Prepares changing what kind of record an item is, for example Brokerage Account to IRA. The preview lists what would be removed for good because the new type does not carry it.
Shows you a preview first · kinnect_change_item_type
This prepares a preview. Claude shows you exactly what will change, and Kinnect saves it only after you say yes.
Try asking
“Mom's IRA was set up as a brokerage account. Change it to an IRA.”
“Change the Smith Ventures record to an 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.