Preview a new planned cash flow


Prepares adding a planned inflow, outflow, transfer between accounts or capital reserve to Projected Cash Flows, one-time or recurring.

Shows you a preview first · kinnect_create_cash_flow

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

Try asking

  • “Add a $4,500 monthly mortgage payment from joint checking starting December 1.”

  • “Plan a one-time $25,000 tuition payment next August.”

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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