Check your Claude trading bot against your rules
A Claude trading bot is Claude or Claude Code proposing or placing trades. Allocait reports which of your own bands and size ranges a trade would put outside range, when Claude calls its check_trades tool before the order.
What the check reports
Claude sends the proposed trades to Allocait. Allocait compares them with your recorded holdings and your own rules, and reports:
- Which asset-class bands and position size ranges the trades would put outside range.
- Where each class and position stands afterward, and whether cash covers the change.
- Which holdings the check could not cover.
What stays with you
Your rules live in Allocait, not in a prompt, so they hold in every conversation. Claude passes a price for each traded symbol and each holding, because Allocait supplies none.
It connects to no brokerage. Your bot has to read the result before it acts.
Use it beside any broker's MCP server: that server places the order, and Allocait checks the trade against your rules first.
A result inside every range does not say a change is advisable. Allocait cannot approve, stop or place an order.
In Claude Code
Connect Allocait once, then tell Claude Code when to use it.
Allocait is open to early access users first. Request early access on the home page, and connect once your account is ready.
In Claude Code, run this once, then run /mcp in a session to sign in.
claude mcp add --transport http allocait https://api.allocait.app/functions/v1/mcpThen add this line to your CLAUDE.md:
Before any order, call Allocait check_trades with the proposed trades and a price for every symbol I trade or hold. Show me the result. If the call fails, place nothing.A sample call
The tool call Claude makes for a proposed buy of ALFA, through the connector. Add "scenario_id" if the portfolio has no active scenario. Your own code can send the same fields over REST (POST /trades/check).
The pre-trade check page says how to read each field in the answer. A failed call is no result.
check_trades
{
"portfolio_id": "<id>",
"trades": [{ "symbol": "ALFA", "side": "BUY", "shares": 41 }],
"prices": { "ALFA": 181, "BRAV": 93, "GOLF": 61 }
}Illustrative example. The figures are hypothetical, not a recommendation.
- Connect Claude: add Allocait to Claude and Claude Code.
- Use with any MCP client: the same check from a client that is not Claude.
- Run a check from a script: call the REST check from your own code.
- Pre-trade check for AI agents: what each field in the answer means.
- AGENTS.md for trading bots: a block to paste into your bot so it checks before every order.
- Connect an AI trading agent: everything an agent can read and check.