Integration
Connect Pleo and Telebroad
When New Employee fires in Pleo, your agent runs Send Text Message in Telebroad, or New Text Messages in Telebroad to Add account in Pleo. 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 Telebroad 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 and Telebroad can do together
From Pleo to Telebroad
When New Employee in Pleo
then Send Text Message in Telebroad
When New Expense in Pleo
then Create Saved Reply in Telebroad
From Telebroad to Pleo
When New Text Messages in Telebroad
then Add account in Pleo
When User Call Ended in Telebroad
then Add tag group in Pleo
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 Telebroad
Triggers and actions 6 triggers · 61 actions
Trigger
New EmployeeTriggered when a new employee is added in Pleo.
Trigger
New ExpenseTriggers when a new expense (accounting entry) is recorded in Pleo.
Trigger
New ReceiptTriggers when a new receipt is uploaded to an expense 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 ReceiptReturns one receipt attached to an expense, including a temporary link to download the receipt file.
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.
Trigger
New Text MessagesTriggers when a text conversation on your Telebroad numbers gets a new message, sent or received.
Trigger
User Call EndedTriggers when a call on your Telebroad account ends.
Action
Assign ConversationAssigns a text conversation to a user.
Action
Block SenderBlocks a phone number from texting one of your lines.
Action
Cancel Scheduled MessageCancels a scheduled text message.
Action
Create Saved ReplySaves a reusable text-message reply.
Action
Delete Call RecordingDeletes the recordings of one leg of a call.
Action
Delete ConversationDeletes a whole text conversation.
Action
Delete Saved ReplyDeletes a saved text-message reply.
Action
Delete Text MessageDeletes one message from a text conversation.
Action
Get Blocked SenderChecks whether a phone number is blocked on one of your lines.
Action
Get CallReturns one call and its details.
Action
Get Call RecordingReturns one recorded leg of a call, with its download link.
Action
Get Call TranscriptsReturns a call's transcripts and AI summary.
Action
Get ConversationReturns the messages in one text conversation.
Action
Get FaxReturns one fax and its delivery status.
Action
Get My ProfileReturns the API key's run-as user, with their numbers and phone lines.
Action
Get Unread CountsReturns how many unread text messages each of your lines has.
Action
List Agent SessionsReturns call-center agents' sign-in and pause sessions.
Action
List Blocked SendersReturns the numbers blocked from texting one of your lines.
Action
List Call RecordingsReturns the recordings of a call.
Action
List ConversationsReturns the text-message conversations in your inbox, newest first.
Action
List FaxesReturns your sent and received faxes.
Action
List Fax NumbersReturns the fax numbers you can send from.
Action
List Saved RepliesReturns your saved text-message replies.
Action
List Scheduled MessagesReturns the text messages scheduled to send from one of your lines.
Action
List Texting NumbersReturns the Telebroad numbers you can send text messages from.
Action
List UsersReturns every user on your Telebroad account.
Action
Mark Conversation ResolvedMarks a text conversation as handled.
Action
Mark Line ReadMarks every message on a texting number as read.
Action
Place CallStarts a click-to-call: rings your phone, then connects it to the number you want to call.
Action
Reopen ConversationReopens a resolved text conversation.
Action
Schedule Text MessageSchedules a text message to send later from one of your lines.
Action
Search CallsSearches your call history between two times.
Action
Send FaxSends a fax from one of your fax numbers, with an optional cover page.
Action
Send Text MessageSends an SMS or MMS text message from one of your Telebroad texting numbers to one or more recipients.
Action
Unblock SenderUnblocks a phone number on one of your lines.
Action
Update Saved ReplyEdits a saved text-message reply.
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
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Questions
Pleo and Telebroad, answered
What can start an automation from Pleo?
Any of Pleo's 4 triggers in the catalog, including New Employee, New Expense, New Receipt and New Tag. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Telebroad when something happens in Pleo?
Any of Telebroad's 36 actions, including Create Saved Reply, Send Fax, Send Text Message and Update Saved Reply. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Telebroad to Pleo?
Yes. When something happens in Telebroad, your agent can act in Pleo too. This page covers both directions: Telebroad's triggers and Pleo's actions are listed here as well.
Do I have to build a connector for Pleo or Telebroad?
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 Telebroad 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.