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, Agent / MCP guidance packs, 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 configure global guidance and active-project guidance from one place. Build 53 replaces the separate Project Rules toolbar modal with this consolidated Settings surface.

Personalization with Generic and Project tabs

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.

Generic personalization fields for naming conventions, patterns, and script template

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 personalization settings with project name, description, and project rules

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 standard Genie modes, embedded AGENT, 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

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.
Agent / MCP: Expose Klai hook guidance	Adds Klai / BetterForms hook guidance for Genie AGENT and connected MCP clients.
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.

Agent / MCP guidance packs

The Agent / MCP subsection exposes optional guidance packs to Genie AGENT and connected Local MCP clients.

Turn on Expose Klai hook guidance when you want Klai / BetterForms hook guidance available through genie_get_guides and genie://guides/klai-* resources. This is a teaching/resource pack only. It does not add hidden FileMaker mutation tools and does not bypass CODE, DATA, Workbench, or Apply review.

Reconnect MCP clients after changing this setting so they refresh their guide index.

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.

Local MCP settings with the beta automatic script creation option

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.
Automatically create scripts in FileMaker	Beta. Lets trusted Local MCP clients immediately run Genie’s Create Script flow for supported successful script stages. Existing scripts are never replaced; edits create a new version.
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.

Leave Automatically create scripts in FileMaker off unless you trust the connected local client and want supported script stages to create scripts immediately through Genie’s existing Create Script path. The bridge is localhost-only, but every authenticated client with the current token can use the beta while it is enabled.

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

Essential + slim anchors (guide-first model):

genie://schemas/script-schema
genie://schemas/script-catalog
genie://schemas/layout-schema
genie://context/project
genie://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 genie_metadata for table, layout, script, field, and custom-function discovery.

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

genie_get_capabilities
genie_files
genie_scripts
genie_metadata
genie_get_guides
genie_evaluate
genie_query
genie_stage_data
genie_stage_layout
genie_workbench

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

Workbench staging normally does not run providers or apply changes during the MCP call. The user reviews staged script, DATA, layout, or XML items in Genie and runs or copies them through the matching safety flow. If the beta Automatically create scripts in FileMaker setting is enabled, supported successful script stages from authenticated local clients can immediately run the reviewed Create Script flow; existing scripts are never replaced. 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_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

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

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.