Advanced Trade Scope & Permissions

A CDP API key needs view, trade, or transfer. An OAuth token needs the OAuth scope listed for that endpoint. Public methods need neither. On Global Derivatives, public/auth takes a CDP JWT (or OAuth token) in the request to mint the access token — it does not need a key scope.

Spot and US Derivatives
Global Derivatives

Endpoint	OAuth 2.0 Scope	API Key Scope
GET /accounts	`wallet:accounts:read`	`view`
GET /accounts/{account_uuid}	`wallet:accounts:read`	`view`
POST /orders	`wallet:buys:create`	`trade`
POST /orders/batch_cancel	`wallet:buys:create`	`trade`
POST /orders/edit	`wallet:buys:create`	`trade`
POST /orders/edit_preview	`wallet:buys:create`	`view`
POST /orders/close_position	`wallet:buys:create` or `wallet:transactions:read`	`trade`
GET /orders/historical/batch	`wallet:transactions:read`	`view`
GET /orders/historical/fills	`wallet:transactions:read`	`view`
GET /orders/historical/{order_id}	`wallet:transactions:read`	`view`
POST /orders/preview	`wallet:buys:create`	`view`
GET /best_bid_ask	`wallet:user:read`	`view`
GET /product_book	`wallet:user:read`	`view`
GET /products	`wallet:user:read`	`view`
GET /products/{product_id}	`wallet:user:read`	`view`
GET /products/{product_id}/candles	`wallet:user:read`	`view`
GET /products/{product_id}/ticker	`wallet:user:read`	`view`
GET /transaction_summary	`wallet:transactions:read`	`view`
POST /convert/quote	`wallet:trades:create`	`trade`
POST /convert/trade/{trade_id}	`wallet:trades:create`	`trade`
GET /convert/trade/{trade_id}	`wallet:trades:read`	`view`
GET /portfolios	`wallet:accounts:read`	`view`
POST /portfolios	`wallet:user:update`	`trade`
POST /portfolios/move_funds	`wallet:transactions:transfer`	`transfer`
GET /portfolios/{portfolio_uuid}	`wallet:accounts:read`	`view`
DELETE /portfolios/{portfolio_uuid}	`wallet:accounts:read`	`trade`
PUT /portfolios/{portfolio_uuid}	`wallet:user:update`	`trade`
GET /cfm/balance_summary	`wallet:transactions:read`	`view`
GET /cfm/positions	`wallet:transactions:read`	`view`
GET /cfm/positions/{product_id}	`wallet:transactions:read`	`view`
POST /cfm/sweeps/schedule	`wallet:transactions:transfer`	`transfer`
GET /cfm/sweeps	`wallet:transactions:read`	`view`
DELETE /cfm/sweeps	`wallet:transactions:transfer`	`transfer`
GET /cfm/intraday/margin_setting	`wallet:user:read`	`view`
POST /cfm/intraday/margin_setting	`wallet:user:update`	`trade`
GET /cfm/intraday/current_margin_window	`wallet:user:read`	`view`
GET /payment_methods	`wallet:payment-methods:read`	`view`
GET /payment_methods/{payment_method_id}	`wallet:payment-methods:read`	`view`
GET /key_permissions	—	`view`
GET /intx/portfolio/{portfolio_uuid}	`wallet:transactions:read`	`view`
GET /intx/positions/{portfolio_uuid}	`wallet:transactions:read`	`view`
GET /intx/positions/{portfolio_uuid}/{symbol}	`wallet:transactions:read`	`view`
GET /intx/balances/{portfolio_uuid}	`wallet:transactions:read`	`view`
POST /intx/multi_asset_collateral	`wallet:buys:create`	`trade`
POST /intx/allocate	`wallet:transactions:transfer`	`transfer`

Endpoint	OAuth 2.0 Scope	API Key Scope
private/buy	`wallet:buys:create`	`trade`
private/sell	`wallet:buys:create`	`trade`
private/edit	`wallet:buys:create`	`trade`
private/edit_by_label	`wallet:buys:create`	`trade`
private/cancel	`wallet:buys:create`	`trade`
private/cancel_by_label	`wallet:buys:create`	`trade`
private/cancel_all	`wallet:buys:create`	`trade`
private/cancel_all_by_currency	`wallet:buys:create`	`trade`
private/cancel_all_by_currency_pair	`wallet:buys:create`	`trade`
private/cancel_all_by_instrument	`wallet:buys:create`	`trade`
private/cancel_all_by_kind_or_type	`wallet:buys:create`	`trade`
private/close_position	`wallet:buys:create`	`trade`
private/get_open_orders	`wallet:transactions:read`	`view`
private/get_open_orders_by_currency	`wallet:transactions:read`	`view`
private/get_open_orders_by_instrument	`wallet:transactions:read`	`view`
private/get_open_orders_by_label	`wallet:transactions:read`	`view`
private/get_order_state	`wallet:transactions:read`	`view`
private/get_order_state_by_label	`wallet:transactions:read`	`view`
private/get_order_history_by_currency	`wallet:transactions:read`	`view`
private/get_order_history_by_instrument	`wallet:transactions:read`	`view`
private/get_order_margin_by_ids	`wallet:transactions:read`	`view`
private/get_trigger_order_history	`wallet:transactions:read`	`view`
private/get_user_trades_by_currency	`wallet:transactions:read`	`view`
private/get_user_trades_by_currency_and_time	`wallet:transactions:read`	`view`
private/get_user_trades_by_instrument	`wallet:transactions:read`	`view`
private/get_user_trades_by_instrument_and_time	`wallet:transactions:read`	`view`
private/get_user_trades_by_order	`wallet:transactions:read`	`view`
private/get_margins	`wallet:accounts:read`	`view`
private/get_account_summaries	`wallet:accounts:read`	`view`
private/get_account_summary	`wallet:accounts:read`	`view`
private/get_position	`wallet:accounts:read`	`view`
private/get_positions	`wallet:accounts:read`	`view`
private/change_margin_model	`wallet:user:update`	`trade`
private/get_access_log	`wallet:user:read`	`view`
private/get_transaction_log	`wallet:transactions:read`	`view`
private/get_settlement_history_by_currency	`wallet:transactions:read`	`view`
private/get_settlement_history_by_instrument	`wallet:transactions:read`	`view`
private/simulate_portfolio	`wallet:accounts:read`	`view`
private/pme/simulate	`wallet:accounts:read`	`view`
private/enable_cancel_on_disconnect	`wallet:buys:create`	`trade`
private/disable_cancel_on_disconnect	`wallet:buys:create`	`trade`
private/get_cancel_on_disconnect	`wallet:user:read`	`view`
private/create_combo	`wallet:buys:create`	`trade`
private/get_leg_prices	`wallet:user:read`	`view`
private/create_block_rfq	`wallet:buys:create`	`trade`
private/cancel_block_rfq	`wallet:buys:create`	`trade`
private/accept_block_rfq	`wallet:buys:create`	`trade`
private/cancel_block_rfq_trigger	`wallet:buys:create`	`trade`
private/get_block_rfqs	`wallet:transactions:read`	`view`
private/add_block_rfq_quote	`wallet:buys:create`	`trade`
private/edit_block_rfq_quote	`wallet:buys:create`	`trade`
private/cancel_block_rfq_quote	`wallet:buys:create`	`trade`
private/cancel_all_block_rfq_quotes	`wallet:buys:create`	`trade`
private/get_block_rfq_quotes	`wallet:transactions:read`	`view`
private/get_block_rfq_makers	`wallet:transactions:read`	`view`
private/get_block_rfq_user_info	`wallet:transactions:read`	`view`
private/execute_block_trade	`wallet:buys:create`	`trade`
private/verify_block_trade	`wallet:buys:create`	`trade`
private/approve_block_trade	`wallet:buys:create`	`trade`
private/reject_block_trade	`wallet:buys:create`	`trade`
private/simulate_block_trade	`wallet:transactions:read`	`view`
private/invalidate_block_trade_signature	`wallet:buys:create`	`trade`
private/get_block_trade	`wallet:transactions:read`	`view`
private/get_block_trades	`wallet:transactions:read`	`view`
private/get_block_trade_requests	`wallet:transactions:read`	`view`
private/get_broker_trades	`wallet:transactions:read`	`view`
private/get_broker_trade_requests	`wallet:transactions:read`	`view`

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