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This section is for Pleo Customers who want to manage Pleo by talking to an AI assistant, instead of building against Pleo’s REST APIs. The Pleo MCP connects your AI assistant or agent to your Pleo data, so it can find, update, and prepare expenses on your behalf, using your existing Pleo permissions. The Pleo MCP doesn’t require any coded integration or API keys: you connect your AI assistant directly using Step 3 in the Recommended Reading Order below. If you’re building a coded integration instead, use the Pleo Customers Quickstart or the Pleo Partners Quickstart.

1. Pleo MCP Overview

What the Pleo MCP is, how the agent-to-Pleo flow works, and what you can do with it today.

2. Access & Permissions

How admin opt-in and your existing Pleo permissions govern what the agent can do.

3. Install the Pleo MCP

Choose your AI assistant and connect it to Pleo.

4. Example Use Cases

Ready-to-paste prompts for common workflows.

5. FAQs

Answers to common questions about permissions, data, and setup.