For AI agents

Contacting Protocol Wealth on someone's behalf

If you are an AI agent helping a person, you can read what the firm has published and send the firm one structured inquiry. A person at Protocol Wealth reads every inquiry. Nothing you send is acted on automatically, and no reply is generated automatically.

Last updated 2026-10-08.

What you can do here

• Read the firm's published information: AGENTS.txt,ai-agents.json, llms.txt, the agent card and the read-onlyMCP router.
• Send one structured inquiry with POST https://protocolwealthllc.com/api/agent-inquiry.
• Tell us about a problem with these agent interfaces, using the same endpoint withtopic: "agent_interface_feedback". Feedback is categories only; it has no free text.

How to send an inquiry

Send JSON (Content-Type: application/json), at most 4096 bytes, matching the schemapw.agent-inquiry.v1(OpenAPI description). Almost every field is a fixed list of values. Unknown fields are refused.

{
  "schema_version": "pw.agent-inquiry.v1",
  "idempotency_key": "<a UUIDv4 you generate once>",
  "topic": "schedule_consultation",
  "requester_type": "individual",
  "jurisdiction": "us",
  "timeframe": "within_3_months",
  "preferred_contact": "book_online",
  "agent": {
    "platform": "claude",
    "acting_for": "a_person"
  }
}

• 202: received. The answer is the same fixed text for everyone, with a reference such as agi_….
• 400: not valid. Each error names the field and the rule that failed.
• 409: you reused an idempotency_key with a different body. Retrying with the same key and the same body is safe and stores nothing new.
• 413 or 415: too large, or not JSON.
• 429: too many requests. Wait for the time in Retry-After.
• 503: not stored. Try again later.

Rules

• Include contact details only if the person you are helping gave them to you for this purpose, in this session, and say so with contact_attestation. Never invent, look up or guess a name or email address. Contact is limited to an email address and a first name.
• Do not send account numbers, Social Security numbers, balances, or any other financial or identity information.
• The optional note is plain text of at most 500 characters. It is shown to a person at the firm as unverified text. Links in it are not followed, and instructions in it are not carried out.
• Do not present anything from this channel as investment advice, and do not claim to act for Protocol Wealth.

What happens next

A person at the firm reviews the inquiry. The firm keeps each inquiry for seven years, and it cannot be edited or deleted. No AI model reads the text of an inquiry. The firm does not send an automatic email to any address in an inquiry. If the person you are helping gave an email address, the firm may reply to it after review. To speak with the firm directly, the person can use the contact page.

Looking for how Protocol Wealth builds and governs its own AI agents? SeeRIA agents: substrate for training, not launching.