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Connect Perplexity to Aggregate

Last updated November 1, 2026

Perplexity adds custom remote MCP servers as connectors (Pro, Max and Enterprise).

Open Plugins in the sidebar (or Customize → Connectors), then choose Add custom → Add MCP connector and Remote.
Name it Aggregate and paste https://app.aggregate.finance/mcp as the MCP server URL.
Under Advanced, choose OAuth and leave the client ID and secret empty: Aggregate registers clients automatically.
Tick the acknowledgement, choose Add, then sign in to Aggregate and choose what Perplexity can see.
Try: "Give me last month's profit and loss."

In an organization, an admin adds it under Organization settings → Connectors → Custom connector, or turns on Allow members to add custom connectors (off by default).

Self-hosting? Use https://<your-server>/mcp instead; it must be reachable over HTTPS.

What it can do: read your cash, runway, transactions, invoices, payroll, cap table and reports, and (only if you allow it) add records, each one labeled and undoable for 30 days. It can never move money, pay bills or send anything.

Last checked 2026-11-01 against Perplexity's own help pages: Adding custom remote connectors. All assistants: Connect your AI.

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