including its plan, status, billing cycle counts and notes.
Action
List customersReturns the customers in your Razorpay account (up to 100).
Action
List invoicesReturns the invoices in your Razorpay account, optionally narrowed to one customer, payment, receipt number or subscription.
Action
List ordersReturns the orders in your Razorpay account, optionally filtered by receipt, authorization state or creation date range.
Action
List payment linksReturns the Standard and UPI Payment Links in your Razorpay account, optionally filtered by payment ID or reference ID.
Action
List paymentsReturns the payments on your Razorpay account, optionally limited to a creation date range.
Action
List plansReturns the subscription plans in your Razorpay account, optionally limited to a creation date range.
Action
List refundsReturns the refunds on your Razorpay account, optionally limited to a creation date range.
Action
List settlementsReturns the settlements made to your bank account, optionally limited to a date range (up to 100 most recent).
Action
List subscriptionsReturns the subscriptions in your Razorpay account, optionally filtered by plan and creation date.
Action
Update customerUpdates an existing customer's name, email or phone number.
Action
Update paymentUpdates the notes on a Razorpay payment and returns the updated payment.
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
Reviews
What our customers say
More from Pleo
Pleo to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Pleo to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Pleo to StripeStripe is a payment processing platform for online businesses.
Pleo to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Pleo to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Pleo to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into Razorpay
HubSpot to RazorpayHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to RazorpaySalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to RazorpaySlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to RazorpayGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to RazorpayGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to RazorpayGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Pleo and Razorpay, 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 Razorpay when something happens in Pleo?
Any of Razorpay's 28 actions, including Update customer, Update payment, Add customer and Add invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Razorpay to Pleo?
Razorpay has no triggers in the catalog today, so automations start in Pleo. If you need the other direction, ask: your agent reads Razorpay's API documentation and adds it.
Do I have to build a connector for Pleo or Razorpay?
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 Razorpay 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.