# Is Surmount safe to connect to an AI agent?

> Is Surmount safe for an AI agent? Can trade unattended. Safety 50%. Safeguards and gaps, each from official sources, checked 2026-10-26.

Canonical: https://tradingagentstack.com/tool/surmount/is-it-safe/

1. [Home](https://tradingagentstack.com/)

2. [AI trading bot platforms](https://tradingagentstack.com/category/ai-bot-platform/)

3. [Surmount](https://tradingagentstack.com/tool/surmount/)

# Is Surmount safe to connect to an AI agent?

**Can trade unattended.** [Safety 50%](https://tradingagentstack.com/safety-score/) Can trade unattended. Built from our sourced listing, last checked 2026-10-26. Not financial advice.

## What an AI agent can do

- **Live vs paper:** paper trading on Core; live via connected brokers or Quantbase account [source](https://surmount.ai/pricing)

- **Order approval:** automated strategy marketplace and builder; Surmount AI Inc. is not a registered adviser; advisory accounts run by Quantbase LLC (SEC-registered adviser) with custody at Alpaca Securities [source](https://surmount.ai/pricing)

- **Markets:** US stocks, ETFs, crypto

- **Pricing:** Free account; Core $5/mo

## Safeguards that exist

- **Paper, demo or testnet mode:** Paper, demo or testnet mode available [source](https://surmount.ai/pricing)

- **Withdrawal permission needed or allowed:** Surmount connects with read and trade permissions only and cannot withdraw or transfer money out article) (official docs) [source](https://surmount.ai/is-surmount-safe-here-s-what-you-need-to-know)

- **Scoped keys, permission scopes or IP whitelisting:** The broker connection is a token limited to the read and trade permissions you grant, revocable at the broker (official docs) [source](https://surmount.ai/is-surmount-safe-here-s-what-you-need-to-know)

## Safeguards that are missing

- **Can it place live orders unattended?:** Can place live orders with no documented approval step [source](https://surmount.ai/pricing)

- **Order approval or confirmation options:** No approval or limit option in our listing [source](https://surmount.ai/pricing)

- **Open source or audited:** No public source code in our listing [source](https://surmount.ai/pricing)

## Safety score

[Safety 50%](https://tradingagentstack.com/safety-score/) Can trade unattended. Not a ranking; affiliate links never affect it. [How it's calculated](https://tradingagentstack.com/safety-score/)

| Input | From our listing | Points |
| --- | --- | --- |
| Can it place live orders unattended? | Can place live orders with no documented approval step | 0 / 25 |
| Order approval or confirmation options | No approval or limit option in our listing | 0 / 15 |
| Paper, demo or testnet mode | Paper, demo or testnet mode available | 15 / 15 |
| Withdrawal permission needed or allowed | Surmount connects with read and trade permissions only and cannot withdraw or transfer money out article) (official docs) [source](https://surmount.ai/is-surmount-safe-here-s-what-you-need-to-know) | 15 / 15 |
| Scoped keys, permission scopes or IP whitelisting | The broker connection is a token limited to the read and trade permissions you grant, revocable at the broker (official docs) [source](https://surmount.ai/is-surmount-safe-here-s-what-you-need-to-know) | 10 / 10 |
| Open source or audited | No public source code in our listing | 0 / 10 |
| Sourced and verified facts | Facts from the vendor's official docs | 10 / 10 |
| Total | 50% of the points we could check | **50 / 100** |

## Sources

- [https://surmount.ai/pricing](https://surmount.ai/pricing)

- [https://surmount.ai/is-surmount-safe-here-s-what-you-need-to-know](https://surmount.ai/is-surmount-safe-here-s-what-you-need-to-know)

Full listing: [Surmount](https://tradingagentstack.com/tool/surmount/) · How the score works: [Safety score method](https://tradingagentstack.com/safety-score/)

## For agents

- [When to use this site, and the page index](https://tradingagentstack.com/llms.txt)
- [Sitemap](https://tradingagentstack.com/sitemap.xml)
- [Contact](https://tradingagentstack.com/contact/)
- [MCP server](https://tradingagentstack.com/mcp/)
- [MCP discovery](https://tradingagentstack.com/.well-known/mcp)