Connect Cin7 to Perplexity
Send Cin7 deals, opportunities, leads and 18 more data types to Perplexity on a schedule. Filter by date. Refresh as often as every 15 minutes.
Perplexity
Which Cin7 customers have invoices more than 30 days overdue, and what is the total?
Querying the Cin7 data set in Coupler.io
How to connect Cin7 and Perplexity
5 steps. You can preview the Cin7 data in Coupler.io before anything reaches Perplexity.
Step 1 of 5
Connect Cin7
Enter your Cin7 account ID and API key. You only do this once per account.
Step 2 of 5
Choose what to export
Pick the Cin7 data you want in Perplexity.
Show 13 more data types Show fewer data types
Step 3 of 5
Sales export filters
Step 4 of 5
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 5 of 5
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 Cin7 integrations with these destinations
Get the most of Cin7 to Perplexity integration
Gather data
Understand data
Automate data
Act on data
21 data types, including Deals, Opportunities, Leads, Customers and Products.
With your Cin7 account ID and API key, entered once when you add the connection.
Yes. Filter by sales created date or sales updated date to load 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 Cin7 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.
