Integration · Expenses

Connect Claude & ChatGPT to Pleo

Ask your AI which expenses still lack a receipt, what the team spent on travel last month, or to add a new vendor. With Pleo connected it can search accounting entries and their receipts, look up employees and companies, and manage vendors, tags, tax codes and bookkeeping accounts.

Connect Pleo free

Free plan, no credit card. Takes about a minute.

Try asking

“Which of last month's expenses have no receipt?”
The AI searches last month's accounting entries and checks which have no receipts attached.
“What did Maria spend on her card in August?”
It finds Maria among the employees and lists her accounting entries for August with amounts and merchants.
“Show me the receipt for this expense.”
It lists the receipts on the accounting entry and returns a link to the file.

What your AI can do

Expenses and receipts

Search accounting entries by date, employee, account or tag, and read their receipts.

Vendors and tags

Search, create and update vendors, and list, search, create and update tags.

Accounts and tax codes

Search and manage bookkeeping accounts, and read tax codes, companies and employees.

“Add the vendor Nordic Office Supply ApS in DKK.”
It searches vendors to avoid a duplicate, then creates the vendor with name and default currency.
“Add a tag for the new project Harbour Build.”
It finds the Projects tag group and creates the tag in it.
“Which tax codes and expense accounts do we have?”
It lists the company's tax codes and the chart of accounts with codes and names.

23 tools for Pleo

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

create_accountChanges dataCreate a bookkeeping account for a `company_id` with `name`, `external_id` and optional code and tax code.
create_tagChanges dataCreate a tag in a tag group by `groupId`, with a `code` and optional `name`.
create_vendorChanges dataCreate a vendor for a `company_id` with `name` and `default_currency`, plus optional country, code and registration numbers. Search first to avoid duplicates.
get_accountGet one bookkeeping account by `accountId`, with code, name and tax code.
get_companyGet one Pleo company by `companyId`, with name, address and registration details.
get_employeeGet one employee by `employeeId`, with name, email, code and role.
get_expenseGet one accounting entry (expense) by `accountingEntryId`, with amount, merchant, employee, account, tax code, tags and notes.
get_expense_receiptGet one receipt of an accounting entry by `accountingEntryId` and `receiptId`, including a link to the file.
get_tax_codeGet one tax code by `taxCodeId`, with rate, type and accounts.
get_vendorGet one vendor by `id`, with name, country, currency and registration numbers.
list_companiesList the Pleo companies the API key can access, with their IDs. Call this first: most other tools need your `company_id`.
list_employeesList employees of a company (`company_id`), optionally filtered by `email` or employee `code`. Use it to find an employee ID.
list_expense_receiptsList the receipts attached to one accounting entry by `accountingEntryId`.
list_tag_groupsList tag groups (such as projects or departments used to tag expenses) for a `company_id`.
list_tags_in_groupList the tags in one tag group by `groupId`.
search_accountsChanges dataSearch the chart of accounts of a `company_id`, by code, name or archived state. Set both exclude flags to false to see all accounts.
search_expensesChanges dataSearch accounting entries (card purchases, reimbursements, invoices and other expenses) for a `company_id`, filtered by dates, employees, accounts, tags, review or export status. Set `include_deleted` to false for normal use.
search_tagsChanges dataSearch tags of a `company_id` by `text_search`, tag group or tag IDs.
search_tax_codesChanges dataSearch the tax codes (VAT rates) of a `company_id`, optionally by code, type or archived state.
search_vendorsChanges dataSearch vendors (suppliers) of a `company_id` by name, codes, countries, external IDs or states.
update_accountChanges dataUpdate a bookkeeping account by `accountId`, such as name, code, tax code or archived state.
update_tagChanges dataUpdate a tag by `tagId`, such as its name, code or archived state.
update_vendorChanges dataUpdate a vendor by `id`, such as name, country, currency or codes.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Pleo from the app list.
2
Paste your key
Paste a Pleo Standalone API Key as the API key and leave the password empty. You need to be an admin or bookkeeper. Create the key in the Pleo web app under Settings > API Keys. If you do not see API Keys, ask Pleo support or your Customer Success Manager to enable Standalone API Keys.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Pleo?

The AI can search accounting entries (expenses) and read their receipts, read companies and employees, and search tax codes. It can search, create and update vendors, tags and bookkeeping accounts. It cannot move money or change card settings.

Does the AI see my Pleo API key?

No. Your Pleo API key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with reading only. Creating and updating vendors, tags and accounts can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Pleo account.

Why can't I find API Keys in Pleo?

Pleo does not switch Standalone API Keys on by default. Ask Pleo support or your Customer Success Manager to enable them for your company. You can ask at any time, and you must be an admin or bookkeeper to create a key.