Settings
Organisation setup, constitution, members, and security in FamilyOFX.
Settings
Settings configures how your organisation works.
| Area | Route | Purpose |
|---|---|---|
| Setup | /settings/orgs | Org profile, entities, bank accounts, integrations, inbox addresses |
| Constitution | /settings/constitution | Family office principles for AI context |
| Security | /settings/security | 2FA, passwords, session policies |
| Members | /settings/members | Invites, roles, access |
| Billing | /settings/billing | Plans and Stripe — see Billing |
| Integrations | /settings/integrations | AI connectors (Claude, ChatGPT), data feeds where enabled |
| MCP connections | OAuth consent | Approve or deny when an external client requests access |
See section guides for detail — including MCP connections for connect, approve, and revoke steps.