> ## Documentation Index
> Fetch the complete documentation index at: https://developers.pleo.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Pleo MCP: Quickstart

> Who this quickstart is for, what needs to be enabled before connecting, and the recommended reading order to get started.

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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](/docs/current/getting-started/pleo-customers-quickstart) or the [Pleo Partners Quickstart](/docs/current/getting-started/pleo-partners-quickstart).

<RememberCallout title="Remember">
  The Pleo MCP is off by default. A company admin must enable it in **Settings → General → Pleo AI** before anyone in your organisation can connect. See [this video](https://help.pleo.io/en/support/solutions/articles/103000410952-connect-pleo-to-your-ai-tools-with-pleo-mcp) to find the Settings.
</RememberCallout>

## Recommended Reading Order

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  <Card title="1. Pleo MCP Overview" icon="https://mintcdn.com/pleo-61d4d38b/earhx-WV21nRUBYy/images/current/icons/pleo-mcp-overview.svg?fit=max&auto=format&n=earhx-WV21nRUBYy&q=85&s=f999d6d938e4ad0d24ae6f1882c437b5" href="/docs/current/pleo-mcp/get-started/pleo-mcp-overview" width="256" height="256" data-path="images/current/icons/pleo-mcp-overview.svg">
    <div className="text-sm mt-2">What the Pleo MCP is, how the agent-to-Pleo flow works, and what you can do with it today.</div>
  </Card>

  <Card title="2. Access & Permissions" icon="https://mintcdn.com/pleo-61d4d38b/earhx-WV21nRUBYy/images/current/icons/access-permissions.svg?fit=max&auto=format&n=earhx-WV21nRUBYy&q=85&s=5fdc4d93616eb532eb1b1e921e7775d7" href="/docs/current/pleo-mcp/get-started/access-and-permissions" width="256" height="256" data-path="images/current/icons/access-permissions.svg">
    <div className="text-sm mt-2">How admin opt-in and your existing Pleo permissions govern what the agent can do.</div>
  </Card>

  <Card title="3. Install the Pleo MCP" icon="https://mintcdn.com/pleo-61d4d38b/earhx-WV21nRUBYy/images/current/icons/install-pleo-mcp-as-a-custom-mcp.svg?fit=max&auto=format&n=earhx-WV21nRUBYy&q=85&s=95e11d645ab7cd4c95422fa399469b7b" href="/docs/current/pleo-mcp/how-tos/installation/overview" width="256" height="256" data-path="images/current/icons/install-pleo-mcp-as-a-custom-mcp.svg">
    <div className="text-sm mt-2">Choose your AI assistant and connect it to Pleo.</div>
  </Card>

  <Card title="4. Example Use Cases" icon="https://mintcdn.com/pleo-61d4d38b/earhx-WV21nRUBYy/images/current/icons/claude-web-and-desktop.svg?fit=max&auto=format&n=earhx-WV21nRUBYy&q=85&s=f321131771459940301777a9fe7baf50" href="/docs/current/pleo-mcp/get-started/use-cases" width="256" height="256" data-path="images/current/icons/claude-web-and-desktop.svg">
    <div className="text-sm mt-2">Ready-to-paste prompts for common workflows.</div>
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    <div className="text-sm mt-2">Answers to common questions about permissions, data, and setup.</div>
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