# Agent-readable docs · Agent Lane

Short checklist mirrors of the human guides. Human HTML on agentlane.net stays the primary voice; these files are for LLMs and agents that prefer markdown.

## Checklists

- [Shield brokerage spend](./shield-brokerage.md) — dedicated Agentic account + review before place
- [Shield crypto spend](./shield-crypto.md) — dedicated wallet, spend caps, x402 buyer basics
- [x402 buyer basics](./x402-buyer-basics.md) — pay for a web request under spend limits
- [Agent spend caps](./agent-spend-caps.md) — hard dollar limits before a live connector spends
- [Dedicated agent wallet](./dedicated-agent-wallet.md) — spend wallet separate from long-term holdings
- [Review before place](./review-before-place.md) — agent proposes; human confirms; then place
- [Revoke before you debug](./revoke-before-debug.md) — disconnect → lock → empty sleeve → revoke/rotate → then dig
- [Fund the session ceiling](./fund-session-ceiling.md) — monthly plan is not the cash you load; fund only the session ceiling
- [A proactive ping is not permission to spend](./proactive-ping-not-spend.md) — an offer to book a ride or flight is not a yes to pay
- [One connector at a time](./one-connector-at-a-time.md) — reconnect one payer/brokerage/MCP at a time after revoke or clean start
- [Paper before live](./paper-before-live.md) — dry-run / zero-funded prove-out before funding a live connector
- [Rotate before you raise the balance](./rotate-before-raise-balance.md) — revoke/rotate credentials before raising the funded ceiling
- [Empty the sleeve overnight](./empty-sleeve-overnight.md) — empty/park spendable cash before overnight or long idle beside live connectors
- [Never share a seed phrase with an agent](./never-share-seed-with-agent.md) — do not paste seed/recovery/private key into agent chat, memory, or shared notes
- [Receipt log after the session](./receipt-log-after-session.md) — write amount/destination/asset/venue/connector/time after each live spend before empty/raise
- [Separate browser profile for the agent](./separate-browser-profile-for-agent.md) — dedicated browser profile/computer so personal bank cookies and vault unlocks stay off live spend connectors
- [Connect only what you need](./connect-only-what-you-need.md) — enable only the MCP connectors/tools required for this job; leave unused spend/send/browser rails off
- [Never skip review before place](./never-skip-review-before-place.md) — no standing “just place it / don’t ask / skip the card” for live connectors; one yes ≠ forever
- [Session time-box](./session-time-box.md) — hard end time for a live spend/trading session; limits loop blast radius; pair with fund-session-ceiling and empty-sleeve-overnight
- [Confirm fills in the broker, not chat](./confirm-fills-in-broker-not-chat.md) — broker/wallet UI is source of truth for fills and balances; chat can lag, hallucinate, or miss partials
- [Never paste API keys in chat](./never-paste-api-keys-in-chat.md) — never paste API keys, session cookies, seed phrases, or broker passwords into agent chat; use vault or connector grant
- [Revoke connectors when idle](./revoke-connectors-when-idle.md) — revoke/disconnect spend connectors when not in an active session; pair with empty-sleeve-overnight and rotate-before-raise-balance
- [Whitelist merchants only](./whitelist-merchants-only.md) — allowlist merchants/counterparties so a prompt/loop cannot pay an unexpected payee; pair with fund-session-ceiling, connect-only-what-you-need, never-skip-review-before-place
- [Dry run before first live place](./dry-run-before-first-live-place.md) — before first live place on a new agent/connector/strategy: dry session (paper/preview/zero-size) + confirm in broker UI; pair with paper-before-live, never-skip-review-before-place, confirm-fills-in-broker-not-chat
- [Kill switch before travel](./kill-switch-before-travel.md) — before travel/extended offline: empty sleeve + revoke connectors + lower ceilings so a stuck session cannot place while you cannot review; pair with empty-sleeve-overnight, revoke-connectors-when-idle, fund-session-ceiling, session-time-box
- [Two-person rule for large places](./two-person-rule-for-large-places.md) — above a size threshold you set: second human review or hard Auto-review you never bypass before submit; pair with never-skip-review-before-place, fund-session-ceiling, dry-run-before-first-live-place, confirm-fills-in-broker-not-chat
- [Log session end checklist](./log-session-end-checklist.md) — end every agent money session with a short written close: fills confirmed in broker UI, receipts filed, connectors keep-or-revoke, sleeve/ceiling noted; pair with receipt-log-after-session, confirm-fills-in-broker-not-chat, revoke-connectors-when-idle, empty-sleeve-overnight
- [Separate funding from trading wallet](./separate-funding-from-trading-wallet.md) — keep long-term/cold/funding capital off the hot wallet or broker sleeve; only move the session ceiling into the spend path; pair with fund-session-ceiling, empty-sleeve-overnight, never-share-seed-with-agent, kill-switch-before-travel
- [Name the strategy before connect](./name-the-strategy-before-connect.md) — before connect: write strategy name, allowed instruments, size ceiling, kill conditions; agent inherits named plan; pair with connect-only-what-you-need, one-connector-at-a-time, paper-before-live, dry-run-before-first-live-place, never-skip-review-before-place
- [Cap daily loss before session](./cap-daily-loss-before-session.md) — before session: hard daily/session loss cap + stop rules so a streak cannot keep placing after the day budget is gone; pair with fund-session-ceiling, session-time-box, name-the-strategy-before-connect, never-skip-review-before-place, two-person-rule-for-large-places
- [One strategy, one sleeve](./one-strategy-one-sleeve.md) — each named strategy gets its own funded sleeve or clearly labeled sub-balance so P&L, ceilings, and kill switches do not blur; pair with name-the-strategy-before-connect, separate-funding-from-trading-wallet, fund-session-ceiling, cap-daily-loss-before-session
- [Read-only quote before trade connector](./read-only-quote-before-trade-connector.md) — connect market-data / quote access first (read-only), prove clean prices, then grant place/trade/spend; pair with one-connector-at-a-time, connect-only-what-you-need, paper-before-live, dry-run-before-first-live-place, name-the-strategy-before-connect
- [No averaging down without a new thesis](./no-averaging-down-without-new-thesis.md) — do not add size to a loser because price is lower; require fresh written thesis, sleeve ceiling check, and review gate; pair with name-the-strategy-before-connect, never-skip-review-before-place, cap-daily-loss-before-session, one-strategy-one-sleeve, two-person-rule-for-large-places
- [Journal every override](./journal-every-override.md) — whenever a human overrides plan, skips review, or changes size/kill rules mid-session: write why, what changed, what filled; next session inherits reality not hope; pair with log-session-end-checklist, receipt-log-after-session, never-skip-review-before-place, name-the-strategy-before-connect, no-averaging-down-without-new-thesis
- [Max open positions per sleeve](./max-open-positions-per-sleeve.md) — cap simultaneous open positions on a sleeve or named strategy so the agent cannot stack risk across too many names; pair with one-strategy-one-sleeve, fund-session-ceiling, cap-daily-loss-before-session, name-the-strategy-before-connect, never-skip-review-before-place
- [Confirm cancel in the broker, not chat](./confirm-cancel-in-broker-not-chat.md) — when agent says cancelled or flat, verify cancel/flat in broker or wallet UI; chat is not source of truth; pair with confirm-fills-in-broker-not-chat, never-skip-review-before-place, log-session-end-checklist, journal-every-override
- [No overnight margin without GO](./no-overnight-margin-without-go.md) — do not leave leveraged/margin exposure open overnight or across unwatched idle unless you explicitly GO; default flatten/reduce before sleep; pair with empty-sleeve-overnight, kill-switch-before-travel, session-time-box, cap-daily-loss-before-session, confirm-cancel-in-broker-not-chat
- [Size from sleeve not from hope](./size-from-sleeve-not-from-hope.md) — ticket size from sleeve written risk rules (max % of sleeve, max loss, open-position cap), not conviction/FOMO/hope; pair with one-strategy-one-sleeve, max-open-positions-per-sleeve, cap-daily-loss-before-session, no-averaging-down-without-new-thesis, no-overnight-margin-without-go
- [One venue, one agent session](./one-venue-one-agent-session.md) — keep one agent session pointed at one trading venue/broker account so fills, cancels, and kill-switches stay unambiguous; hard-wall paper vs live; pair with separate-browser-profile-for-agent, one-strategy-one-sleeve, separate-funding-from-trading-wallet, never-skip-review-before-place, confirm-fills-in-broker-not-chat
- [Write GO before scale-up](./write-go-before-scale-up.md) — before you raise size, add leverage, open a second strategy, or widen the sleeve, write an explicit GO (what changes, max loss, kill criteria); do not scale on a green day alone; pair with size-from-sleeve-not-from-hope, name-the-strategy-before-connect, dry-run-before-first-live-place, two-person-rule-for-large-places, journal-every-override
- [Paper before live, same rules](./paper-before-live-same-rules.md) — prove sleeve written rules on paper/dry-run before live money; keep the same size caps, loss limits, and GO gates when you go live; do not loosen because cash is real; pair with dry-run-before-first-live-place, write-go-before-scale-up, one-venue-one-agent-session, size-from-sleeve-not-from-hope, name-the-strategy-before-connect
- [Stop adding size after a loss day](./stop-adding-size-after-loss-day.md) — after a session that hits the sleeve’s daily loss (or a defined loss streak), do not add size or open new risk until a written reset GO; revenge sizing and “make it back” are the failure mode; pair with cap-daily-loss-before-session, size-from-sleeve-not-from-hope, no-averaging-down-without-new-thesis, write-go-before-scale-up, journal-every-override
- [Flatten before news you cannot size](./flatten-before-news-unknown.md) — before binary / high-impact news you have no written edge for (FOMC, Clarity-style crypto bills, earnings you don’t trade), default flatten or cut size; do not hold overnight leverage into unknown catalysts; pair with no-overnight-margin-without-go, empty-sleeve-overnight, kill-switch-before-travel, cap-daily-loss-before-session, session-time-box
- [One risk unit per idea](./one-risk-unit-per-idea.md) — each distinct thesis gets one predefined risk unit (max loss in sleeve terms); do not stack correlated tickets that quietly multiply the same idea’s risk; pair with size-from-sleeve-not-from-hope, max-open-positions-per-sleeve, one-strategy-one-sleeve, no-averaging-down-without-new-thesis, write-go-before-scale-up
- [No new risk after session end](./no-new-risk-after-session-end.md) — when the written session clock ends (or you hit the time-box), stop opening new risk; flat or hold only what overnight/GO already allows; do not “one more trade” past the bell; pair with session-time-box, log-session-end-checklist, empty-sleeve-overnight, no-overnight-margin-without-go, stop-adding-size-after-loss-day
- [Confirm buying power before place](./confirm-buying-power-before-place.md) — before the agent places, confirm buying power / available cash in the broker (not chat math) so you don’t submit into a reject, partial, or margin surprise; pair with never-skip-review-before-place, confirm-fills-in-broker-not-chat, read-only-quote-before-trade-connector, dry-run-before-first-live-place, size-from-sleeve-not-from-hope
- [Reject agent place without a fresh quote](./reject-agent-place-without-quote.md) — do not let the agent place on a stale chat number — require a fresh broker quote (or last-look) in the same review step as size and buying power; pair with read-only-quote-before-trade-connector, confirm-buying-power-before-place, never-skip-review-before-place, dry-run-before-first-live-place, confirm-fills-in-broker-not-chat
- [No market order without GO](./no-market-order-without-go.md) — market (or marketable) orders need an explicit written GO — default is limit/last-look so the agent cannot chase a print into a gap; pair with reject-agent-place-without-quote, never-skip-review-before-place, size-from-sleeve-not-from-hope, confirm-buying-power-before-place, write-go-before-scale-up
- [Max slippage or cancel](./max-slippage-or-cancel.md) — write a max slippage / worst acceptable fill before place — if the print would breach it, cancel rather than chase; pair with no-market-order-without-go, reject-agent-place-without-quote, never-skip-review-before-place, size-from-sleeve-not-from-hope, confirm-cancel-in-broker-not-chat
- [No chase after partial fill](./no-chase-after-partial-fill.md) — after a partial fill, do not let the agent chase the remainder with worse prices, marketables, or “just finish the size” — cancel/leave working only what the written plan allows, confirm residual in the broker UI, and require a fresh GO + quote + slippage bound before any add; pair with max-slippage-or-cancel, confirm-fills-in-broker-not-chat, confirm-cancel-in-broker-not-chat, no-market-order-without-go, no-averaging-down-without-new-thesis, reject-agent-place-without-quote
- [One cancel, one confirm](./one-cancel-one-confirm.md) — for every cancel (or flatten/close) the agent claims, require one human confirm in the broker UI before the next place or size change — one cancel → one confirm; chat is not enough; pair with confirm-cancel-in-broker-not-chat, confirm-fills-in-broker-not-chat, no-chase-after-partial-fill, never-skip-review-before-place, max-slippage-or-cancel, journal-every-override
- [Write invalidation before entry](./write-invalidation-before-entry.md) — before a live entry, write what would invalidate the thesis (price, time, structure, or catalyst fail) so exit is pre-committed; pair with name-the-strategy-before-connect, one-risk-unit-per-idea, no-averaging-down-without-new-thesis, flatten-before-news-unknown, never-skip-review-before-place, size-from-sleeve-not-from-hope
- [Reject duplicate place same thesis](./reject-duplicate-place-same-thesis.md) — reject a second (or nth) place that is the same thesis while a working order or open risk for that idea already exists — one risk unit, one live ticket path; no accidental double-submit from chat retries or agent loops; pair with one-risk-unit-per-idea, no-averaging-down-without-new-thesis, max-open-positions-per-sleeve, no-chase-after-partial-fill, never-skip-review-before-place, write-invalidation-before-entry, confirm-fills-in-broker-not-chat
- [Confirm symbol before place](./confirm-symbol-before-place.md) — before place, human confirms the exact symbol/pair/contract in the broker UI matches the written thesis — reject lookalike tickers, wrong venue listings, and agent chat typos; pair with reject-agent-place-without-quote, confirm-buying-power-before-place, never-skip-review-before-place, confirm-fills-in-broker-not-chat, one-venue-one-agent-session, write-invalidation-before-entry
- [No scale-in without GO](./no-scale-in-without-go.md) — do not scale into a winning (or open) position without a written GO that sets add size, max total risk, and invalidation — pyramid/scale-in is not free just because price moved your way; pair with no-averaging-down-without-new-thesis, write-go-before-scale-up, one-risk-unit-per-idea, size-from-sleeve-not-from-hope, write-invalidation-before-entry, never-skip-review-before-place
- [Flatten all before connector revoke](./flatten-all-before-connector-revoke.md) — before you revoke or disconnect a live trading or spend connector, flatten or cancel working risk in the broker UI first — revoke without flattening can leave orphan working orders or open exposure you can no longer manage through the agent path; pair with revoke-before-debug, revoke-connectors-when-idle, confirm-cancel-in-broker-not-chat, one-cancel-one-confirm, empty-sleeve-overnight, kill-switch-before-travel
- [One order per idea until fill](./one-order-per-idea-until-fill.md) — keep at most one working order per thesis until it fills, cancels, or you write a replace GO — no ladder spam / multi-ticket stacking that quietly multiplies the same idea; pair with reject-duplicate-place-same-thesis, one-risk-unit-per-idea, no-chase-after-partial-fill, max-open-positions-per-sleeve, no-scale-in-without-go, never-skip-review-before-place
- [No place while unconfirmed fill](./no-place-while-unconfirmed-fill.md) — do not let the agent place a new order while a prior fill, cancel, or flat is still unconfirmed in the broker UI — wait for venue truth before the next place; pair with confirm-fills-in-broker-not-chat, one-cancel-one-confirm, no-chase-after-partial-fill, one-order-per-idea-until-fill, never-skip-review-before-place, confirm-buying-power-before-place
- [Write max loss before entry](./write-max-loss-before-entry.md) — before any live place, write the max loss for that ticket (dollars or % of sleeve) in the review card / plan — so exit size and stop logic are pre-committed; if the place would risk more than that written max, reject; distinct from daily loss cap and invalidation; pair with write-invalidation-before-entry, one-risk-unit-per-idea, size-from-sleeve-not-from-hope, cap-daily-loss-before-session, never-skip-review-before-place, confirm-buying-power-before-place
- [How AI agents sign in to apps with AgentID](./sign-in-with-agentid.md) — agent signs in to apps with its own AgentMail inbox (like Sign in with Google for agents); steps, scopes, which inbox owns which account, revoking the sign-in key, spend kept separate
- [Give your AI agent its own email inbox](./give-your-agent-its-own-inbox.md) — dedicated inbox per agent; what it can sign up for alone, what needs a human, spend and safety
- [Robinhood MCP: what an AI agent can and can’t do](./robinhood-mcp.md) — official Robinhood Trading MCP; what the agent can read and trade, what it can’t, trade approvals off by default, fund-what-you-can-lose
- [Virtual cards for AI agents: what limits actually exist](./virtual-card-for-ai-agents.md) — nine card options for agents (Privacy, Mercury, Ramp, Brex, Stripe Issuing, Lithic, AgentWallet, Naïve, AgentCard) compared on spend limits, locks, single-use, real-time approval, eligibility and cost
- [Can AI agents make purchases? How it works and how to set limits](./can-ai-agents-make-purchases.md) — how agents pay (card, connector, crypto, saved account), what goes wrong, safe limits
- [AI agent sent crypto by mistake: what you can and can’t undo](./ai-agent-sent-crypto-by-mistake.md) — what can and can’t be undone, first-hour steps, revoking approvals, recovery-scam warnings, prevention
- [AI crypto scams: how they work and how to protect your crypto](./ai-crypto-scams.md) — Fake support agents, fake AI trading bots, AI-written phishing, wallet-drainer links and pig-butchering chats: how each works, the red flag, and the rules that protect your crypto.
- [Is that AI trading bot legit? How to check before you hand over money or API keys](./is-ai-trading-bot-legit.md) — Red flags, guaranteed-return claims, why a small test withdrawal proves little, and read-only vs trade vs withdraw API key permissions.
- [Check a call or video before you send money: voice clones and deepfakes](./voice-clone-deepfake-call-check.md) — How voice-clone and deepfake video money requests work, hang up and call back, a family safe word, and a short checklist before you send money or crypto.
- [Can AI reply to my Google reviews? What can go wrong](./can-ai-reply-to-google-reviews.md) — What can go wrong when AI answers your Google reviews (wrong facts, copy-paste replies, private details, policy problems) and the safer setup: AI drafts, a person approves.
- [Shared-box and connector checklist](./shared-box.md) — shared computer, connectors, passwords
- [Trading-agent map](./trading-agent-map.md) — brokerage / crypto / prediction / research-only lanes
- [Install a specialist bot](./install-specialist-bot.md) — marketplace specialist vs mega-prompt
- [Agent memory hygiene](./agent-memory.md) — private vs shared memory, prune weekly
- [Resources](./resources.md) — product shelf (same hrefs as the human Resources page)

## Human site

- https://agentlane.net/
- https://agentlane.net/resources/
- https://agentlane.net/about/

## Sources

- Canonical map: https://agentlane.net/for-agents/
- Site index for bots: https://agentlane.net/llms.txt

Some product links on this site may be affiliate links. They help keep these guides free. Details: https://agentlane.net/how-we-make-money/

Contact: agentlane@agentmail.to

## Sister publisher (entity facts before money rails)

Bots-and-crypto spend still needs a human-world LLC/bank path first. Use Formation Lane’s dated map, then come back here for spend shields — not wallets or payment rails.

## Sister publisher (entity facts)
Formation Lane agent map (US LLC guides/fees): https://formationlane.com/for-agents/us-llc-states.json
- [What is an AI agent? A plain-language guide](./what-is-an-ai-agent.md)
- [Agentic commerce explained: what it means when AI agents shop for you](./agentic-commerce-explained.md)
- [An AI agent with a wallet or email inbox: what it can do and how to limit it](./ai-agent-wallet-and-email.md)
- [AI agent tools vs skills vs MCP: what each one is and which to turn on](./ai-agent-tools-vs-skills-vs-mcp.md)
- [How much does an AI agent cost per month? The real costs and how to cap them](./how-much-does-an-ai-agent-cost.md)
- [Best AI agent for small business: how to choose by job, not by hype](./best-ai-agent-for-small-business.md)