Ask Kinnect AI


Asks Kinnect AI for what the other tools do not cover, such as how to do something in the app or a question that weighs many records together. It uses your Kinnect AI allowance, and any change it proposes waits for your yes.

Asks Kinnect AI · kinnect_chat_ask

Try asking

  • “Ask Kinnect AI how to invite our advisor to the household view.”

  • “Ask Kinnect AI which of our assets have no beneficiary named.”

Ask in your own words: Claude picks this tool when it fits your question. More examples in Kinnect MCP examples. Not connected yet? See How to set up Kinnect MCP.


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