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Live 89 Actions

Pleo MCP Server
for AI Agents

Connect your AI agent to StackOne's Pleo MCP server and give it 89 MCP tools out of the box. Auth, tool execution, and security all managed.

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Pleo MCP Server
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89 Agent Actions

Agents can read, write and delete in Pleo. Extend your agent's capabilities with custom actions.

Authentication

Agent Tool Authentication

Per-user OAuth in one call. Your Pleo MCP server gets session-scoped tokens with zero credentials stored on your infra.

Agent Auth →

Security

Agent Protection

Every Pleo tool response scanned for prompt injection in milliseconds, with 88.7% accuracy, all running on CPU.

Prompt Injection Defense →

Performance

Max Agent Context. Min Cost.

Free up to 96% of your agent's context window to enhance reasoning and reduce cost, on every Pleo call.

Tools Discovery →

What is the Pleo MCP Server?

A Pleo MCP server lets AI agents read and write Pleo data through the Model Context Protocol, Anthropic's open standard for connecting LLMs to external tools. StackOne's Pleo MCP server ships with 89 pre-built actions, fully extensible via the Connector Builder, plus managed authentication, prompt injection defense, observability, and agent execution runtime. Connect it from MCP clients like Claude Desktop, Claude Code, Cursor, Goose, and VS Code, or from agent frameworks like OpenAI Agents SDK, LangChain, and Vercel AI SDK.

All Pleo MCP Tools

Every StackOne action for Pleo, ready for your agent. Read, write and delete, scoped to exactly what you need.

An Accounts

  • Update An Account

    Update details of an existing account in Pleo

  • Delete An Account

    Deletes an existing account in Pleo

A Bookkeeping Categorys

  • Update A Bookkeeping Category

    Update one bookkeeping category, an expense purpose

  • Delete A Bookkeeping Category

    Delete one bookkeeping category by its ID

A Bookkeeping Category Groups

  • Update A Bookkeeping Category Group

    Update a whole bookkeeping category group

  • Delete A Bookkeeping Category Group

    Delete a whole bookkeeping category group by its ID

A 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

  • Delete A Tag Group Dimension

    Delete a dimension definition from a tag group

A Dimension Values

  • 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

  • Delete A Dimension Value

    Remove the value one tag holds for one dimension

Employees

  • List Employees

    List the employees of the companies the Pleo API key can reach.

  • Get Employee

    Get a Pleo employee by ID.

A Tag Groups

  • Update A Tag Group

    Rename or change the details of a whole tag group

  • Delete A Tag Group

    Delete a whole tag group by its ID

Unified Groups

  • List Unified Groups

    List unified groups in Pleo.

  • Get Unified Group

    Get a unified Pleo group by ID.

Unified Users

  • List Unified Users

    List unified users in Pleo.

  • Get Unified User

    Get a unified Pleo user by ID.

Job Items

  • 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

A Subscriptions

  • Create A Subscription

    Creates a subscription for given event type(s)

  • Update A Subscription

    Modifies the subscription details

Subscription By Ids

  • Get Subscription By Id

    Fetches subscription details by the specific subscription ID

  • Delete Subscription By Id

    Delete subscription by id

A Tags

  • Update A Tag

    Change the name, code or archived state of one tag

  • Delete A Tag

    Delete a tag from its tag group by the tag ID

A Tax Codes

  • Create A Tax Code

    Create a tax code for a company with its rate, type and tax accounts

  • Get A Tax Code

    Get one tax code by its ID, with its rate, type and tax accounts

  • Update A Tax Code

    Replace the name, code, rate, type or tax accounts of a tax code

  • Delete A Tax Code

    Delete a tax code by its ID

Teams

  • List Teams

    List the teams of the Pleo company or organisation.

  • Get Team

    Get a Pleo team by ID, with its member ids.

Other (55)

  • 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

  • Create A New Bookkeeping Category

    Create a bookkeeping category, an expense purpose, inside a category group

  • Create A New Bookkeeping Category Group

    Create a bookkeeping category group that organises categories

  • Create A New Tag Group Dimension

    Create a dimension, an extra attribute column, on a tag group

  • Create A New Dimension Value

    Set the value one tag holds for one dimension

  • Create A New Tag Group

    Create a tag group, the container that holds tags, in Pleo

  • 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

  • Create A New Tag For A Tag Group

    Create a tag, one selectable value, inside an existing tag group

  • 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

  • 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

  • Retrieve An Account In Pleo By Its ID

    Retrieve an account in Pleo by its ID

  • Retrieve A Bookkeeping Category By Its ID

    Get one bookkeeping category, an expense purpose, by its ID

  • Get Aggregated Bookkeeping Category Groups

    List bookkeeping category groups for a company, each with its bookkeeping categories nested inside

  • Retrieve A Bookkeeping Category Group By Its ID

    Get one bookkeeping category group by its ID

  • 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

  • Retrieve A List Of Tag Group Dimensions

    Retrieve a list of tag group dimensions

  • Retrieve Dimension Values

    List all dimension values of one tag

  • Get Export Items

    An export item = an accounting entry transformed into an exportable entry

  • 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

  • Retrieve A Tag Group By Its ID

    Get one tag group record by its ID

  • Get Unified Credentials

    Get the current Pleo connection's unified credentials.

  • Get API Key Details

    Get the details of the Pleo API key the connection uses.

  • 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 All Receipts Of An Accounting Entry

    Get all receipts of an accounting entry

  • Get Subscription Activities

    List the delivery and change activity recorded for a webhook subscription

  • 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)

  • 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 Vendor

    Updates a Vendor for a company in Pleo

  • 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

  • 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

  • Fetch A List Of Accounts

    Retrieves a list of accounts with companyId and other optional filters

  • Fetch A List Of Bookkeeping Categories

    Search bookkeeping categories, the individual expense purposes

  • Fetch A List Of Bookkeeping Category Groups

    Search bookkeeping category groups, the collections that hold categories

  • Returns An Aggregated Tag Group By Its ID

    Get one tag group by ID together with its dimensions

  • 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

  • Returns A List Of Tax Codes

    Returns a list of tax codes

  • 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

  • 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

Set Up Your Pleo MCP Server in Minutes

One endpoint. Any framework. Your agent is talking to Pleo in under 10 lines of code.

Agent Frameworks

Claude Desktop
{
  "mcpServers": {
    "stackone": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote@latest",
        "https://api.stackone.com/mcp?x-account-id=<account_id>",
        "--header",
        "Authorization: Basic <YOUR_BASE64_TOKEN>"
      ]
    }
  }
}

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Pleo MCP Server FAQ

Does StackOne have a Pleo MCP server?
Yes. StackOne offers a hosted Pleo MCP server with 89 pre-built actions, and every action is tested and QA'd by StackOne. Connect it to Claude, Cursor, and any other MCP client, or to any agent framework through the AI Action SDK. It ships with managed agent authentication, prompt injection defense, and tool discovery with server-side execution that preserve your agent's context window and keep reasoning performance.
Pleo MCP server vs direct API integration: what's the difference?
A Pleo MCP server and direct API integration serve different use cases. Direct API integration is for software-to-software work, where backend code calls Pleo. A Pleo MCP server is for AI agents that discover and call Pleo at runtime, such as MCP clients like Claude and Cursor, plus framework agents built with OpenAI, LangChain, or Vercel AI. StackOne provides both.
How does Pleo authentication work for AI agents?
Pleo authentication for AI agents works through a StackOne Connect Session. Create one via the dashboard or the SDK to get an auth link and ready-to-paste config for Claude Desktop, Cursor, and other MCP clients. Your user authenticates their own Pleo account; StackOne handles token exchange, storage, and refresh. Credentials never reach the LLM, and each user is isolated via origin_owner_id.
Are Pleo MCP tools vulnerable to prompt injection?
Yes. Pleo MCP tools can be vulnerable to indirect prompt injection. Any tool that reads user-written content, such as documents, messages, tickets, records, or free-text fields, is a potential vector. StackOne Defender scans every tool response before it enters the agent's context. It runs regex patterns in ~1ms, then a MiniLM classifier in ~4ms. Accuracy is 88.7%, and it runs entirely on CPU.
What is the context bloat of a Pleo agent and how do I avoid it?
Context bloat happens when Pleo tool schemas and API responses eat your Pleo agent's memory, preventing it from reasoning effectively. A single Pleo query can return a massive JSON response, and connecting multiple tools compounds the problem. Tools Discovery reduces it by loading only the tools relevant to each query.
Can I limit which actions my Pleo agent can access?
Yes. You can limit which actions your Pleo agent can access directly from the StackOne dashboard. Toggle actions on or off, or restrict them to specific accounts, with no code changes to your agent. Session tokens can be scoped to exact actions so if one leaks, exposure stays contained.
Can I create custom agent actions for my Pleo MCP server?
Yes. You can create custom agent actions for your Pleo MCP server using Connector Builder. It's an integration agent your coding assistant (Claude Code, Cursor, or Copilot) can invoke to research Pleo's API, generate production-ready connector YAML, test against the live API, and validate before you ship.
When should I NOT use a Pleo MCP server?
Skip a Pleo MCP server if your integration is purely software-to-software, because direct Pleo API integration is simpler when no AI agent is involved. For deterministic, compliance-critical operations (financial transactions, regulatory reporting), direct API gives you predictable behavior without agent-driven decision-making. MCP shines when AI agents need to dynamically discover and call Pleo actions at runtime.
What AI frameworks and AI clients does the StackOne Pleo MCP server support?
The StackOne Pleo MCP server supports both. MCP clients (paste-and-go apps): Claude Desktop, Claude Code, Cursor, VS Code, Goose. Agent frameworks (code SDKs you build with): OpenAI Agents SDK, Anthropic, Vercel AI, Google ADK, CrewAI, Pydantic AI, LangChain, LangGraph, Azure AI Foundry.

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.