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Your existing Permissions apply

Your assistant accesses Altitude through the account you sign in with. Connecting it does not add or remove Permissions. Your assistant can read information and request document exports. It cannot create, Approve, or Submit Payments, change Workspace settings, or move funds—even if your account can perform those actions in Altitude.

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Workspace access and card-only access

Card-only results exclude other Members’ cards, card funding, withdrawals, cashback, and non-card activity. They do not represent the Workspace’s total spending. Your assistant can list your active Workspace memberships and identify those where you have card-only access.

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Document exports

Workspace read access permits Workspace documents. Own-card access permits your individual card statements and transaction statements for your own cards. Available documents and date limits are returned by list_export_options; additional requirements, such as approved business verification, can apply. Only the account that requested an export can check or download it, and current membership and document Permissions are checked again. Preparing an export sends no email. See request a document for document-specific requirements.

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Review connected clients

In the Altitude app, go to Settings → My account → MCP connections to see the AI clients you have authorized.

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Disconnect an assistant

In the Altitude app, go to Settings → My account → MCP connections. Select Disconnect next to the assistant, then confirm. This revokes that client’s access across all your Workspaces. You stay signed in to Altitude and can reconnect the assistant later.