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Connect Copper to Perplexity

Send Copper opportunities, companies, projects and 1 more data type to Perplexity on a schedule. Refresh as often as every 15 minutes.

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Perplexity

Which open Copper deals haven't moved stage in the last 30 days?

Querying the Copper data set in Coupler.io
Perplexity queries your Copper data through the Coupler.io MCP connector. Access is read-only.
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How to connect Copper and Perplexity

4 steps. You can preview the Copper data in Coupler.io before anything reaches Perplexity.

Step 1 of 4

Connect Copper

Enter your Copper API key and user email. You only do this once per account.

API key••••••••••••
User email••••••••••••

Step 2 of 4

Choose what to export

Pick the Copper 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.

Data set to shareOpportunitiesThe data view Perplexity can read
Namecoupler-ioConnector name in Perplexity settings
Commanddocker run --pull=always -e COUPLER_ACCESS_TOKEN --rm -i ghcr.io/railsware/coupler-io-mcp-serverRuns the Coupler.io MCP server locally
COUPLER_ACCESS_TOKEN••••••••••••Environment variable holding 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.

Get the most of Copper to Perplexity integration

Gather data icon

Gather data

Export data from numerous apps and sources into a single destination. Blend data from different apps to get a single source of truth.
Understand data icon

Understand data

Preview, transform, sort, and filter data for better clarity in just a few clicks in the Coupler.io interface. Take your data analytics to the next level.
Automate data icon

Automate data

Access data that is always up to date by enabling the automatic data refresh on a schedule as often as every 15 minutes and using triggered automation.
Act on data icon

Act on data

Visualize your data by quickly connecting to data visualization and BI tools. Build insightful dashboards in a breeze and make better decisions.
Copper to Perplexity questions

4 data types, including Opportunities, Companies, Projects and People.

With your Copper API key and user email, entered once when you add the connection.

No. The data stays in Coupler.io, and Perplexity queries it read-only when you ask a question. It can't edit or delete Copper 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 GoHighLevel or Pipedrive, and join or append them before the data reaches Perplexity.

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