Connect Financial Modelling to Perplexity
Send Financial Modelling stocks, etfs, stock available tradeds and 14 more data types to Perplexity on a schedule. Filter by date. Refresh as often as every 15 minutes.
Perplexity
Which Financial Modelling customers have invoices more than 30 days overdue, and what is the total?
Querying the Financial Modelling data set in Coupler.io
How to connect Financial Modelling and Perplexity
5 steps. You can preview the Financial Modelling data in Coupler.io before anything reaches Perplexity.
Step 1 of 5
Connect Financial Modelling
Enter your Financial Modelling API key. You only do this once per account.
Step 2 of 5
Choose what to export
Pick the Financial Modelling data you want in Perplexity.
Show 9 more data types Show fewer data types
Step 3 of 5
Fine-tune the export
Optional settings for this Financial Modelling export.
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 Financial Modelling integrations with these destinations
Get the most of Financial Modelling to Perplexity integration
Gather data
Understand data
Automate data
Act on data
17 data types, including Stocks, Etfs, Stock available tradeds, Stock cik lists and Stock euronext symbols.
With your Financial Modelling API key, 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 Financial Modelling 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.
