Integration
Connect Pleo to Reach 360
When New Employee fires in Pleo, your agent runs Find a User in Reach 360. 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 Reach 360 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 Reach 360
When New Employee in Pleo
then Find a User in Reach 360
When New Tag in Pleo
then Get user in Reach 360
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 Reach 360
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
Create InvitationSends an invitation to a person to join your Reach 360 team, optionally with their name and the groups they should join.
Action
Find an InvitationFinds pending Reach 360 invitations for an email address.
Action
Find a UserFinds a Reach 360 user by email address and returns their profile, role and report links.
Action
Get learner reportReturns the courses a Reach 360 learner is enrolled in, with status, progress, quiz score, due and completion dates for each.
Action
Get userReturns the details of a single Reach 360 user, including email, name, role and last activity time.
Action
List usersReturns the users in your Reach 360 account, optionally only those with a given email address.
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 Reach 360, 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 Reach 360 when something happens in Pleo?
Any of Reach 360's 6 actions, including Create Invitation, Find an Invitation, Find a User and Get learner report. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Reach 360 to Pleo?
Reach 360 has no triggers in the catalog today, so automations start in Pleo. If you need the other direction, ask: your agent reads Reach 360's API documentation and adds it.
Do I have to build a connector for Pleo or Reach 360?
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 Reach 360 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.