Troubleshooting a Connected Assistant

Most problems with a connected assistant come down to a permission, a limit or a sign-in. Find what the assistant told you below.

If your assistant asks for client registration, choose CIMD (published identity) or Dynamic Client Registration (DCR). DCR is automatic; you do not need to create a client id or secret yourself. If registration succeeds but sign-in or consent is unavailable, check that your plan includes API access (any Trader plan or Backtick Professional). A registration that is never connected is removed after 30 days without a connection, and opening the consent page restarts that count. If tradeSteward then says "This app could not be verified.", remove the unconnected server from your assistant and add it again so it registers a new client.

The assistant says it cannot do something

An assistant is only shown the tools its connection may use. When it says a tool is not available, usually one of three things is true:

• You switched that permission off when you connected.
• An account limit on Connected Apps blocks the permission for every connection.
• Your plan does not include it: Backticks need Backtick Professional.

Turning a bot on or off and changing a live bot need Trader Unlimited. On a lower Trader plan the assistant still offers those tools, and their answer says so and links to the page where you upgrade your plan. After you upgrade, turn the permission on for the connection as described below: a connection made on the lower plan never held it.

Two more cases: the chart link tools need View Backticks and results and are offered only while tradeSteward has chart links turned on (see Backtick Results, Charts and Portfolio Links), and turning a Backtick position into a bot needs all three of its permissions (Convert a Backtick position to a bot, Create bots and View Backticks and results).

Open Connected Apps, find the connection, turn the permission on and select Save changes. The assistant sees the change on its next request, though some assistants keep the tool list until you reconnect or start a new conversation.

When the assistant answers that changes through the tradeSteward API are temporarily turned off, wait and try again later. Reading, turning bots off and pausing trading still work in the meantime.

It cannot see a bot

When the assistant says a bot does not exist, or leaves it out of a list, the connection is probably limited:

• Limited with Only these accounts: it sees only bots on the broker accounts you switched on. A bot on another account answers as if it did not exist.
• Limited with Only bots this app creates: it sees only the bots it created itself, never the ones you made on the website or another connection made.

Widen the limit on the connection's card on Connected Apps if you want it to see the bot. Limiting to broker accounts or to its own bots explains both limits.

It says the action needs your approval

When the assistant says a request is waiting for your approval, it asked tradeSteward for something that starts, changes or stops live trading: turning a bot on, changing a bot that is live, resuming trading or pausing trading. Nothing has happened yet. Open Connected Apps, find the request under Actions awaiting approval, and approve or reject it. A notice tells you when one arrives. A request you leave alone expires after 1 hour, and the assistant can ask again. Approving Requests That Start Trading has the whole flow.

When the assistant says it cannot ask for one of these, the connection does not hold the permission. Enable bots, Edit live bots and Resume all trading start off; turn them on under Needs your approval each time on the connection's card, which asks for your passkey, your authenticator code or, if you have neither, your password. Pause all trading starts on. A Multi-Entry bot is turned on only on the website, and a Multi-Entry bot that is live is changed only there. Your approval before trading starts or changes explains the four permissions.

tradeSteward says you have too many connections

An app can hold 3 connections to your account at a time, and your account can have 20 connected apps in all. When you reach either limit the consent page refuses the new connection and tells you which limit it is. Disconnect one you no longer use on Connected Apps, or choose Replace the connection from an earlier date on the consent page, and try again. API clients have their own limit of 5 for your account.

The connection stopped working

The assistant has to sign in to tradeSteward again. This happens after 30 days without use, and after you change your password, a passkey or two-factor settings. When a connection stops working shows how to sign in again in each assistant.

A Backtick it ran is not in Unsaved

Backticks an assistant runs have their own tab. Where API runs appear explains the API/MCP tab and when its Backticks move to the Trash.