Connect FreshBooks to Perplexity
Send FreshBooks invoices, accounts, users and 7 more data types to Perplexity on a schedule. Refresh as often as every 15 minutes.
Perplexity
Which FreshBooks customers have invoices more than 30 days overdue, and what is the total?
Querying the FreshBooks data set in Coupler.io
How to connect FreshBooks and Perplexity
4 steps. You can preview the FreshBooks data in Coupler.io before anything reaches Perplexity.
Step 1 of 4
Connect FreshBooks
Sign in to FreshBooks and authorize Coupler.io. There's no API key to copy.
Sign in with FreshBooks
Step 2 of 4
Choose what to export
Pick the FreshBooks data you want in Perplexity.
Show 2 more data types Show fewer data types
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.
Step 4 of 4
Set a schedule
Perplexity sees the data as of the last run. Run it as often as every 15 minutes.
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10 data types, including Invoices, Accounts, Users, Clients and Expenses.
You sign in to FreshBooks and authorize Coupler.io. There's no API key to copy.
No. The data stays in Coupler.io, and Perplexity queries it read-only when you ask a question. It can't edit or delete FreshBooks 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.
