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Connect Float to Perplexity

Send Float tasks, accounts, projects and 13 more data types to Perplexity on a schedule. Filter by date. Refresh as often as every 15 minutes.

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Perplexity

Which Float projects have the most overdue tasks, and who owns them?

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

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

Step 1 of 4

Connect Float

Enter your Float access token. You only do this once per account.

Access token••••••••••••

Step 2 of 4

Choose what to export

Pick the Float data you want in Perplexity.

Show 8 more data types Show fewer data types
Start dateAny dateSpecify the date to start extracting data from Float.

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 shareTasksThe 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 Float 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.
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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.
Float to Perplexity questions

16 data types, including Tasks, Accounts, Projects, Departments and People.

With your Float access token, 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 Float 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 ClickUp or Airtable, and join or append them before the data reaches Perplexity.

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