Finds items (assets, liabilities, accounts, policies, entities, trusts, wills and more) by words, app section, template or vault. Without words it lists everything in that section or vault, with counts by type.
Reads only · kinnect_search_items
Try asking
“Find all of our brokerage accounts.”
“What's in our joint vault?”
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.