Connect Fastbill to Perplexity
Send Fastbill invoices, customers, products and 2 more data types to Perplexity on a schedule. Refresh as often as every 15 minutes.
Which Fastbill customers have invoices more than 30 days overdue, and what is the total?
How to connect Fastbill and Perplexity
4 steps. You can preview the Fastbill data in Coupler.io before anything reaches Perplexity.
Step 1 of 4
Connect Fastbill
Enter your Fastbill username and API key. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the Fastbill 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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5 data types, including Invoices, Customers, Products, Recurring invoices and Revenues.
With your Fastbill username and API key, 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 Fastbill 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.