Genie Product Tour
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This tour gives you the big picture before you start using Genie day to day.
Genie is the FileMaker-native AI workbench. It lives beside FileMaker Script Workspace, reaches into calculation and metadata workflows, connects to local IDE agents through MCP, and keeps generated work reviewable before it changes your file.
1. Start from the main window
Section titled “1. Start from the main window”The main window has three working areas:
- Header: provider/model status, history, support, and Settings.
- Tool belt: Add Selection, New Chat, Workbench, Metadata Explorer, and Settings.
- Composer: AGENT/LAYOUT selector, web search where supported, prompt field, attachments, dictation, send, and stop.
Use the header to check your current model setup. Use the tool belt to control what Genie can see. Use the composer for the actual request.
2. Capture the right FileMaker context
Section titled “2. Capture the right FileMaker context”Start with Add Selection when the current script or selected rows are the target. It captures the selected Script Workspace lines via Clipboard, or the active script when no lines are selected. Use Metadata Explorer > Scripts when you want to manually add known scripts or schema context before sending.
When context is active, Genie shows badges above the composer. A live badge represents the current Script Workspace capture. File badges represent text-based reference files you attached for the current chat.
Attached files are useful for examples, notes, logs, XML, JSON, CSV, SQL, or requirements. They help Genie understand the request, but they do not become editable FileMaker targets.
3. Choose AGENT or LAYOUT
Section titled “3. Choose AGENT or LAYOUT”The visible choice is intentionally small:
| Mode | Use it for | What to expect |
|---|---|---|
| AGENT | Questions, investigation, scripts, read-only data, and reviewed DATA work. | Tool-assisted answers, one concrete clarification when needed, complete human-readable guidance, and paid native artifacts when authorized. |
| LAYOUT | Native FileMaker layout-object generation or revision. | Reviewed copy-and-paste artifacts with Coding Access. |
ASK, CODE, QUERY, and DATA are capabilities inside AGENT. State the outcome in your prompt; you do not switch modes between explanation, script work, read-only Query, and reviewed DATA.
For calculation formulas, use Calculation Quick AI from Data Viewer, Specify Calculation, or the Custom Function editor. It drafts expression text and never accepts or executes the dialog for you.
4. Use dictation when typing is slower
Section titled “4. Use dictation when typing is slower”The mic button records only after you press it.
Press the mic again to stop. Genie transcribes the recording and inserts editable text into the composer.
Dictation does not send automatically. Review the text, adjust it if needed, then send.
5. Reference known steps, functions, and metadata
Section titled “5. Reference known steps, functions, and metadata”Type / to autocomplete known FileMaker steps and functions. If the MBS or BaseElements dictionaries are enabled in Settings, Genie can also suggest those plugin functions.
Type # to reference selected Metadata Explorer items such as tables, fields, layouts, scripts, and custom functions. If a metadata item is missing, refresh or select it in Metadata Explorer before sending.
6. Review script output before anything changes
Section titled “6. Review script output before anything changes”With Coding Access, AGENT script responses can include deliberate native review actions.
Use the buttons in order:
- Preview opens the generated script output or apply plan for inspection.
- Copy copies the generated output so you can recover it manually if needed.
- Create Script imports a supported reviewed new-script artifact into FileMaker.
- Apply writes back to Script Workspace only when Genie has an apply-safe result.
If Genie can show a useful draft but cannot safely apply it, Apply stays unavailable. Preview and Copy may still be available for review and recovery.
7. Work beside Script Workspace
Section titled “7. Work beside Script Workspace”Open Script Workspace Agent when you want a focused AGENT-only panel beside the active script. It may preload the script name, then fetches exact script content only when the request needs it. It does not silently capture or refresh full Script Workspace XML.
When a supported script result is ready, the compact panel keeps Preview, Copy, Create Script, and Apply visible. Expand the panel to continue the same result in the full Genie UI.
8. Configure providers, local tools, and plugin dictionaries
Section titled “8. Configure providers, local tools, and plugin dictionaries”Open Settings to manage Coding Access, permissions, personalization, the single Coding provider/model route, reasoning effort, hosted provider keys, one Custom / Local endpoint, Local MCP Bridge, and plugin dictionaries.
Enable BaseElements plugin or MBS plugin only when your FileMaker solution uses those plugins and you want Genie to recognize their functions during script work.
Provider routing supports hosted OpenAI, Anthropic, xAI / Grok, and Google accounts, plus Custom / Local OpenAI-compatible endpoints. xAI / Grok uses its own saved key and Grok model dropdown; Web Search is not wired for xAI in this release.
Personalization now has Generic defaults and Project guidance for the active FileMaker file. Empty project naming conventions, patterns, and script templates inherit the matching Generic value. Project description and Project rules stay project-specific. The effective guidance is also available to embedded AGENT, Script Workspace AGENT, and Local MCP as project_context.
Local MCP Bridge requires Coding Access. It exposes eight FileMaker-aware tools to external editors and agents on the same Mac without replacing Genie’s in-app review boundaries.
9. Activation and recovery
Section titled “9. Activation and recovery”Genie activation is separate from provider API keys. A valid provider key does not unlock a locked Genie UI.
If a key is rejected, Genie shows the failure inline so you can correct the key or retry activation.
If a paid action is unavailable, check Coding Access. If AGENT itself cannot call the model, check provider settings; Free Core does not require activation.
10. Day-one workflow
Section titled “10. Day-one workflow”For a normal script change:
- Open the target script in Script Workspace.
- Select the rows you want to change, or leave no multi-row selection to capture the current script.
- Click Add Selection.
- Attach supporting text files if they matter.
- Stay in AGENT and ask for the exact script change.
- Read assumptions and warnings.
- Preview the generated code.
- Apply only when the result matches your intent.
For questions, scripts, read-only data, and reviewed data changes, use AGENT. For native layout objects, use LAYOUT. For formulas in supported calculation editors, use Calculation Quick AI and review the inserted draft before accepting the dialog.