claris-docs

Use when the user asks about FileMaker Pro (FM Pro or FMP) — scripting, script steps, functions, calculations, layouts, relationships, fields, security, data entry, import/export, charts, reporting, printing, developer tools, AI features, or any general FileMaker Pro development question. This is the catch-all skill for FileMaker (FM) development — use it for any FM question that doesn't clearly belong to another skill.

Use when the user asks about the Claris Customer Console — managing Claris accounts, teams, users, groups, subscriptions, licensing, team settings. Always use this skill for questions about Claris ID accounts, managing FM Cloud team members, or license/subscription management in the Claris portal.

Use when the user asks about FileMaker Server (FM Server or FMS) — Admin Console, hosting databases, backups, schedules, SSL certificates, external authentication, web publishing, ODBC/JDBC, monitoring, logs, AI model hosting, performance. Always use this skill for operational server questions (how to configure, host, schedule, or monitor FM Server). For holistic security best-practice checklists spanning the whole platform, use the security-guide skill instead.

Use when the user asks about the FileMaker Admin API (also called FM Admin API) — REST API for administering FileMaker Server or Cloud, managing databases, schedules, clients, backups, and server configuration programmatically. Always use this skill when the user mentions Admin API, automating server management, or controlling FileMaker Server via REST, even if they don't explicitly name the "Admin API".

Use when the user asks about the FileMaker App Upgrade Tool (also called FMUpgradeTool or FM Upgrade Tool) — applying patch files to databases, command-line parameters, patch XML format, automated schema and script upgrades. Use this skill any time the user mentions upgrading FM files via patch, FMUpgradeTool, or automating database migrations.

This is the Claris Connect reference skill. Claris Connect is Claris's iPaaS/workflow automation platform (like Zapier or Make) for connecting FileMaker to external services. Invoke when a user asks about Claris Connect by name, wants to automate FileMaker workflows via an external automation platform, needs to set up flows, triggers, or actions, or asks about connectors: Slack, Stripe, Salesforce, Google, Microsoft, Outlook, Teams, AWS, Twilio, and 80+ others. Also covers Apple School Manager integration. Do not use for native FileMaker scripting, calculations, or HTTP requests made directly from within FileMaker scripts.

Use when the user asks about Claris MCP — Model Context Protocol integration with FileMaker (FM), enabling AI assistants to read data, run scripts, and perform operations on FileMaker databases via MCP tools. Always use this skill when the user asks how to connect an AI assistant or LLM to FileMaker, set up MCP with FM, or use Claude/AI tools with FileMaker data.

Use when the user asks about Claris Studio — web-based app platform, views (forms, spreadsheets, kanbans), Studio field types, Studio calculation functions, data sources, teams, identity providers. Always use this skill for any Claris Studio question, even if the user just says "Studio" without the "Claris" prefix.

Use when the user asks about the FileMaker Data API (FM Data API) — REST endpoints, authentication, session tokens, CRUD operations, running scripts via API, container data, error responses, URL format. Always use this skill when the user wants to access FM data from an external app via REST, even if they don't explicitly name the "Data API".

Use when the user asks about the FileMaker Data Migration Tool (FM DMT or DMT) — migrating data between FileMaker files, command-line usage, transferring data to an updated clone, container data handling. Always use this skill when the user wants to migrate or transfer FM data to a new file version, even if they don't name the tool explicitly.

Use when the user asks about the FileMaker Developer Tool or FileMaker Developer Utilities (FM Developer Tool) — binding solutions for distribution, creating runtime databases, removing admin access, kiosk mode packaging. Always use this skill when the user asks about packaging or distributing a FileMaker solution, binding an FM file, or kiosk mode.

Use when the user asks about FileMaker Cloud (FM Cloud) — Claris-hosted cloud service, team setup, Claris ID authentication, cloud administration, uploading databases to cloud. Always use this skill for questions about the Claris-managed cloud hosting option, even if the user just says "FM Cloud" or "hosting my FM file on Claris."

Use when the user asks about FileMaker Go (FM Go) — iOS/iPadOS client, mobile development, designing for touch, offline access, device sensors, iOS App SDK, building custom Xcode apps with FileMaker. Always use this skill for any question about using FileMaker on iPhone or iPad, or building a custom iOS app with FM, even if the user just says "FM Go" or "FileMaker on my iPad."

FileMaker WebDirect skill — use for any question about WebDirect specifically: which browsers are supported, customizing or branding the WebDirect login page, fixing session disconnections or instability, deploying WebDirect on FileMaker Server, performance tuning, or enabling users to open a FileMaker database from a web browser without installing FileMaker Pro. Do not use for general FileMaker layout design, FileMaker Go (iOS/iPad), or building custom web apps against FileMaker data via the Data API.

Use when the user asks about OData with FileMaker (FM OData) — OData protocol, connecting Tableau or Power BI to FileMaker, OData API endpoints, filtering, querying, and configuration. Always use this skill when the user mentions connecting a BI tool like Tableau or Power BI to FM data, even if they don't name "OData" explicitly.

Reach for this skill when a FileMaker security question spans multiple concerns or requires a strategic view: securing an FM deployment end-to-end, HIPAA/SOC2/compliance requirements for FileMaker, pre-audit hardening checklists, authentication policy design for multi-user deployments, "how do I protect my FM solution from unauthorized access", or any request for a security overview across multiple layers (encryption, network, access control, etc.). This skill covers cross-cutting security guidance for the whole Claris platform. For single-task operational steps — SSL certificate installation, Admin Console configuration, OAuth setup walkthroughs — use filemaker-server instead.

Use when the user asks about SQL in FileMaker (FM SQL) — ExecuteSQL function syntax, ODBC/JDBC SQL queries, supported SQL statements (SELECT, INSERT, UPDATE, DELETE), data types, reserved words, SQL expressions. Always use this skill for any FM SQL question, including ExecuteSQL calc syntax, even if the user doesn't mention "SQL Reference" by name.