Assistant Tools Reference
The AI Assistant currently exposes 82 tools organized into 8 categories. This page documents the core dashboard assistant tools plus the hosted Conto Pay workspace tools that appear when the assistant is operating a Conto Pay flow.Read Tools (10)
These tools query data and never modify anything. No confirmation required.get_dashboard_summary
Returns a high-level overview of your organization: agent counts by status, total wallet balance, transaction volume (last 7 days), active alerts, and counterparty risk. Example prompts:- “Give me an overview”
- “What’s the status of my organization?“
list_agents
Lists all agents with status, type, wallet balance, and transaction count.
Example prompts:
- “Show me all agents”
- “Which agents are paused?“
list_wallets
Lists all wallets with balance, chain info, and linked agents.list_policies
Lists all policies with their rules and assigned agents.list_transactions
Lists recent transactions with filtering.explain_policy
Explains a policy in plain operator language, including what it allows, blocks, or escalates for approval.
Provide either
policy_id or policy_name.
Example prompts:
- “What does the vendor-protection policy do?”
- “Explain policy cmm5c1pol001m49h7dmsuc22q in plain English”
list_alerts
Lists active alerts and warnings.list_counterparties
Lists counterparties with trust scores and verification status.get_agent_details
Returns detailed information about a single agent, including linked wallets with spend limits, assigned policies with rules, and recent transactions.
Provide either
agent_id or agent_name. The assistant searches by name if ID is not provided.
detect_anomalies
Analyzes recent activity for unusual patterns. Returns large transactions, failed transactions, low-trust counterparty interactions, and critical alerts. Example prompts:- “Any unusual activity?”
- “Are there security concerns I should know about?”
Agent Management Tools (11)
create_agent
Creates a new agent. Checks plan limits before creation.
Confirmation: Preview card shown
update_agent
Updates an agent’s name, description, or allowed contexts.pause_agent / activate_agent
Pause or reactivate an agent. Pausing temporarily stops all transactions. Both are reversible.
Confirmation: None (reversible)
suspend_agent
Suspends an agent, blocking all transactions until manually reactivated.
Confirmation: Amber (high impact)
delete_agent
Permanently deletes an agent (soft delete). The agent and its data become inaccessible.
Confirmation: Red (destructive)
link_wallet_to_agent
Links a wallet to an agent with delegation type and optional spend limits.unlink_wallet_from_agent
Removes a wallet from an agent. The agent loses access to that wallet’s funds. Confirmation: Amber (high impact)assign_policy_to_agent / remove_policy_from_agent
Assign or remove a policy from an agent. Accepts policy by ID or name.
Confirmation: Remove = Amber. Assign = Preview.
generate_sdk_key
Generates an SDK key for an agent to authenticate with the Conto SDK.
Confirmation: Amber (security). The full key is shown only once.
This assistant path creates a custom-scoped standard SDK key rather than using the dashboard or
API presets. If you omit
scopes, the assistant defaults to payments:request,
payments:execute, and wallets:read. Keys created here still follow the platform’s default
expiration window. Use the SDK Authentication flow if you want the full
standard preset or the admin preset instead.
Wallet Tools (4)
create_wallet
Creates a new wallet on EVM (Base) or Solana. External wallets are watch-only.update_wallet
Renames a wallet.freeze_wallet
Freezes a wallet, blocking all linked agents from transacting through it. Confirmation: Amber (high impact)update_agent_wallet_limits
Updates spend limits on an agent-wallet link.Policy Tools (5)
create_policy
Creates a new policy with rules. The assistant can infer the correct policy type and rules from natural language.
Each rule object has:
rule_type, operator, value, action (ALLOW/DENY/REQUIRE_APPROVAL).
Natural language mapping:
See Policy overview for the full canonical rule-type list.
update_policy
Updates a policy’s name, description, priority, or replaces all rules.delete_policy
Deletes a policy and removes it from all assigned agents. Confirmation: Red (destructive)activate_policy / deactivate_policy
Toggle a policy’s active state. Deactivated policies remain assigned but are not enforced.Counterparty Tools (5)
create_counterparty
Adds a new counterparty to track.update_counterparty / verify_counterparty / block_counterparty / recalculate_trust
- update: Modify name, type, category, description
- verify: Mark as verified (sets trust score to 0.75)
- block: Block counterparty and suspend all relationships (Confirmation: Amber)
- recalculate_trust: Recalculate trust scores for all counterparties
Approval Tools (5)
list_approval_requests
Lists pending approval requests with their status, amounts, and decisions.approve_request / deny_request
Approve or deny a pending request.
Confirmation: Amber (high impact) for both