> 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/start-here/supported-data-formats.md).
# Navigate your workspace
The left sidebar keeps workspace features together. The workspace switcher at the top changes which client or company you are viewing.
| Section | What it is for |
| ---------------- | ------------------------------------------------------------------------------------------------- |
| **Home** | View the workspace summary, connected source, agents, governed tools, and recent events. |
| **Agents** | Meet the agents available from connected data sources and review their apps, tools, and activity. |
| **Skills** | View and manage reusable financial review workflows. |
| **Data sources** | Connect or reconnect the workspace's financial system. |
| **API Tools** | Control which read-only tools are enabled, require permission, or are disabled. |
| **Activity** | Review the workspace audit log and filter events by time, kind, or agent. |
## Switch workspaces carefully
The active workspace determines which data source, permissions, and audit history MosoFin uses. Check the workspace name before asking a question in Claude or changing an API tool policy.
## Open account settings
Select your user area near the bottom of the sidebar to reach **Profile**, **Billing**, and **Usage**. Account settings apply across workspaces, although Billing controls may be available only to an owner.
Next, [use MosoFin with Claude](/start-here/supported-file-formats-and-storage.md).
---
# 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/start-here/supported-data-formats.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.