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FRM + Perplexity

Connect FRM to Perplexity.

Custom remote MCP connectors are offered on eligible plans; account and organization restrictions apply.

View setup steps Custom connection

Your connection guide

Set up FRM in Perplexity

  1. Open connector settings and choose a custom remote connector if your account offers it.

  2. Enter the FRM connector URL and select OAuth.

  3. Sign in to FRM and enable it in a conversation or Computer workflow.

Official Perplexity documentation

This is a documented connection route. FRM sign-in and tool calls still need to be verified in this app. Availability depends on your plan and administrator settings; directory publication requires separate review.

Once you’re connected

Start a useful conversation.

Try a lookup using a synthetic demo account first, and check the result against FRM.

“Find a donor and show their giving history.”
“Summarize our fundraising results this calendar year.”
“Show my open fundraising tasks due this week.”

Always your relationships

You control the connection.

Access follows your FRM account permissions. Records retrieved by an assistant are shared with the AI platform you connect. Review proposed changes and disconnect any app in FRM settings.

Manage connections

FRM connection guide · Updated