Send feedback

Allocait has three ways to reach the team. Pick by what the message is about.

Which one to use

Situation	Channel
”My compliance status looks wrong for my portfolio”	Support request
”I want a feature that doesn’t exist yet”	Support request
”I have a billing question”	Support request
”This didn’t work when I tried to do X”	Early access feedback
”This tool’s description doesn’t say what happens on error”	Agent feedback
”I got an error I didn’t expect calling this endpoint”	Agent feedback
”These docs don’t match what the API actually returns”	Agent feedback

Support request: about your account, billing or a product problem. In the app, use Contact support.
Early access feedback: how a task went, so the team can reproduce it. In the app, use Send feedback in the account menu.
Agent feedback: about the API, the MCP server or the docs, filed by an agent when you ask. See Agent feedback.

Support requests

Use a support request for anything about your account, billing, or a product problem you’re experiencing: a bug, a billing question, a feature request, or anything else. It’s the same form as the in-app Contact support dialog. You can file one yourself in the app, or ask your agent to file it on your behalf. Allocait’s instructions tell an agent to file one only when you ask:

curl -X POST "https://allocait.app/api/v1/support-requests" \
  -H "x-api-key: $ALLOCAIT_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "category": "bug",
    "subject": "Compliance status looks wrong",
    "message": "My Equities class shows ABOVE_MAX but I priced every position."
  }'

This call needs an API key with the write permission. An account can file 20 per rolling 24 hours (a 429 with DAILY_LIMIT_EXCEEDED after that); see Rate limits. category is one of bug, billing, feature_request, or other. Requests filed through the API record their origin (rest or mcp). context is optional: a JSON object of up to 2 KB, nested at most three levels, with text values of up to 200 characters. A larger one returns 400 with error_code: INVALID_INPUT. Read your requests back with GET /support-requests. status is one of open, in_progress, resolved or closed. You can also reach the team directly at support@allocait.app.

Early access feedback

Say what you were trying to do, what happened and what you expected. The report holds four text fields:

Field	What it says
`task`	What you were trying to get done.
`details`	What happened.
`steps`	What you did, step by step.
`expected`	What you expected.

Each takes up to 1,000 characters, and a report needs at least task or details. Pick a kind: bug, docs, missing_capability, works_well or other.

In the app: open the account menu and choose Send feedback. The dialog asks what kind, what you were trying to get done and what happened. Add more detail opens the steps and what you expected. You can attach screenshots.
Through MCP: ask your agent to call send_feedback with topic: early_access. Allocait’s instructions tell the agent to send it only when you ask. Keep holdings and account data out of the text. This topic also works on a read-only connection. The result includes a ref to quote.

Next steps

Agent feedback: report a gap in the API, MCP server or docs.
Support: other ways to reach the team.
API introduction: request and response shapes.

Rules and checks

Holdings

Webhooks

Agents

Recipes

Which one to use

Support requests

Early access feedback

Next steps

​Which one to use

​Support requests

​Early access feedback

​Next steps

Which one to use

Support requests

Early access feedback

Next steps