Zamino

Connecting Perplexity to Zamino

Add Zamino as a custom connector in Perplexity so your searches and Threads can pull answers from your own business data — revenue, expenses, invoices, inventory.

Connect your AI3 min read

Perplexity supports custom connectors on its paid plans — connect Zamino once and you can ask questions about your business numbers right alongside Perplexity's web answers.

The connection is read-only. Perplexity can look at your data through a small set of safe, bounded tools — it can never change anything.

Step-by-step setup

  1. Add the custom connector

    In Perplexity, open your Account settings → Connectors and click + Custom connector. Choose Remote (a hosted server) and fill in:

    • Name: Zamino
    • MCP Server URL: https://api.zamino.com/mcp
    • Transport: Streamable HTTP
    • Authentication: OAuth 2.0 — leave Client ID/Secret empty; Zamino supports automatic discovery

    Check the acknowledgement box and click Add.

  2. Authenticate

    Click the new Zamino card on the Connectors screen to start sign-in.

    Use the same email address as your Zamino account. The first time through you'll set a password for external AI access and verify your email — this is a separate sign-in from the Zamino app itself, used only by AI clients.

  3. Approve the connection inside Zamino

    For security, no AI app gets access to your data until you approve it inside Zamino. Open app.zamino.com, go to Settings → External AI Access, find the pending request, and click Approve.

  4. Ask your first question

    Enable the Zamino connector in your search sources, then ask:

    • "What were my top 5 expense categories last quarter?"
    • "List unpaid invoices over $1,000."

Troubleshooting

A note on privacy

Query results flow into your Perplexity account under your plan terms with Perplexity. Zamino sends nothing on its own — data moves only when you ask. Revoke access any time in Settings → External AI Access.

Where to go next