Connect FreeAgent to Perplexity
Send FreeAgent contacts, invoices, tasks and 28 more data types to Perplexity on a schedule. Filter by date. Refresh as often as every 15 minutes.
Perplexity
Which FreeAgent customers have invoices more than 30 days overdue, and what is the total?
Querying the FreeAgent data set in Coupler.io
How to connect FreeAgent and Perplexity
5 steps. You can preview the FreeAgent data in Coupler.io before anything reaches Perplexity.
Step 1 of 5
Connect FreeAgent
Sign in to FreeAgent and authorize Coupler.io. There's no API key to copy.
Sign in with FreeAgent
Step 2 of 5
Choose what to export
Pick the FreeAgent data you want in Perplexity.
Show 23 more data types Show fewer data types
Step 3 of 5
Fine-tune the export
Optional settings for this FreeAgent 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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31 data types, including Contacts, Invoices, Tasks, Companies and Projects.
You sign in to FreeAgent and authorize Coupler.io. There's no API key to copy.
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 FreeAgent 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.
