Active clients list
Sarah Chen, account manager at Acme Ltd, asked which clients were marked active. Memtro searched the CRM table for records whose Status is Active, sorted by name, and listed them with their fields.
Softr + Memtro
Which clients in the CRM table are marked active?
Softr lets you ask about the data behind your no-code apps. You see databases, tables with their fields and views, and records listed, searched by a field condition with sorting, or read by id. When asked and granted, Memtro can create, edit or delete records, create or delete databases and tables, rename tables, add, rename or delete fields, and invite, deactivate, reactivate or delete app users. Worth knowing: the token acts as you, so you must own the app or be a workspace collaborator. Only empty databases and tables can be deleted.
In Memtro
What you can do with Softr in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Softr tool, reads what it needs, and answers with the source cited.
What it does
- 01See the databases the token can reach, with their workspace and table count.
- 02List tables with every field, its type and whether it is required, plus the table's views.
- 03Read records as a view shows them, or search by one field condition with sorting.
- 04Open one record by id with every field keyed by name.
- 05When asked and granted, create, edit or delete records, and the change shows straight away in every app that lists the table.
- 06When asked and granted, add or change tables and fields, and invite, deactivate, reactivate or delete app users, an invitation emailing the person.
Acts when asked
When you ask it to
These tools change something in Softr. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Create a record in a table
- 02Edit a record's fields
- 03Delete a record
- 04Create a database
- 05Delete an empty database
- 06Create a table
- 07Rename a table or change its description
- 08Delete an empty table
- 09Add a field to a table
- 10Rename a field or change its options
- 11Delete a field and its data
- 12Send an app user an invitation email
- 13Deactivate an app user
- 14Reactivate an app user
- 15Delete an app user
In practice
Ask it like you would a colleague
Once Softr is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Softr + MemtroWhich clients in the CRM table are marked active?
What fields does the Projects table have?
Which orders have an empty delivery date?
Show the Northwind record in the Clients table.
Set BigCo's status in the Clients table to inactive.
Updating a client record
Tom Reilly, operations lead at Northwind, asked Memtro to set BigCo's renewal date in the Clients table. Memtro updated that one field, and the new date showed straight away in every app block that lists the table.
Teams
Where it fits
The teams that lean on Softr most, a question each of them asks, and what they connect beside it.
- Data and analyticsQuestions answered from the warehouse, with the SQL shownAnalyst, Data engineer, Anybody with a question, Head of data“Revenue by segment for Q3 from the warehouse, with the SQL you used”Used alongside Postgres, Stripe, Slack, Google Drive, Snowflake and 3 more.
- EngineeringKeep decisions from evaporatingEngineer, Tech lead, On call, New joiner“Who owns the billing migration, and what did we decide about retries?”Used alongside GitHub, Linear, Jira, Confluence, Slack and 5 more.
- FinanceAsk the ledger questions in plain EnglishFinance lead, Credit control, Management accountant, Founder or CFO“Which invoices over £5k are more than 30 days overdue?”Used alongside Xero, Stripe, Postgres, HubSpot, QuickBooks Online and 10 more.
Better together
Works with
A record in Softr is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- AnalyticsSoftr with Google Analytics 4Ask your traffic questions in plain English and get the numbers back.
- AnalyticsSoftr with Plausible AnalyticsAsk about your website traffic in plain English.
- AnalyticsSoftr with UmamiAsk about your website traffic in plain English, without sending anybody to a dashboard.
- Finance and commerceSoftr with XeroInvoices, bills, contacts and reports, answered in plain English with figures cited to Xero.
- Finance and commerceSoftr with StripeCustomers, charges, invoices and subscriptions through a restricted key.
- Finance and commerceSoftr with FellohBookings, payments, refunds, chargebacks, supplier payments and payouts from the travel payments platform.
- Work managementSoftr with JiraJQL search, issue details and projects from Jira Cloud.
- Work managementSoftr with Clio ManageAsk the matter: its client, its fee earner, the time on it and what is still unbilled.
- Work managementSoftr with LinearIssues, projects and teams, synced hourly into memory.
Also in Databases and warehouses
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- Postgres
- MySQL and MariaDB
- SQL Server
- BigQuery
- Snowflake
- AWS Athena
- MongoDB
- ClickHouse
- Amazon Redshift
- Databricks
- Elasticsearch
- dbt Cloud
- Fivetran
- Neon
- Appwrite
Grist- Hasura
- Meilisearch
NocoDB- Qdrant
Typesense
Weaviate
Tinybird
Hightouch
Census- Airbyte
- Budibase
- CockroachDB Cloud
- Cube Cloud
- DataHub
kintone
Monte Carlo
OpenMetadata- Pinecone
- PlanetScale
- Quickbase
Secoda
Teable- Turso
- Upstash
Vectara- Xata
- Zilliz Cloud
Setup
How to connect
Connect withPersonal access token
- 1
In studio.softr.io, open your workspace, then API tokens, create a token with an expiry and choose the workspaces, databases and apps it may reach, read or write.
- 2
In Memtro, open Connections → Softr and paste it into Personal access token.
- 3
An administrator grants the actions by name, such as Delete record or Invite user, to the teams that may use them. App user actions need the app to be published.
- 4
Ask which clients in the CRM table are marked active.
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Softr tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Softr?+
Only when you ask, and only what it has been granted: create a record in a table; edit a record's fields; delete a record; create a database; delete an empty database; create a table; rename a table or change its description; delete an empty table; add a field to a table; rename a field or change its options; delete a field and its data; send an app user an invitation email; deactivate an app user; reactivate an app user; delete an app user. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Softr connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Softr data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect Softr?+
Personal access token. In studio.softr.io, open your workspace, then API tokens, create a token with an expiry and choose the workspaces, databases and apps it may reach, read or write.
Connect Softr in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.