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Project Guidance

Project guidance now lives in Settings > Personalization. Build 53 removed the separate Project Rules toolbar button and modal, so there is one configuration surface for both global preferences and active-file project guidance.

Open Settings > Personalization.

Use:

  • Generic for global defaults across projects
  • Project for the active FileMaker file

Personalization with Generic and Project tabs

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 contains:

  • Project name
  • Project description
  • Project Rules
  • Naming convention override
  • Pattern override
  • Script template override

Project personalization settings with project name, description, and project rules

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.

The effective configuration is included in project_context for:

  • standard Genie modes
  • embedded WebUI AGENT
  • Script Workspace AGENT
  • 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.

Project guidance can influence:

  • naming
  • comments
  • implementation patterns
  • script structure

It never expands tool access, targets, Stage A/B scope, Workbench staging, Apply, or mutation authority.