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Seer/Privacy and control

More capable.
Still under your control.

Understand what your agent can access, where credentials live and how research is handled.

Three connected layers representing data, tools and agent workflows

Permissions checked when tools run.

Each agent has an explicit set of enabled tools. The server checks those grants before executing a call. Data access, model access and trading authority remain separate.

Credentials outside the conversation.

Connection credentials stay server-side and are resolved within the service that needs them. They are not inserted into model prompts or tool results.

Know where your data goes.

The model connection requests zero retention, denies provider data collection and disables automatic provider fallback. Relevant prompts and source context still reach the selected remote model. Local research records persist in Seer.

Execution has its own boundary.

The target execution architecture uses exact proposals, fresh quotes, account-wide limits and reconciled action records. Live execution and delegated trading require separate implementation and validation.