Integration
Connect Pleo and TidyCal
When New Employee fires in Pleo, your agent runs Add contact in TidyCal, or New Booking in TidyCal 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 TidyCal 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 and TidyCal can do together
From Pleo to TidyCal
When New Employee in Pleo
then Add contact in TidyCal
When New Tag in Pleo
then Update contact in TidyCal
From TidyCal to Pleo
When New Booking in TidyCal
then Add account in Pleo
When New Booking Type in TidyCal
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 TidyCal
Triggers and actions 10 triggers · 41 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.
Trigger
Cancelled BookingTriggers when a booking in your TidyCal account is cancelled. Returns the cancelled booking with its contact, times and booking type.
Trigger
New BookingTriggers when a new booking is made in your TidyCal account.
Trigger
New Booking TypeTriggers when a new booking type (event type) is created in your TidyCal account.
Trigger
New ContactTriggers when a new contact is added to your TidyCal account.
Trigger
New TeamTriggers when a new team you have access to appears in your TidyCal account.
Trigger
New Team BookingTriggers when a new booking is made on one of a team's booking types.
Trigger
New Team UserTriggers when a user is added to a TidyCal team.
Trigger
Rescheduled BookingTriggers when one of your bookings is rescheduled, returning the booking with its new time and the time it was previously scheduled for.
Action
Add bookingCreates a booking on one of your TidyCal booking types for a guest, either a single session or several sessions of a package.
Action
Add booking typeCreates a new booking type (a bookable meeting template) in your TidyCal account.
Action
Add contactCreates a new contact in your TidyCal account with a name, email and optional timezone.
Action
Add guest to bookingAdds a guest to an existing upcoming booking. The guest gets their own linked booking at the same time and location and receives a confirmation email.
Action
Cancel bookingCancels a TidyCal booking, optionally with a reason and without notifying the booker and host. Returns the cancelled booking.
Action
Delete booking typeDeletes a booking type from your TidyCal account. Team-managed copies of a booking type cannot be deleted.
Action
Get bookingReturns a single TidyCal booking by its ID, including its contact, booking-question answers, payment, add-ons, refund status and hosts.
Action
Get booking typeReturns a single booking type, including its title, duration, price, booking URL and availability settings.
Action
Get contactReturns a single TidyCal contact by its id, including name, email, phone number, timezone and timestamps.
Action
List available timeslotsReturns the open times a client can book for one of your booking types between two dates, with how many bookings each slot can still take.
Action
List bookingsReturns the bookings on your TidyCal account, optionally limited to a date range, to cancelled bookings only, or including team bookings.
Action
List booking typesReturns every booking type (event type) on the connected TidyCal account, including its title, duration, price and booking URL.
Action
List contactsReturns the contacts in your TidyCal account, optionally only those whose name or email starts with given text.
Action
List teamsReturns the TidyCal teams the connected account has access to, with each team's id, name and created/updated times.
Action
Reschedule bookingMoves an existing TidyCal booking to a new start time, keeping the booking type's duration. Returns the updated booking.
Action
Update booking typeUpdates an existing booking type in TidyCal. Only the details you fill in are changed; everything else keeps its current value.
Action
Update contactUpdates an existing TidyCal contact's name, email, phone number or timezone. Only the fields you fill in are changed.
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 TidyCal
HubSpot to TidyCalHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to TidyCalSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to TidyCalSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to TidyCalGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to TidyCalGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to TidyCalGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Pleo and TidyCal, 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 TidyCal when something happens in Pleo?
Any of TidyCal's 17 actions, including Update booking type, Update contact, Add booking and Add booking type. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TidyCal to Pleo?
Yes. When something happens in TidyCal, your agent can act in Pleo too. This page covers both directions: TidyCal's triggers and Pleo's actions are listed here as well.
Do I have to build a connector for Pleo or TidyCal?
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 TidyCal 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.