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
This prepares a preview. Claude shows you exactly what will change, and Kinnect saves it only after you say yes.
Try asking
“Add our new brokerage account, owned by Mom and Dad.”
“Create a new LLC called Lake House Holdings LLC.”
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.