Connect Younium to Perplexity
Send Younium invoices, subscriptions, products and 2 more data types to Perplexity on a schedule. Refresh as often as every 15 minutes.
Which Younium customers have invoices more than 30 days overdue, and what is the total?
How to connect Younium and Perplexity
4 steps. You can preview the Younium data in Coupler.io before anything reaches Perplexity.
Step 1 of 4
Connect Younium
Enter your Younium username, password, legal entity and playground environment. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the Younium 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 Younium integrations with these destinations
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5 data types, including Invoices, Subscriptions, Products, Accounts and Bookings.
With your Younium username, password, legal entity and playground environment, 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 Younium 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.