Connect Xero to Perplexity
Send Xero contacts, invoices, payments and 63 more data types to Perplexity on a schedule. Filter by date and narrow it down by statuses. Refresh as often as every 15 minutes.
Perplexity
Which Xero customers have invoices more than 30 days overdue, and what is the total?
Querying the Xero data set in Coupler.io
How to connect Xero and Perplexity
6 steps. You can preview the Xero data in Coupler.io before anything reaches Perplexity.
Step 1 of 6
Connect Xero
Sign in to Xero and authorize Coupler.io. There's no API key to copy.
Sign in with Xero
Step 2 of 6
Choose what to export
Pick the Xero data you want in Perplexity.
Accounting
Show 32 more data types Show fewer data types
Accounting
Payroll (for United Kingdom or New Zealand)
Payroll (for Australia)
And 26 more data types.
Step 3 of 6
Filter by date
Limit the export to records in a date range.
Show 3 more fields Show fewer fields
Step 4 of 6
Fine-tune the export
Optional settings for this Xero export.
Show 3 more fields Show fewer fields
Step 5 of 6
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 6 of 6
Set a schedule
Perplexity sees the data as of the last run. Run it as often as every 15 minutes.
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66 data types, including Contacts, Invoices, Payments, Accounts and Projects.
You sign in to Xero and authorize Coupler.io. There's no API key to copy.
Yes. Set the start date and end date to cover the period you need. You can also filter by changed date or created date. Splitting the data by period is available too.
Yes. Available filters include statuses.
No. The data stays in Coupler.io, and Perplexity queries it read-only when you ask a question. It can't edit or delete Xero 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 Stripe, and join or append them before the data reaches Perplexity.
