--- title: "Connect Pleo and Timesheet - APIANT.ai" description: "When \"New Employee\" fires in Pleo, your agent runs \"Create Task\" in Timesheet, or \"New Absence\" in Timesheet to \"Add account\" in Pleo." canonical: "https://apiant.ai/connect/pleo-to-timesheet" --- # Connect Pleo and Timesheet When **New Employee** fires in [Pleo](https://apiant.ai/connections/pleo), your agent runs **Create Task** in [Timesheet](https://apiant.ai/connections/timesheet), or **New Absence** in Timesheet to **Add account** in Pleo. Describe the whole flow and it is built, tested on every scenario and kept running. Pleo **2** triggers Pleo **24** actions Timesheet **7** triggers Timesheet **53** 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 Timesheet 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 and Timesheet can do together ### From Pleo to Timesheet - When **New Employee** in Pleo then **Create Task** in Timesheet - When **New Tag** in Pleo then **Create Tag** in Timesheet ### From Timesheet to Pleo - When **New Absence** in Timesheet then **Add account** in Pleo - When **New Project** in Timesheet 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 Timesheet ## Triggers and actions 9 triggers · 77 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. - Trigger **New Absence** Triggered when a new absence is requested or recorded in the chosen Timesheet organization. - Trigger **New Project** Triggered when a new project is created in Timesheet. - Trigger **New Rate** Triggered when a new pay rate is created in Timesheet. - Trigger **New Tag** Triggered when a new tag is created in Timesheet. - Trigger **New Task** Triggered when a new tracked time entry is recorded in Timesheet. - Trigger **New Team** Triggered when a new team is created in Timesheet. - Trigger **New Todo** Triggered when a new to-do is created in Timesheet. - Action **Approve Absence** Approves a pending absence request in a Timesheet organization. Returns the updated absence, including its new status and who approved it. - Action **Create Expense** Creates an expense on a Timesheet task, with an amount, date and optional receipt. Returns the new expense with its ID. - Action **Create Note** Creates a note on a Timesheet task, with text and an optional attachment. Returns the new note with its ID. - Action **Create Organization** Creates a new organization (team workspace) in Timesheet. Returns the new organization with its ID. - Action **Create Project** Creates a new project in Timesheet, optionally with a client, default billing rate and team. Returns the new project with its ID. - Action **Create Rate** Creates a pay rate in Timesheet, such as an overtime multiplier or a bonus amount. Returns the new rate with its ID. - Action **Create Reminder** Creates a reminder in Timesheet on a one-off or recurring schedule. Returns the new reminder with its ID and next fire time. - Action **Create Tag** Creates a tag in Timesheet that can be applied to time entries. Returns the new tag with its ID. - Action **Create Task** Creates a time entry (task) on a Timesheet project, with start and end times and optional tags, rate and mileage. Returns the new entry with its ID and duration. - Action **Create Team** Creates a team inside a Timesheet organization. Returns the new team with its ID. - Action **Create Todo** Creates a to-do on a Timesheet project, with an optional due date, assignees and time estimate. Returns the new to-do with its ID. - Action **Delete Expense** Deletes an expense from Timesheet. Returns confirmation that the expense was removed. - Action **Delete Note** Deletes a note from Timesheet. Returns confirmation that the note was removed. - Action **Delete Organization** Deletes an organization from Timesheet. Returns confirmation that the organization was removed. - Action **Delete Project** Deletes a project from Timesheet. Returns confirmation that the project was removed. - Action **Delete Rate** Deletes a pay rate from Timesheet. Returns confirmation that the rate was removed. - Action **Delete Reminder** Deletes a reminder from Timesheet. Returns confirmation that the reminder was removed. - Action **Delete Tag** Deletes a tag from Timesheet. Returns confirmation that the tag was removed. - Action **Delete Task** Deletes a time entry from Timesheet. Returns confirmation that the entry was removed. - Action **Delete Team** Deletes a team from Timesheet. Returns confirmation that the team was removed. - Action **Delete Todo** Deletes a to-do from Timesheet. Returns confirmation that the to-do was removed. - Action **Find Absence** Searches absences in a Timesheet organization by member, contract, type, status or date range, and returns the first match plus the full list of matches. - Action **Find Expense** Searches Timesheet expenses by text, time entry, organization or date range, and returns the first match plus the full list of matches. - Action **Find Note** Searches Timesheet notes by text, time entry, organization or date range, and returns the first match plus the full list of matches. - Action **Find Organization** Looks up a Timesheet organization by name and returns its ID and details. Timesheet has no organization search endpoint, so this reads your organizations and matches the name, ignoring upper/lower case. - Action **Find Project** Searches Timesheet projects by name, team or status, and returns the first match plus the full list of matches. - Action **Find Rate** Searches Timesheet pay rates by name, team, project or status, and returns the first match plus the full list of matches. - Action **Find Reminder** Looks up a Timesheet reminder by name and returns its ID and schedule. Timesheet has no reminder search endpoint, so this reads your reminders and matches the name, ignoring upper/lower case. - Action **Find Tag** Searches Timesheet tags by name, team, project or status, and returns the first match plus the full list of matches. - Action **Find Task** Searches Timesheet time entries by text, project, to-do, team or date range, and returns the first match plus the full list of matches. - Action **Find Team** Searches Timesheet teams by name or organization, and returns the first match plus the full list of matches. - Action **Find Todo** Searches Timesheet to-dos by title, project, status or assignee, and returns the first match plus the full list of matches. - Action **Get Current Timer** Returns the state of your current Timesheet timer — whether it is running, paused or stopped, and the time entry it is tracking. - Action **Get Project** Returns one Timesheet project by ID, including its client, settings and tracked totals. - Action **Get Rate** Returns one Timesheet pay rate by ID, including its multiplier and extra amount. - Action **Get Tag** Returns a single tag by its ID, including its name, colour, archived state, owning team and total tracked time. - Action **Get Task** Returns a single tracked time entry by its ID, including its description, start and end times, duration, billing flags, project, rate, member and tags. - Action **Get Team** Returns a single team by its ID, including its name, description, colour, owning organization, and project and member counts. - Action **Pause Timer** Pauses the running timer, starting a break. Returns the timer with its new paused state. - Action **Resume Timer** Resumes a paused timer, ending the current break. Returns the timer with its new running state. - Action **Send Report** Generates a timesheet report for the chosen period and emails it to the given address. - Action **Start Timer** Starts the timer on a project, creating a running time entry. Returns the timer and the entry it is tracking. - Action **Stop Timer** Stops the running timer and closes out the time entry it was tracking. - Action **Update Expense** Updates an existing expense's description, date, amount, refund status or attached receipt. Fields left blank keep their current values. - Action **Update Note** Updates an existing note's text, date or attachment. Fields left blank keep their current values. - Action **Update Organization** Updates an organization's name, description, image, colour or AI chat setting. Fields left blank keep their current values. - Action **Update Project** Updates an existing project's name, client, office, colour, billing defaults, salary or archived state. Fields left blank keep their current values. - Action **Update Rate** Updates an existing pay rate's name, multiplier, extra amount, enabled or archived state. Fields left blank keep their current values. - Action **Update Reminder** Updates an existing reminder's title, prompt, message template or schedule. Fields left blank keep their current values. - Action **Update Tag** Updates an existing tag's name, colour or archived state. Fields left blank keep their current values. - Action **Update Task** Updates an existing tracked time entry's project, description, times, billing flags, rate or tags. Fields left blank keep their current values. - Action **Update Team** Updates an existing team's name, description, image, colour or salary visibility. Fields left blank keep their current values. - Action **Update Todo** Updates an existing to-do's title, details, status, due date, assignees or time estimate. Fields left blank keep their current values. ## Each app on its own - [ **Pleo** Pleo offers smart company cards that automate expense reports and simplify company spending.](https://apiant.ai/connections/pleo) - [ **Timesheet** Timesheet is a mobile Time Tracker which allows you the recording of your working hours with a simple push...](https://apiant.ai/connections/timesheet) 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 Timesheet - [ **Teamleader Focus to Timesheet** Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool...](https://apiant.ai/connect/teamleader-focus-to-timesheet) - [ **HubSpot to Timesheet** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-timesheet) - [ **Salesforce to Timesheet** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-timesheet) - [ **Slack to Timesheet** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-timesheet) - [ **Gmail to Timesheet** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-timesheet) - [ **Google Calendar to Timesheet** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-timesheet) Questions ## Pleo and Timesheet, 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 Timesheet when something happens in Pleo? Any of Timesheet's 53 actions, including Create Expense, Create Note, Create Organization and Create Project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Timesheet to Pleo? Yes. When something happens in Timesheet, your agent can act in Pleo too. This page covers both directions: Timesheet's triggers and Pleo's actions are listed here as well. ### ### Do I have to build a connector for Pleo or Timesheet? 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 Timesheet 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.