Prepares a new report view: its name, report type, kind (household, individual, out of estate or other), the people whose records it counts and the vaults it reads. A guardian can make one for an account they are guardian of.
Shows you a preview first · kinnect_create_report_view
This prepares a preview. Claude shows you exactly what will change, and Kinnect saves it only after you say yes.
Try asking
“Create a household Net Worth view for the Smith family that reads our joint vault.”
“Set up an estate report view for Dad's records only.”
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.