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Three tools read, comment on and delete entries in the action log. A fourth, send_feedback, files a report with Allocait.

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Actions

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read
A portfolio’s action log: recorded trades and cash movements, newest first, with comments. Cash movements carry the symbol $CASH. It returns 20 actions unless you set limit (up to 500), and a row has shares, price per share and trade value but no allocation percent. Key arguments: portfolio_id, optional symbol, since, until (UTC dates), limit. has_more says whether more actions match; narrow with since or until to reach them.
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write, destructive
Sets or clears the comment on an action: why the decision was made. A new comment replaces the old one, and list_actions shows it, to keep or extend. The trade or cash amount itself never changes. Key arguments: action_id, comment (null clears it).
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write, destructive
Deletes entries from the action log; this can’t be undone. Holdings and cash don’t change, so it doesn’t undo a trade. Ids that aren’t yours or are already gone come back in not_found. Key arguments: action_ids (1 to 100).

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Feedback

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write
Files a report with Allocait. Send it only when the user asks, and leave holdings and account data out. It adds one report and changes nothing in the account. See Agent feedback.
Pick a topic:
  • account: your own account or billing. Needs details and a connection with Read and change access. On a read-only connection it returns READ_ONLY_KEY or OAUTH_WRITE_NOT_GRANTED and files nothing.
  • tools: a bug, an unclear description or a missing tool.
  • early_access: how a task went. It takes four fields, each up to 1,000 characters: task (what you were trying to do), details (what happened), steps and expected. Send at least task or details.
Read-only connections can send tools and early_access. The result is {topic, filed, message}; an early_access report also returns a ref for Claude to tell you. The result’s message says not to promise a reply or a date. tool, error_code and request_id are kept only when they have the usual shape. Key arguments: topic, kind (tools: bug, docs, missing_capability, other; account: bug, billing, feature_request, other; early_access: bug, docs, missing_capability, works_well, other), summary (up to 200 characters), details (up to 1,000 characters; required for account), optional task, steps, expected, tool, error_code, request_id.

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Next steps

Action log

The record of changes made to your holdings and cash.

Agent feedback

How an agent reports a gap in the API, MCP server or docs.

Send feedback

Which of support, early access and agent feedback to use.