FamilyOFX
EA SOFT LTD v0.2.3
Your family office data
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Description
From the marketplace listing
FamilyOFX connects ChatGPT and Codex to one family office organisation you approve at sign-in. Ask for a portfolio summary, holdings, documents, contacts, tasks, deals, and calendar. Read tools return live data for that organisation. Create and update tools do not change records until you accept the pending action in FamilyOFX under AI Agents. The connector cannot move money, delete the office, or open an organisation you did not connect.
Language: English · Automatically detected from descriptions.
Competitor profile
From the developer’s listing and package; capabilities are not independently tested. Package observed Nov 3, 2026.
Declared capabilities
- Portfolio summary
- Search holdings and documents
- Queue changes for approval
Declared limitations
- No payments
- No bulk delete
- No other organisation
Review scenarios; not an exhaustive list.
Cost & access
This plugin does not sell products or process payments.
Terms may have changed since this observation.
Keywords
Files & skills
File archives
Skill instructions
familyofx1.33 KB
--- name: familyofx description: >- Use when the user asks about FamilyOFX, their family office portfolio, CRM, documents, tasks, calendar, or imports. Prefer FamilyOFX MCP connector tools over guessing or calling other APIs. --- # FamilyOFX connector When the user asks about **FamilyOFX**, **this family office**, **portfolio**, **CRM**, **documents**, **tasks**, **calendar**, or **imports**, use the **FamilyOFX MCP tools** bundled with this plugin. ## Tool usage 1. **Prefer read tools first** — search, list, and lookup before proposing creates or updates. 2. **Destructive / write tools only queue approvals** — they do not mutate data immediately. Tell the user to **accept the pending action in FamilyOFX → AI Agents** (or review under **Settings → Integrations → AI connectors**). 3. **Do not invent REST or SDK calls** — stay within the connector tool surface exposed by MCP. 4. **Batch import** — the source document must **already exist in the organisation** (upload in FamilyOFX first via Documents, shared inbox, or chat). MCP does not upload files from Claude in v1. 5. **Cash flow plans** — use the `cashflow_plans` tool for plan assumptions and forecast rows. Writes wait for approval in FamilyOFX. ## Operator help Connection and OAuth steps: [MCP connections](https://familyofx.com/docs/settings/mcp-connections).
Release notes
ChatGPT connects with the public OAuth client familyofx-openai. Reads run live. Writes wait for approval in FamilyOFX.
Declared in the saved package. Remote tools may change independently.
Package details
Publisher declarations from the archived package. These are separate from our research and the live service's terms.
- Package author
- EA SOFT LTD
- Keywords
- See keywords
- Getting started skill
- ./skills/familyofx/SKILL.md
- Commerce declaration
- Does not support commerceThis does not establish whether access is free or paid.
- Review scenarios
- 5 positive · 3 negativeScenario counts, not test results.
Declared capabilities
- Portfolio summary
- Search holdings and documents
- Queue changes for approval
Package observed Nov 3, 2026.
Technical details
- First seen
- Oct 31, 2026 · 12:00 UTC
- Last seen
- Nov 3, 2026 · 12:00 UTC
- Collection status
- Collected
plugin_asdk_app_6ad63e76f2008191be43a6efd47265bc
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