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Genie product tour

Open Settings > Models, configure your provider credentials, and choose your model and Agent reasoning. High is the default preference; the available levels depend on the model. You can switch models from the composer. Reasoning guide.

Genie’s main chat window with its toolbar, model picker, and Privacy Mode shield
The main Genie window. Use the same chat for every task. Select the image to enlarge it.

Try “Explain the Export Orders script,” using an exact name from your file. Genie reads relevant metadata and script content as needed. Use Metadata Explorer to add specific references or set the allowed scope in Privacy Mode. Context guide.

Ask for a specific change: “Add error handling to Export Orders and prepare the edit for review.” With Coding Access, Genie can present a script card after its explanation.

Open Preview, check the target and the proposed script, then use the appropriate Copy, Create Script, or Apply action. These are alternatives for the result you received, not a sequence of buttons to press. For an existing-script Workbench Apply, open the reviewed target in Script Workspace first.

Without Coding Access, Genie still provides human-readable script and calculation guidance. Create and edit scripts.

Open the compact Script Workspace Agent to keep the conversation beside FileMaker. In Genie 3.0 for macOS, you can resize it and choose its model from the composer. Expand it when you need more room. Compact chat.

Ask for an interface based on a layout or a set of records. Review its preview, install its helper scripts separately, and copy the Web Viewer calculation or object when available. Test live data inside FileMaker. Web Viewer guide.

Enable Local MCP Bridge to connect Codex, Cursor, or Claude Desktop. Read access is free; staging, Workbench, evaluation, external script execution, and file activation need Coding Access. Connect your client.

First-run checklist · UI reference · Troubleshooting.