Agent Control Panel
Manage scopes, permissions, and access for connected agents
3
Active Agents
0
Revoked
7
Active Scopes
Scopes
Read Portfolio
read:portfolio
Read Holdings
read:holdings
Execute Trades
execute:trades
Read Tax Documents
read:tax_documents
Read Portfolio Balance
read:portfolio_balance
Read Statements
read:statements
Read Transaction History
read:transaction_history
Bounded Authority
$50,000max per trade
$5K$200K
Enforced as a JWT custom claim. The MCP server rejects any trade exceeding this value.
Emergency Access Revocation
Immediately revoke all 3rd-party agent access and invalidate all active tokens.
Changes are applied in real-time across all pages.
Toggle scopes, adjust bounded authority, or revoke agents — the Token Inspector and Connected Agents pages reflect these changes instantly.