Permissions & Access
Who can use the Pleo MCP, what it can access, and how to manage or revoke that access.
Data & Security
How data flows between Pleo and your AI tool, and what the MCP can and can’t touch.
Capabilities & Use Cases
What the Pleo MCP supports today, and how it compares to the Pleo API.
Setup & Compatibility
Connecting custom LLMs, agents, and staging accounts to the Pleo MCP.
Pricing
Whether using the Pleo MCP costs extra.
Permissions & Access
What permissions does the Pleo MCP have?
Actions taken through the Pleo MCP follow the same permissions as the connected user. The agent can never do more in Pleo than the user who connected it can do. See Access & Permissions for details.
How does the Pleo MCP work with multiple entities?
If you have access to more than one Pleo entity, you can ask the agent to work in any of them without reconnecting. Each request targets a single entity at a time, so name the entity you mean if it isn’t your default one. MCP access is enabled per entity, so an admin must turn it on for each entity you want to use. See Access & Permissions.
Can I enable the Pleo MCP for only specific users?
Not yet. MCP access is currently enabled or disabled for an entire entity at once. Per-user access controls are planned for a future release.
How do I revoke access for an agent or MCP client?
Go to My Account → Security and Devices → MCP Connections in the Pleo app to see connected MCP clients and revoke access. See How to Revoke Access to the Pleo MCP for step-by-step instructions.
Data & Security
How is data processed between Pleo and the AI tool?
Pleo makes data available through the Pleo MCP, and any data read through the MCP is passed to your connected agent, AI tool, and model provider. Pleo also has access to all data sent to Pleo through the Pleo MCP tools.
Could the beta Pleo MCP accidentally impact my Pleo setup?
The Pleo MCP cannot change company setup or configuration. It only reads and writes data on individual expenses, and any expense data updated through the MCP is visible in Pleo’s activity logs.
Capabilities & Use Cases
What use cases are covered by the Pleo MCP?
The Pleo MCP can search for expenses and read or write data on individual expenses, including category, tags, tax codes, notes, attendees, and receipts. See Pleo MCP Capabilities for the full list of what’s supported today.
What’s the difference between the Pleo MCP and the Pleo API?
The Pleo MCP is optimised for AI agents: connect it directly to a client like Claude, and the agent decides which tools to call and when. The Pleo API is designed for code to call directly with explicit, predetermined logic.
Can I use the Pleo MCP to attach receipts from email, Slack, or Drive?
The Pleo MCP supports adding receipts to Pleo. If your agent has access to receipts, for example in an email inbox, Slack, or Drive, you can ask it to match them to the right expenses and attach them. See Example Use Cases for an example prompt.
Setup & Compatibility
Can I use the Pleo MCP with a custom LLM or agent?
Yes. You can connect the Pleo MCP to any agent tool or harness that supports custom MCP servers. See How to Install the Pleo MCP as a Custom MCP. Your organisation may limit which MCPs you’re allowed to connect.
Can I use the Pleo MCP with a Pleo Staging account?
Yes. You must first enable MCP access under Settings → General → Pleo AI for each entity in your staging Pleo account. Then connect using the staging URL:
https://mcp.staging.pleo.io/mcp. For the full staging setup, see How to Install the Pleo MCP as a Custom MCP.Pricing
Does using the Pleo MCP cost extra?
No. The Pleo MCP is included with eligible Pleo pricing plans at no extra charge.