# First Safe Workflow

Use this workflow when you are setting up AI or automation for the first time. It only reads data and keeps the accountant in control.

### Before you start

You need an AI assistant or terminal already connected to Kick:

* For an AI assistant, finish the [MCP Quickstart](https://github.com/KickApp/kick-accountant-help-center/blob/main/ai-and-automation/mcp/quickstart.md).
* For the terminal, finish [Install the Kick CLI](https://github.com/KickApp/kick-accountant-help-center/blob/main/ai-and-automation/cli/install-the-kick-cli.md), then [Authenticate and Select Workspace](https://github.com/KickApp/kick-accountant-help-center/blob/main/ai-and-automation/cli/example-workflows/authenticate-and-select-workspace.md).

### 1. Confirm the client workspace

Ask an AI assistant:

> List the Kick workspaces I can access. Help me identify the workspace for Acme LLC, then confirm the workspace id before using any other tools.

Or use the CLI:

```
kick workspaces list
kick --workspace <workspace-id> whoami
```

Stop if the wrong workspace appears.

### 2. Review a small set of transactions

Ask an AI assistant:

> In the confirmed workspace, find 10 recent transactions that need bookkeeping review. Group the summary by likely follow-up: missing category, unclear counterparty, possible transfer, or needs client context. Do not change any Kick data.

Or use the CLI:

```
kick --workspace <workspace-id> transactions find --limit 10
```

### 3. Ask for source ids

When an assistant summarizes results, ask it to include source transaction ids:

> For each item in your summary, include the transaction id, date, amount, counterparty, and the reason it may need review.

Source ids make it easier to verify the output in Kick.

### 4. Draft follow-up, not changes

Ask the assistant to draft a message:

> Draft a client-friendly follow-up message for these open transaction questions. Do not mark anything complete and do not change Kick data.

Review the draft before sending it to a client.

### 5. Move to a deeper guide

After this works:

* Use [MCP](https://github.com/KickApp/kick-accountant-help-center/blob/main/ai-and-automation/mcp) if you want more assistant workflows.
* Use [CLI](https://github.com/KickApp/kick-accountant-help-center/blob/main/ai-and-automation/cli) if you want repeatable commands or scripts.
* Use [Permissions and Safety](https://github.com/KickApp/kick-accountant-help-center/blob/main/ai-and-automation/permissions-and-safety.md) before approving write access.


---

# Agent Instructions: 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:

```
GET https://docs.kick.co/developers/mcp/first-safe-workflow.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
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.