Quickstart

By the end, you will have reviewed a draft and know how to activate your own rules. This guide does not place a trade. It uses Hyperliquid perpetuals.

You need an agent with remote MCP and browser sign-in support, plus Pakt access. Paper-trading access is enough to draft and activate rules; live authorization requires full access and a separate venue client to submit orders.

1. Set Up Your Account

Open Get started and sign in.

After sign-in, Pakt sets up your Pakt signer and opens your dashboard. You control the Pakt signer; the separate restricted execution signer it attaches can sign only actions that pass Pakt's checks.

New accounts start with the Default HL Perps Pakt already active, signed by your Pakt signer during setup. It allows BTC, ETH, and HYPE perpetuals on Hyperliquid at up to $50 per trade and 1x account leverage, refuses new positions once account equity falls below $10, and never moves collateral out. Its rules appear on the dashboard like any other Pakt, and you can disable it there at any time.

New full-access accounts that keep the default trading Pakt also receive a default spending Pakt, approved by your Pakt signer without a wallet prompt the next time the dashboard opens (accounts created before it was introduced do not); the dashboard creates your payments wallet for it if needed. It lets your agent pay only BlockRun (AI), Exa (search) and Mycelia (market data) in USDC on Base, from your payments wallet, at up to $0.50 per payment and $5 per calendar week in total. Disable it before activating another services or Gateway Pakt.

For full-access accounts, select Connect Hyperliquid on the dashboard's Hyperliquid portfolio card, select your Hyperliquid wallet, then select Approve Hyperliquid agent. Your existing Hyperliquid wallet approves the wallet underlying your Pakt signer as its trading agent.

If you see You're on the early-access list, tool access is still pending. You can submit the optional use-case form for earlier-access consideration, then return later and select Check access again. Paper trading only accounts can continue this guide but cannot request live authorization. See Troubleshooting.

2. Connect Your Agent

The installer detects Claude Code, Codex, Gemini CLI, OpenClaw, OpenCode, GitHub Copilot CLI, and Qwen Code, then installs or updates Pakt for each one it finds:

curl -fsSL https://usepakt.ai/install.sh | bash

You can read the installer first. The installer adds the remote connection and agent guidance. It does not install an agent, trading client, or wallet authority. Follow its instructions and complete browser sign-in with the same account you used above. Start a new agent session if the tools do not appear.

ZCode users can add bob-collective/pakt-plugins from Settings → Plugins → Create → Add marketplace.

For another MCP client, add a remote server with this URL and complete its OAuth sign-in:

https://api.usepakt.ai/mcp

To confirm that your agent is connected, ask:

Show me the Pakt templates available to my account.

You should see named templates, such as Conservative HL Perps. This confirms that the connection works, not that live trading is enabled. If the tools are missing, follow Connection problems.

3. Try a Draft Without Activating It

Ask your agent:

Compile the perps-conservative template with its unchanged example limits.
This is a walkthrough, not a personalized trading policy.
Show the readable rule groups and explain an allowed action and a refusal.
Do not prepare activation, activate, or trade.

The agent should return the grouped rules and one Pakt root, which identifies the compiled draft. The current example includes a $100 trade-size cap and a 2× account-leverage threshold. A $101 opening trade fails that size cap; a $100 trade passes that check but still has to satisfy every other applicable rule.

Drafting neither stores nor activates the Pakt. The example limits are not a recommendation. Before using it, tell your agent your intended allocation, markets, and exact limits or risk preferences. Have it compile your revisions and review the final rules.

4. Approve It

An account can have only one active trading Pakt, so first disable the Default HL Perps Pakt from the dashboard and wait 30 seconds. Then ask:

Prepare this Pakt for activation and give me the dashboard review link.

Only continue when the final rules match your intent. Open the link, review them again, and approve with your Pakt signer. The review expires after six hours; ask for a new link if needed. The activation guide shows what to check.

Ask your agent to list your Pakts and confirm that the same root is active. You have now approved rules, not an order. Creating a draft or opening the link does not activate it.

5. Choose Your Next Task

• Trade with Hyperliquid: prepare an order, review it, and track authorization separately from its venue result.
• Review activity: inspect and verify a receipt after an action has been checked.
• Stop this Pakt: disable its root with a separate Pakt signer approval; only another approval re-enables it.