Perplexityby Perplexity

Connect Marnie to Perplexity

Add Marnie to Perplexity as a custom remote connector, then ask about your own spending, bills and goals alongside everything else Perplexity can look up.

Needs Marnie ProNeeds Perplexity Pro or Max.

Download on the App StoreGet it on Google Play
Pro

Paste this into your assistant as the server URL. It's also in the app under Profile → AI agents.

https://bimzexydbsqfvqthtrgl.supabase.co/functions/v1/mcp

Connecting an assistant needs Marnie Pro. You choose whether it can suggest transactions, and you can disconnect it any time in Profile → AI agents.

Set up Perplexity in 3 steps

  1. Connectors → add a custom remote connector

    In Perplexity, open Settings → Connectors and add a custom remote connector.

  2. Paste the link

    Paste the link below and choose OAuth sign-in. Perplexity then opens the Marnie sign-in page.

  3. Sign in to Marnie and tap Allow

    A Marnie page opens. Sign in with the account you use in the app, choose whether the assistant may suggest transactions, then tap Allow access.

Plan note: Needs Perplexity Pro or Max.

Before you start, in Marnie

Do this once. It covers every assistant you connect.

  1. Marnie Pro

    Connecting an assistant is part of Marnie Pro. Siri, widgets and capture stay free.

  2. Turn on sharing

    In Marnie, open Profile → AI agents and switch on Share with AI agents. Marnie then keeps a short summary for your assistants, refreshed when you use the app.

  3. Copy the link

    It's the same link for everyone, shown on this page and in Profile → AI agents. Signing in is what ties it to your account.

Step by step in Perplexity

Perplexity on the web

  1. Open Settings → Connectors and choose to add a custom connector.
  2. Pick Remote, name it Marnie, paste the Marnie link and choose OAuth.
  3. Sign in on the Marnie page that opens and tap Allow access.
  4. In a new thread, make sure Marnie is turned on in the sources or connectors menu, then ask.

What you can ask Perplexity

Answers come back as text, worked out from your Marnie summary.

Perplexity sees only the summary Marnie shares. Balances, net worth, notes, receipts, card and account numbers and your location never leave your phone.

  • “How much did I spend this month?”Your total and the top categories, with last month alongside. Also works for today, this week, last month and this year.
  • “What did I spend on coffee last month?”The matching payments from the last 90 days, filtered by category, merchant or type, with the total.
  • “Which bills are coming up?”The next bills and payday Marnie knows about, with dates and amounts.
  • “Am I safe to spend this weekend?”What's left in your budget for the period and how much that is per day.
  • “How close am I to my savings goals?”Each goal's progress, saved amount and target.
  • “Add a $12 lunch at Subway”A draft in Capture Review, if you allowed suggestions when you connected. It's saved once you approve it.

If something goes wrong

The usual fixes, starting with the ones specific to Perplexity.

The sign-in didn't finish
Sign-in requests last about 10 minutes. Remove the connector, add it again and sign in straight away.
The sign-in page says “This request has expired”
Connection requests last 10 minutes and work once. Go back to the assistant and start connecting again.
It says connecting is part of Marnie Pro
The account you signed in with doesn't have Marnie Pro. Upgrade in the app, or choose Not you? and sign in with the account that has it.
I sign in to Marnie with Apple or Google
Use the email option on the Marnie sign-in page: enter the email your Marnie account uses and type the code we send. Using Hide My Email? The code goes to that relay address and is forwarded to you.
The assistant says there's nothing to show
Check Share with AI agents is on in Profile → AI agents, then open Marnie once so it can send its first summary.
The numbers are a day or two old
Marnie refreshes the summary when you use the app. Open Marnie, then ask again.
A purchase I asked it to add isn't in Marnie
Suggestions arrive as drafts in Capture Review the next time you open Marnie. If the assistant says it can't add, reconnect and tick Suggest transactions on the Marnie page.

Perplexity and Marnie: questions

Which Perplexity plans can add custom connectors?

Perplexity Pro or Max, and Enterprise if an admin allows it.

Remote or local connector: which do I pick?

Remote. Marnie's server runs online, so you add its link as a remote connector with OAuth sign-in. Nothing runs on your computer.

Other assistants

Ask Perplexity how your money's doing.

Download on the App StoreGet it on Google Play

Marnie is free to start on iPhone and Android. Connecting AI agents is part of Marnie Pro.

All AI agent guides