Connect Railz to Perplexity
Send Railz invoices, customers, accounts and 23 more data types to Perplexity on a schedule. Filter by date. Refresh as often as every 15 minutes.
Perplexity
Which Railz customers have invoices more than 30 days overdue, and what is the total?
Querying the Railz data set in Coupler.io
How to connect Railz and Perplexity
4 steps. You can preview the Railz data in Coupler.io before anything reaches Perplexity.
Step 1 of 4
Connect Railz
Enter your Railz client ID and secret key. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the Railz data you want in Perplexity.
Show 18 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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Build your Railz integrations with these destinations
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26 data types, including Invoices, Customers, Accounts, Businesses and Connections.
With your Railz client ID and secret key, 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 Railz 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.
