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

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

Try asking

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

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

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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