Perplexity custom remote connector

Bring Finvaulta research into Perplexity.

Add Finvaulta as a custom remote connector (MCP over HTTPS). Perplexity can search institutional research, compare firm views, and return cited answers with links back to the original Finvaulta reports.

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What Perplexity can do

  • Search macro themes across institutional research
  • Compare consensus across banks and asset managers
  • Find table chunks and run sandboxed table math
  • Open cited Finvaulta source reports from Perplexity

Authentication

Choose OAuth 2.0 when adding the connector. Perplexity discovers Finvaulta's authorization server from the MCP URL — no client secret to paste. Finvaulta Pro is required on both sides.

  1. Open Account Settings → Connectors (Perplexity Pro, Max, or Enterprise).
  2. Click + Custom connector, choose Remote, name it Finvaulta, and paste the MCP server URL.
  3. Set authentication to OAuth 2.0, then click the connector to sign in with Finvaulta Pro.
Remote connectors are read-only in Perplexity. Access is scoped to your Finvaulta Pro subscription and OAuth approval.

Also available on Claude and ChatGPT

Finvaulta uses the same MCP endpoint for all chat apps. Claude supports one-click prefilled setup; Perplexity uses custom remote connectors in account settings.

Claude setup guideResearch MCP overview