Connect Finage to Perplexity
Send Finage market news, most active us stocks, technical indicators and 15 more data types to Perplexity on a schedule. Filter by date and narrow it down by technical indicator type. Refresh as often as every 15 minutes.
Perplexity
Which Finage customers have invoices more than 30 days overdue, and what is the total?
Querying the Finage data set in Coupler.io
How to connect Finage and Perplexity
5 steps. You can preview the Finage data in Coupler.io before anything reaches Perplexity.
Step 1 of 5
Connect Finage
Enter your Finage API key. You only do this once per account.
Step 2 of 5
Choose what to export
Pick the Finage data you want in Perplexity.
Show 10 more data types Show fewer data types
Step 3 of 5
Fine-tune the export
Optional settings for this Finage export.
Show 1 more field Show fewer fields
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.
Coupler.io made it easy to create dashboards and reports from different data sources. The sync is reliable and the user experience is amazing.
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Build your Finage integrations with these destinations
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18 data types, including Market news, Most active us stocks, Technical indicators, Economic calendars and Earning calendars.
With your Finage API key, entered once when you add the connection.
Yes. Set the start date to cover the period you need.
Yes. Available filters include technical indicator type.
No. The data stays in Coupler.io, and Perplexity queries it read-only when you ask a question. It can't edit or delete Finage 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.
