rebalioCreate an agent credential
Open Settings → Agent connection. Use Copy URL for the MCP server address, then create and copy an agent credential. Creating a replacement invalidates the previous credential; the new value is shown only once. Keep it private and revoke it when no longer needed.
Choose your client
The Connect your agent tabs provide copyable instructions for Claude Code, Codex, OpenClaw, Hermes and other MCP clients. Use Streamable HTTP and an Authorization: Bearer header with your agent credential. The client must be able to reach your installation; localhost only works on the same machine. For another machine, use your configured reachable HTTPS address.
Available tools
Your agent can inspect portfolio summaries and request rebalance previews. It cannot approve a rebalance, submit orders or retrieve exchange credentials. Review proposals in your private workspace and approve them yourself.
Data sharing
Your agent receives the portfolio information returned by the tools it calls. An external agent provider may process that information under its own policy. Keep the endpoint private; remote gateway connectivity is not part of this connection.