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This page covers connecting a client to the Pleo MCP server. Choose the path that matches your client.

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.
  1. In the staging Pleo app, go to Settings → General → Pleo AI. Under the MCP section, enable Pleo MCP access for your entity.
  2. Use the staging URL in place of the production URL:
For Claude Code:
You are now connected to the staging MCP server.