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FM Agent – Initial Configuration ​

This guide walks through the steps required after installing the FM Agent add-on.

Requirement: FM Agent requires Claris FileMaker 2025 or later.

1. Log In or Create an Account ​

After adding FM Agent to your layout:

  1. Open the Setup tab.
  2. Log in with your existing account
    or
  3. Create a new account.

Once authenticated, you can begin configuring table access.

2. Pull FileMaker Tables ​

FM Agent automatically retrieves the list of tables from your FileMaker file.

If tables do not appear:

  • Click Pull FileMaker Tables
  • This refreshes the table list from your current schema

You may need to do this if:

  • You recently added new tables
  • You renamed tables
  • You modified your schema since your last configuration

3. Grant Table Access ​

You will see a list of all tables in your FileMaker file.

To grant access: ​

  • Check the box next to a table to allow FM Agent to query it.
  • By default, all fields within a selected table are checked.

To configure field-level access: ​

  1. Expand a table.
  2. View the list of fields.
  3. Check or uncheck individual fields.

Each field includes an optional Field Note.

You can use this to:

  • Clarify what the field represents
  • Explain abbreviations
  • Describe calculated fields
  • Provide business context
  • Explain how the field is typically used

These notes help the AI better understand your schema and produce more accurate queries and responses.

When finished, click Save.

You should see a confirmation message:

Tables synced successfully.

At this point, FM Agent is configured to access the selected data.

4. Important Behavior Notes ​

The Agent Only Knows What You Allow ​

FM Agent:

  • Cannot see tables that are not selected.
  • Cannot see fields that are unchecked.
  • Will refuse to query anything outside the configuration.
  • Does not even know unselected tables exist.

It Respects FileMaker Security ​

FM Agent runs queries as the currently logged in user.

That means:

  • Record-level privileges are enforced.
  • Field-level restrictions are enforced.
  • If a user cannot access a record manually, FM Agent cannot access it either.

There is no bypass of existing security.

5. Schema Changes Require a New Thread ​

If you change your schema after configuration:

  • Add or remove fields
  • Rename fields
  • Add new tables

You must:

  1. Click Pull FileMaker Tables
  2. Save the configuration again
  3. Start a new conversation thread

The agent only learns the schema at thread creation time.
A new thread is required for it to recognize changes.

6. Performance Optimization (Optional but Recommended) ​

If your FileMaker file has a complex startup script, you may see improved performance by adding an early exit condition.

Add logic such as:

  • If Get ( AccountName ) contains "fm agent"
  • Exit script immediately

This prevents heavy startup routines from running during agent sessions.

7. You're Ready ​

Once:

  • Tables are selected
  • Fields are configured
  • Field notes are added where helpful
  • Configuration is saved successfully

FM Agent can immediately begin querying your data.

You can now begin testing natural language queries inside the panel.