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.
- You have access to a supported MCP client or terminal.
Installing the Pleo MCP as a Custom MCP
The Pleo MCP server is a standard remote HTTP MCP endpoint. Any client that supports remote MCP connections can connect using the production URL:Using Staging
Pleo provides a staging MCP server for testing against non-production data.Steps
Follow the steps below to connect to the staging server.- In the staging Pleo app, go to Settings → General → Pleo AI. Under the MCP section, enable Pleo MCP access for your entity.
- Use the staging URL in place of the production URL: