Your coaching business,
one question away.
Muse can answer from your real Soloft workspace: who owes you money, which clients have gone quiet, what's on your plate today. It can also add a task or log a follow-up when you ask. Connect in two minutes.
Things you can ask Muse with Soloft
Muse is great at talking. Soloft is where your clients, sessions, projects and invoices actually live, so the answers come from your own records, not a guess.
| You ask Muse | Without Soloft | With Soloft |
|---|---|---|
| "What's on my plate today?" | Doesn't know your work | Today's tasks and bookings, overdue invoices, leads going stale and client portal messages awaiting your reply |
| "Which invoices are overdue?" | Can't see your invoices | Unpaid and overdue invoices by client, with amounts and due dates |
| "Who haven't I followed up with in 14 days?" | No client list | Contacts with no activity in that window, with their stage and last touch |
| "How much did I bring in this month?" | Cannot calculate | Month-to-date and year-to-date revenue, outstanding amounts and aging |
| "What did I spend on software this quarter?" | Cannot tell | Expenses by category and a profit and loss summary |
| "Prep me for my call with Maria." | Generic advice | Her notes, recent activity, open tasks, projects and invoices in one place |
| "Add a task to send Maria the proposal Friday." | Cannot act | Creates the task in the right project. Nothing is sent to anyone. |
| "Draft an invoice for Sam: 4 sessions at $150." | Cannot act | Creates a draft you review and send yourself in Soloft |
Connect Soloft to Muse
Use the custom connector today, or wait for our official listing in the Muse connector directory. Either way it's the same endpoint, sign-in and tools.
Create your Soloft account
Sign up at app.soloft.io. Every account starts with a 14-day free trial and no card is needed. Add a few clients and a project so Muse has something to talk about.
Create account →Open Muse and add a custom connector
In Muse, paste the prompt below. Muse reads our endpoint and walks you through signing in to Soloft.
Connect a custom MCP server at https://mcp.soloft.io/mcp so I can ask questions about my clients, invoices, projects and schedule.
Choose what Muse can do
Soloft shows a permission screen listing every area. Read permissions let Muse look. Write permissions let it create and update records on your behalf. Nothing in Soloft emails a client, sends an invoice or takes a payment through Muse.
Clients and leads, their activity history and notes. Write: add or update a contact, log an activity, add a note.
Projects, tasks and milestones. Write: create and update them, mark tasks done.
Invoices, templates and revenue summaries. Write: create and edit draft invoices, save templates, mark an invoice paid. Muse can never send one.
Expenses, categories and profit and loss. Write: log or correct an expense, add a category.
Booking links and upcoming bookings. Read only.
Content calendar, social handles and sponsorships. Write: create and update content items.
Brands and products with stage and KPIs. Write: update a product, create a brand or product.
Client portal activity, email sequences and enrollments, and your business profile. Read only.
Why Soloft, not just a chat window?
Your real data
Answers come from your clients, invoices and projects, so you stop copying numbers into a chat.
You stay in control
Muse drafts and logs. Sending, emailing and payments stay with you inside Soloft.
One place for the business
CRM, projects, invoicing, scheduling and content in one workspace, so one connection covers it all.
Revocable in a click
See every app you've connected under Settings and disconnect any of them at any time.
Common questions
Does the Muse connector cost extra?
No. Any Soloft account can connect it, trial or paid. Once a trial ends without a subscription the connector pauses and tools return a subscription message until you subscribe; you don't need to reconnect.
Can Muse email my clients or send invoices?
No. Muse can create records and drafts. Invoices stay drafts until you send them from Soloft, and no tool sends email or messages to your clients.
Can Muse delete anything?
No. The connector has no delete tools, and it cannot change billing, integrations, team access or account settings.
Can I see what Muse has done?
Under Settings → Connected apps you can see each connected app and disconnect it at any time. The connector keeps an audit log of each tool call (which tool, when, and whether it worked) that does not record your data.
Is my data secure?
Sign-in uses OAuth 2.1 with PKCE. Access tokens are short-lived (one hour), limited to the permissions you approved, and bound to the Soloft MCP server so they can't be used anywhere else. The connector never exposes payment-provider tokens, calendar tokens or other credentials.
Will Soloft be in the official Muse connector directory?
We're applying to Muse's connector programme. While that review is ongoing, the custom connector route above works identically.
Does it work with other AI assistants?
Yes. https://mcp.soloft.io/mcp is a standard remote MCP server (Streamable HTTP with OAuth), so any compatible client can use it. Technical details are in the docs.
Ready to ask Muse about your business?
Start a free 14-day trial and connect Soloft to Muse in about two minutes.
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