Settings Guide
Use Settings to control app language, theme, activation, permissions, personalization, model routing, advanced options, and Local MCP Bridge.
Layout
Section titled “Layout”Settings uses a left navigation rail with focused pages:
- General: language, theme, Free/Coding Access state, activation, permissions, and product issue reports
- Personalization: assistant tone and custom instructions
- Models: provider keys, the single Coding model route, reasoning effort, and one custom endpoint
- Advanced: plugin function dictionaries and Agent / MCP guidance packs
- Local MCP: local bridge setup snippets and connection status
The Docs entry in the rail opens this documentation.
General
Section titled “General”General includes product access and local system permissions.
| Setting | Description |
|---|---|
| App Language | Chooses the Settings and UI language when a manual override is needed. |
| Theme | Chooses light or dark UI. |
| Activation | Enter an activation key, buy, activate, deactivate, and read activation status inline. |
| Permissions | Shows Microphone and Accessibility status for the app currently running Genie. |
| Product issue reports | Allows or blocks optional structured report_issue feedback from AGENT and Local MCP. |
Permissions
Section titled “Permissions”Permissions are shown where activation lives so recovery is visible before users reach native coding or capture actions.
- On macOS, Microphone enables dictation in the composer. Dictation is not available in the current Windows open beta.
- Accessibility lets Genie read FileMaker Script Workspace and apply changes.
- Open Settings takes the user to macOS settings when a permission is missing.
Product issue reports
Section titled “Product issue reports”Use Send product issue reports to enable or disable the shared report_issue tool for embedded AGENT and Local MCP.
When enabled, AGENT or an MCP client may log bounded, sanitized, structured feedback after a product tool, guide, or contract failure. Geniewave uses this optional telemetry to diagnose problems and improve Genie. It is not licence validation, never mutates FileMaker, and does not replace Support Ticket.
Turning the setting off removes report_issue from both tool surfaces and blocks reports from this computer. Chat Privacy Mode and Local MCP Privacy Mode also block it for their respective channels without changing the saved setting.
Personalization
Section titled “Personalization”Use Personalization to configure global guidance and active-project guidance from one place. Build 53 replaces the separate Project Rules toolbar modal with this consolidated Settings surface.
Generic scope
Section titled “Generic scope”Generic contains defaults Genie can use across projects:
| Setting | Description |
|---|---|
| Personality | Chooses a friendly, balanced, or pragmatic response style. |
| Custom instructions | Sends style and workflow preferences with model requests. Do not store secrets here. |
| Naming conventions | Defines global naming preferences, such as script naming style or variable casing. |
| Patterns | Captures reusable implementation patterns, contracts, error handling, and preferred techniques. |
| Script template | Provides the default structure Genie should follow for new or substantially revised scripts. |
Project scope
Section titled “Project scope”Project contains configuration for the active FileMaker file:
| Setting | Description |
|---|---|
| Project name | Display name for the active FileMaker solution. |
| Description | Project-specific summary of the solution, users, purpose, and important operating constraints. |
| Project rules | Enabled or disabled guidance rules for this FileMaker file. |
| Naming convention override | Optional project-specific naming guidance. Empty values inherit Generic naming conventions. |
| Pattern override | Optional project-specific implementation patterns. Empty values inherit Generic patterns. |
| Script template override | Optional project-specific script structure. Empty values inherit the Generic script template. |
Project description and Project Rules are project-specific and do not inherit Generic values. Generic values are app preferences, not copied into every project profile.
The effective configuration is included in project_context for AGENT, LAYOUT, Script Workspace Agent, and Local MCP. It can influence naming, comments, implementation patterns, and script structure, but it never expands tool access, target scope, Workbench staging, Apply, Stage A/B scope, or mutation authority.
Models
Section titled “Models”Models controls provider credentials and the single Coding route used across Genie.
| Setting | Description |
|---|---|
| OpenAI / Anthropic / Google / xAI keys | Saved credentials for each cloud provider family. |
| Coding Provider | Provider family for AGENT, script work, Query, DATA planning, and LAYOUT: Custom / Local, OpenAI, Anthropic, xAI / Grok, or Google. |
| Coding Model | Selected model for Genie’s AI work. |
| Coding Reasoning Effort | Depth versus speed where the provider supports it. |
| Custom Token | Credential for an OpenAI-compatible local or custom provider. |
| Coding Endpoint | The one OpenAI-compatible endpoint used when Coding provider is Custom / Local. |
| Test Connection | Checks a configured custom endpoint before saving. |
xAI / Grok
Section titled “xAI / Grok”Choose xAI / Grok when you want a hosted Grok model for the Coding route.
- xAI uses its own saved API key in Settings.
- Grok models appear in the normal model dropdown.
- Genie routes xAI traffic through xAI’s OpenAI-compatible cloud API path.
- The custom model id, endpoint, and connection-test fields are only for
Custom / Local; they are not shown for xAI. - Web Search is not wired for xAI in this release.
Advanced
Section titled “Advanced”Advanced contains controls for optional plugin dictionaries and Agent / MCP integrations.
| Setting | Description |
|---|---|
| BaseElements plugin | Allows Genie to use the BaseElements function dictionary during AGENT script work. |
| MBS plugin | Allows Genie to use the MBS function dictionary during AGENT script work. |
| Agent / MCP: Enable Klai Integration | Shows Klai hook-set and Custom Function tools and adds Klai / BetterForms guidance for Genie AGENT and connected MCP clients. |
Leave a dictionary off when the plugin is not installed or when you do not want generated code to rely on that plugin. Disabled dictionaries are ignored during function resolution.
Agent / MCP integrations
Section titled “Agent / MCP integrations”The Agent / MCP subsection enables optional integrations for Genie, Script Workspace, and connected Local MCP clients.
Turn on Enable Klai Integration to show Klai hook-set and Custom Function tools and make Klai / BetterForms guidance available through fm_search and genie://guides/klai-* resources. The guidance pack remains teaching material only: it does not add hidden FileMaker mutation tools or bypass CODE, DATA, Workbench, or Apply review. Klai actions remain explicit user-invoked flows.
Klai tools update immediately after the setting is saved. Reconnect MCP clients so they refresh their guide index.
Local MCP Bridge
Section titled “Local MCP Bridge”Use Local MCP Bridge when you want external MCP clients on the same machine to consume Genie metadata/context and stage reviewed work into Workbench.
Use Local MCP Bridge for the dedicated guide and troubleshooting entry points.
What you configure
Section titled “What you configure”| Setting | Description |
|---|---|
| Enable Local MCP Bridge | Starts or stops the local bridge. |
| Privacy mode | Restricts live MCP access to the current Metadata Explorer allowlist and adds fresh confirmations for Query and Evaluate. |
| Port | Local port for the MCP server. The host is shown inline as 127.0.0.1. |
| Status | Running, disabled, or startup/error state. |
| Setup guide | Shows Codex Streamable HTTP, Cursor/generic JSON, endpoint URL, or bearer-token setup. |
| Copy snippet | Copies the selected setup snippet with the current local bearer token. |
The former beta Automatically create scripts in FileMaker option is shelved and no longer available. Script stages always queue for Workbench review.
Local MCP Privacy Mode
Section titled “Local MCP Privacy Mode”
Local MCP Privacy Mode is independent from the green Chat Privacy shield. When enabled, connected MCP clients can access only the items selected in Metadata Explorer. If nothing is selected, no live FileMaker data is shared. Selecting a table never includes all fields automatically; Query and every Evaluate request require fresh native confirmation; and broader live resources plus report_issue are unavailable. Turning Privacy Mode off restores normal MCP access without changing the saved product issue reporting preference.
Token behavior
Section titled “Token behavior”- The auth token is generated and stored by Genie.
- The token field is not directly edited in the visible UI.
- Visible previews mask the token when appropriate.
- Copy snippet includes the real current bearer token automatically.
Local MCP resources
Section titled “Local MCP resources”Essential + slim anchors (guide-first model):
genie://schemas/script-schemagenie://schemas/script-cataloggenie://schemas/layout-schemagenie://context/projectgenie://context/scripts- Guides:
genie://guides/*(delta editing, metadata selection, stage contract, relationships, what-not-to-stage) - Session:
genie://session/files,genie://session/open-files-metadata - Slim metadata:
genie://metadata/all,genie://metadata/selected,genie://metadata/relationships,genie://metadata/relationship-graph
Use fm_search for shipped reference discovery and fm_read for one exact live table, layout, script, field, relationship summary, custom function, or selection.
genie://context/project exposes the effective Generic/Project Personalization guidance for connected AGENT and MCP clients. It is guidance only and does not widen mutation authority.
Current MCP tools
Section titled “Current MCP tools”fm_sessionfm_searchfm_readfm_queryfm_evaluatefm_stagefm_workbenchfm_runreport_issue— optional product feedback; available only when product issue reports are enabled and Local MCP Privacy Mode is off
These tools are intended for external agents and IDE workflows. They do not replace the in-app UI.
Workbench staging does not run providers or apply changes during the MCP call. The user reviews staged script, DATA, or layout items in Genie and runs or copies them through the matching safety flow. Read-only queries use fm_query outside Workbench. fm_run is the narrow existing-script exception and always pauses for a fresh native confirmation.
Example Codex configuration
Section titled “Example Codex configuration”# Genie uses Streamable HTTP. Do not configure stdio for this bridge.
[mcp_servers.genie_filemaker]
enabled = true
url = "http://127.0.0.1:3845/mcp"
[mcp_servers.genie_filemaker.http_headers]
Authorization = "Bearer <generated-token>"Example Cursor or generic JSON configuration
Section titled “Example Cursor or generic JSON configuration”Copy snippet can also produce a JSON payload shaped like:
{
"mcpServers": {
"genie_filemaker": {
"url": "http://127.0.0.1:3845/mcp",
"headers": {
"Authorization": "Bearer <generated-token>"
}
}
}
}Activation access
Section titled “Activation access”Activation lives in Settings > General.
- Genie remains available for free without activation.
- Activation adds Coding Access for native authoring, LAYOUT, DATA Execute, QuickCode, external Local MCP, and Workbench actions.
- Provider credentials and product access are separate.
Save behavior
Section titled “Save behavior”- Save applies the current changes.
- Cancel or close discards unsaved changes.