Skip to main content
This page is for Pleo users connecting Claude to Pleo. The same steps apply to Claude Web, Claude Desktop, and Cowork.

Prerequisites

Before you begin:
  • Pleo MCP access is off by default; a company admin must enable it for your organisation before you can connect. See Access & Permissions if you’re not sure whether it’s enabled.
  • If your organisation manages Claude through Claude for Work, your Claude admin may have already added Pleo as an organisation-wide connector, or may restrict who can add their own. See How to Add Pleo MCP as a Custom Connector in Claude.

Steps

Follow the steps below to connect Pleo in Claude.
  1. Go to Customize in the left-hand menu, then open Connectors.
  2. If your Claude admin has already added Pleo for your organisation, find the Pleo connector in the list and skip to step 5.
  3. Click Add custom connector, then enter a name (for example, “Pleo”) and the Pleo MCP server URL:
No Advanced or Auth settings are needed.
  1. Add the connector.
  2. Click Connect for the Pleo connector.
  3. Log in to Pleo if needed, then click Approve.
You are now connected and can start using Pleo in Claude.

What Comes Next?