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The consent screen asks for one choice, Read only or Read and change. You can change it or remove the app later in Allocait. For what each level allows across surfaces, see Access levels.

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What you allow

  • Read only is the default. ChatGPT or Codex can see everything in your account, including portfolios, rules, watchlists, inputs and actions, and can call the read tools. It lists 13 tools: the 12 read tools and send_feedback for reporting a problem with the tools.
  • Read and change lets ChatGPT or Codex also add, change and delete your data, including whole portfolios. It lists all 40 tools. The consent screen shows whether the account can choose it.
The screen starts at Read only every time it appears, even if you allowed changes before. Allocait refuses some requests before it shows Allow, for example a client that asks for your sign-in details. Nothing is shared. See ChatGPT errors for what to do.

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After you change access

ChatGPT may keep the tool list it read when it connected. If a tool is missing or extra after you change access in Allocait, refresh the server in ChatGPT’s plugin settings or start a new chat. See OpenAI’s help for the current steps.

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Change or remove access

Open Settings > Apps in Allocait. Your connected apps are listed there.
  • To change what an app may do, select Edit access, choose Read only or Read and change, then select Save access.
  • To remove an app, select Remove, then select Remove again to confirm.
Allocait applies a change from the app’s next request. Removing an app doesn’t delete anything it already changed or created. An app that hasn’t been used for 30 days shows Inactive. The label does not remove the app; use Remove for that.

Access levels

What Read only and Read and change let an agent do.

ChatGPT errors

What each message means and what to do next.