Pleo Integration for AI Agents
Connect your AI agent to 89 Pleo actions via MCP, A2A, or SDK, with agent authentication, tool-calling execution, and security built-in.
Pleo AI Agent Actions
89 production-ready actions for your agent to do more on Pleo.
89 Actions
Fetch A Single Accounting Entry By Id - Fetch a single accounting entry by id
Fetch Accounting Entries Based On Filters - Fetch accounting entries based on filters
Enrich Accounting Entry V2 - Enrich Accounting Entry V2
Create A New Account - The integration sends a request to this endpoint to create a corresponding account in Pleo for any new record created in the external ERP/accounting system
Create Multiple Accounts In A Single Request - Create multiple accounts in a single request
Delete An Account - Deletes an existing account in Pleo
Fetch A List Of Accounts - Retrieves a list of accounts with companyId and other optional filters
Retrieve An Account In Pleo By Its ID - Retrieve an account in Pleo by its ID
Update An Account - Update details of an existing account in Pleo
Create A New Bookkeeping Category - Create a bookkeeping category, an expense purpose, inside a category group
Delete A Bookkeeping Category - Delete one bookkeeping category by its ID
Fetch A List Of Bookkeeping Categories - Search bookkeeping categories, the individual expense purposes
Retrieve A Bookkeeping Category By Its ID - Get one bookkeeping category, an expense purpose, by its ID
Update A Bookkeeping Category - Update one bookkeeping category, an expense purpose
Get Aggregated Bookkeeping Category Groups - List bookkeeping category groups for a company, each with its bookkeeping categories nested inside
Create A New Bookkeeping Category Group - Create a bookkeeping category group that organises categories
Delete A Bookkeeping Category Group - Delete a whole bookkeeping category group by its ID
Fetch A List Of Bookkeeping Category Groups - Search bookkeeping category groups, the collections that hold categories
Retrieve A Bookkeeping Category Group By Its ID - Get one bookkeeping category group by its ID
Update A Bookkeeping Category Group - Update a whole bookkeeping category group
Get Company - Get a Pleo company by ID.
Search For Companies - Use this endpoint to search for companies associated with a specific organisation
Get The Balance For A Company - Get the balance for a company
Create A New Tag Group Dimension - Create a dimension, an extra attribute column, on a tag group
Delete A Tag Group Dimension - Delete a dimension definition from a tag group
Retrieve A List Of Tag Group Dimensions - Retrieve a list of tag group dimensions
Retrieve A Tag Group Dimension - Get one dimension definition of a tag group
Update A Tag Group Dimension - Change the definition of a dimension on a tag group
Create A New Dimension Value - Set the value one tag holds for one dimension
Delete A Dimension Value - Remove the value one tag holds for one dimension
Retrieve Dimension Values - List all dimension values of one tag
Retrieve A Dimension Value - Get the value one tag holds for one specific dimension
Update A Dimension Value - Change the value one tag holds for one dimension
List Employees - List the employees of the companies the Pleo API key can reach.
Get Employee - Get a Pleo employee by ID.
Get Export Items - An export item = an accounting entry transformed into an exportable entry
Create A New Tag Group - Create a tag group, the container that holds tags, in Pleo
Delete A Tag Group - Delete a whole tag group by its ID
Retrieve The Tag Groups For A Company Or An Organisation In Aggregated Format - List tag groups together with their dimensions in one response
Retrieve Tag Groups For A Company Or An Organisation - List the tag group records of a company or organisation
Returns An Aggregated Tag Group By Its ID - Get one tag group by ID together with its dimensions
Retrieve A Tag Group By Its ID - Get one tag group record by its ID
Update A Tag Group - Rename or change the details of a whole tag group
Get Unified Credentials - Get the current Pleo connection's unified credentials.
List Unified Groups - List unified groups in Pleo.
Get Unified Group - Get a unified Pleo group by ID.
List Unified Users - List unified users in Pleo.
Get Unified User - Get a unified Pleo user by ID.
Get API Key Details - Get the details of the Pleo API key the connection uses.
Create A New Export Job - Use this endpoint to create a new export job that would transfer a list of specific accounting entries from Pleo to the target ERP/accounting system
Create An Export Job Event - Create an Export Job Event
Get A List Of Export Jobs - Get a list of Export Jobs
Get An Export Job - Retrieve an export job by a specific export job ID
Get Export Job Items - An export job item tracks the export progress of a specific accounting entry in an export job
Update Export Job Items - Update the status and other attributes of the export job items in batches of 100
Get All Receipts Of An Accounting Entry - Get all receipts of an accounting entry
Returns A Receipt With Time Bound Access To The Receipt File - Returns a receipt with time-bound access to the receipt file
Apply Filters To Search For Specific Accounting Entry Receipts - Apply filters to search for specific accounting entry receipts
Create A Subscription - Creates a subscription for given event type(s)
Delete Subscription By Id - Delete subscription by id
Get Subscription Activities - List the delivery and change activity recorded for a webhook subscription
Get Subscription By Id - Fetches subscription details by the specific subscription ID
Get Subscription Secret By Id - Get subscription secret by id
Get Subscriptions - Retrieves a list of subscriptions for the specific event types (registered for the specific company or organisation by the third party application)
Update A Subscription - Modifies the subscription details
Create A New Tag For A Tag Group - Create a tag, one selectable value, inside an existing tag group
Delete A Tag - Delete a tag from its tag group by the tag ID
Retrieve A Tag By Its ID - Get one tag by its ID
Retrieve Tags For A Tag Group - Retrieve tags for a tag group
Retrieve Tags In Aggregated Format - Retrieve tags in aggregated format
Update A Tag - Change the name, code or archived state of one tag
Create A Tax Code - Create a tax code for a company with its rate, type and tax accounts
Delete A Tax Code - Delete a tax code by its ID
Get A Tax Code - Get one tax code by its ID, with its rate, type and tax accounts
Returns A List Of Tax Codes - Returns a list of tax codes
Update A Tax Code - Replace the name, code, rate, type or tax accounts of a tax code
List Teams - List the teams of the Pleo company or organisation.
Get Team - Get a Pleo team by ID, with its member ids.
Add Members To A Team - Use this endpoint to add one or more Employees to a Team
Create A Team - Use this endpoint to create a new team for the company or organisation the access token is scoped to
Delete A Team By ID - Use this endpoint to delete a specific team by its teamId
Remove A Member From A Team - Remove a member from a Team
Partially Update A Team - Use this endpoint to update a Team's name and/or code
Activate A Vendor - Updates the vendor state to Active, reflecting its availability in the target ERP/accounting system
Archive A Vendor - Archives a Vendor in Pleo by its id
Create A New Vendor - This endpoint has the following functions - - Create a corresponding record in Pleo for any new vendor created in the ERP/accounting system
Fetches Vendors By Search Criteria - Fetches Vendors by search criteria
Retrieves A Vendor In Pleo By Its Id - Retrieves a Vendor in Pleo by its id
Update A Vendor - Updates a Vendor for a company in Pleo
Do More, Build Less
Integration Infrastructure for Pleo AI Agents
"What impressed us most about StackOne is its ambition and clarity. They're creating infrastructure that modern software and the entire AI agent ecosystem can rely on. The depth of secure integrations, the pace of delivery, and the team's foresight into AI's future uniquely position StackOne to redefine this category."
Luna Schmid, Partner at GV
"We've been impressed by how quickly and deeply StackOne integrates with complex enterprise systems -- and now, with their focus on agent-to-agent interoperability, they're unlocking even more powerful use cases for customers. StackOne delivers all of the above in a universal layer -- without compromise."
Barbry McGann, SVP at Workday Ventures
Product Teams Love Building Agent Integrations With StackOne
Agentic Automation
A US medical research organisation
Connectors for workflow builders
Agentic Connectors
Scroll to explore
Pleo AI agent integration resources
Agentic Context Engineering: Why AI Agents Kill Their Own Context Windows
AI agents exceed their context windows without knowing it. Six failure patterns and seven survival architectures for agentic context engineering.
15 min
Comparing BM25, TF-IDF, and Hybrid Search for MCP Tool Discovery
Benchmarking BM25, TF-IDF, and hybrid search for MCP tool discovery across 916 tools. The 80/20 TF-IDF/BM25 hybrid hits 21% Top-1 accuracy in under 1ms.
10 min
Put your AI agents to work
All the tools you need to build and scale AI agent integrations, with best-in-class connectivity, execution, and security.