> ## 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.

# Access levels

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

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](https://docs.allocait.app/claude/tools.md) 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](https://docs.allocait.app/claude/errors/access-and-limits.md#read-only-access).

## Next steps

> [card] [Connect an agent](https://docs.allocait.app/connect-an-agent.md)
>
> Choose how to connect.

> [card] [Connect ChatGPT](https://docs.allocait.app/chatgpt/connect.md)
>
> Add Allocait to ChatGPT.

> [card] [Use an API key](https://docs.allocait.app/claude/connect-with-api-key.md)
>
> Create a key and give it access.

> [card] [Write prompts](https://docs.allocait.app/claude/write-prompts.md)
>
> Requests that need Read and change.


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