> ## 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.

# How to Install the Pleo MCP in Claude

> Step-by-step instructions for adding Pleo as a custom connector in Claude Web, Claude Desktop, or Cowork.

export const NoteCallout = ({title, children}) => <div className="callout-box callout-note">
    <div className="callout-row">
      <span className="callout-icon">
        <svg width="22" height="22" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 256 256" fill="currentColor"><path d="M208,104a79.86,79.86,0,0,1-30.59,62.92A24.29,24.29,0,0,0,168,186v6a8,8,0,0,1-8,8H96a8,8,0,0,1-8-8v-6a24.11,24.11,0,0,0-9.3-19A79.87,79.87,0,0,1,48,104.45C47.76,61.09,82.72,25,126.07,24A80,80,0,0,1,208,104Z" opacity="0.2" /><path d="M176,232a8,8,0,0,1-8,8H88a8,8,0,0,1,0-16h80A8,8,0,0,1,176,232Zm40-128a87.55,87.55,0,0,1-33.64,69.21A16.24,16.24,0,0,0,176,186v6a16,16,0,0,1-16,16H96a16,16,0,0,1-16-16v-6a16,16,0,0,0-6.23-12.66A87.59,87.59,0,0,1,40,104.49C39.74,56.83,78.26,17.14,125.88,16A88,88,0,0,1,216,104Zm-16,0a72,72,0,0,0-73.74-72c-39,.92-70.47,33.39-70.26,72.39a71.65,71.65,0,0,0,27.64,56.3A32,32,0,0,1,96,186v6h64v-6a32.15,32.15,0,0,1,12.47-25.35A71.65,71.65,0,0,0,200,104Zm-16.11-9.34a57.6,57.6,0,0,0-46.56-46.55,8,8,0,0,0-2.66,15.78c16.57,2.79,30.63,16.85,33.44,33.45A8,8,0,0,0,176,104a9,9,0,0,0,1.35-.11A8,8,0,0,0,183.89,94.66Z" /></svg>
      </span>
      <div>
        {title && <div className="callout-title">
            {title}
          </div>}
        <div className="callout-body">
          {children}
        </div>
      </div>
    </div>
  </div>;

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

<NoteCallout title="Pleo isn't in Claude's connector directory yet">
  Searching for Pleo in Claude's connector directory won't find it. You add Pleo yourself as a custom connector, using the Pleo MCP server URL below.
</NoteCallout>

## 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](/docs/current/pleo-mcp/get-started/access-and-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](/docs/current/pleo-mcp/how-tos/enablement/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:

```
https://mcp.pleo.io/mcp
```

| Property           | Value                                   |
| ------------------ | --------------------------------------- |
| **MCP URL**        | `https://mcp.pleo.io/mcp`               |
| **Transport**      | Streamable HTTP                         |
| **Authentication** | OAuth 2.0 (no credentials to configure) |

No Advanced or Auth settings are needed.

4. Add the connector.

5. Click **Connect** for the Pleo connector.

6. Log in to Pleo if needed, then click **Approve**.

You are now connected and can start using Pleo in Claude.

<NoteCallout title="Requiring approval for write actions">
  Claude lets you set permissions per tool. Pleo recommends requiring approval for any tool that writes data, so you see each change before it's made in Pleo.
</NoteCallout>

***

## What Comes Next?

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

***

## Related Reading

* **Anthropic's documentation:** [Get started with custom connectors using remote MCP](https://support.claude.com/en/articles/11175166)
* [Install the Pleo MCP: Choose Your AI Tool](/docs/current/pleo-mcp/how-tos/installation/overview)
* [How to Add Pleo MCP as a Custom Connector in Claude](/docs/current/pleo-mcp/how-tos/enablement/claude)
* [How to Revoke Access to the Pleo MCP](/docs/current/pleo-mcp/how-tos/uninstallation/revoke-access)

***