Settings Guide

Use Settings to control app language, theme, activation, permissions, personalization, model routing, advanced options, and Local MCP Bridge.

Settings General tab with activation and permissions

Layout

Settings uses a left navigation rail with focused pages:

General: language, theme, activation, and permissions
Personalization: assistant tone and custom instructions
Models: provider keys, model routing, reasoning effort, and custom endpoints
Advanced: clarification budget, plugin function dictionaries, and privacy-first analytics
Local MCP: local bridge setup snippets and connection status

The Docs entry in the rail opens this documentation.

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.

Permissions

Permissions are shown where activation lives so recovery is visible before users reach CODE or capture actions.

Microphone enables dictation in the composer.
Accessibility lets Genie read FileMaker Script Workspace and apply changes.
Open Settings takes the user to macOS settings when a permission is missing.

Personalization

Use Personalization to choose the response style and add short workflow instructions.

Settings Personalization tab

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.

Custom instructions are capped in the UI. Keep them short and operational.

Models

Models controls provider credentials and routing for Coding and Logistics.

Settings Models tab

Setting	Description
OpenAI / Anthropic / Google / xAI keys	Saved credentials for each cloud provider family.
Use one model	When on, Coding also handles questions, refinement, and coordination. Turn it off to choose a separate Logistics route.
Coding Provider	Provider family for code generation: `Custom / Local`, `OpenAI`, `Anthropic`, `xAI / Grok`, or `Google`.
Coding Model	Selected model for coding work.
Coding Reasoning Effort	Depth vs speed for the coding role.
Logistics Provider	Provider family for planning, refinement, QUERY, DATA, and ASK coordination.
Logistics Model	Selected model for the logistics route.
Logistics Reasoning Effort	Planning/refinement depth for the logistics route.
Custom Token	Credential for an OpenAI-compatible local or custom provider.
Coding Endpoint	OpenAI-compatible endpoint used when Coding provider is `Custom / Local`.
Logistics Endpoint	OpenAI-compatible endpoint used when Logistics provider is `Custom / Local`.
Test Connection	Checks a configured custom endpoint before saving.

xAI / Grok

Choose xAI / Grok when you want a hosted Grok model for Coding, Logistics, or both roles.

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

Advanced contains controls that affect request handling and optional diagnostics.

Setting	Description
Preflight Questions	Shared clarification budget for CODE, QUERY, and DATA. `0` keeps preflight active but prevents follow-up clarification prompts.
BaseElements plugin	Allows Genie to use the BaseElements plugin function dictionary when resolving and planning CODE.
MBS plugin	Allows Genie to use the MBS plugin function dictionary when resolving and planning CODE.
Send Analytics	Allows private operational diagnostics. Prompts, scripts, and database metadata are not included.

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.

Settings Advanced tab with clarification budget and plugin dictionaries

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.

Current Local MCP settings tab

Use Local MCP Bridge for the dedicated guide and troubleshooting entry points.

What you configure

Setting	Description
Enable Local MCP Bridge	Starts or stops the local bridge.
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.

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

genie://metadata/all
genie://metadata/selected
genie://metadata/layouts
genie://metadata/tables
genie://metadata/scripts
genie://metadata/custom-functions
genie://context/live
genie://context/attached

Branded read-only MCP tools

genie_get_fields_on_layout
genie_get_layout_info
genie_get_table_info
genie_get_field_info
genie_get_fields_for_table
genie_get_script_content
genie_query

These tools are intended for external agents and IDE workflows. They do not replace the in-app UI.

Workbench MCP tools

genie_get_capabilities
genie_prepare_metadata_selection
genie_stage_new_script
genie_stage_edit_script
genie_stage_data
genie_list_workbench_items
genie_get_workbench_item
genie_get_job_status

Workbench staging does not run providers or apply changes during the MCP call. The user reviews staged CODE or DATA items in Genie and runs them through the matching safety flow. QUERY uses genie_query outside Workbench, and ASK/planning stays in the IDE or normal chat.

Example Codex configuration

# Genie uses Streamable HTTP. Do not configure stdio for this bridge.
[mcp_servers.genie_local]
enabled = true
url = "http://127.0.0.1:3845/mcp"

[mcp_servers.genie_local.http_headers]
Authorization = "Bearer <generated-token>"

Example Cursor or generic JSON configuration

Copy snippet can also produce a JSON payload shaped like:

{
  "mcpServers": {
    "genie_local": {
      "url": "http://127.0.0.1:3845/mcp",
      "headers": {
        "Authorization": "Bearer <generated-token>"
      }
    }
  }
}

Activation access

Activation lives in Settings > General.

Activation state applies across ASK, CODE, QUERY, DATA, Workbench runs, and most capture actions.
Support remains available for activation recovery.
Provider credentials do not unlock the product by themselves.

See: Licensing and Activation

Save behavior

Save applies the current changes.
Cancel or close discards unsaved changes.