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
This prepares a preview. Claude shows you exactly what will change, and Kinnect saves it only after you say yes.
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.”
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.