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