# Functionality - [Coupler.io Features & Limits](https://docs.coupler.io/functionality/coupler.io-features-and-limits.md): Understand Coupler.io plan features and limits including connected accounts, user seats, data destinations, refresh intervals, workspaces, and data volume across pricing tiers. - [Manage connected accounts](https://docs.coupler.io/functionality/how-to-manage-connected-accounts.md): Learn how to view, add, reconnect, and remove your source and destination connections in Coupler.io from the centralized Sources and Destinations pages. - [Macros in data flows](https://docs.coupler.io/functionality/macros-in-data-flows.md): Use Coupler.io macros to automatically insert dynamic date and date-time values into your data flow settings. Eliminate manual updates with built-in date interpolation. - [Data Set Templates](https://docs.coupler.io/functionality/data-set-templates.md): Get started faster with Coupler.io Data Set Templates, prebuilt configurations for common data tasks. Save time, reduce errors, and follow best practices out of the box. - [Data Set](https://docs.coupler.io/functionality/data-set.md): Learn how to transform your data in Coupler.io using Data Sets. Manage columns, filter and sort rows, combine sources, create custom formula columns, and format types. - [Columns management](https://docs.coupler.io/functionality/data-set/columns-management.md): Manage columns in your Coupler.io Data Set — hide, rename, reorder, and change column types to prepare your data before exporting it to a destination. - [Data filtering](https://docs.coupler.io/functionality/data-set/data-filtering.md): Filter rows in your Coupler.io Data Set using conditions and criteria. Include only the data you need before sending it to your destination. - [Data types and formatting](https://docs.coupler.io/functionality/data-set/data-types-and-formatting.md): Set and format data types in Coupler.io — choose from string, number, date, and datetime types with precision controls for currency, percent, and decimal values. - [Data sorting](https://docs.coupler.io/functionality/data-set/data-sorting.md): Sort data in your Coupler.io Data Set by one or more columns in ascending or descending order before exporting to your destination. - [Combining Data](https://docs.coupler.io/functionality/data-set/combining-data.md): Combine data from multiple sources in Coupler.io using Append, Join, or Aggregate operations to build unified datasets for cross-channel reporting and analysis. - [Join data](https://docs.coupler.io/functionality/data-set/combining-data/join-data.md): Join data from different sources in Coupler.io by matching shared columns. Merge datasets with different structures into a single unified view. - [Append data](https://docs.coupler.io/functionality/data-set/combining-data/append-data.md): Append data in Coupler.io to stack rows from multiple sources with similar structures into one dataset. Columns are matched automatically by name. - [Aggregate data](https://docs.coupler.io/functionality/data-set/combining-data/aggregate-data.md): Aggregate data in Coupler.io to summarize, group, and calculate totals across your dataset. Create summary-level views from detailed source data. - [Combine data from several sources](https://docs.coupler.io/functionality/data-set/combining-data/combine-data-from-several-sources.md): Learn how to combine data from multiple sources into a single Coupler.io data flow for multi-channel and cross-channel reporting in one destination. - [Preview data and Data sets](https://docs.coupler.io/functionality/data-set/preview-data-and-data-sets.md): Preview your imported data in Coupler.io before running an export. Verify data structure, check for issues, and review up to 500 rows per source. - [Adding formula-based custom columns](https://docs.coupler.io/functionality/data-set/adding-formula-based-custom-columns.md): Add custom calculated columns to your Coupler.io Data Set using built-in formulas. Create new fields based on existing data without modifying the source. - [Parameters for DATETIME\_FORMAT formula](https://docs.coupler.io/functionality/data-set/adding-formula-based-custom-columns/parameters-for-datetime_format-formula.md): Reference guide for DATETIME\_FORMAT formula parameters in Coupler.io. Format date and time values in your custom columns using supported pattern syntax. - [Update data in the destination](https://docs.coupler.io/functionality/how-to-update-data-in-the-destination.md): Choose how Coupler.io updates your destination data: refresh on every scheduled run, or update only when source data has changed. Learn how each mode works. - [Flow Settings](https://docs.coupler.io/functionality/flow-settings.md): Configure your Coupler.io data flow settings including run history, automatic refresh schedules, custom scheduling, and webhook integrations. - [Run the data flows](https://docs.coupler.io/functionality/flow-settings/how-to-run-the-data-flows.md): Learn how to run data flows in Coupler.io manually or on schedule. Check run history, view timestamps, and monitor whether source data has changed. - [Automatic data refresh](https://docs.coupler.io/functionality/flow-settings/how-to-set-up-automatic-data-refresh.md): Set up automatic data refresh in Coupler.io to keep your reports up to date. Schedule imports from every 15 minutes to monthly, depending on your plan. - [Set up custom schedule](https://docs.coupler.io/functionality/flow-settings/how-to-set-up-custom-schedule.md): Create a custom refresh schedule in Coupler.io by duplicating data flows and setting different intervals. Achieve the exact update frequency your reports need. - [Webhooks support](https://docs.coupler.io/functionality/flow-settings/webhooks-support.md): Use webhooks in Coupler.io to trigger data flows from external events or send notifications when an import completes. Supports incoming and outgoing webhooks. - [AI Agent & Integrations](https://docs.coupler.io/functionality/ai-agent-and-integrations.md): Explore Coupler.io's AI features — use the built-in AI Agent to analyze data conversationally, or connect your data to external AI tools like Claude via MCP. - [AI Agent](https://docs.coupler.io/functionality/ai-agent-and-integrations/ai-agent.md): Learn how the Coupler.io AI Agent works — ask questions about your data in plain English, get insights, spot trends, and trigger data flows from any data set. - [AI Integrations](https://docs.coupler.io/functionality/ai-agent-and-integrations/ai-integrations.md): AI Integrations Meta description: Set up the Coupler.io MCP Server to connect your data to Claude. Choose between Local or Remote MCP, follow the setup steps, and start querying data with AI. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.coupler.io/functionality.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.