Connectors · Accounting & finance

Pleo MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Pleo and the rest of your systems. It gives your agent 121 Pleo actions (63 reads, 43 writes and 15 that wait for a confirmation) and holds the Pleo credential itself, so the agent never does. It paces Pleo's limits and records every call.

Connect Pleo free See pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp

121actionsin one signed file
63readlook, never change
43writecreate and update
15wait for a yesdestructive, confirmed first

Set up

Connect Pleo in three steps.

01
Add actionlake to Claude.
Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.
https://connect.actionlake.com/mcp
02
Connect Pleo.
Username and secret. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key.
- api_keyPleo Standalone API Key (Pleo Web App > Settings > API keys; admin or bookkeeper)
- environmentYour Pleo environment
```
account { op: "connections.requirements", service: "pleo" }
# free: exactly what to paste, and what is found for you
```

Make the first call. Check before a write.

Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

do    { action: "pleo.export_items.list" }# list export items · read · 1 upstream callcheck { action: "pleo.accounts.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Pleo at a glance

Sign-in: Username and secret. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead.
You provide: api_key
Setup fields: environment
Limits we pace to: 600 calls a minute, per connection
API covered: Pleo External API (external.pleo.io; per-product OpenAPI 3.0.1 documents), at your region's pleo.io address, set when you connect
Built from: Pleo's documentation, read 23 October 2026developers.pleo.io developers.pleo.io developers.pleo.io
Service file: Version 1.0.0, signed (Ed25519)
Cached reads: 60 of 63 reads, for up to 5 minutes; a write clears what it affects
Shared entities: 6, so ask can line Pleo up with your other systems
Data: Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Pleo.

121 actions in 27 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

63readlook, never change
43writecreate and update
15destructivewait for a confirmation

Tags
10
5 read · 3 write · 2 destructive
List the tags in a tag group · Create a tag in a tag group · Update a tag · Get a tag
Tag groups
8
5 read · 2 write · 1 destructive
Create a tag group · List tag groups · List tag groups in aggregated format · Get a tag group
Vendor import jobs
8
4 read · 4 write · 0 destructive
Create a vendor CSV import job · List a vendor CSV import job's errors · Search vendor CSV import jobs · Get a vendor CSV import job
Teams
7
2 read · 3 write · 2 destructive
Create a team · Get a team · Delete a team · Update a team
Webhook subscriptions
7
4 read · 2 write · 1 destructive
Create a webhook subscription · List webhook subscriptions · List a webhook subscription's delivery activities · Get a webhook subscription
Accounts
6
2 read · 3 write · 1 destructive
Create a ledger account · Get a ledger account · Update a ledger account · Search ledger accounts
Installations
6
1 read · 4 write · 1 destructive
Create the client installation · Activate the client installation · Complete a client installation · Get the client installation
Tag dimension values
6
3 read · 2 write · 1 destructive
Create a tag dimension value · List a tag's dimension values · Get a tag dimension value · Update a tag dimension value

19 more areas · 63 actions

Tax codes 6
Vendors 6
Accounting entries 5
Beta accounts 5
Bookkeeping categories 5
Bookkeeping category groups 5
Export jobs 5
Export jobs V2 5
Tag group dimensions 5
Companies 3
Receipts 3
Employees 2
Export job items 2
Auth 1
Bookkeeping category aggregations 1
Export items 1
Export items V2 1
Export job events 1
Export job events V2 1

Top actions

The Pleo API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 24 of Pleo's 26 action names are shared with at least one other connector, so an agent learns them once.

Action	What it does	Effect	Same name in
`pleo.accounts.create`Create a ledger account	Create a ledger account.	write	`finance.ledger_account.create`32 connectors
`pleo.accounting_entries.get`Get an accounting entry	Get an accounting entry.	read	`finance.expense.get`42 connectors
`pleo.tags.list_in_group`List the tags in a tag group	List the tags in a tag group.	read	`finance.tracking_category.list`15 connectors
`pleo.companies.search`Search companies	Search companies.	read	`crm.company.search`36 connectors
`pleo.accounts.get`Get a ledger account	Get a ledger account.	read	`finance.ledger_account.get`35 connectors
`pleo.tags.create`Create a tag in a tag group	Create a tag in a tag group.	write	`finance.tracking_category.create`12 connectors
`pleo.employees.search`Search employees	Search employees.	read	`hr.employee.search`7 connectors
`pleo.accounting_entries.search`Search accounting entries (expenses)	Search accounting entries (expenses).	read	this connector
`pleo.employees.get`Get an employee	Get an employee.	read	`hr.employee.get`58 connectors
`pleo.accounts.delete`Delete a ledger account	Delete a ledger account.	destructive	`finance.ledger_account.delete`21 connectors
`pleo.tax_codes.create`Create a tax code	Create a tax code.	write	`finance.tax_rate.create`25 connectors
`pleo.vendors.create`Create a vendor	Create a vendor.	write	`asset.supplier.create`31 connectors

Try it

Prompts to paste into Claude.

Each one names the Pleo actions it will call, so you know what it reads and what it changes before you send it.

Readread
List the companies in Pleo and flag likely duplicates by name or domain.
callspleo.companies.search
Writewrite
Create a ledger account in Pleo. Show me exactly what you will send before you save it.
callspleo.accounts.create
Across systemsread
Which Pleo companies have invoices in ConnectWise PSA, and how many each?
callspleo.companies.searchconnectwise_manage.invoices.list

Across your systems

Pleo, joined to the rest of your business.

One ask fetches from Pleo and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

Which Pleo companies have invoices in ConnectWise PSA, and how many each?
pleo.companies.search + connectwise_manage.invoices.list, on crm.company · ConnectWise PSA
Which Pleo companies have tickets in HubSpot CRM, and how many each?
pleo.companies.search + hubspot_crm.tickets.list, on crm.company · HubSpot CRM

Also mapped by other connectorscrm.company 227hr.employee 63asset.supplier 38finance.ledger_account 32finance.expense 26finance.tracking_category 4

ask

ask {  intent: "which Pleo companies have invoices in ConnectWise PSA, and how many each",  steps: [    { action: "pleo.companies.search", as: "co", input: {}, limit: 100, max_pages: 5 },    { action: "connectwise_manage.invoices.list", as: "inv", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "co",        right: "inv",        on: "crm.company",        group_by: "co.name",        select: ["co.name", "count(inv.id) as invoices"]    } }  ]}

Example. Run it through check first: it validates the steps and prices them, and it is free.

Governance for Pleo

Destructive actions wait for a yes.

15 Pleo actions are destructive. These are all of them:

Delete a ledger accountpleo.accounts.delete
Delete a tagpleo.tags.delete
Delete a teampleo.teams.delete
Archive a vendorpleo.vendors.archive
Delete tags in bulkpleo.tags.bulk_delete
Delete a tax codepleo.tax_codes.delete
Delete a tag grouppleo.tag_groups.delete
Remove a member from a teampleo.teams.remove_member
Delete a ledger account (v1-beta)pleo.beta_accounts.delete
Delete the client installationpleo.installations.delete
Delete a tag dimension valuepleo.tag_dimension_values.delete
Delete a tag group dimensionpleo.tag_group_dimensions.delete
Delete a webhook subscriptionpleo.webhook_subscriptions.delete
Delete a bookkeeping categorypleo.bookkeeping_categories.delete
Delete a bookkeeping category grouppleo.bookkeeping_category_groups.delete

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

dopleo.accounts.deleteconfirm_policy: human

Delete a ledger account?

intent: the user asked me to delete a ledger account

run suspended · waiting for a named person · key pleo-agent cannot confirm itself

In the console, or from an emailed signed link.

a key for this connector

account {  op: "keys.create", name: "pleo-agent",  allowed_actions: ["pleo.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "pleo.accounts.delete", approver: "[email protected]" },    { match: "pleo.tags.delete", approver: "[email protected]" },    { match: "pleo.teams.delete", approver: "[email protected]" }  ]}

Illustrative. Scoped to Pleo only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Pleo costs on actionlake.

Every Pleo action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Pleo refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

1upstream call per actionall 121 Pleo actions
121actions pageeach page of a long list is one call
60reads can be cacheda cache hit costs nothing
100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Pleo action.

121 actions by area: the id your agent calls, what it does, and its effect.

Tags10

pleo.tags.bulk_archiveArchive or unarchive tags in bulkwrite
pleo.tags.bulk_deleteDelete tags in bulkdestructive
pleo.tags.createCreate a tag in a tag groupwrite
pleo.tags.deleteDelete a tagdestructive
pleo.tags.getGet a tagread
pleo.tags.list_in_groupList the tags in a tag groupread
pleo.tags.searchSearch tagsread
pleo.tags.search_aggregatedSearch tags in aggregated formatread
pleo.tags.search_getSearch tags (GET)read
pleo.tags.updateUpdate a tagwrite

Tag groups8

pleo.tag_groups.createCreate a tag groupwrite
pleo.tag_groups.deleteDelete a tag groupdestructive
pleo.tag_groups.getGet a tag groupread
pleo.tag_groups.get_aggregatedGet a tag group in aggregated formatread
pleo.tag_groups.get_usageGet a tag group's usageread
pleo.tag_groups.listList tag groupsread
pleo.tag_groups.list_aggregatedList tag groups in aggregated formatread
pleo.tag_groups.updateUpdate a tag groupwrite

Vendor import jobs8

pleo.vendor_import_jobs.createCreate a vendor CSV import jobwrite
pleo.vendor_import_jobs.getGet a vendor CSV import jobread
pleo.vendor_import_jobs.get_upload_urlGet a presigned upload URL for a vendor CSV import jobread
pleo.vendor_import_jobs.list_errorsList a vendor CSV import job's errorsread
pleo.vendor_import_jobs.runRun a vendor CSV import jobwrite
pleo.vendor_import_jobs.searchSearch vendor CSV import jobsread
pleo.vendor_import_jobs.update_metadataUpdate a vendor CSV import job's metadatawrite
pleo.vendor_import_jobs.update_statusUpdate a vendor CSV import job's statuswrite

Teams7

pleo.teams.add_membersAdd members to a teamwrite
pleo.teams.createCreate a teamwrite
pleo.teams.deleteDelete a teamdestructive
pleo.teams.getGet a teamread
pleo.teams.remove_memberRemove a member from a teamdestructive
pleo.teams.searchSearch teamsread
pleo.teams.updateUpdate a teamwrite

Webhook subscriptions7

pleo.webhook_subscriptions.createCreate a webhook subscriptionwrite
pleo.webhook_subscriptions.deleteDelete a webhook subscriptiondestructive
pleo.webhook_subscriptions.getGet a webhook subscriptionread
pleo.webhook_subscriptions.get_secretGet a webhook subscription's signing secretread
pleo.webhook_subscriptions.listList webhook subscriptionsread
pleo.webhook_subscriptions.list_activitiesList a webhook subscription's delivery activitiesread
pleo.webhook_subscriptions.updateUpdate a webhook subscriptionwrite

Accounts6

pleo.accounts.createCreate a ledger accountwrite
pleo.accounts.create_batchCreate ledger accounts in a batchwrite
pleo.accounts.deleteDelete a ledger accountdestructive
pleo.accounts.getGet a ledger accountread
pleo.accounts.searchSearch ledger accountsread
pleo.accounts.updateUpdate a ledger accountwrite

Installations6

pleo.installations.activateActivate the client installationwrite
pleo.installations.completeComplete a client installationwrite
pleo.installations.createCreate the client installationwrite
pleo.installations.deleteDelete the client installationdestructive
pleo.installations.getGet the client installationread
pleo.installations.updateUpdate the client installationwrite

Tag dimension values6

pleo.tag_dimension_values.createCreate a tag dimension valuewrite
pleo.tag_dimension_values.deleteDelete a tag dimension valuedestructive
pleo.tag_dimension_values.getGet a tag dimension valueread
pleo.tag_dimension_values.listList a tag's dimension valuesread
pleo.tag_dimension_values.list_for_tagsGet dimension values for several tagsread
pleo.tag_dimension_values.updateUpdate a tag dimension valuewrite

Tax codes6

pleo.tax_codes.calculate_amountsCalculate gross, net and tax amountsread
pleo.tax_codes.createCreate a tax codewrite
pleo.tax_codes.deleteDelete a tax codedestructive
pleo.tax_codes.getGet a tax coderead
pleo.tax_codes.searchSearch tax codesread
pleo.tax_codes.updateUpdate a tax codewrite

Vendors6

pleo.vendors.activateActivate a vendorwrite
pleo.vendors.archiveArchive a vendordestructive
pleo.vendors.createCreate a vendorwrite
pleo.vendors.getGet a vendorread
pleo.vendors.searchSearch vendorsread
pleo.vendors.updateUpdate a vendorwrite

Accounting entries5

pleo.accounting_entries.enrichEnrich an accounting entry with external datawrite
pleo.accounting_entries.getGet an accounting entryread
pleo.accounting_entries.get_coreGet an accounting entry's core detailsread
pleo.accounting_entries.searchSearch accounting entries (expenses)read
pleo.accounting_entries.search_coreSearch core accounting entriesread

Beta accounts5

pleo.beta_accounts.createCreate a ledger account (v1-beta)write
pleo.beta_accounts.deleteDelete a ledger account (v1-beta)destructive
pleo.beta_accounts.getGet a ledger account (v1-beta)read
pleo.beta_accounts.searchSearch ledger accounts (v1-beta)read
pleo.beta_accounts.updateUpdate a ledger account (v1-beta)write

Bookkeeping categories5

pleo.bookkeeping_categories.createCreate a bookkeeping categorywrite
pleo.bookkeeping_categories.deleteDelete a bookkeeping categorydestructive
pleo.bookkeeping_categories.getGet a bookkeeping categoryread
pleo.bookkeeping_categories.searchSearch bookkeeping categoriesread
pleo.bookkeeping_categories.updateUpdate a bookkeeping categorywrite

Bookkeeping category groups5

pleo.bookkeeping_category_groups.createCreate a bookkeeping category groupwrite
pleo.bookkeeping_category_groups.deleteDelete a bookkeeping category groupdestructive
pleo.bookkeeping_category_groups.getGet a bookkeeping category groupread
pleo.bookkeeping_category_groups.searchSearch bookkeeping category groupsread
pleo.bookkeeping_category_groups.updateUpdate a bookkeeping category groupwrite

Export jobs5

pleo.export_jobs.createCreate an export jobwrite
pleo.export_jobs.getGet an export jobread
pleo.export_jobs.listList export jobsread
pleo.export_jobs.list_itemsList an export job's itemsread
pleo.export_jobs.update_itemsUpdate an export job's itemswrite

Export jobs V25

pleo.export_jobs_v2.createCreate an export job (v2)write
pleo.export_jobs_v2.getGet an export job (v2)read
pleo.export_jobs_v2.listList export jobs (v2)read
pleo.export_jobs_v2.list_itemsList an export job's items (v2)read
pleo.export_jobs_v2.update_itemsUpdate an export job's items (v2)write

Tag group dimensions5

pleo.tag_group_dimensions.createCreate a tag group dimensionwrite
pleo.tag_group_dimensions.deleteDelete a tag group dimensiondestructive
pleo.tag_group_dimensions.getGet a tag group dimensionread
pleo.tag_group_dimensions.listList a tag group's dimensionsread
pleo.tag_group_dimensions.updateUpdate a tag group dimensionwrite

Companies3

pleo.companies.getGet a companyread
pleo.companies.get_balanceGet a company's wallet balanceread
pleo.companies.searchSearch companiesread

Receipts3

pleo.receipts.getGet a receipt with a time-limited file URLread
pleo.receipts.listList an accounting entry's receiptsread
pleo.receipts.searchSearch accounting entry receiptsread

Employees2

pleo.employees.getGet an employeeread
pleo.employees.searchSearch employeesread

Export job items2

pleo.export_job_items.get_by_accounting_entryGet the export job item for an accounting entryread
pleo.export_job_items.searchSearch export job items by accounting entry IDsread

Auth1

pleo.auth.introspectIntrospect the current credentialread

Bookkeeping category aggregations1

pleo.bookkeeping_category_aggregations.getGet aggregated bookkeeping category groupsread

Export items1

pleo.export_items.listList export itemsread

Export items V21

pleo.export_items_v2.listList export items (v2)read

Export job events1

pleo.export_job_events.createCreate an export job eventwrite

Export job events V21

pleo.export_job_events_v2.createCreate an export job event (v2)write

Questions

The Pleo MCP server, answered.

Is there a Pleo MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 121 Pleo actions across tags, tag groups, vendor import jobs and teams, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Pleo.

What do I need to connect Pleo?

Pleo Standalone API Key (Pleo Web App > Settings > API keys; admin or bookkeeper). Plus your environment. The free call account { op: "connections.requirements", service: "pleo" } lists exactly what to paste.

Can an AI agent delete or change things in Pleo?

Only if its key allows it, and only with an explicit confirmation. 15 Pleo actions are destructive, including delete a ledger account, delete a tag and delete a team. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my Pleo API limit?

actionlake paces every call to the limits in the Pleo service file: 600 calls a minute per connection. Repeated reads are answered from cache (60 Pleo actions can be), which never reaches Pleo.

What does a Pleo action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (121 Pleo actions page). Cache hits, searches, dry runs and calls Pleo refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which Pleo API does it cover?

The Pleo External API (external.pleo.io; per-product OpenAPI 3.0.1 documents) at your region's pleo.io address, set when you connect. It is built from Pleo's documentation as read on 23 October 2026. 121 actions in 27 areas, each one in the signed service file (version 1.0.0).

Can I combine Pleo with my other systems?

Yes. ask joins Pleo to ConnectWise PSA or HubSpot CRM on the same customer and returns the answer rather than every row. Pleo maps crm.company, which 227 other connectors also map.

Does actionlake keep my Pleo data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Pleo credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

Give your agent Pleo today.

Connect Pleo free See pricing

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.

Pleo MCP server for AI agents.

Connect Pleo in three steps.

Add actionlake to Claude.

Connect Pleo.

Make the first call. Check before a write.

What an AI agent can do in Pleo.

Tags

Tag groups

Vendor import jobs

Teams

Webhook subscriptions

Accounts

Installations

Tag dimension values