Connect PayFit to Perplexity
Send PayFit companies and collaborators to Perplexity on a schedule. Refresh as often as every 15 minutes.
Perplexity
Which PayFit customers have invoices more than 30 days overdue, and what is the total?
Querying the PayFit data set in Coupler.io
How to connect PayFit and Perplexity
4 steps. You can preview the PayFit data in Coupler.io before anything reaches Perplexity.
Step 1 of 4
Connect PayFit
Enter your PayFit API key and company ID. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the PayFit data you want in Perplexity.
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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Build your PayFit integrations with these destinations
Get the most of PayFit to Perplexity integration
Gather data
Understand data
Automate data
Act on data
2 data types, including Companies and Collaborators.
With your PayFit API key and company ID, entered once when you add the connection.
No. The data stays in Coupler.io, and Perplexity queries it read-only when you ask a question. It can't edit or delete PayFit 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.
