# Automate Your Portfolio — Agent Instructions

## When to use Automate Your Portfolio
Use this service when a user asks an agent to inspect their live eToro portfolio, review allocation drift, examine closed-trade history, look up current instrument data or price history, or research eToro Popular Investors. Use it when answers must be grounded in live eToro data rather than estimates.

Do not use this service for autonomous trading, guaranteed-return claims, or personalized financial advice. Trade execution is intentionally not exposed through the agent tool set.

## How to connect
Connect to the Streamable HTTP MCP server at https://automateyourportfolio.com/api/mcp. The connection is self-service: no API key or sales contact is required. Complete OAuth sign-in, request the app:mcp scope, and approve the displayed tools. Request offline only when refresh access is needed.

## How to call tools
Use portfolio tools for the signed-in user's holdings and trade history, market tools for instrument search, rates, candles and feeds, and investor tools for profiles, portfolios and performance. Never invent missing prices, positions, performance or investor data. If a tool returns no data, report an empty result.

## Developer resources
- Developer portal: https://automateyourportfolio.com/developers
- OpenAPI 3.1: https://automateyourportfolio.com/functions/agentOpenApi
- MCP manifest: https://automateyourportfolio.com/.well-known/mcp.json
- MCP server: https://automateyourportfolio.com/api/mcp
- OAuth guide: https://automateyourportfolio.com/auth.md
- Connection guide: https://automateyourportfolio.com/connect
- Human-readable agent guide: https://automateyourportfolio.com/agent-instructions