Connect Perplexity

Ask Perplexity questions about client data and give it commands. Query transactions, generate reports, create automation rules, all with cited, verified responses

What You'll Need

  • A Perplexity Pro or Enterprise account

  • A Kick account with access to at least one workspace

Tip: Log in to your Kick account in your browser before starting. This makes the authorization step faster.


Connect Perplexity to Kick

Perplexity supports custom remote connectors in supported plans.

Step 1: Open Connectors Settings

  1. Open Account settings

  2. Go to Connectors

  3. Click + Custom connector

Step 2: Configure the Kick Connector

  1. Choose Remote if asked for a connector type

  2. Enter Kick as the name

  3. Enter the Kick MCP URL: https://use.kick.co/mcp

  4. Set Transport to Streamable HTTP

  5. Choose authentication method:

    • OAuth — Recommended for standard Kick login

    • API Key — For token-based authentication

    • None — For read-only public access (rarely used)

  6. Review the custom connector risk acknowledgement

  7. Click Add

Step 3: Authorize the Connection

  1. Click the Kick connector card to authorize it

  2. Sign in to your Kick account if prompted

  3. Choose your permissions and workspace access

  4. Click Authorize

Step 4: Enable Kick in a Conversation

Once authorized, enable Kick before using it in a conversation.

  1. Start a new conversation in Perplexity

  2. Enable the connector from the prompt or tools area

  3. The Kick connector should appear as available


Verify Your Connection

Test that everything is working by starting a conversation with Kick enabled and asking:

Perplexity should respond with available tools (like transactions_find, reports_profit_loss_get, workspaces_list) and your active workspace name.


Troubleshooting

Can't Add Custom Connectors

Admin-controlled: Organization admins may control whether members can add custom connectors.

Solution: Contact your organization admin and ask them to enable custom connectors or add Kick MCP for your organization.

Authorization Failed

The authorization didn't complete successfully.

  1. Go to Account settings → Connectors

  2. Remove the Kick connector

  3. Add it again and complete the authorization flow

  4. Make sure you click Authorize on the Kick authorization page

Wrong Workspace Showing

Your Kick account has access to multiple workspaces. Tell Perplexity which workspace you want to use:


Data Privacy and Security

  • Your data stays in Kick: Perplexity requests data through the MCP connection but doesn't store your Kick data permanently

  • Workspace permissions apply: Perplexity can only access workspaces you already have permission to view in Kick

  • You control access: You can disconnect Kick at any time from the Connectors settings

  • Confirmation required for changes: Write operations require your explicit approval before execution


Next Steps

Now that you're connected:

  1. Try a sample query: "List my workspaces" or "What tools can you use?"

  2. Ask complex financial questions and get cited, verified answers from your Kick data

  3. Check out the Kick MCP Use Case Library for advanced use cases

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