> For the complete documentation index, see [llms.txt](https://docs.mosofin.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mosofin.com/product-guide/manage-connected-accounts.md). # Home Home is the workspace overview. Use it to confirm that you are in the right client workspace, understand what is connected, and choose the next action. ## What the screen shows * **Workspace summary:** A plain-language summary of the active workspace and whether a source still needs to be connected. * **Agents on team:** The number of agents available from the workspace's connected sources. * **Connected sources:** The number and status of financial data connections. * **Governed tools:** The tools controlled through API Tools. * **Recent events:** A quick count and list of recent workspace activity. * **Your team:** Agent cards that open the related agent details. The connected-source panel shows a live status when QuickBooks is ready. A reconnect status means the authorization needs attention before MosoFin can retrieve fresh data. ## Common next actions * Select **Connect a data source** or **Manage sources** to open Data sources. * Select **API Tools** to review read permissions. * Select **Full activity log** to investigate workspace events. * Select an agent to review its connected app, allowed tools, and recent activity. > **Note:** An empty Home page is a normal first-time state. Connect the workspace's data source to bring its agents and tools online. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.mosofin.com/product-guide/manage-connected-accounts.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.