Prerequisites
Before you begin:- Pleo MCP access is off by default; a company admin must enable it for your organisation before anyone can connect. See Access & Permissions if you’re not sure whether it’s enabled.
- You need a workspace Owner or Admin role in ChatGPT to complete Part 1. Each member completes Part 2 for themselves.
- Custom MCP connectors must be permitted for your workspace. See How to Add Pleo MCP as a Custom Connector in ChatGPT.
Part 1: Publish the Pleo MCP to the Workspace
These steps must be completed by a workspace Owner or Admin.- In ChatGPT, open the profile menu and go to Workspace settings → Apps, then click Create.
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In the New App dialog, enter:
- Name: for example, “Pleo MCP”. The name must be unique in the workspace. If you see Connector name already exists, choose another name.
- Description (optional): for example, “Manage your company expenses”.
- Connection: leave Server URL selected and enter the Pleo MCP server URL:
https://mcp.pleo.io/mcp - Authentication: select OAuth. Leave Advanced OAuth settings unchanged; the Pleo MCP’s OAuth configuration is discovered from the server URL.
- Select I understand and want to continue under the custom MCP risk notice, then click Create.
- Open the draft from Apps → Drafts and click Enable.
- In the Publish dialog, expand and review both risk sections: Unauthorized data access and Malicious app. Select I trust this app and I have reviewed the parameters being sent to each action, then click Publish.
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Open the Pleo MCP from the Apps list and configure its defaults:
- Which actions the Pleo MCP can use: choose what happens when the Pleo MCP adds actions in the future: Enable all new actions, Only enable new read actions, or Disable new actions.
- When the Pleo MCP asks for approval: Use workspace default is the recommended starting point. The alternatives are Always ask, Allow read actions, Allow low-risk actions, and Allow all actions. Only choose Allow all actions if you accept that ChatGPT can read and write in Pleo without prompting.
- Go to Workspace settings → Plugins, open the Pleo MCP, and under Availability, change Available to Installed. You should see Workspace availability updated.
Part 2: Authorise the Pleo MCP
Each member must authorise the Pleo MCP once. Publishing the app doesn’t authorise it for them.- Go to Settings → Plugins. The Pleo MCP appears in the list after an admin installs it.
- Click Connect, then Continue to Pleo in the dialog explaining how ChatGPT uses connector data.
- Log in to Pleo if needed, then review the consent screen. It explains what the Pleo MCP allows ChatGPT to do. The Pleo MCP can’t make payments and can’t act outside your existing Pleo permissions. See Access & Permissions for the full security boundaries.
- Click Connect. You’re redirected to ChatGPT, where the Pleo MCP now shows as connected.
- Try it in a chat, for example: “Fetch my Pleo expenses.”
Troubleshooting
What Comes Next?
Related Reading
- OpenAI’s documentation: Admin Controls, Security, and Compliance in apps (Enterprise, Edu, and Business)
- OpenAI’s documentation: Developer mode and MCP apps in ChatGPT
- Install the Pleo MCP: Choose Your AI Tool
- How to Install the Pleo MCP in ChatGPT
- How to Add Pleo MCP as a Custom Connector in ChatGPT
- How to Revoke Access to the Pleo MCP