Connect Brex to Perplexity
Send Brex transactions, users, departments and 3 more data types to Perplexity on a schedule. Filter by date. Refresh as often as every 15 minutes.
Perplexity
Which Brex customers have invoices more than 30 days overdue, and what is the total?
Querying the Brex data set in Coupler.io
How to connect Brex and Perplexity
4 steps. You can preview the Brex data in Coupler.io before anything reaches Perplexity.
Step 1 of 4
Connect Brex
Enter your Brex user token. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the Brex data you want in Perplexity.
Step 3 of 4
Connect Perplexity
In Perplexity, add a connector named coupler-io that runs the Coupler.io MCP server in Docker, then paste your personal access token.
Step 4 of 4
Set a schedule
Perplexity sees the data as of the last run. Run it as often as every 15 minutes.
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Build your Brex integrations with these destinations
Get the most of Brex to Perplexity integration
Gather data
Understand data
Automate data
Act on data
6 data types, including Transactions, Users, Departments, Vendors and Expenses.
With your Brex user token, entered once when you add the connection.
Yes. Set the start date to cover the period you need.
No. The data stays in Coupler.io, and Perplexity queries it read-only when you ask a question. It can't edit or delete Brex rows.
A Perplexity account and Docker. Perplexity reaches Coupler.io through a local MCP server that runs in Docker.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example QuickBooks or Xero, and join or append them before the data reaches Perplexity.
