Connect Plaid to Perplexity
Send Plaid transactions and balances to Perplexity on a schedule. Filter by date. Refresh as often as every 15 minutes.
Perplexity
Which Plaid customers have invoices more than 30 days overdue, and what is the total?
Querying the Plaid data set in Coupler.io
How to connect Plaid and Perplexity
4 steps. You can preview the Plaid data in Coupler.io before anything reaches Perplexity.
Step 1 of 4
Connect Plaid
Enter your Plaid access token, API key, client ID and plaid environment. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the Plaid 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 Plaid integrations with these destinations
Get the most of Plaid to Perplexity integration
Gather data
Understand data
Automate data
Act on data
2 data types, including Transactions and Balances.
With your Plaid access token, API key, client ID and plaid environment, 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 Plaid 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.
