Preview switching linked gifts or positions on or off


Prepares switching Linked Gifts or Linked Positions on or off. One that is off is left out of the Estate Flowchart.

Shows you a preview first · kinnect_set_estate_link_status

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

Try asking

  • “Turn off the linked position for the joint brokerage account in Dad's will.”

  • “Switch the linked gift from the Smith Family Trust back on.”

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.


Was this article helpful?