> ## Documentation Index
> Fetch the complete documentation index at: https://docs.allocait.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Write prompts

> Requests that record or change something, and the tools they use

Every prompt on this page changes something in your account, so it needs **Read and change** access. See [Access levels](https://docs.allocait.app/concepts/access-levels.md). For questions that only read, see [Read prompts](https://docs.allocait.app/claude/example-prompts.md).

Illustrative example. The figures are hypothetical, not a recommendation.

| Prompt | Tool |
| - | - |
| "I added 50 shares of ALFA at \$181.5 outside Allocait, add it." | `save_position` |
| "I deposited \$4,825 outside Allocait, record it." | `record_cash_movement` |
| "Add BRAV to my Main watchlist." | `save_watchlist` |
| "Fill in today's playbook." | `get_playbook`, `record_input_values` |
| "Here's my investment policy statement, set up my rules from it." | `preview_rules`, `apply_rules` |
| "Here's a setup file someone sent me, add it to my account." | `preview_setup`, `apply_setup` |
| "Change my Equities band to 44% to 67%." | `save_class_rule` |
| "Undo that last rule change." | `restore_rules` |

## Record what already happened

These record a change you made elsewhere.

This records the change in Allocait only. It moves no money and places no order.

**I added 50 shares of ALFA at \$181.5 outside Allocait, add it.** Claude reads your current ALFA holding from `list_portfolios`, then calls `save_position` with the new total (for example, 150 shares if you held 100) and the price. Your other holdings stay as they are, and cash moves by the cost of the 50 shares.

**I deposited \$4,825 outside Allocait, record it.** Claude calls `record_cash_movement` with `direction: DEPOSIT`, the amount, and an `idempotency_key`, so a retry can't record it twice.

## Keep your research

**Add BRAV to my Main watchlist.** Claude calls `list_watchlists` to find the Main watchlist, then `save_watchlist` with `add: [{symbol: "BRAV"}]`. Every other symbol on the list stays.

**Fill in today's playbook.** Claude calls `list_portfolios` to find the playbook, then `get_playbook` for today's date (US Eastern) to see its symbols, its columns and the values already there. An input you set to keep until changed shows its latest value, marked as carried.

Claude asks you for the cells listed as needing input (a blank cell of an optional input isn't listed), then calls `record_input_values` by input name. For a CHOICE column, it uses one of that input's options.

Ask what changed since the last entry and Claude reads the same call: each value says what it was before and since when it has held.

## Set up or edit rules

**Here's my investment policy statement, set up my rules from it.** Claude reads the ranges from your statement to draft rules text, calls `preview_rules` to show you the diff, and, once you agree, calls `apply_rules` with the identical text. To start with no statement, you can run the `draft_rules` prompt from your client's prompt menu. Otherwise Claude asks the plain questions one at a time.

**Here's a setup file someone sent me, add it to my account.** Claude calls `preview_setup` with the file's text and shows you the author, the disclosure in the author's own words, Allocait's note about the numbers, and what would be added, kept as yours or left out. Once you agree, it calls `apply_setup` with the preview's `digest`.

The tool's instructions tell Claude to ask you first and not to apply a file when there is no one to ask. The result carries a `receipt_id`, and `undo_setup` takes the import back. A setup import never makes a scenario active. See [ALLOCAIT.md](https://docs.allocait.app/concepts/setup-file.md).

**Change my Equities band to 44% to 67%.** Claude calls `save_class_rule` for Equities with `band_min_pct: 44` and `band_max_pct: 67`. Every other rule in the scenario stays as it is, and the result carries a `restore_point_id`.

**Undo that last rule change.** Claude calls `restore_rules` with the `restore_point_id` from the change. If it's a new chat, `get_rules` lists the latest restore points.

## Next steps

> [card] [Read prompts](https://docs.allocait.app/claude/example-prompts.md)
>
> Questions that only read.

> [card] [Access levels](https://docs.allocait.app/concepts/access-levels.md)
>
> What Read and change allows.

> [card] [Rules text](https://docs.allocait.app/concepts/rules-text.md)
>
> The portable rules file.

> [card] [All tools](https://docs.allocait.app/claude/tools.md)
>
> Every MCP tool, grouped by feature.


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