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",[199,204,205],{},"Create and update"," actions from an external client are queued as ",[199,208,209],{},"approvals"," in ",[199,212,213],{},"AI Agents"," — the same action cards you use in chat — so nothing mutates until you accept them in FamilyOFX.",[195,216,217,218,221,222,226],{},"Manage connectors under ",[199,219,220],{},"Settings → Integrations → AI connectors"," (",[223,224,225],"code",{},"/settings/integrations",").",[195,228,229,230,233],{},"Turn the connector on or off for the organisation under ",[199,231,232],{},"Settings → Setup → Manage Features → AI connectors",". This is available for single-family offices and multi-family offices. When it is off, new connections are refused and existing clients cannot call tools until you turn it back on.",[235,236,238],"h2",{"id":237},"connect-claude-or-chatgpt","Connect Claude or ChatGPT",[240,241,242,249,258,265],"ol",{},[243,244,245,246,248],"li",{},"Open ",[199,247,220],{},".",[243,250,251,252,221,255,226],{},"Copy the ",[199,253,254],{},"MCP server URL",[223,256,257],{},"https://familyofx.com/api/mcp",[243,259,260,261,264],{},"In Claude or ChatGPT, add a ",[199,262,263],{},"custom MCP connector"," (or install the FamilyOFX connector from the store when available) and paste that URL.",[243,266,267],{},"Start the connection from the external application. FamilyOFX opens the consent flow when OAuth is required.",[195,269,270,271,274],{},"Each connection is tied to ",[199,272,273],{},"one organisation",". To give a client access to a different office, revoke the connection and connect again while signed into the other org context.",[235,276,278],{"id":277},"connect-microsoft-365-copilot","Connect Microsoft 365 Copilot",[240,280,281,284,287],{},[243,282,283],{},"An admin enables the FamilyOFX app for the tenant.",[243,285,286],{},"The first time someone uses a FamilyOFX tool, Copilot asks them to sign in to FamilyOFX and choose the organisation.",[243,288,289,290,292],{},"To switch organisation, revoke the connection under ",[199,291,220],{}," and connect again.",[235,294,296],{"id":295},"approve-access","Approve access",[240,298,299,302,309,316],{},[243,300,301],{},"Sign in to FamilyOFX if prompted. You return to the consent page automatically.",[243,303,304,305,308],{},"Check the requesting ",[199,306,307],{},"client name"," and requested permissions.",[243,310,311,312,315],{},"Select the ",[199,313,314],{},"organisation"," the application may access.",[243,317,318,319,322],{},"Choose ",[199,320,321],{},"Allow"," to return to the application and finish setup.",[195,324,318,325,328],{},[199,326,327],{},"Deny"," if you do not recognise the application or do not want to grant access. Never approve an unexpected consent request.",[195,330,331],{},"Approving the same application again replaces its previous active organisation connection for your account.",[235,333,335],{"id":334},"reads-and-writes","Reads and writes",[337,338,339,352],"table",{},[340,341,342],"thead",{},[343,344,345,349],"tr",{},[346,347,348],"th",{},"Type",[346,350,351],{},"Behaviour",[353,354,355,370],"tbody",{},[343,356,357,363],{},[358,359,360],"td",{},[199,361,362],{},"Read tools",[358,364,365,366,369],{},"Portfolio search, cash flow plan lookup, documents, CRM, calendar, tasks, product docs, and similar lookups run ",[199,367,368],{},"live"," against the connected organisation.",[343,371,372,377],{},[358,373,374],{},[199,375,376],{},"Write tools",[358,378,379,380,383],{},"Tasks, contacts, deals, calendar events, cash flow plan and forecast-row updates, and batch import requests create ",[199,381,382],{},"pending approvals"," in FamilyOFX. They do not execute until you approve them.",[195,385,245,386,388,389,391],{},[199,387,213],{}," to review pending items. ",[199,390,220],{}," shows a count and a link when MCP tool calls are waiting for approval.",[195,393,394,395,398],{},"External clients cannot use org ",[199,396,397],{},"auto-approve"," on your behalf — mutating MCP calls always wait for an explicit accept in FamilyOFX.",[235,400,402],{"id":401},"batch-import-from-an-external-client","Batch import from an external client",[195,404,405,406,409,410,413],{},"The ",[199,407,408],{},"batch import"," tool applies structured data from a document that ",[199,411,412],{},"already exists"," in your organisation. MCP does not upload files from Claude or ChatGPT in v1.",[415,416,418],"h3",{"id":417},"operator-steps","Operator steps",[240,420,421,434,437],{},[243,422,423,424,426,427,430,431,248],{},"In FamilyOFX, upload the statement or spreadsheet first — ",[199,425,213],{}," (attach in chat), ",[199,428,429],{},"Workspace → Documents",", or your ",[199,432,433],{},"shared inbox",[243,435,436],{},"Ask the external assistant to run a batch import and name the document (or use search tools to confirm it is in the org).",[243,438,439,440,442,443,446],{},"When FamilyOFX creates an approval card, open ",[199,441,213],{},", review the proposed import, and ",[199,444,445],{},"Approve"," or reject it.",[195,448,449,450,453,454,457],{},"Prepare ",[199,451,452],{},"legal entities"," under ",[199,455,456],{},"Settings → Setup"," before large imports so lines attach to the right books.",[235,459,461],{"id":460},"revoke-a-connection","Revoke a connection",[240,463,464,467,471,481],{},[243,465,466],{},"Switch to the organisation whose access you want to remove.",[243,468,245,469,248],{},[199,470,220],{},[243,472,473,474,477,478,248],{},"In ",[199,475,476],{},"Connected clients",", find the client and user, then choose ",[199,479,480],{},"Revoke",[243,482,483],{},"Confirm. That client immediately loses access to this organisation.",[195,485,486],{},"Revoking does not delete data. Connect and approve again from the external application if you want to restore access later.",[235,488,490],{"id":489},"help","Help",[195,492,493,494,499,500,248],{},"Connector questions: ",[495,496,498],"a",{"href":497},"/support","Support",", or ",[495,501,503],{"href":502},"mailto:support@familyofx.com","support@familyofx.com",[235,505,507],{"id":506},"related-settings","Related settings",[509,510,511,516],"ul",{},[243,512,513,515],{},[495,514,100],{"href":101}," — approving action cards and auto-approve in chat (not for MCP writes).",[243,517,518,520],{},[495,519,48],{"href":49}," — entities and structure before imports.",{"title":522,"searchDepth":523,"depth":523,"links":524},"",2,[525,526,527,528,529,533,534,535],{"id":237,"depth":523,"text":238},{"id":277,"depth":523,"text":278},{"id":295,"depth":523,"text":296},{"id":334,"depth":523,"text":335},{"id":401,"depth":523,"text":402,"children":530},[531],{"id":417,"depth":532,"text":418},3,{"id":460,"depth":523,"text":461},{"id":489,"depth":523,"text":490},{"id":506,"depth":523,"text":507},"Connect Claude, ChatGPT, or Microsoft 365 Copilot to your FamilyOFX organisation, approve access, and manage AI connectors.","md",{},true,{"title":541,"description":542},"AI connectors and MCP","Connect Claude, ChatGPT, or Copilot via MCP, approve OAuth access to one organisation, and review write actions in AI Agents.","Q0Uj9frEEc5_GRaICum-mAUiKTl9FL_czltsILGehUs",[545,547],{"title":60,"path":61,"stem":62,"description":546,"children":-1},"Two-factor authentication, dashboard screen lock, and account security in FamilyOFX.",{"title":68,"path":69,"stem":70,"description":548,"children":-1},"Multi-family office and fund house parent shell, clients, and branding.",1792155785433]