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