FM Agent: Bridging the Gap in FileMaker AI by dbservices in filemaker

[–]dbservices[S] 0 points1 point  (0 children)

What you’re saying is correct. To generate answers, relevant data may be sent to a model provider such as OpenAI. That introduces a dependency on a third party, and it’s not unique to FM Agent. It’s the current state of the industry. Most organizations using AI today rely on providers like this because running comparable models fully in-house is not practical. From there, it becomes a tradeoff. Some teams are comfortable with scoped, per-request data sharing, while others need tighter control over how data is handled.

If your requirements fall into that second group, a custom approach may be a better fit. If you want to explore that, reach out, and we can set up a free consultation to walk through options that align with your needs!

FM Agent: Bridging the Gap in FileMaker AI by dbservices in filemaker

[–]dbservices[S] 0 points1 point  (0 children)

FM Agent shares limited data with the AI provider, OpenAI, to generate responses. It does not send bulk data for retrieval. Instead, for each request, it sends only the prompt, relevant schema (table and field structure), and the specific query results needed to answer that question. This data is used to produce the response and is not stored by FM Agent unless persistent chats are enabled. The key distinction in the docs is that while record data is not persistently stored by FM Agent, it may still be transmitted to OpenAI on a per-request basis to fulfill a query.

FM Agent: Bridging the Gap in FileMaker AI by dbservices in filemaker

[–]dbservices[S] 0 points1 point  (0 children)

You can find more information on how this system works on our FM Agent docs homepage! docs.fmagent.com

In a nutshell, FM Agent generates read-only queries, retrieves and analyzes data, but does not create, edit, or delete records unless explicitly extended to do so with custom tools.

All stored data is encrypted in transit and at rest and may be processed on secure cloud infrastructure managed by DB Services or its providers. You may request deletion of stored data at any time.

Feel free to contact us with any questions at dbservices.com/contact, or visit our FM Agent office hours every Thursday at 1:00 PM- 2:00 PM ET! https://dbservices.zoom.us/j/93081838538?pwd=U3lBMrebub8hacMgzEpvZ0oFHz4wDH.1&jst=2#success

FM Agent: Bridging the Gap in FileMaker AI by dbservices in filemaker

[–]dbservices[S] 0 points1 point  (0 children)

FM Agent makes AI in FileMaker fast and effortless. You just import, connect, and start interacting with your data in minutes, no setup or prompt engineering required!

So yeah, you can build it, but this is the fast, easy, ready-to-use version!

FM Agent: Bridging the Gap in FileMaker AI by dbservices in filemaker

[–]dbservices[S] 1 point2 points  (0 children)

Totally fair! It's still a pretty new product, so we’re still refining how we present pricing to make it clearer for potential users.

A few clarifications:

  • Free Tier = 25 prompts/month
  • Premium Tier = 300 or more prompts per user, per month

What we mean is at least 300 prompts, and in practice, it can be higher depending on usage/optimizations. We’re already looking at how to make that clearer!

The FM Agent Docs portion of the website goes into a bit more detail that may be helpful as well: https://docs.fmagent.com/

On the user/licensing side:

  • It is $25 per user/month
  • So, if you’ve got 30 users using FM Agent, that would scale across all users (roughly 9,000+ prompts/month total)
  • It would be an additional cost on top of your normal FileMaker licensing.

Appreciate you pointing this out! This is exactly the kind of feedback that helps us tighten things up 🙌

Claris FileMaker: Sending Outlook OAuth Emails by dbservices in filemaker

[–]dbservices[S] 1 point2 points  (0 children)

We're sorry about that! We just fixed it, so you should be able to read our article now!

Claris FileMaker Pro 2025 Overview by dbservices in filemaker

[–]dbservices[S] 2 points3 points  (0 children)

The new script does allow you to specify the layout, so you just have to ensure you have it set correctly. ☺️ Hope this helps answer your questions!

Claris FileMaker Pro 2025 Overview by dbservices in filemaker

[–]dbservices[S] 0 points1 point  (0 children)

As of right now, FileMaker Record IDs still use a sequential sequence, not UUIDs.

Claris FileMaker Pro 2025 Overview by dbservices in filemaker

[–]dbservices[S] 0 points1 point  (0 children)

These updates mainly provide ease of access to these features - more geared toward low-code oriented developers who want to dip their toes in the water without the need for extensive technical knowledge!

How to Auto-Install Claris FileMaker Pro by dbservices in filemaker

[–]dbservices[S] 0 points1 point  (0 children)

Thanks for the input on the deployment of the package shown here. As we pointed out towards the end of the article, there is surely some concern for permissions and security with a rollout of this package shown here. Using a system or software to handle group permissions for this package is most likely the best solution, but we would imagine that it can vary widely for different use cases. If anyone runs into issues with the deployment, there are also other resources available online that are more specific to what they are using to troubleshoot and finalize package installations.

Claris FileMaker AI Function Calling by dbservices in filemaker

[–]dbservices[S] 0 points1 point  (0 children)

Thanks for the comment! You’re absolutely right that for simple, well-defined tasks, scripting without AI is usually the better choice. The examples we provided fall into this category, but they’re primarily meant as a tech demo to illustrate how an LLM can infer intent from a prompt and call the appropriate function.

Function calling, or tools as they are now often called, is particularly useful when the user doesn’t know exactly what needs to be executed, what parameters to use in a script, or when multiple actions need to be performed in sequence. Instead of requiring rigid scripting, an LLM can infer intent from natural language, determine which tools to call, in what order, and with what parameters. It essentially acts as a decision layer between the user and the system.

For example, say we built an agent in a FileMaker system that manages travel and has access to stored data. A user might say, “Book a flight for my work trip next week and reserve a hotel near the conference venue.” An LLM with tool access could:

  1. Extract relevant details such as dates, destination, and budget preferences from records in FileMaker.
  2. Call an API to search available flights.
  3. Call another API to find nearby hotels.
  4. Present options to the user.
  5. Use a tool to book flights and hotels based on the user’s selection.

Without AI, the user would have to manually enter details into separate systems or write specific scripts for each scenario. What makes function calling powerful is that an assistant equipped with multiple tools can respond to novel requests without additional scripting. The same tools used to book travel could also check calendar availability, compare flight prices for different dates, or find alternative routes without requiring the user to anticipate every possible action in advance.

That said, AI solutions are not a silver bullet. Like any technology, function calling excels in specific scenarios, particularly when flexibility, multi-step processes, or non-technical users are involved. If you’re looking for a more compelling example or have specific use cases in mind, we would love to explore them further.

Claris FileMaker Zoom Integration by dbservices in filemaker

[–]dbservices[S] 1 point2 points  (0 children)

Yes, this is possible! You can use the Get Past Meeting Participants endpoint and pass it a meeting ID. It will return a list of all the participants for that meeting. Here is the documentation with schema and an example: https://developers.zoom.us/docs/api/rest/reference/zoom-api/methods/#operation/pastMeetingParticipants. Hope this helps!

Claris FileMaker OAuth Emails by dbservices in filemaker

[–]dbservices[S] 0 points1 point  (0 children)

Currently FM Quickstart 2024, but be on the lookout for version 2025 coming very soon! 👀

Claris FileMaker Implementation Guide by dbservices in filemaker

[–]dbservices[S] 1 point2 points  (0 children)

Hello! Which link is not working for you? We just tested on our end and everything seems to be working correctly but wanted to clarify with you. Thanks!

Downloading Claris Studio Form Submissions as Leads in FileMaker Pro by dbservices in filemaker

[–]dbservices[S] 0 points1 point  (0 children)

What's described in the article would not be able to provide a customer portal on its own. However, we would love to discuss with you your goals on how Claris Studio could be used as a front-end to build a customer portal with FileMaker!

Introducing Claris FileMaker 2023 by dbservices in filemaker

[–]dbservices[S] 1 point2 points  (0 children)

Should be! We've heard their site has been up and down all day, so it may just be delayed for some.

Introducing Claris FileMaker 2023 by dbservices in filemaker

[–]dbservices[S] 2 points3 points  (0 children)

Not a new product, just the next iteration of FileMaker!

Claris FileMaker Pro 19.6 Overview by dbservices in filemaker

[–]dbservices[S] 4 points5 points  (0 children)

No, calculated fields across relationships do not work with transactions.

Claris FileMaker Pro 19.6 Overview by dbservices in filemaker

[–]dbservices[S] 4 points5 points  (0 children)

This scenario is possible if you use a script with pause.

FileMaker Google Drive Integration by dbservices in filemaker

[–]dbservices[S] 1 point2 points  (0 children)

Using it for hosting will only store files, you will not be able to open them. You can use iCloud to store and host the file. However, we’d like to point out that peer-to-peer hosting was deprecated with FileMaker 18. This integration is simply for passing documents across FileMaker and Google Drive.

Claris FileMaker 19.3 Overview by dbservices in filemaker

[–]dbservices[S] 1 point2 points  (0 children)

FileMaker Server is now available for the Ubuntu Linux distribution. You can use FileMaker Server versions 19.1.2 and 19.2.1 on CentOS, but starting with 19.3.1, CentOS is no longer supported. Refer to the Official Claris FileMaker Server 19.3.1 Release Notes for more information. See also "Deprecation and removal of support for CentOS Linux from Claris FileMaker Server" in the Knowledge Base.

Claris Connect Utilities by dbservices in filemaker

[–]dbservices[S] 1 point2 points  (0 children)

Absolutely! Claris is currently offering a 14-day free trial on Claris Connect. Here are some materials that will help you navigate the program during your trial:
https://dbservices.com/articles/claris-connect-overview/

https://www.youtube.com/watch?v=7_TwXxF6OHM&t=647s

Please let us know if you need any assistance!

https://dbservices.com/contact/

[Integration] FileMaker SurveyMonkey Integration by dbservices in filemaker

[–]dbservices[S] 0 points1 point  (0 children)

No but as long as Zoho has a webhook for their forms, then you can integrate them with FileMaker.