Access levels - Allocait

A connected agent has one of two levels of access: Read only or Read and change. Allocait never places a trade or moves money, whatever access a key or a connected app has.

	Read only	Read and change
An agent can	Read your account, check it against your rules, check a change with `check_trades`, validate allocations and size a holding.	Also create, change and delete your data.
Tools	The 12 read tools, plus `send_feedback` for `topic: tools` and `topic: early_access`	Every tool
Webhooks	Set up in the app and REST, not through an agent	Same

Read tools

The 12 read tools are list_portfolios, get_portfolio_snapshot, check_trades, check_allocations, calculate_position_size, get_rules, preview_rules, preview_setup, list_watchlists, list_inputs, get_playbook and list_actions. Read access covers the whole account, including watchlists, inputs and actions. See All tools for every tool.

Account help

Asking the team for help with your account (send_feedback with topic: account) needs Read and change. On a read-only connection, use Contact support in the app.

Where you choose the level

Connected app: choose it on the consent screen, then change it any time in Settings > Apps with Edit access. The screen starts at Read only every time.
API key: choose it when you create the key. To try a different access, create a second key.

When access is read-only

A write on a read-only connection returns “This account’s agent access is read-only.” See Read-only access.

Next steps

Connect an agent

Choose how to connect.

Connect ChatGPT

Add Allocait to ChatGPT.

Use an API key

Create a key and give it access.

Write prompts

Requests that need Read and change.

​Read tools

​Account help

​Where you choose the level

​When access is read-only

​Next steps