Connect Finnworlds to Perplexity
Send Finnworlds bonds, dividends, stock splits and 5 more data types to Perplexity on a schedule. Filter by date and narrow it down by list type. Refresh as often as every 15 minutes.
Perplexity
Which Finnworlds customers have invoices more than 30 days overdue, and what is the total?
Querying the Finnworlds data set in Coupler.io
How to connect Finnworlds and Perplexity
5 steps. You can preview the Finnworlds data in Coupler.io before anything reaches Perplexity.
Step 1 of 5
Connect Finnworlds
Enter your Finnworlds API key. You only do this once per account.
Step 2 of 5
Choose what to export
Pick the Finnworlds data you want in Perplexity.
Step 3 of 5
Fine-tune the export
Optional settings for this Finnworlds export.
Show 2 more fields 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.
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Build your Finnworlds integrations with these destinations
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Gather data
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Act on data
8 data types, including Bonds, Dividends, Stock splits, Historical candlesticks and Macro calendars.
With your Finnworlds API key, entered once when you add the connection.
Yes. Set the start date to cover the period you need.
Yes. Available filters include list 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 Finnworlds 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.
