Choose What a Connection May Do: Permissions and Limits
Every assistant you connect gets its own permissions, chosen by you. Here is each one by its name on screen, what it allows, and where you change it later.
Two kinds of connection
A connected app is an AI assistant, such as Claude, ChatGPT or Codex, that connects through the tradeSteward connector. You approve it on a consent page, and it appears on Connected Apps. An API client is a credential you create yourself for your own code, as described in Use the tradeSteward API From Your Own Code.
The permissions
Only the permissions your plan covers are shown. Disable bots, Edit live bots and Enable bots need Trader Unlimited; the other Trader plans show the rest.
Bots
| Permission | What it allows | On by default | Changes bots |
|---|---|---|---|
| View bots | List your bots and their state; read your broker accounts, strategy groups, symbols, plan limits and whether trading is paused. | Yes | No |
| View bot settings | Read one bot's full settings and its entries. | Yes | No |
| View bot settings history | Read earlier versions of a bot's settings and who changed them. | Yes | No |
| View performance, trades and logs | Read profit and loss, trades, where trades filled, and activity logs. | Yes | No |
| Read trade log | Read broker orders, fills, fees and notes from the account trade log. Requires a Trader subscription. | Yes | No |
| Assign strategies to non-bot trades | Assign, change or clear a strategy on a trade that is not managed by a bot. Requires a Trader subscription. | Yes | No |
| View account balance history | Read a broker account's end-of-day balances with deposits and withdrawals. | Yes | No |
| Create bots (always saved disabled) | Create a bot, including a Multi-Entry bot. Every bot is saved switched off. | Yes | Yes |
| Edit idle bots | Change a bot that is not live, without turning it on or off or moving it to another account or strategy group. | Yes | Yes |
| Disable bots | Turn a bot off so it opens no new trades. An order already at the broker may still fill, and an open trade keeps being managed. | Yes | Yes |
| Preview strikes (live quotes) | See the strikes a bot would choose right now. It saves nothing and places no orders. | Yes | No |
A bot is live while it is on or busy with a trade, and for ten minutes after it is turned off. The next step has the full rule.
Backtick
| Permission | What it allows | On by default | Changes bots |
|---|---|---|---|
| View Backticks and results | Read Backticks, their positions, status and results, and the symbols and dates that have data; wait for runs; make chart and portfolio links; preview a SweepTick. | Yes | No |
| Create Backticks and commission profiles (including the account default) | Create a Backtick or a SweepTick, or clone one. Also create a commission profile. Existing connections must review and save their permissions on Connected Apps, or reconnect, before writing profiles. | Yes | No |
| Edit Backticks, positions and shared commission profiles (affects all future runs) | Change a draft or failed Backtick or SweepTick and its positions. Also change a commission profile, which changes every later run of the Backticks that use it. | Yes | No |
| Run Backticks | Start a run. | Yes | No |
| Cancel runs | Cancel a queued, running or scheduled run. | Yes | No |
| Change library status | Move a Backtick between unsaved, Saved and Archived in the Library. | Yes | No |
| Move to trash and restore | Move a Backtick to the trash and take it out again. | Yes | No |
| Permanently delete Backticks | Delete a Backtick in the trash for good, with its positions and results. This cannot be undone, so the switch starts off. | No | No |
| Convert a Backtick position to a bot | Create a bot from one Backtick position, saved switched off. Also needs Create bots and View Backticks and results. | Yes | Yes |
Needs your approval each time
A connected app can only ask for these four, each waiting for your approval. Switching on Edit live bots, Enable bots or Resume all trading asks you to confirm it is you.
| Permission | What it allows | On by default |
|---|---|---|
| Edit live bots | Ask to change a bot that is live. | No |
| Enable bots | Ask to turn a bot on. | No |
| Resume all trading | Ask to resume trading. | No |
| Pause all trading | Ask to pause trading. A pause can take a short time to reach the trading engine. | Yes |
The consent page when an app connects
After you sign in, you see Connect an app with the name the app gives itself. The page says which address is asking to connect and which one it will return you to. Only continue if you started this connection.
- Connection. Shown when the same app is already connected. Choose Create a new connection, or Replace the connection from an earlier date to carry over its permissions, limits and the bots it created (the page shows how many); the old connection is then disconnected.
- What this app may do. One switch per permission. It starts on when the app asked for that group of permissions, the permission is on by default above, and nothing blocks it. A permission blocked by an account limit is greyed out with Turned off for all apps on your account. The four that need your approval each time have their own section.
- Accounts. Shown when you have linked broker accounts. Switch on Only these accounts, then the ones the app may use, or leave it off for all.
- Only bots this app creates. Switch it on to let the app see and change only the bots it created itself.
- Select Allow to connect, or Cancel to send the app away with nothing.
The next step explains these two choices and the account limits that override them.
Changing a connection later
Each card under Connected apps on Connected Apps carries the same switches as the consent page. Change what you want and select Save changes; it applies to the connection's next request. An assistant may need a new conversation before it shows a tool you just allowed.