> ## 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 Overview

> What the Pleo MCP is, how it works, and where to go next to install it or learn about permissions.

export const WarningCallout = ({title, children, icon = "⚠️"}) => <div style={{
  backgroundColor: 'var(--recommended-bg)',
  borderLeft: '4px solid hsl(34, 91%, 60%)',
  borderRadius: '10px',
  padding: '18px 22px',
  marginBottom: '20px',
  boxShadow: '1px 1px 3px hsl(34, 91%, 60%)'
}}>
    <div style={{
  display: 'flex',
  alignItems: 'flex-start',
  gap: '14px'
}}>
      <span style={{
  fontSize: '22px',
  lineHeight: '1',
  flexShrink: 0
}}>
        {icon}
      </span>
      <div>
        {title && <div style={{
  fontSize: '16px',
  fontWeight: 600,
  color: 'var(--recommended-title)',
  marginBottom: '6px'
}}>
            {title}
          </div>}
        <div style={{
  fontSize: '14px',
  lineHeight: 1.65
}}>
          {children}
        </div>
      </div>
    </div>
  </div>;

## 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.

<WarningCallout>
  Ensure you review and understand how your AI provider processes your data.
</WarningCallout>

## 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.

<Card title="See the Pleo MCP Capabilities" icon="book-open" href="/docs/current/pleo-mcp/get-started/pleo-mcp-capabilities">
  <div className="text-sm mt-2">Full breakdown of what's supported today.</div>
</Card>

## 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.

<Card title="Access & Permissions" icon="lock" href="/docs/current/pleo-mcp/get-started/access-and-permissions">
  <div className="text-sm mt-2">How company opt-in works, what the agent can and cannot do, and how to manage access.</div>
</Card>

***

## What Comes Next?

Connect, configure, or remove the Pleo MCP. Choose the guide that matches your setup.

<CardGroup cols={3}>
  <Card title="Enable the Pleo MCP for Your Organisation" icon="building" href="/docs/current/pleo-mcp/how-tos/enablement/overview">
    <div className="text-sm mt-2">Admin steps to allow the Pleo MCP in your AI platform.</div>
  </Card>

  <Card title="Set up the Pleo MCP for your AI assistant or agent." icon="plug" href="/docs/current/pleo-mcp/how-tos/installation/overview">
    <div className="text-sm mt-2">Step-by-step instructions for connecting your AI assistant to Pleo</div>
  </Card>

  <Card title="Revoke Access" icon="unlock" href="/docs/current/pleo-mcp/how-tos/uninstallation/revoke-access">
    <div className="text-sm mt-2">Disconnect the Pleo MCP from Pleo or your AI client.</div>
  </Card>

  <Card title="Example Use Cases" icon="message" href="/docs/current/pleo-mcp/get-started/use-cases">
    <div className="text-sm mt-2">Ready-to-paste prompts for common workflows</div>
  </Card>

  <Card title="FAQs" icon="circle-question" href="/docs/current/pleo-mcp/get-started/faq">
    <div className="text-sm mt-2">Answers to common questions about permissions, data, and setup.</div>
  </Card>
</CardGroup>

***
