{"id":74590,"plugin_id":"plugin_asdk_app_6ad63e76f2008191be43a6efd47265bc","kind":"skill","collection_source":"plugin_package","comparison_source":null,"observed_at":"2026-10-31T12:11:09.092Z","digest":"d9d71f5feb7d5e5faae40bbde42f1345b6d8c3c89192ed2577120a6e8ffd64e1","against":null,"payload":{"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"},"changes":[],"summary":"First saved snapshot. No earlier version is available for comparison.","summary_kind":"deterministic","summary_metadata":{}}