Pleo MCP
Updated How to Install the Pleo MCP in ChatGPT for Plus and Pro users. ChatGPT moved custom MCP servers from Developer mode in Settings → Apps & Connectors to Plugins → + → Add custom MCP server, and the steps now follow the new pathPleo MCP
New Managing User Access section in Access & Permissions. Once MCP access is enabled for an entity, everyone in it can connect by default, and admins can turn access off for individual people in Settings → General → Pleo AI. Admins always keep accessNew Removing Access for Someone Else section in Revoke Access, pointing admins at the people list alongside the existing steps for users revoking their own accessCorrected the FAQ entry on enabling the Pleo MCP for only specific users, which previously said per-user access was planned for a future release. The multi-entity entry now notes that user access is set separately in each entityUpdated the prerequisites across the installation and enablement guides, the Pleo MCP Overview, and the Pleo MCP Quickstart: admins control which people have access, not only whether MCP is enabled for the organisationPleo MCP
The Allow Network Access for Receipts sections in the Enablement Overview, Claude, and Codex guides now also list receipts.cdn.pleo.io, which the agent needs to read PDF receipts. Uploads still use mcp.pleo.ioUpdated the FAQ entries for Claude Code and Codex to cover reading PDF receipts as well as uploading receipt filesDeveloper Portal Docs
New How to Delete an Account article for deleting an Account through the Chart of Accounts API. Deleting is permanent and Pleo does not check whether the Account is mapped to a Pleo Category or used on accounting entries (expenses). As a safeguard, we recommend using it in staging and archiving Accounts in production. Pleo does not return a 409, even when the Account is mapped or in use.New troubleshooting article, How to Resolve Export Items Stuck in the Queue, explaining the Export Job and Export Item status sequence to follow when exported expenses stay in the Queued tab.Company Balance API
New Company Balance API that returns the current balance of every account belonging to a company, expressed in each account’s own currencyNew Company Balance API Migration Guide for integrators moving from the legacy Company Balance API (/companies/balance), covering field mapping and the new per-account response shapeChart of Accounts API
New Account Limits and High-Volume Sync Guidance Integration Design page, covering the 11,000 active Account limit and how to design Chart of Accounts Sync around itNew How to Handle a High-Volume Chart of Accounts how-to, with step-by-step instructions and pseudocode for filtering, counting, and sequencing a sync against the limitTeams API
New Teams API (/external/v1/teams) for managing teams, with OAuth 2.0 client credentials authentication, cursor-based pagination, and dedicated endpoints for managing team membersNew Teams API Migration Guide for integrators moving from the legacy Teams API (/teams), covering endpoint mapping, authentication changes, and behavioural differencesExport API Version 3
New fields discountAmount and discountPercentage have been added to invoice information for invoice payments in Export API version 3. For more information see GET Get Export ItemsBookkeeping Category Groups API
New Bookkeeping Category Groups API for creating, retrieving, updating, deleting, and listing bookkeeping category groupsTag Groups API
New Returns an aggregated tag group by its ID endpoint for retrieving an active or archived tag group with its dimensionsPleo MCP
New client-neutral Allow Network Access for Receipt Uploads section in the Enablement Overview, listing which AI clients restrict the receipt upload and where to allow mcp.pleo.ioUpdated the Codex enablement guide: admins can restrict which MCP servers Codex enables with a managed mcp_servers approved listUpdated the Claude enablement guide: code execution in Claude Web, Desktop, and Cowork also restricts network egress, so Owners may need to allow mcp.pleo.io in Organization settings → Capabilities. Claude Code’s sandbox is now documented as off by defaultBookkeeping Categories API
New Bookkeeping Categories API for managing bookkeeping categories and retrieving aggregated category groups with their linked accountsDeveloper Portal Docs
New Exports -> Vendor Creation and Imports -> Vendor Sync documentation suites:New Platform Capabilities -> Supplier vs Vendor and Vendor Creation vs Vendor Sync overviews, explaining the underlying concept and which of the two flows applies to your scenarioNew Integration Design docs for Vendor Creation and Vendor Sync, covering detection, matching, data mapping, failure handling, and scheduling for both flowsNew how-to articles, one per workflow step, each with step-by-step instructions, curl examples, and Pleo Web App screenshotsPleo MCP
New Allow network access for receipt uploads section covering how to allow the Pleo MCP domain, so receipt uploads work in clients that sandbox network access such as Claude CodeAdded a Claude Code entry to the Pleo MCP FAQs Troubleshooting section for receipt uploads blocked by a sandboxBuild with Pleo
New Pleo Partners and Pleo Customers quickstart paths, so you can jump straight to the guidance for your integration typeUpdated the Early Access Programme to clarify that registering your interest is a request, not a guarantee of access, and when partners may use Standalone API KeysUpdated Standalone API Keys Overview to say that Standalone API Keys are not self-service, but may need enablement, and that customers on Legacy APIs should start planning their migrationPleo MCP
New How to Install the Pleo MCP in ChatGPT Business guide for publishing and authorising the Pleo MCP in ChatGPT Business, Enterprise, and Edu workspacesAdded a Troubleshooting section to the Pleo MCP FAQs covering common ChatGPT Business install and connection issuesExport API Version 3
Added explicit target system support for export jobs:Create a new export job now accepts an optional targetSystem field, validated against the company’s active connections; supplying an unrecognised value returns a 422 with an INVALID_TARGET_SYSTEM errorGet a list of export jobs now supports an optional target_systems filter to narrow results to one or more explicit target systems; supplying an unrecognised value returns a 422 with an INVALID_TARGET_SYSTEM_FILTER errorGet a list of export jobs and Get an export job responses now include a targetSystem field, showing which system each job resolved toPleo MCP
New Pleo MCP documentation suite. You can now connect Pleo to AI assistants like Claude, ChatGPT, Codex, Gemini Enterprise, and Copilot, so users can ask their assistant to handle Pleo tasks directly.Enable Pleo MCP for your organisation with one of the supported platforms: Claude, Codex, ChatGPT, Gemini Enterprise, or CopilotEnable Pleo MCP per user by connecting it to Claude, Codex, ChatGPT, Copilot, or any custom MCP-compatible clientExample Use Cases, FAQs, and Access & Permissions to help users understand what they can do and who can do itEnrichment API Reference
Clarified Enrichment Workflow Quick Guide prerequisites: your integration must already have the receipt, the card’s last four digits, and any other matching information before submitting a requestExport API Version 3
New field attendeesData has been added to the Export API version 3. For more information see GET Get Export ItemsDeveloper Portal Docs
New Imports -> Tax Sync documentation suite:New Integration Design -> Tax Sync covering the sync execution model, reconciliation behaviour, type mapping, data mapping, and schedulingNew how-to articles with step-by-step instructions, curl examples, and Pleo Web App screenshots:New Classifying Expenses: Tags, Categories, and Tax Codes overview, explaining how Tags Sync, Chart of Accounts Sync, and Tax Sync fit together to classify an expense, with manual Pleo Web App setup and export optionsArchived the old Configuring Customer Account in Pleo pages (Tax Codes, Categories, Tags) in favour of the new Classifying Expenses overviewDeveloper Portal Docs
New Imports -> Chart of Accounts Sync documentation suite:New Integration Design -> Chart of Accounts Sync covering the sync execution model, reconciliation behaviour, data mapping, and schedulingNew how-to articles with step-by-step instructions:How to Create, Update, and Archive Accounts: apply create, unarchive, update, and archive operationsHow to Create Multiple Accounts in a Single Request: batch create up to 1000 accounts in one API callDeveloper Portal Docs
New Imports -> Chart of Accounts Sync documentation suite:New Integration Design -> Chart of Accounts Sync covering the sync execution model, reconciliation behaviour, data mapping, and schedulingNew how-to articles with step-by-step instructions:How to Create, Update, and Archive Accounts: apply create, unarchive, update, and archive operationsHow to Create Multiple Accounts in a Single Request: batch create up to 1000 accounts in one API callEnrichment API Reference
New Enrichment API Overview: key concepts, authentication, request parameters, receipt statuses, and supported featuresNew Enrichment Workflow Quick Guide: condensed guide covering the three workflow steps and the optional tags pathDeveloper Portal Docs
AS/ERP Integration improvements:Improved look and feel of the Export Integration Workflow Guide and AS/ERP Processing Workflow Guide to match the Tags Sync guide pattern, with expanded step descriptions, sub-flow diagrams, and black CTA buttonsAdded sub-flow diagrams to all export how-to articles, showing the steps for each how-to inline below the top navigation diagramUpdated Detect & Start Export Jobs terminology across all export docs (previously “Detect & Claim”) to avoid misinterpretation in external partner accounting workflowsClarified eligible job status for normal detection: pending only; in_progress is only included when recovering from an interrupted jobExport API Version 3
New fieldsingoingTaxAccount and outgoingTaxAccount have been added to the Export API version 3. For more information see GET Get Export Items.Export API Version 3
Added support for Swedish representation tax calculations. No schema changes were made to data.accountingEntryLines.tax; however, the underlying tax application logic reflected in the UI has changed to support Swedish entertainment expense deduction rules. For more information, see Change VAT & tax deductions for entertainment expenses in Sweden .Developer Portal Docs
Glossary UpdatesIncluded expense subtypes: interest, invoice_payment_sent, invoice_payment_returned, reimbursement_to_employee, reimbursement_to_company, and reimbursement_to_employee_refundDeveloper Portal Docs
New AS/ERP Integration section covering the full Export workflow:Integration Design sections for all Export steps including bookkeeping methods, accounts mapping, posting behaviour, attachment handling, and accounting periodsTroubleshooting articles:More improvements coming soon!Export API Version 3
Multi-currency support has been extended to Bill Invoice Payments in the Export API version 3. For more information see GET Get Export Job Items.Chart of Accounts API
POST Fetch a list of accounts endpoint has been updated:code is marked as deprecated.codes is a new optional preferred search field.Chart of Accounts API
New endpoint to create multiple bookkeeping accounts in a single batch operation has been added to the Chart of Accounts API. For more information see POST Create multiple accounts in a single request.Export API Version 3
New field subType has been added to the Export API version 3. For more information see GET Get Export Job Items.Export API Version 2
New field subType has been added to the Export API version 2. For more information see GET Get Export Job Items.Chart of Accounts API
New search fieldsexcludeIfAssignedToContraAccount, excludeIfAssignedToCategory have been added to the Chart of Accounts API. For more information see POST Fetch a list of accounts.Export API Version 3
New fieldservicePeriod has been added to the Export API version 3. For more information see GET Get Export Job Items.Export API Version 2
New fieldservicePeriod has been added to the Export API version 2. For more information see GET Get Export Job Items.Export API Version 3
New failure reason typetag_unknown has been added to the Export API Version 3. For more information see GET Get Export Job Items and PUT Update Export Job Items.Export API Version 3
New failure reason typetax_code_unknown has been added to the Export API Version 3. For more information see GET Get Export Job Items and PUT Update Export Job Items.Export API Version 3
New failure reason typeaccount_unknown has been added to the Export API Version 3. For more information see GET Get Export Job Items and PUT Update Export Job Items.Export API Version 3
New failure reason typevendor_unknown has been added to the Export API Version 3. For more information see GET Get Export Job Items and PUT Update Export Job Items.Companies API
The Companies API is available to search for companies associated with an organisation. You can also retrieve details of a specific company. For more information, see Companies API Overview.Chart of Accounts API
The Accounts API is renamed to the Chart of Accounts API. For more information, see Chart of Accounts API Overview.Export API Version 3
A new version is released to support multi-currency configuration. For more information, see Multi-Currency Configuration. The significant changes introduced in this version are:In the endpoints’ response, values of enums are now returned as strings.GET Get Export Items endpoint:controlAccount object is returned in the endpoint response.teamCode is removed from the endpoint response.GET Get a list of Export Jobs endpoint:status is removed from the query parameters of the endpoint request.statuses is the query parameter to request jobs in specific states.Webhook Subscriptions | Basic and Header-Based Authentication
We now support Basic and Header-Based authentication methods, in addition to HMAC signature-based authentication. For more detailed information, see Authentication in Webhooks. Also, now an integration can send custom headers in a new subscription request — see Configuring Custom Headers in New Subscription Request.Export API Version 2
You can now tag vendors to an expense, if the specific company has synchronised vendors between their ERP/accounting system and Pleo. Also, the integration must support vendor tagging. For more information on vendor specific data points that you might receive in an API response, see POST Get Export Items `.Accounts API Version 1
The Accounts API is now available for synchronisation of accounts between the ERP/accounting system and Pleo. For more information, see Accounts API.Vendors API Version 1
The Vendors API is now available for synchronisation of vendors records between the ERP/accounting system and Pleo. For more information, see Vendor API Overview.Accounting Entries Enrichment API Version 1
The Accounting Entries Enrichment API Version 1 is available for select partners and customers. For more detailed information, see Accounting Entries Enrichment API Overview.Employees API Version 2
The Employees API Version 1 is deprecated and in Version 2, these attributes have been removed:teamId, avatar and role. In addition, you can search for employee details of an organisation or company by companyId, email, or code in Version 2. For more information, see Employees API Overview.Export API Version 2
V1 is operational, but we recommend you to upgrade to V2 for better user experience - the user attribute inGET Get Export Items response would be null, if there is no user/employee associated with the export item. For more information, see Export API. Also, V0 would be deprecated in 2025. Closer to the deprecation date, we would inform you.