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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.

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Perplexity

Which Younium customers have invoices more than 30 days overdue, and what is the total?

Querying the Younium data set in Coupler.io
Perplexity queries your Younium data through the Coupler.io MCP connector. Access is read-only.
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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.

Username••••••••••••
Password••••••••••••
Legal entity••••••••••••
Playground environment••••••••••••

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.

Data set to shareInvoicesThe data view Perplexity can read
Namecoupler-ioConnector name in Perplexity settings
Commanddocker run --pull=always -e COUPLER_ACCESS_TOKEN --rm -i ghcr.io/railsware/coupler-io-mcp-serverRuns the Coupler.io MCP server locally
COUPLER_ACCESS_TOKEN••••••••••••Environment variable holding 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.

Get the most of Younium to Perplexity integration

Gather data icon

Gather data

Export data from numerous apps and sources into a single destination. Blend data from different apps to get a single source of truth.
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Understand data

Preview, transform, sort, and filter data for better clarity in just a few clicks in the Coupler.io interface. Take your data analytics to the next level.
Automate data icon

Automate data

Access data that is always up to date by enabling the automatic data refresh on a schedule as often as every 15 minutes and using triggered automation.
Act on data icon

Act on data

Visualize your data by quickly connecting to data visualization and BI tools. Build insightful dashboards in a breeze and make better decisions.
Younium to Perplexity questions

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.

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