> ## Documentation Index > Fetch the complete documentation index at: https://docs.stackone.com/llms.txt > Use this file to discover all available pages before exploring further. # Pleo > How to set up the Pleo connector, plus the actions that are available. ![Pleo](https://stackone-logos.com/api/pleo/filled/svg) Betav0.2.0[See changelog](https://docs.stackone.com/connectors/pleo/changelog.md) [89 actions](#actions) · 2 auth methods Expense Management IAM ## Getting Started **1. Create or Select a Project** Set up a new project or select an existing one. See [Organizations & Projects](https://docs.stackone.com/gateway/concepts/organizations-and-projects.md). **2. Configure the Connector** Enable the connector and create a Connector Profile in your project. See [Setup Connector Profile](https://docs.stackone.com/gateway/quickstart.md#setup-connector-profile). > [card] [API Key · Connector Profile](https://docs.stackone.com/connectors/pleo/guides/connector-profile/api-key.md) > > Uses a standalone API key from the Pleo Web App, which reaches the companies chosen in its access level. Pleo must turn... > [card] [OAuth 2.0 · Connector Profile](https://docs.stackone.com/connectors/pleo/guides/connector-profile/oauth-2-0.md) > > Requires an OAuth client registered with Pleo through its Technology Partner Early Access Programme. Uses PKCE, and each... **3. Link an Account** Link an account [from the dashboard](https://docs.stackone.com/connect/managing-connectors/linking-accounts.md#link-from-the-dashboard) (or via [StackOne Hub](https://docs.stackone.com/embed/account-linking/overview)). See the guide for the authentication type chosen in the Connector Profile: > [card] [API Key · Link Account](https://docs.stackone.com/connectors/pleo/guides/link-account/api-key.md) > [card] [OAuth 2.0 · Link Account](https://docs.stackone.com/connectors/pleo/guides/link-account/oauth-2-0.md) **4. Use Actions** Connect an AI platform to the linked account's actions. See [AI Platforms](https://docs.stackone.com/connect/ai-platforms/overview.md). Other ways to call actions are listed in [Protocols & SDKs](https://docs.stackone.com/connect/protocols-and-sdks.md). ## Actions Authentication type Select all | Clear API Key OAuth 2.0 No auth methods found Scopes Select all | Clear accountCategory:read accountCategory:write accounting-entries:read accounting-entries:write accounts:read accounts:write companies:read company-balance:read export-items:read export-jobs:read export-jobs:write tag-groups:read tag-groups:write tax-codes:read tax-codes:write team:delete team:read team:write users:read vendors:read vendors:write No scopes found 89 actions ActionDescriptionRequired scopes Fetch A Single Accounting Entry By Id`pleo_external_get_accounting_entry` Fetch a single accounting entry by id `accounting-entries:read` Fetch Accounting Entries Based On Filters`pleo_external_search_accounting_entries` Fetch accounting entries based on filters `accounting-entries:read` Enrich Accounting Entry V2`pleo_enrich_accounting_entry` Enrich Accounting Entry V2 `accounting-entries:write` Create A New Account`pleo_create_account` The integration sends a request to this endpoint to create a corresponding account in Pleo for any new record created in... `accounts:write` Create Multiple Accounts In A Single Request`pleo_create_accounts_batch` Create multiple accounts in a single request `accounts:write` Delete An Account`pleo_delete_account` Deletes an existing account in Pleo `accounts:write` Fetch A List Of Accounts`pleo_search_accounts` Retrieves a list of accounts with companyId and other optional filters `accounts:read` Retrieve An Account In Pleo By Its ID`pleo_get_account` Retrieve an account in Pleo by its ID `accounts:read` Update An Account`pleo_update_account` Update details of an existing account in Pleo `accounts:write` Create A New Bookkeeping Category`pleo_create_bookkeeping_category` Create a bookkeeping category, an expense purpose, inside a category group `accountCategory:write` Delete A Bookkeeping Category`pleo_delete_bookkeeping_category` Delete one bookkeeping category by its ID `accountCategory:write` Fetch A List Of Bookkeeping Categories`pleo_search_bookkeeping_categories` Search bookkeeping categories, the individual expense purposes `accountCategory:read` Retrieve A Bookkeeping Category By Its ID`pleo_get_bookkeeping_category` Get one bookkeeping category, an expense purpose, by its ID `accountCategory:read` Update A Bookkeeping Category`pleo_update_bookkeeping_category` Update one bookkeeping category, an expense purpose `accountCategory:write` Get Aggregated Bookkeeping Category Groups`pleo_get_aggregated_bookkeeping_category_groups` List bookkeeping category groups for a company, each with its bookkeeping categories nested inside `accountCategory:read` Create A New Bookkeeping Category Group`pleo_create_bookkeeping_category_group` Create a bookkeeping category group that organises categories `accountCategory:write` Delete A Bookkeeping Category Group`pleo_delete_bookkeeping_category_group` Delete a whole bookkeeping category group by its ID `accountCategory:write` Fetch A List Of Bookkeeping Category Groups`pleo_search_bookkeeping_category_groups` Search bookkeeping category groups, the collections that hold categories `accountCategory:read` Retrieve A Bookkeeping Category Group By Its ID`pleo_get_bookkeeping_category_group` Get one bookkeeping category group by its ID `accountCategory:read` Update A Bookkeeping Category Group`pleo_update_bookkeeping_category_group` Update a whole bookkeeping category group `accountCategory:write` Get Company`pleo_get_company` Get a Pleo company by ID. `companies:read` Search For Companies`pleo_search_for_companies` Use this endpoint to search for companies associated with a specific organisation `companies:read` Get The Balance For A Company`pleo_get_external_balance` Get the balance for a company `company-balance:read` Create A New Tag Group Dimension`pleo_create_tag_group_dimension` Create a dimension, an extra attribute column, on a tag group `tag-groups:write` Delete A Tag Group Dimension`pleo_delete_tag_group_dimension` Delete a dimension definition from a tag group `tag-groups:write` Retrieve A List Of Tag Group Dimensions`pleo_get_tag_group_dimensions` Retrieve a list of tag group dimensions `tag-groups:read` Retrieve A Tag Group Dimension`pleo_get_tag_group_dimension` Get one dimension definition of a tag group `tag-groups:read` Update A Tag Group Dimension`pleo_update_tag_group_dimension` Change the definition of a dimension on a tag group `tag-groups:write` Create A New Dimension Value`pleo_create_dimension_value` Set the value one tag holds for one dimension `tag-groups:write` Delete A Dimension Value`pleo_delete_dimension_value` Remove the value one tag holds for one dimension `tag-groups:write` Retrieve Dimension Values`pleo_get_tag_dimension_values` List all dimension values of one tag `tag-groups:read` Retrieve A Dimension Value`pleo_get_dimension_value` Get the value one tag holds for one specific dimension `tag-groups:read` Update A Dimension Value`pleo_update_dimension_value` Change the value one tag holds for one dimension `tag-groups:write` List Employees`pleo_list_employees` List the employees of the companies the Pleo API key can reach. `users:read` Get Employee`pleo_get_employee` Get a Pleo employee by ID. `users:read` Get Export Items`pleo_get_export_items` An export item = an accounting entry transformed into an exportable entry `export-items:read` Create A New Tag Group`pleo_create_tag_group` Create a tag group, the container that holds tags, in Pleo `tag-groups:write` Delete A Tag Group`pleo_delete_tag_group` Delete a whole tag group by its ID `tag-groups:write` Retrieve The Tag Groups For A Company Or An Organisation In Aggregated Format`pleo_get_aggregated_tag_groups` List tag groups together with their dimensions in one response `tag-groups:read` Retrieve Tag Groups For A Company Or An Organisation`pleo_get_tag_groups` List the tag group records of a company or organisation `tag-groups:read` Returns An Aggregated Tag Group By Its ID`pleo_get_aggregated_tag_group_by_id` Get one tag group by ID together with its dimensions `tag-groups:read` Retrieve A Tag Group By Its ID`pleo_get_tag_group` Get one tag group record by its ID `tag-groups:read` Update A Tag Group`pleo_update_tag_group` Rename or change the details of a whole tag group `tag-groups:write` Get Unified Credentials`pleo_unified_get_me` Get the current Pleo connection's unified credentials. List Unified Groups`pleo_unified_list_groups` List unified groups in Pleo. `team:read` Get Unified Group`pleo_unified_get_group` Get a unified Pleo group by ID. `team:read` List Unified Users`pleo_unified_list_users` List unified users in Pleo. `users:read` Get Unified User`pleo_unified_get_user` Get a unified Pleo user by ID. `users:read` Get API Key Details`pleo_get_introspection` Get the details of the Pleo API key the connection uses. Create A New Export Job`pleo_create_export_job` Use this endpoint to create a new export job that would transfer a list of specific accounting entries from Pleo to the... `export-jobs:write` Create An Export Job Event`pleo_create_export_job_event` Create an Export Job Event `export-jobs:write` Get A List Of Export Jobs`pleo_get_export_jobs_list` Get a list of Export Jobs `export-jobs:read` Get An Export Job`pleo_get_export_job_by_id` Retrieve an export job by a specific export job ID `export-jobs:read` Get Export Job Items`pleo_get_export_job_items` An export job item tracks the export progress of a specific accounting entry in an export job `export-jobs:read` Update Export Job Items`pleo_update_export_job_items` Update the status and other attributes of the export job items in batches of 100 `export-jobs:write` Get All Receipts Of An Accounting Entry`pleo_get_all_receipts` Get all receipts of an accounting entry `accounting-entries:read` Returns A Receipt With Time Bound Access To The Receipt File`pleo_get_receipt_file` Returns a receipt with time-bound access to the receipt file `accounting-entries:read` Apply Filters To Search For Specific Accounting Entry Receipts`pleo_search_receipts_by_post` Apply filters to search for specific accounting entry receipts `accounting-entries:read` Create A Subscription`pleo_create_subscription` Creates a subscription for given event type(s) Delete Subscription By Id`pleo_delete_subscription` Delete subscription by id Get Subscription Activities`pleo_get_subscription_activities` List the delivery and change activity recorded for a webhook subscription Get Subscription By Id`pleo_get_subscription_by_id` Fetches subscription details by the specific subscription ID Get Subscription Secret By Id`pleo_get_subscription_secret` Get subscription secret by id Get Subscriptions`pleo_get_subscriptions` Retrieves a list of subscriptions for the specific event types (registered for the specific company or organisation by t... Update A Subscription`pleo_update_subscription` Modifies the subscription details Create A New Tag For A Tag Group`pleo_create_tag` Create a tag, one selectable value, inside an existing tag group `tag-groups:write` Delete A Tag`pleo_delete_tag` Delete a tag from its tag group by the tag ID `tag-groups:write` Retrieve A Tag By Its ID`pleo_get_tag` Get one tag by its ID `tag-groups:read` Retrieve Tags For A Tag Group`pleo_get_tags` Retrieve tags for a tag group `tag-groups:read` Retrieve Tags In Aggregated Format`pleo_search_aggregated_tags` Retrieve tags in aggregated format `tag-groups:read` Update A Tag`pleo_update_tag` Change the name, code or archived state of one tag `tag-groups:write` Create A Tax Code`pleo_create_tax_code` Create a tax code for a company with its rate, type and tax accounts `tax-codes:write` Delete A Tax Code`pleo_delete_tax_code` Delete a tax code by its ID `tax-codes:write` Get A Tax Code`pleo_get_tax_code` Get one tax code by its ID, with its rate, type and tax accounts `tax-codes:read` Returns A List Of Tax Codes`pleo_get_tax_codes` Returns a list of tax codes `tax-codes:read` Update A Tax Code`pleo_update_tax_code` Replace the name, code, rate, type or tax accounts of a tax code `tax-codes:write` List Teams`pleo_list_teams` List the teams of the Pleo company or organisation. `team:read` Get Team`pleo_get_team` Get a Pleo team by ID, with its member ids. `team:read` Add Members To A Team`pleo_add_team_members` Use this endpoint to add one or more Employees to a Team `team:write` Create A Team`pleo_create_team` Use this endpoint to create a new team for the company or organisation the access token is scoped to `team:write` Delete A Team By ID`pleo_delete_team_by_id` Use this endpoint to delete a specific team by its teamId `team:delete` Remove A Member From A Team`pleo_remove_team_member` Remove a member from a Team `team:write` Partially Update A Team`pleo_update_team` Use this endpoint to update a Team's name and/or code `team:write` Activate A Vendor`pleo_activate_vendor` Updates the vendor state to Active, reflecting its availability in the target ERP/accounting system `vendors:write` Archive A Vendor`pleo_archive_vendor_by_id` Archives a Vendor in Pleo by its id `vendors:write` Create A New Vendor`pleo_post_vendor` This endpoint has the following functions - - Create a corresponding record in Pleo for any new vendor created in the ER... `vendors:write` Fetches Vendors By Search Criteria`pleo_search_vendors` Fetches Vendors by search criteria `vendors:read` Retrieves A Vendor In Pleo By Its Id`pleo_get_vendor_by_id` Retrieves a Vendor in Pleo by its id `vendors:read` Update A Vendor`pleo_update_vendor` Updates a Vendor for a company in Pleo `vendors:write` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.