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Guides · Updated

Connect SoloWOS to Claude or ChatGPT

IN SHORT

SoloWOS has a connector (an MCP server) that lets Claude, ChatGPT and other AI assistants read and act on your workspace. Add https://solowos.com/api/mcp as a custom connector, sign in to SoloWOS, pick a workspace and choose Read or Read and act. Then ask things like "Who owes me?" or "Draft a $3,000 invoice for Ana". The connector is included in every plan, Basic too.

Prices and limits as of .

The connector uses the Model Context Protocol (MCP), the open standard Claude, ChatGPT and other assistants use to talk to outside apps. Once it's connected, the assistant can look up your contacts, invoices, proposals, bookings, forms and expenses, and with your permission create drafts and send them. It only reaches the one workspace you pick, and you can cut it off from SoloWOS at any time.

What you need

  • A SoloWOS account on any plan, Basic included, or on its 14-day free trial. Start your free trial if you don't have one yet (it needs a card).
  • Claude or ChatGPT on a plan that lets you add your own connectors. Both apps change what each plan includes, so check their help pages if you don't see the option.
  • The server URL: https://solowos.com/api/mcp. It's also in Settings > Advanced > Connected apps, with a copy button.

Connect Claude

  1. In Claude, open your settings and go to the connectors section.
  2. Add a custom connector. Give it a name, like SoloWOS, and paste https://solowos.com/api/mcp as the URL.
  3. Claude opens a SoloWOS page. Sign in if you aren't already, pick the workspace, choose Read or Read and act, and click Allow.
  4. Back in Claude, turn the connector on for a chat and ask a question, for example "Who owes me money?".

Connect ChatGPT

  1. In ChatGPT, open the settings where you manage connectors. Depending on your plan, you may have to turn on developer mode before you can add your own.
  2. Create a connector with https://solowos.com/api/mcp as the server URL and OAuth as the authentication.
  3. ChatGPT opens a SoloWOS page. Sign in, pick the workspace, choose the access and click Allow.
  4. Start a chat with the connector turned on and ask your question.

What each access level allows

Access levels you choose when you connect
AccessThe assistant canThe assistant can't
ReadSearch contacts, list invoices and what's overdue, see who owes you, list proposals, bookings, meeting types with their booking links, forms and responses, expenses with totals, short links with their clicks, and task boards with open tasksChange anything
Read and actEverything in Read, plus add and update contacts, create invoice, proposal and expense drafts, make short links and one-time booking links, add tasks to a board and check them off, and send an invoice or a proposal to its client once you confirmDelete anything, record payments or refunds, send documents for signature, or change your plan or settings

Creating is always a draft. Sending is a separate step that SoloWOS marks as one the assistant must confirm with you, and it only sends a draft to the client already on it. Plan limits work as they do in the app: on Basic, 5 invoices and 3 proposals sent a month.

Example prompts

  • "Who owes me money, and what's overdue?"
  • "What's on my schedule this week?"
  • "Draft a $3,000 invoice for Ana for the photo session."
  • "Which proposals did clients open but not answer?"
  • "How much did I spend on software this year?"
  • "Send me the booking link for my intro call."
  • "Make a short link to my portfolio and add a task to my board to post it on Friday."

See and revoke connected apps

Settings > Advanced > Connected apps lists every app connected to the workspace, with its access and when it was last used. Revoke stops the app on its next request. Every change an assistant makes is recorded with the app's name. To connect a second workspace, add the connector again and pick the other workspace on the SoloWOS page.

For developers

The server speaks MCP over Streamable HTTP and uses OAuth 2.1 with dynamic client registration and PKCE, so any MCP client that supports remote servers can connect. On Solo and Team, an API key from Settings > Advanced > Developers also works as a bearer token: a read-only key gives Read, a read and write key gives Read and act. Each connection can make 120 requests and 30 changes a minute. The SoloWOS API covers the same data over REST.

Questions

Is the connector free?
Yes. It's part of every plan, Basic included. What the assistant creates counts toward your plan limits, the same as anything you create in the app.
Can the assistant send an invoice without asking me?
The create tools only make drafts. Sending uses a separate tool that SoloWOS marks as an action to confirm with you, and it tells the assistant to show you what will go out first. If you'd rather it never sends anything, connect with Read access.
Which workspace does it see?
Only the one you pick when you connect. If you belong to several, the SoloWOS page asks which one.
Where does my data go?
When you use the connector, what the assistant reads from SoloWOS goes to that assistant's provider, for example Anthropic or OpenAI, under their terms. SoloWOS only answers the assistant's requests and you can revoke its access at any time.

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