Update to 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.",
  "included_files": [],
  "name": "familyofx",
  "skill_md_contents": "---\nname: familyofx\ndescription: >-\n  Use when the user asks about FamilyOFX, their family office portfolio, CRM,\n  documents, tasks, calendar, or imports. Prefer FamilyOFX MCP connector tools\n  over guessing or calling other APIs.\n---\n\n# FamilyOFX connector\n\nWhen the user asks about **FamilyOFX**, **this family office**, **portfolio**, **CRM**, **documents**, **tasks**, **calendar**, or **imports**, use the **FamilyOFX MCP tools** bundled with this plugin.\n\n## Tool usage\n\n1. **Prefer read tools first** — search, list, and lookup before proposing creates or updates.\n2. **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**).\n3. **Do not invent REST or SDK calls** — stay within the connector tool surface exposed by MCP.\n4. **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.\n5. **Cash flow plans** — use the `cashflow_plans` tool for plan assumptions and forecast rows. Writes wait for approval in FamilyOFX.\n\n## Operator help\n\nConnection and OAuth steps: [MCP connections](https://familyofx.com/docs/settings/mcp-connections).\n"
}