Mentioning things in chat
Type @ or / in the message box to point Lucius at something specific instead of describing
it.
@ — mention a specific thing
Type @ and start typing to search. The picker is grouped:
| Group | What’s in it |
|---|---|
| This screen / related items nearby | Whatever you’re looking at is already at the top |
| Everywhere | Server-side search across your book — accounts, transactions, categories, envelopes, holdings, watchlists, connectors, more |
Picking a result inserts a chip. Sending it resolves the chip server-side into real, current data — “@Chase Checking” gets Lucius the account’s actual numbers, not a guess from its name.
/ — run a saved skill
Type / for a picker of your saved skills. Picking one queues it against your next
message — deterministic, rather than waiting for Lucius to decide it applies.
Lucius already knows what you’re looking at
Separately from @, what you’re looking at is sent along with your message by default —
so “why did this drop?” while looking at a chart already carries enough context.
Be clear on the scope, because it is broader than it first appears:
- It is one global switch, not a per-tab setting, and it is on unless you turn it off. The toggle lives in the chat panel’s screen-context control.
- Six screens are instrumented — Overview, Accounts, Investments, Asset detail, Plan, Tax — and send structured detail about the rows and figures on them.
- Every other screen still sends its visible text. Uninstrumented screens fall back to capturing what is rendered, so Settings, Connectors and the rest are not silent.
What is never sent: anything inside a region marked as secret, and any field whose label looks like a credential — password, token, API key, OTP, PIN, CVV, private key, seed phrase — which is matched and dropped before the snapshot is built.
Right-click something on an instrumented screen and choose Ask Lucius, or drag it into the
chat dock, as an alternative to @.