What Is Pleo MCP?
The Pleo MCP server connects your AI assistant or agent to your Pleo data, so you can manage Pleo by talking to your assistant, or let an AI agent manage it on your behalf. MCP, the Model Context Protocol, is an open standard for connecting AI assistants to external tools and data. Unlike Pleo’s REST APIs, which are built for code to call, MCP tools are designed for agents to discover and call at runtime: the agent reads each tool’s description, decides which ones to call and in what order, and acts on what it finds.Data Processing
Your expense data, including the names of colleagues on your expenses, will be processed by your AI provider under their terms and privacy policy. The AI provider may be based outside the UK or EU. Check their privacy policy if you want to understand how they handle your data. The agent’s responses are not generated by Pleo. Review anything significant before acting on it.How It Works
When you ask an AI agent to help with your Pleo expenses, the agent connects to the Pleo MCP server, which translates the request into the appropriate Pleo actions and returns the results. The agent can only do what you are already permitted to do in Pleo: it inherits your permissions.What You Can Do Today
The Pleo MCP currently focuses on the processing of expenses, from finding and updating incomplete expenses to preparing them for bookkeeping and export.See the Pleo MCP Capabilities
Full breakdown of what’s supported today.
Permissions
The Pleo MCP inherits the authenticated user’s Pleo permissions. The agent can only access data and take actions the user is already permitted to perform. MCP access must be enabled by a company admin before users can connect.Access & Permissions
How company opt-in works, what the agent can and cannot do, and how to manage access.
What Comes Next?
Connect, configure, or remove the Pleo MCP. Choose the guide that matches your setup.Enable the Pleo MCP for Your Organisation
Admin steps to allow the Pleo MCP in your AI platform.
Set up the Pleo MCP for your AI assistant or agent.
Step-by-step instructions for connecting your AI assistant to Pleo
Revoke Access
Disconnect the Pleo MCP from Pleo or your AI client.
Example Use Cases
Ready-to-paste prompts for common workflows
FAQs
Answers to common questions about permissions, data, and setup.