Project Guidance
Project guidance lives in Settings > Personalization. One place holds both your global preferences and the guidance for the active file.
Where it appears
Section titled “Where it appears”Open Settings > Personalization.
Use:
- Generic for global defaults across projects
- Project for the active FileMaker file
Generic guidance
Section titled “Generic guidance”Generic guidance contains:
- Personality
- Custom instructions
- Naming conventions
- Reusable patterns
- Script template
Generic values are stored as application preferences. They are not copied into every project profile.
Project guidance
Section titled “Project guidance”Project guidance contains:
- Project name
- Project description
- Project Rules
- Naming convention override
- Pattern override
- Script template override
Fallback behavior
Section titled “Fallback behavior”Project guidance inherits from Generic independently for each guidance field:
- Empty project naming conventions use Generic naming conventions.
- Empty project patterns use Generic patterns.
- Empty project script template uses the Generic script template.
A project can override only one field while inheriting the others.
Project description and Project Rules are project-specific and do not inherit Generic values.
Availability to Genie and MCP
Section titled “Availability to Genie and MCP”The effective configuration is included in project_context for:
- the Genie chat, in the full window and the docked panels
- Local MCP clients
Local MCP exposes the same context through:
- resource:
genie://context/project - compatibility reference:
project_context
The payload includes guidance_sources so clients can distinguish project overrides from Generic defaults.
Safety boundary
Section titled “Safety boundary”Project guidance can influence:
- naming
- comments
- implementation patterns
- script structure
It never changes what Genie or a connected agent is allowed to do.