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Upside supports two complementary agent workflows:
  • Documentation agents use machine-readable documentation to answer integration questions, generate code, and navigate the API surface.
  • Trading agents use a dedicated agent wallet to read market and account state, sign approved actions, and react to real-time WebSocket events without exposing the master account’s private key.
An AI model should never be treated as the final authority for order parameters, balances, or risk limits. Validate generated payloads in code and enforce deterministic checks before signing or submitting any write request.
1

Discover the documentation

Start with /llms.txt to identify the relevant pages and endpoints without loading the entire documentation set.
2

Load only the context you need

Fetch individual pages for focused tasks, or use /llms-full.txt when the agent needs broad API context for code generation or retrieval.
3

Read public and account state

Use POST /info for market configuration, prices, order books, orders, balances, positions, and authorized agent records. Read requests do not require request signing.
4

Execute through a controlled signer

Send state-changing operations through POST /exchange. Keep the master key offline and authorize a separate API wallet with approveAgent for automated execution.
5

React to real-time events

Subscribe to the WebSocket API for order-book updates, trades, candles, order changes, open orders, and fills instead of repeatedly polling REST endpoints.

Choose the right integration path

Machine-readable docs

Give coding assistants and custom agents a concise documentation index or the full API reference in Markdown.

Agent wallets

Delegate trading actions to a separate wallet, set an expiry, monitor authorization, and revoke access when needed.

Read API

Retrieve configuration, live market state, account state, and order data without signing.

WebSocket streams

Maintain a synchronized local view of market and account events for low-latency agent workflows.

Agent control loop

A production trading agent should separate reasoning from execution:
  1. Observe — read configuration and current state from REST, then keep it fresh through WebSocket subscriptions.
  2. Propose — let the model or strategy engine produce a structured intent, such as side, contract, size, price, and risk rationale.
  3. Validate — enforce deterministic rules for contract IDs, numeric precision, maximum position size, leverage, reduce-only behavior, available margin, and allowed action types.
  4. Sign — sign only the validated action with the authorized agent wallet and a unique nonce.
  5. Submit — send the envelope to POST /exchange and inspect both transport-level and business-level errors.
  6. Reconcile — confirm the resulting order or fill through POST /info and private WebSocket channels.
Never expose a master or agent private key to an LLM prompt, chat transcript, application log, analytics event, or error-reporting service. Keep signing in a separate, deterministic component backed by a secure secret store.

Starter system prompt

Use the following as a base prompt for an API-aware coding agent:

Production checklist

  • Pin explicit risk limits outside the model prompt.
  • Reject unknown fields and unsupported action types with a strict schema.
  • Use a named agent wallet with an expiry for each environment or strategy.
  • Maintain a monotonic nonce per signing address.
  • Reconcile every submitted action against order and fill updates.
  • Add a kill switch that revokes the agent and stops the signer independently of the model.
  • Test against non-production infrastructure and small limits before increasing exposure.