> ## 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.

# FAQs

> Answers to common questions about the Pleo MCP.

Browse frequently asked questions about the Pleo MCP, grouped by topic.

<CardGroup cols={2}>
  <Card title="Permissions & Access" icon="key" href="#permissions-&-access">
    <div className="text-sm mt-2">Who can use the Pleo MCP, what it can access, and how to manage or revoke that access.</div>
  </Card>

  <Card title="Data & Security" icon="shield" href="#data-&-security">
    <div className="text-sm mt-2">How data flows between Pleo and your AI tool, and what the MCP can and can't touch.</div>
  </Card>

  <Card title="Capabilities & Use Cases" icon="list-check" href="#capabilities-&-use-cases">
    <div className="text-sm mt-2">What the Pleo MCP supports today, and how it compares to the Pleo API.</div>
  </Card>

  <Card title="Setup & Compatibility" icon="plug" href="#setup-&-compatibility">
    <div className="text-sm mt-2">Connecting custom LLMs, agents, and staging accounts to the Pleo MCP.</div>
  </Card>

  <Card title="Pricing" icon="tag" href="#pricing">
    <div className="text-sm mt-2">Whether using the Pleo MCP costs extra.</div>
  </Card>
</CardGroup>

***

## Permissions & Access

### What permissions does the Pleo MCP have?

<div className="text-sm">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](/docs/current/pleo-mcp/get-started/access-and-permissions) for details.</div>

### How does the Pleo MCP work with multiple entities?

<div className="text-sm">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](/docs/current/pleo-mcp/get-started/access-and-permissions#working-across-multiple-entities).</div>

### Can I enable the Pleo MCP for only specific users?

<div className="text-sm">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.</div>

### How do I revoke access for an agent or MCP client?

<div className="text-sm">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](/docs/current/pleo-mcp/how-tos/uninstallation/revoke-access) for step-by-step instructions.</div>

***

## Data & Security

### How is data processed between Pleo and the AI tool?

<div className="text-sm">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.</div>

### Could the beta Pleo MCP accidentally impact my Pleo setup?

<div className="text-sm">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.</div>

***

## Capabilities & Use Cases

### What use cases are covered by the Pleo MCP?

<div className="text-sm">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](/docs/current/pleo-mcp/get-started/pleo-mcp-capabilities) for the full list of what's supported today.</div>

### What's the difference between the Pleo MCP and the Pleo API?

<div className="text-sm">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.</div>

### Can I use the Pleo MCP to attach receipts from email, Slack, or Drive?

<div className="text-sm">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](/docs/current/pleo-mcp/get-started/use-cases) for an example prompt.</div>

***

## Setup & Compatibility

### Can I use the Pleo MCP with a custom LLM or agent?

<div className="text-sm">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](/docs/current/pleo-mcp/how-tos/installation/custom-mcp). Your organisation may limit which MCPs you're allowed to connect.</div>

### Can I use the Pleo MCP with a Pleo Staging account?

<div className="text-sm">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](/docs/current/pleo-mcp/how-tos/installation/custom-mcp#using-staging).</div>

***

## Pricing

### Does using the Pleo MCP cost extra?

<div className="text-sm">No. The Pleo MCP is included with eligible Pleo pricing plans at no extra charge.</div>

***

## Related Reading

* [Pleo MCP Overview](/docs/current/pleo-mcp/get-started/pleo-mcp-overview)
* [Example Use Cases](/docs/current/pleo-mcp/get-started/use-cases)