App

Pleo integrations

Connect Pleo to any other app, or use it from your AI client over MCP. Pleo offers smart company cards that automate expense reports and simplify company spending.

Connects with an API keypleo.io
2 triggers24 actions

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 to automate with Pleo?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

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)
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)

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What your agent can do with Pleo

Triggers and actions 2 triggers · 24 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.

Reviews

What our customers say

Questions

Pleo, answered

Is there a Pleo MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Pleo. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Pleo actions on demand, or have APIANT build, test and run automations that use Pleo. Nothing to install.

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 Pleo?

Any of Pleo's 24 actions, including Create Tag, Update tag, Update tag group and Update tax code. Your agent maps the data both ways and tests every scenario before it ships.

Can I use Pleo directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with Pleo two ways. Ask it to do something in Pleo 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 on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the Pleo API?

No. APIANT connects to the Pleo API for you, with your Pleo API key. Describe what you want in plain language and your agent builds it on the Pleo triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Pleo API documentation and adds it.

Which apps can Pleo connect to?

Any app in the catalog; the list on this page pairs Pleo with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.