For agents

Agent-readable copies

Short markdown checklists for bots that spend — brokerage, crypto, shared box. Human HTML stays the primary voice. Entity facts before money rails live on Formation Lane.

Page dated 28 September 2026

• index.md — map of agent docs
• shield-brokerage.md
• shield-crypto.md
• x402-buyer-basics.md
• agent-spend-caps.md
• dedicated-agent-wallet.md
• review-before-place.md
• revoke-before-debug.md
• fund-session-ceiling.md
• proactive-ping-not-spend.md
• one-connector-at-a-time.md
• paper-before-live.md
• rotate-before-raise-balance.md
• empty-sleeve-overnight.md
• never-share-seed-with-agent.md
• receipt-log-after-session.md
• separate-browser-profile-for-agent.md
• connect-only-what-you-need.md
• never-skip-review-before-place.md
• session-time-box.md
• confirm-fills-in-broker-not-chat.md
• never-paste-api-keys-in-chat.md
• revoke-connectors-when-idle.md
• whitelist-merchants-only.md
• dry-run-before-first-live-place.md
• kill-switch-before-travel.md
• two-person-rule-for-large-places.md
• log-session-end-checklist.md
• separate-funding-from-trading-wallet.md
• name-the-strategy-before-connect.md
• cap-daily-loss-before-session.md
• one-strategy-one-sleeve.md
• read-only-quote-before-trade-connector.md
• no-averaging-down-without-new-thesis.md
• journal-every-override.md
• max-open-positions-per-sleeve.md
• confirm-cancel-in-broker-not-chat.md
• no-overnight-margin-without-go.md
• size-from-sleeve-not-from-hope.md
• one-venue-one-agent-session.md
• write-go-before-scale-up.md
• paper-before-live-same-rules.md
• stop-adding-size-after-loss-day.md
• flatten-before-news-unknown.md
• one-risk-unit-per-idea.md
• no-new-risk-after-session-end.md
• confirm-buying-power-before-place.md
• reject-agent-place-without-quote.md
• no-market-order-without-go.md
• max-slippage-or-cancel.md
• no-chase-after-partial-fill.md
• one-cancel-one-confirm.md
• write-invalidation-before-entry.md
• reject-duplicate-place-same-thesis.md
• confirm-symbol-before-place.md
• no-scale-in-without-go.md
• flatten-all-before-connector-revoke.md
• one-order-per-idea-until-fill.md
• no-place-while-unconfirmed-fill.md
• write-max-loss-before-entry.md
• sign-in-with-agentid.md
• give-your-agent-its-own-inbox.md
• robinhood-mcp.md
• virtual-card-for-ai-agents.md
• can-ai-agents-make-purchases.md
• ai-agent-sent-crypto-by-mistake.md
• give-ai-agent-credit-card.md
• set-up-grok-bot-safely.md
• what-is-an-ai-agent.md
• agentic-commerce-explained.md
• ai-agent-wallet-and-email.md
• ai-agent-tools-vs-skills-vs-mcp.md
• how-much-does-an-ai-agent-cost.md
• best-ai-agent-for-small-business.md
• how-to-keep-an-ai-agent-secure.md
• what-is-prompt-injection.md
• ai-agent-vs-automation.md
• ai-agent-for-customer-support.md
• how-to-test-an-ai-agent.md
• ai-agent-audit-logs.md
• ai-agent-for-bookkeeping.md
• ai-agent-for-scheduling.md
• ai-agent-for-sales-outreach.md
• multi-agent-systems-explained.md
• ai-agent-memory-explained.md
• how-to-choose-an-ai-agent-platform.md
• ai-agent-human-approval-rules.md
• run-a-one-person-company-with-ai-bots.md
• free-ai-agent-courses.md
• does-robinhood-have-an-ai-trading-bot.md
• shared-box.md
• trading-agent-map.md
• install-specialist-bot.md
• agent-memory.md
• resources.md — product shelf

Also: /llms.txt

Contact: [email protected].

Sister publisher entity map for agents: formationlane.com/for-agents/us-llc-states.json (US LLC guides; verify fees on SOS).