Examples of what you can ask Claude with Kinnect MCP, from everyday questions to every tool. Use the table of contents to jump to a group or a single tool. To connect first, see How to set up Kinnect MCP.

How Claude uses Kinnect

You never pick a tool yourself. Ask in your own words and Claude chooses the Kinnect tools it needs, often several in a row: it finds the account, opens the right report view, then reads the page.

• Reads look things up. Nothing changes.

• Previews prepare a change and show it to you. Nothing changes yet.

• Applies make a change you already agreed to.

Try it in your own words

You do not need the exact questions below. Ask the way you would ask a person, even several things at once, and Claude chains the tools for you. A few examples, with the tools Claude uses:

Accounts and report views

Choose whose records Claude works with and which report view it reads, and set up report views and their categories. (7 tools)

In your own words

• “I look after Mom’s finances too. Which accounts can I work in, and which report views does her account have?”
  Claude uses: List my accounts, then List report views for her account.

• “Set up a Net Worth view for just the lake house and the Smith Family Trust, and give it a Vacation Homes category.”
  Claude uses: Preview a new report view, Preview a change to the view’s categories, then Apply a change once you agree.

List my accounts

Lists the accounts you can work in: your own and each account you are guardian of. Claude uses it to work on a family member's records when you are their guardian.

Reads only · kinnect_list_accounts

Try asking:

• “Which Kinnect accounts can I work in?”

• “Am I set up as guardian for Mom's account in Kinnect?”

List report views

Lists an account's report views for one kind of report (Ownership, Net Worth, Cash Flow, Income & Budget or Estate) in the order the app shows them. The first, usually the household view, is the default.

Reads only · kinnect_list_report_views

Try asking:

• “What report views do we have in Kinnect?”

• “List the Net Worth views for the Smith family.”

Preview a new report view

Prepares a new report view: its name, report type, kind (household, individual, out of estate or other), the people whose records it counts and the vaults it reads. A guardian can make one for an account they are guardian of.

Shows you a preview first · kinnect_create_report_view

Try asking:

• “Create a household Net Worth view for the Smith family that reads our joint vault.”

• “Set up an estate report view for Dad's records only.”

Preview a change to a report view

Prepares changes to a report view: its name, whose records it counts, who may open it (as manager or admin), which vaults it reads, and items left out of or put back on its lists.

Shows you a preview first · kinnect_change_report_view

Try asking:

• “Add the lake house vault to the Smith Family Trust view.”

• “Give Sarah manager access to the household Net Worth view.”

Preview deleting a report view

Prepares deleting a report view for good, with its settings, members, budgets and what-if models; the records it read stay. Views Kinnect made itself cannot be deleted.

Shows you a preview first · kinnect_delete_report_view

Try asking:

• “Delete the old 2023 planning view.”

• “Remove the test Net Worth view I made last week.”

List a report view's categories

Shows the categories a report view adds to its Assets and Liabilities Lists, the items it places in categories of its own, and the categories it hides.

Reads only · kinnect_list_report_categories

Try asking:

• “What custom categories does the household view use on the Assets List?”

• “Which categories are hidden in the Smith Family Trust view?”

Preview a change to a report view's categories

Prepares changes to a view's own categories on its Assets and Liabilities Lists: create, rename, delete, hide or unhide a category, or place items in one for that view only.

Shows you a preview first · kinnect_change_report_categories

Try asking:

• “Add a Collectibles category to the household Assets List.”

• “Move the lake house and the ski condo into a Vacation Homes category in this view.”

Reports

Read any page of Kinnect's five report sections for an account, from the default report view unless you name another. (5 tools)

In your own words

• “Give me a one-page picture of where we stand: net worth, who owns what, and the cash we need next quarter.”
  Claude uses: Net Worth report, Ownership & Entities report and Cash Flow report, then one summary.

• “Compare this year’s spending with our budget and tell me the three categories we overspent most.”
  Claude uses: Income & Budget report (Budget Vs. Actual).

• “Walk me through what happens to everything if Dad passes first.”
  Claude uses: Estate & Beneficiaries report (Estate Flowchart, from the view’s saved scenario).

Net Worth report

Reads a Net Worth page: Net Worth Summary, Net Worth Table, Historical Values, Assets List, Liabilities List or Items to Resolve.

Reads only · kinnect_get_net_worth_report

Try asking:

• “What's our household net worth today?”

• “How has our net worth changed over the last 12 months?”

Ownership & Entities report

Reads an Ownership & Entities page: the Ownership Map, Ownership Table, Entity List or Items to Resolve. On the Ownership Map, Claude can open one card, show another date, open a what-if model, and hand you the data file or diagram download (the PDF is made in the app).

Reads only · kinnect_get_ownership_report

Try asking:

• “Show the Ownership Map for the Smith Family Trust view.”

• “Who owns what percent of Smith Holdings LLC?”

Income & Budget report

Reads an Income & Budget page: Income Summary, Income Trends, Budget Management, Budget Vs. Actual, Actual Vs. Average, Operating Accounts, Transactions or Items to Resolve.

Reads only · kinnect_get_income_budget_report

Try asking:

• “How did we do against our budget last month?”

• “What did we spend on travel over the last six months?”

Cash Flow report

Reads a Projected Cash Flows page: Projected Cash Flows, Cash Movement, Cash Flows Table, Financial Accounts, Cash Flows, Cash Flow Drivers or Items to Resolve.

Reads only · kinnect_get_cash_flow_report

Try asking:

• “What does our projected cash balance look like over the next 12 months?”

• “What money is coming in and going out this month?”

Estate & Beneficiaries report

Reads an Estate & Beneficiaries page: the Estate Flowchart (played from the view's saved scenario), Distribution Assignments, Estate Assets, Estate Liabilities, Life Insurance Policies, Transfer Mechanisms or Items to Resolve.

Reads only · kinnect_get_estate_report

Try asking:

• “Walk me through the Estate Flowchart for Mom and Dad.”

• “Who receives Dad's assets at his death?”

Ownership Map what-if models

Make, change and delete what-if models of an Ownership Map view to try a structure out without touching the real records. (3 tools)

In your own words

• “Show me our structure if the kids’ trust owned 40% of Smith Holdings LLC, without changing anything real.”
  Claude uses: Preview a new what-if model, Preview a change to it, Apply a change, then the Ownership Map with the model open.

• “We are done with the old restructure ideas. Delete the 2025 models.”
  Claude uses: Preview deleting a what-if model, then Apply a change. The real records are not touched.

Preview a new what-if model

Prepares a new what-if model in an Ownership Map view, starting from today's actual map, a blank map or a copy of an existing model. A model is a what-if copy: nothing real changes.

Shows you a preview first · kinnect_create_ownership_model

Try asking:

• “Start a what-if model of the household Ownership Map called "Gifts to the kids 2027".”

• “Make a copy of the "New LLC" model so I can try another split.”

Preview a change to a what-if model

Prepares one change to a model's cards: add, rename, retype or remove a card, or change a company's owners and percents, a trust's grantors and trustees, or a joint group's people. Claude uses only the percents you give and asks for any that are missing.

Shows you a preview first · kinnect_change_ownership_model

Try asking:

• “In the "Gifts to the kids 2027" model, have the Smith Family Trust own 40% of Smith Holdings LLC.”

• “Add a Lake House LLC card to the model, owned 50/50 by Mom and Dad.”

Preview deleting a what-if model

Prepares deleting a what-if model for good, like the app's Delete. The real records are not touched.

Shows you a preview first · kinnect_delete_ownership_model

Try asking:

• “Delete the "Old draft" model from the household view.”

• “We don't need the 2025 restructure model anymore, remove it.”

Find items and documents

Look up items, documents, templates, vaults and folders, an item's history, and what is in Trash. (10 tools)

In your own words

• “Find the lake house deed and give me a link to download it.”
  Claude uses: Search documents, then Download a document.

• “What does Dad’s will say about the art collection, and who last changed the art collection record?”
  Claude uses: Search documents, Read a document, then Item history.

• “Did anyone delete something from our joint vault this month?”
  Claude uses: List Trash.

Search items

Finds items (assets, liabilities, accounts, policies, entities, trusts, wills and more) by words, app section, template or vault. Without words it lists everything in that section or vault, with counts by type.

Reads only · kinnect_search_items

Try asking:

• “Find all of our brokerage accounts.”

• “What's in our joint vault?”

Get an item

Reads one item in full, as its page in the app holds it: details, owners and other people in a role, values over time, notes, links, locations, tags, vault and attached files. Secret (masked) fields are listed without their values.

Reads only · kinnect_get_item

Try asking:

• “What are the details of Mom's IRA?”

• “Who are the trustees and beneficiaries of the Smith Family Trust?”

Search documents

Finds documents such as wills, trust agreements, statements, deeds and tax returns by name, by the words in them and by their meaning, narrowed by linked item, vault, tags or document date.

Reads only · kinnect_search_documents

Try asking:

• “Find the deed for the lake house.”

• “Show me our 2025 tax returns.”

Read a document

Reads a document's text as Kinnect read it (OCR), with its notes. On a long document, the passages about your question come first.

Reads only · kinnect_get_document_text

Try asking:

• “What does the Smith Family Trust agreement say about distributions to the grandchildren?”

• “Summarize Dad's will.”

Download a document

Gives you links to download a document's files, each working for an hour. A file encrypted in the Kinnect app has no link and opens only in the app.

Reads only · kinnect_get_download_links

Try asking:

• “Give me a download link for the lake house deed.”

• “Can I download the latest statement for Mom's IRA?”

List templates

Lists the templates a new item can be made from, such as Real Estate, Brokerage Account, Mortgage, LLC or Revocable Trust, with the owner categories and values each one carries.

Reads only · kinnect_list_templates

Try asking:

• “What kinds of items can I add to Kinnect?”

• “Is there a template for a donor-advised fund?”

List vaults

Lists an account's vaults as its Vaults page does, with each vault's owner, its members and how many items and documents it holds.

Reads only · kinnect_list_vaults

Try asking:

• “Which vaults do we have, and who is in each?”

• “How many documents are in the Smith Family Trust vault?”

List a vault's folders

Lists a vault's sections (Financial Accounts, Insurance Policies and so on) and the folders made inside them, and its deleted folders when you ask.

Reads only · kinnect_list_folders

Try asking:

• “What folders are in our joint vault?”

• “Show the deleted folders in Dad's vault.”

Item history

Shows who changed an item or document and when, newest first, as its Activity does. Changes made through Claude say so.

Reads only · kinnect_get_item_history

Try asking:

• “Who last changed the value of the lake house?”

• “What changed on Mom's IRA this month?”

List Trash

Lists what is in Trash for you or an account you are guardian of: deleted items with their type, or deleted vaults, newest first.

Reads only · kinnect_list_trash

Try asking:

• “What's in our Kinnect Trash?”

• “Did someone delete the old boat record?”

Update items

Change an item's details, values, people, notes, tags and links. Each change is a preview Claude shows you first, and nothing is saved until you say yes. (17 tools)

In your own words

• “We bought a boat for $85,000, owned by Mom and Dad 50/50. File it in our joint vault.”
  Claude uses: List templates, Preview a new item, Preview a change to owners, then Apply a change.

• “The lake house appraised at $1.2M and the roof was replaced in 2025. Update it and tag it “Estate review 2026”.”
  Claude uses: Preview a change to a value, Preview a change to the notes, Preview a change to the tags, then Apply a change for each.

• “I deleted the savings account by mistake. Bring it back.”
  Claude uses: List Trash, Preview restoring an item from Trash, then Apply a change.

Preview a change to an item's details

Prepares setting or clearing up to six of an item's or document's details, such as account and policy numbers, dates, dropdown choices and descriptions. Secret (masked) fields cannot be changed through Claude.

Shows you a preview first · kinnect_update_item_fields

Try asking:

• “Update the policy number on Dad's life insurance to 4471-22.”

• “Add the VIN to the minivan record: 1FTEW1E50LFA12345.”

Preview a change to a value

Prepares setting or deleting one dated value on an item, such as an estimated value, a balance, a purchase price, a policy's cash value or a capital commitment. Without a date it uses today.

Shows you a preview first · kinnect_change_value

Try asking:

• “The lake house is now worth $1.2 million.”

• “Update Mom's IRA balance to $415,000 as of October 31.”

Preview a change to owners or other people in a role

Prepares adding, removing or replacing the people in an item's roles, such as owners, trustees, executors, insured and beneficiaries, and changing an owner's percent or a beneficiary's share.

Shows you a preview first · kinnect_change_role_players

Try asking:

• “Add Sarah Smith as a successor trustee of the Smith Family Trust.”

• “Make Mom and Dad 50/50 owners of the lake house.”

Preview a change to a gift or its terms

Prepares a gift of a specific item in a will or trust, a transfer-on-death (TOD) designation on an asset, or the terms of a gift, such as when it pays and who takes it instead.

Shows you a preview first · kinnect_change_gifts

Try asking:

• “In Dad's will, leave the lake house to Sarah.”

• “Add a TOD designation on the brokerage account naming Sarah and John at 50% each.”

Preview a change to a guardian's wards

Prepares putting someone in a guardian's care, or taking them out, on a will or other item with a guardian, conservator or pet guardian role.

Shows you a preview first · kinnect_change_wards

Try asking:

• “In Mom's will, name Aunt Carol as guardian of the kids.”

• “Make Sarah the pet guardian for our dog, Max.”

Preview a change to what a trust pays

Prepares adding, changing or removing a trust's distributions to a recipient, one-off or recurring, always as an amount.

Shows you a preview first · kinnect_change_distributions

Try asking:

• “Have the Smith Family Trust pay John $2,000 a month starting January 1.”

• “Stop the yearly distribution to Sarah from the trust.”

Preview a new item

Prepares a new asset, liability, entity, trust or charity from a template, for you or an account you are guardian of, filed in the vault you choose. An entity, trust or charity gets a vault of its own.

Shows you a preview first · kinnect_create_item

Try asking:

• “Add our new brokerage account, owned by Mom and Dad.”

• “Create a new LLC called Lake House Holdings LLC.”

Preview renaming an item

Prepares a new name for an item or document. A name you give stays: Kinnect's AI will not rename it later.

Shows you a preview first · kinnect_rename_item

Try asking:

• “Rename "Scan 0042" to "Lake House Deed".”

• “Call the joint checking account "Household Checking".”

Preview changing an item's type

Prepares changing what kind of record an item is, for example Brokerage Account to IRA. The preview lists what would be removed for good because the new type does not carry it.

Shows you a preview first · kinnect_change_item_type

Try asking:

• “Mom's IRA was set up as a brokerage account. Change it to an IRA.”

• “Change the Smith Ventures record to an LLC.”

Preview moving an item to another vault

Prepares moving an item or document into another vault. Everyone in the new vault can then see and edit it, and the old vault's members lose it.

Shows you a preview first · kinnect_move_item

Try asking:

• “Move the lake house deed into the Smith Family Trust vault.”

• “Move Mom's IRA to our joint vault.”

Preview starring an item

Prepares starring an item so it shows among the starred on the Vaults page, or unstarring it.

Shows you a preview first · kinnect_star_item

Try asking:

• “Star the Smith Family Trust.”

• “Unstar the old car loan.”

Preview changing how an item is classified

Prepares changing one of an item's report classifications: liquidity, tax status, whether it passes into the estate at death, whether a debt is secured, or how an investment account reports.

Shows you a preview first · kinnect_classify_item

Try asking:

• “Mark the art collection as illiquid.”

• “Treat Mom's Roth IRA as non-taxable.”

Preview a change to an item's notes

Prepares adding, editing or deleting a note on an item or document.

Shows you a preview first · kinnect_change_note

Try asking:

• “Add a note to the lake house: roof replaced in 2025.”

• “Delete the old "Refinance" note on the mortgage.”

Preview a change to an item's tags

Prepares adding or removing tags on an item or document. A new tag name becomes one of your tags.

Shows you a preview first · kinnect_change_tags

Try asking:

• “Tag the lake house deed "Estate review 2026".”

• “Remove the "To sort" tag from Dad's will.”

Preview linking or unlinking two items

Prepares linking an item to another item or document (a document of the item, where its paper original or password is kept, the asset securing a loan, the account that pays it), or removing a link.

Shows you a preview first · kinnect_change_link

Try asking:

• “Link the mortgage to the lake house as the asset securing it.”

• “Link the homeowners policy document to the lake house record.”

Preview moving an item to Trash

Prepares moving an item to Trash, the app's Delete. The preview lists what goes for good, such as the people in its roles and its links, since restoring brings back the item alone; a will and its estate entity go to Trash together.

Shows you a preview first · kinnect_delete_item

Try asking:

• “Delete the old minivan record.”

• “Move the closed savings account to Trash.”

Preview restoring an item from Trash

Prepares restoring an item from Trash, as the app's Restore. The item comes back without the people in its roles or the links its delete removed.

Shows you a preview first · kinnect_restore_item

Try asking:

• “Restore the boat record I deleted yesterday.”

• “Bring back the savings account from Trash.”

Cash flow, budgets and transactions

Plan cash flows, set budgets and balance alerts, tidy up transactions and their tags, and keep investment holdings current. (13 tools)

In your own words

• “Add our new $4,500 monthly mortgage from joint checking, and warn me if checking is projected to drop below $10,000.”
  Claude uses: Preview a new planned cash flow, Preview a balance alert, then Apply a change for each.

• “Tidy up last month: recategorize the airline charges as Travel, mark everything reviewed, and split the warehouse store charge into groceries and household.”
  Claude uses: Preview a change to transactions, Preview splitting a transaction, then Apply a change.

• “What is in Mom’s IRA? Record that we sold 50 shares of the index fund today.”
  Claude uses: List an investment account’s holdings, Preview a change to a holding, then Apply a change.

Preview a new planned cash flow

Prepares adding a planned inflow, outflow, transfer between accounts or capital reserve to Projected Cash Flows, one-time or recurring.

Shows you a preview first · kinnect_create_cash_flow

Try asking:

• “Add a $4,500 monthly mortgage payment from joint checking starting December 1.”

• “Plan a one-time $25,000 tuition payment next August.”

Preview a change to a planned cash flow

Prepares changing a planned cash flow's amount, schedule, account or category, changing only what you name.

Shows you a preview first · kinnect_change_cash_flow

Try asking:

• “Raise the mortgage payment cash flow to $4,700 a month.”

• “Move the tuition payment to September 15.”

Preview copying planned cash flows

Prepares copies of one or more planned cash flows, as the app's Duplicate. Each copy is named "Copy of" the original and can then be changed.

Shows you a preview first · kinnect_copy_cash_flow

Try asking:

• “Duplicate the summer camp cash flow so I can add one for next year.”

• “Copy the lake house property tax cash flow.”

Preview deleting a planned cash flow

Prepares deleting a planned cash flow for good. Transactions linked to it stay, unlinked.

Shows you a preview first · kinnect_delete_cash_flow

Try asking:

• “Delete the car payment cash flow, the loan is paid off.”

• “Remove the old rent cash flow.”

Preview a balance alert

Prepares a minimum or maximum balance alert on a cash account. The people you name who can see the account are emailed when the projected balance crosses it.

Shows you a preview first · kinnect_set_balance_alert

Try asking:

• “Alert me if joint checking is projected to drop below $10,000.”

• “Clear the maximum balance alert on the savings account.”

Preview a budget line

Prepares setting or clearing one monthly budget line (a sub-category) in an Income & Budget view's current budget.

Shows you a preview first · kinnect_set_budget

Try asking:

• “Set our monthly dining budget to $800.”

• “Clear the travel budget line.”

Preview a change to transactions

Prepares changing up to 50 transactions at once: their category, description, and reviewed or flagged marks.

Shows you a preview first · kinnect_change_transactions

Try asking:

• “Recategorize last month's airline charges as Travel.”

• “Mark all of October's transactions as reviewed.”

Preview splitting a transaction

Prepares splitting a transaction across categories, replacing any split it already has.

Shows you a preview first · kinnect_split_transaction

Try asking:

• “Split the $600 warehouse store charge into $400 groceries and $200 household.”

• “Remove the split on last week's hardware store purchase.”

Preview deciding a transaction suggestion

Prepares accepting or dismissing what Kinnect suggests for a transaction: linking it to the suggested record or planned cash flow, made if it does not exist yet.

Shows you a preview first · kinnect_decide_transaction_suggestion

Try asking:

• “Accept Kinnect's suggestion to link that payment to the lake house mortgage.”

• “Dismiss the suggested cash flow on the gym charge.”

List transaction tags

Lists your transaction tags, your own and Kinnect's, with how many transactions carry each.

Reads only · kinnect_list_transaction_tags

Try asking:

• “What transaction tags do I have?”

• “How many transactions are tagged "Lake house"?”

Preview a change to transaction tags

Prepares creating, renaming or deleting a transaction tag, or putting a tag on or taking it off transactions. Kinnect's own tags can be used but not renamed or deleted.

Shows you a preview first · kinnect_change_transaction_tags

Try asking:

• “Tag all the contractor payments from September "Lake house renovation".”

• “Rename the "Misc" tag to "Household".”

List an investment account's holdings

Lists the holdings of an investment account, as its Holdings tab shows them, with each one's latest quantity, price and value.

Reads only · kinnect_list_holdings

Try asking:

• “What are the holdings in Mom's IRA?”

• “How many shares of the index fund do we hold in the brokerage account?”

Preview a change to a holding

Prepares adding a holding to an investment account, recording a buy, sell or transfer, repricing it, or deleting it. Bank-linked holdings update themselves and are not changed here.

Shows you a preview first · kinnect_change_holding

Try asking:

• “Record that we bought 20 more shares of the index fund in the brokerage account today.”

• “Update the private fund holding to $112 a unit as of October 31.”

Estate planning

Set the scenario the Estate Flowchart plays, and manage how a will's linked gifts and positions feed the estate picture. (5 tools)

In your own words

• “If Dad passes in 2030 and Mom in 2035, who ends up with the lake house?”
  Claude uses: Get an estate scenario, Preview a change to it, Apply a change, then the Estate & Beneficiaries report.

• “Dad updated his will. Refresh his estate and check the joint brokerage account is still counted.”
  Claude uses: Preview refreshing the estate entity from its will, Apply a change, then List a will’s linked gifts and positions.

Get an estate scenario

Shows the scenario the Estate Flowchart plays for an estate report view: who passes away and when, and who in the view can be part of it.

Reads only · kinnect_get_estate_scenario

Try asking:

• “What scenario is the Estate Flowchart using for Mom and Dad?”

• “Who can be part of the estate scenario in the household view?”

Preview a change to an estate scenario

Prepares adding, changing or removing the events in an estate view's scenario: who passes away, and on what date. The Estate Flowchart plays them in date order.

Shows you a preview first · kinnect_change_estate_scenario

Try asking:

• “Show the flowchart with Dad passing first in 2030 and Mom in 2035.”

• “Move Mom's date in the scenario to 2032.”

List a will's linked gifts and positions

Lists a will's, intestate record's or estate entity's Linked Gifts (gifts it receives from other plans) and Linked Positions (a share of jointly held items), and whether each is on.

Reads only · kinnect_list_estate_links

Try asking:

• “What linked gifts does Dad's will have?”

• “Which joint positions are counted in Mom's estate?”

Preview switching linked gifts or positions on or off

Prepares switching Linked Gifts or Linked Positions on or off. One that is off is left out of the Estate Flowchart.

Shows you a preview first · kinnect_set_estate_link_status

Try asking:

• “Turn off the linked position for the joint brokerage account in Dad's will.”

• “Switch the linked gift from the Smith Family Trust back on.”

Preview refreshing an estate entity from its will

Prepares the estate entity's Manual Sync: its people, gifts and positions are refreshed from its linked will or intestate record, replacing what it holds now.

Shows you a preview first · kinnect_sync_estate_entity

Try asking:

• “Sync Dad's estate entity with his updated will.”

• “Refresh Mom's estate from her will.”

People and My Network

See your connections, Family Tree and Provider Map, and keep family trees, service tags and providers up to date. (8 tools)

In your own words

• “Do we have an estate attorney and a CPA on our Provider Map? If not, add placeholders for them.”
  Claude uses: My Network (Provider Map), Preview a change to a placeholder provider, then Apply a change.

• “Add Sarah as John’s daughter in the Smith family tree and make Mom an admin of it.”
  Claude uses: List family trees, Preview a change to a family tree, then Apply a change.

My Network

Shows an account's My Network: its connections with their relationships, its Family Tree, or its Provider Map of service providers by category with their service tags.

Reads only · kinnect_get_network

Try asking:

• “Who is in our network?”

• “Show our Provider Map. Do we have an estate planning attorney?”

List family trees

Lists the family trees on your Family Tree page, with each tree's members, their roles and the parent and spouse ties between them.

Reads only · kinnect_list_family_trees

Try asking:

• “Who is in the Smith family tree?”

• “Who can edit our family tree?”

Preview a change to a family tree

Prepares creating, renaming or deleting a family tree, adding or removing members and setting their roles, and adding or removing parent and spouse ties.

Shows you a preview first · kinnect_change_family_tree

Try asking:

• “Add Sarah as John's daughter in the Smith family tree.”

• “Make Mom an admin of our family tree.”

List service tags

Lists an account's service-tag library on My Network (groups such as Legal or Tax, each with its tags) and which ones are its own and can be changed.

Reads only · kinnect_list_service_tags

Try asking:

• “What service tags can I use for our providers?”

• “Which tags are in the Legal group?”

Preview a change to a provider's service tags

Prepares adding or removing service tags on a provider: a Contact item or a professional connection.

Shows you a preview first · kinnect_change_service_tags

Try asking:

• “Tag Smith & Co. CPAs as our tax preparer.”

• “Remove the Insurance Agent tag from our old agent's contact.”

Preview a change to the service-tag library

Prepares creating, renaming, moving or deleting your own service-tag groups and tags. Kinnect's own groups and tags cannot be changed.

Shows you a preview first · kinnect_change_tag_library

Try asking:

• “Add a Family Office group with a Bookkeeper tag.”

• “Rename my "Misc advisors" group to "Other advisors".”

Preview a provider's standing

Prepares marking a provider on the Provider Map as highly involved or to review, or clearing the mark.

Shows you a preview first · kinnect_set_provider_standing

Try asking:

• “Mark our estate attorney as highly involved.”

• “Flag our insurance agent for review.”

Preview a change to a placeholder provider

Prepares a placeholder on the Provider Map for a provider you need but have not chosen yet: create, rename or delete it, change its tags, or link it to the real provider, who takes its tags.

Shows you a preview first · kinnect_change_provider_placeholder

Try asking:

• “Add a placeholder for a CPA we still need to find.”

• “We hired Smith & Co. CPAs. Link them to the CPA placeholder.”

Vaults and sharing

Make and manage vaults, their folders and members, share single items with people, and send copies of documents. (12 tools)

In your own words

• “Make a vault for the lake house, share it with Sarah and John, and move the deed into it.”
  Claude uses: Preview a new vault, Preview moving an item to another vault, then Apply a change for each.

• “Share the trust agreement with our attorney until the end of the year, and send her a copy of the lake house deed too.”
  Claude uses: Preview sharing an item, Preview sending copies of documents, Apply a change, then Check a change to see who received the copy.

• “Who gets added to all of our vaults automatically?”
  Claude uses: List automatic vault access.

Preview a new vault

Prepares a new vault owned by you or an account you are guardian of, shared with the connections you name. Everyone in a vault can see and edit what is filed in it.

Shows you a preview first · kinnect_create_vault

Try asking:

• “Create a vault called "Lake House" and share it with Sarah and John.”

• “Make a new vault for Dad's medical documents.”

Preview renaming a vault

Prepares a new name for a vault you are in.

Shows you a preview first · kinnect_rename_vault

Try asking:

• “Rename the "Shared" vault to "Smith Family".”

• “Call Dad's vault "Dad - Personal".”

Preview a change to a vault's members

Prepares adding or removing a vault's members, or making a member its owner. A member sees and edits everything in the vault.

Shows you a preview first · kinnect_change_vault_members

Try asking:

• “Add Sarah to the Smith Family Trust vault.”

• “Remove John from the lake house vault.”

Preview moving a vault to Trash

Prepares moving a vault the account owns to Trash, with its items unless you have them moved to another vault first. The vault leaves every report view it fed.

Shows you a preview first · kinnect_delete_vault

Try asking:

• “Delete the old "Scans 2022" vault, but move its items into our joint vault first.”

• “Move the empty test vault to Trash.”

Preview restoring a vault from Trash

Prepares restoring a vault the account owns from Trash. It goes back into members' report views that add new vaults; any other view needs it added again.

Shows you a preview first · kinnect_restore_vault

Try asking:

• “Restore the "Scans 2022" vault.”

• “Bring back the lake house vault I deleted.”

Preview a change to a vault folder

Prepares creating a folder in a vault, moving a folder to Trash with the records in it, or restoring a deleted folder.

Shows you a preview first · kinnect_change_folder

Try asking:

• “Make a folder called "Closing documents" in the lake house vault.”

• “Restore the deleted "Tax 2023" folder.”

List automatic vault access

Lists the people an account adds to every vault it has and every vault it makes later (the app's auto permission).

Reads only · kinnect_list_vault_auto_access

Try asking:

• “Who gets added to all of our vaults automatically?”

• “Does Sarah have automatic access to every vault?”

Preview automatic vault access

Prepares adding a connection to, or removing them from, every vault the account has and makes later. It is a large grant: they see and edit everything in those vaults.

Shows you a preview first · kinnect_change_vault_auto_access

Try asking:

• “Give Sarah automatic access to all of our vaults.”

• “Remove our former accountant from automatic vault access.”

Preview sharing an item

Prepares sharing one item or document with a connection, view-only unless you say they can edit, optionally from and until a date.

Shows you a preview first · kinnect_share_item

Try asking:

• “Share the lake house deed with our attorney, view only, until the end of the year.”

• “Let Sarah edit the homeowners policy.”

Preview unsharing an item

Prepares ending a person's access to one shared item. Access they have as a vault member stays.

Shows you a preview first · kinnect_unshare_item

Try asking:

• “Stop sharing Dad's will with John.”

• “Remove our accountant's access to the 2024 tax return.”

List shares

Lists what an account has shared item by item (with whom, view or edit, from and until when) and what others have shared with it.

Reads only · kinnect_list_shares

Try asking:

• “What have we shared with our attorney?”

• “Who has the Smith Family Trust agreement been shared with?”

Preview sending copies of documents

Prepares the app's Send Copy: each recipient, an accepted connection, gets their own copy of the documents in their Kinnect My Data, and the originals stay where they are. After you agree, Claude can check who received each one.

Shows you a preview first · kinnect_send_copy

Try asking:

• “Send a copy of the Smith Family Trust agreement to our estate attorney.”

• “Send Sarah copies of the lake house deed and the title policy.”

Messages, comments and notifications

Read and send Kinnect Messenger messages, follow comments on items, and catch up on notifications. (9 tools)

In your own words

• “Catch me up: any unread messages or notifications since Monday? Mark them read afterwards.”
  Claude uses: List notifications, List Kinnect Messenger conversations, Read a conversation, Preview marking notifications read, then Apply a change.

• “Comment on the lake house that the insurance renewal is due in March, and message Sarah about it.”
  Claude uses: Preview a comment on an item, Preview sending a message, then Apply a change for each.

List notifications

Lists your Kinnect notifications (the bell), newest first: what happened, from whom, when, and whether you have read it.

Reads only · kinnect_list_notifications

Try asking:

• “Any new Kinnect notifications?”

• “What happened in Kinnect this week?”

Preview marking notifications read

Prepares marking some or all of your notifications as read.

Shows you a preview first · kinnect_mark_notifications_read

Try asking:

• “Mark all my Kinnect notifications as read.”

• “Mark the upload notifications as read.”

List Kinnect Messenger conversations

Lists your Kinnect Messenger conversations, including item and task threads, with their people, last message and unread count. You can ask for unread ones only or search by words.

Reads only · kinnect_list_messages

Try asking:

• “Do I have any unread messages in Kinnect?”

• “Find my conversation with Sarah about the lake house.”

Read a conversation

Reads the messages in one Kinnect Messenger conversation. Reading the newest page marks it read, as opening it in the app does.

Reads only · kinnect_get_messages

Try asking:

• “What did Sarah say in our last Kinnect conversation?”

• “Read me the thread about the trust amendment.”

Preview sending a message

Prepares a Kinnect Messenger message to a conversation or to connections you name. Claude shows you the exact text before anything is sent.

Shows you a preview first · kinnect_send_message

Try asking:

• “Message Sarah in Kinnect: the appraisal for the lake house is done.”

• “Tell our advisor in Kinnect that the new statements are uploaded.”

Preview editing or deleting a message

Prepares editing one of your own messages, deleting it for everyone, or hiding any message from your own view.

Shows you a preview first · kinnect_change_message

Try asking:

• “Edit my last message to John to say Thursday instead of Friday.”

• “Delete the message I just sent Sarah.”

Preview marking messages read

Prepares marking some or all of your Kinnect Messenger threads as read.

Shows you a preview first · kinnect_mark_messages_read

Try asking:

• “Mark all my Kinnect messages as read.”

• “Mark the thread with our accountant as read.”

Read an item's comments

Reads the comments and replies on an item's Comments thread, oldest first. Reading marks them read, as the app does.

Reads only · kinnect_get_item_comments

Try asking:

• “What comments are on the Smith Family Trust?”

• “Has anyone commented on the lake house appraisal?”

Preview a comment on an item

Prepares a comment, or a reply to one, on an item's Comments thread. Everyone who can open the item sees it.

Shows you a preview first · kinnect_add_item_comment

Try asking:

• “Comment on the lake house: the insurance renewal is due in March.”

• “Reply to Sarah's comment on the trust that I'll review it this weekend.”

Uploads

Add documents to Kinnect through a private upload page, then follow what became of them. (2 tools)

In your own words

• “Here are this year’s tax documents. Put them in the joint vault and tell me when Kinnect has read them.”
  Claude uses: Make an upload link, then Check an upload.

• “I want to upload the lake house closing papers and link them to the lake house.”
  Claude uses: Make an upload link linked to the lake house, then Check an upload.

Make an upload link

Makes a private link, yours alone and good for 24 hours, to a page where you drop files or folders (or pick them from Google Drive where offered). Each file becomes a document Kinnect reads, filed in the vault you choose or linked to an item.

Makes a link · kinnect_create_upload_link

Try asking:

• “I want to upload our 2025 tax documents to Kinnect.”

• “Give me a link to upload the lake house closing documents and link them to the lake house.”

Check an upload

Shows what became of the files sent through an upload link: how many arrived, failed (and why) or have been read, and each document made with its name and vault.

Reads only · kinnect_get_upload_status

Try asking:

• “Did all my uploaded files make it into Kinnect?”

• “Where did Kinnect file the documents I just uploaded?”

Ask Kinnect AI

Hand a question to Kinnect AI, the assistant inside the Kinnect app, when no other tool covers it. (3 tools)

In your own words

• “Ask Kinnect AI which of our assets have no beneficiary named.”
  Claude uses: Ask Kinnect AI, then Get a Kinnect AI answer if it needs more time.

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

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.”

Get a Kinnect AI answer

Picks up a Kinnect AI answer that was still being worked on when Claude first asked.

Reads only · kinnect_chat_get_answer

Try asking:

• “Is Kinnect AI done with that answer yet?”

• “Check back on what Kinnect AI found.”

Confirm or decline a Kinnect AI change

Confirms or declines a change Kinnect AI proposed. Claude uses it only after you say yes or no to that exact change.

Makes a change you agreed to · kinnect_chat_decide

Try asking:

• “Yes, go ahead with the change Kinnect AI suggested.”

• “No, decline that Kinnect AI change.”

Confirm or cancel changes

Make a previewed change real once you agree, or cancel it, follow where it stands, and check the connection. (4 tools)

In your own words

• “Yes, go ahead. (after Claude shows a preview)”
  Claude uses: Apply a change.

• “Actually, don’t save that.”
  Claude uses: Cancel a change.

• “Did the copies I sent our attorney go through?”
  Claude uses: Check a change.

Apply a change

Makes a previewed change real, only after you say yes to that exact change. Kinnect checks the item again first and refuses a change that another edit has made out of date.

Makes a change you agreed to · kinnect_apply_change

Try asking:

• “Yes, go ahead and apply that change.”

• “That looks right. Save it.”

Cancel a change

Cancels a previewed change. Nothing is written.

Cancels a preview · kinnect_cancel_change

Try asking:

• “No, cancel that change.”

• “Never mind, don't save that.”

Check a change

Shows where a previewed change stands: proposed, applying, applied, failed, declined or expired. For a Send Copy, it lists who received each document, who did not, and why.

Reads only · kinnect_get_change_status

Try asking:

• “Did that change go through?”

• “Has everyone received the copies I sent?”

Check the connection

Checks that Claude can reach Kinnect.

Reads only · ping

Try asking:

• “Is Kinnect connected?”

• “Can you reach my Kinnect account?”

Related articles

• How to set up Kinnect MCP

• Kinnect MCP: changes, access and privacy

• Kinnect MCP: troubleshooting and FAQ

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