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Beside its tools, the connector offers resources and two prompts. Every tool works without them. A read-only connection lists the 12 read tools and send_feedback.

Resources

Resources are read-only data at allocait:// URIs, such as allocait://watchlists and allocait://scenarios/{scenario_id}/rules. Whether and how your client reads resources depends on the client. Two resources list rows: the recorded values for one input, and one portfolio’s actions, newest first. Each returns at most 500 rows, and the result doesn’t say when more exist, so a list of exactly 500 may be cut.

Prompts

How a client shows prompts is up to the client.
  • draft_rules writes new rules text with you. With no notes it asks plain questions one at a time. With notes it reads the ranges from them. See Write your rules.
  • check_a_change instructs the agent to call check_trades with the change you describe and the prices you give, to report rule facts only, to treat a failed call as no result, and not to tell you to buy, sell or hold. See Check a change.

Next steps

Read prompts

Questions about your own rules, and the tools they use.

All tools

Every tool at a glance.