LINKDESK / GUIDES

From a failed connection to a useful next step.

Guides for before, during and after connecting a tool. Each includes official references and a clear path forward.

Decide whether a task needs account access before connecting a third-party tool.

Compare a portfolio dashboard with a trading tool to understand access boundaries.

Review provider identity, key type, permissions, outbound IP and revocation before connecting.

Separate access, time, signature and rate-limit problems without blindly widening permissions.

Separate uninstalling, revoking API access and checking remaining platform state.

Map portfolio data, cached copies and deletion requests separately from revoking the API credential.

Choose the right sequence for maintenance or suspected exposure, then verify the new read path and retire old credentials.

Separate request timing from signature construction and collect useful evidence for the tool maintainer.

Review manual refreshes, background synchronization and shared outbound capacity before retrying a read request.

Separate Spot Testnet, production account data and a tool’s local simulation before interpreting its balance display.

Trace the actual outbound connection before changing IP restrictions for a cloud portfolio tool.

Separate algorithm choice, credential handling and migration support before creating a new connection.