Assistant Tools Reference
The Conto AI assistant has 42 tools organized into 7 categories. This page documents every tool, its parameters, and behavior.Read Tools (9)
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.| Parameter | Type | Description |
|---|---|---|
status | ACTIVE | PAUSED | SUSPENDED | ALL | Filter by status |
- “Show me all agents”
- “Which agents are paused?“
list_wallets
Lists all wallets with balance, chain info, and linked agents.| Parameter | Type | Description |
|---|---|---|
chain_type | EVM | SOLANA | ALL | Filter by blockchain |
status | ACTIVE | FROZEN | CLOSED | ALL | Filter by status |
list_policies
Lists all policies with their rules and assigned agents.| Parameter | Type | Description |
|---|---|---|
policy_type | SPEND_LIMIT | MERCHANT | TIME_WINDOW | ... | Filter by type |
is_active | boolean | Filter by active status |
list_transactions
Lists recent transactions with filtering.| Parameter | Type | Description |
|---|---|---|
days | number | Lookback period (default: 7) |
agent_name | string | Filter by agent name |
min_amount | number | Minimum amount |
status | CONFIRMED | FAILED | PENDING | REJECTED | ALL | Filter by status |
limit | number | Max results (default: 50, max: 100) |
list_alerts
Lists active alerts and warnings.| Parameter | Type | Description |
|---|---|---|
severity | CRITICAL | HIGH | MEDIUM | LOW | ALL | Filter by severity |
status | ACTIVE | ACKNOWLEDGED | RESOLVED | ALL | Filter by status |
list_counterparties
Lists counterparties with trust scores and verification status.| Parameter | Type | Description |
|---|---|---|
trust_level | TRUSTED | VERIFIED | UNKNOWN | SUSPICIOUS | BLOCKED | ALL | Filter by trust |
get_agent_details
Returns detailed information about a single agent, including linked wallets with spend limits, assigned policies with rules, and recent transactions.| Parameter | Type | Description |
|---|---|---|
agent_id | string | Agent ID |
agent_name | string | Agent name (partial match) |
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.| Parameter | Required | Type | Description |
|---|---|---|---|
name | Yes | string | Agent name (1-100 chars) |
agent_type | Yes | OPENAI_ASSISTANT | ANTHROPIC_CLAUDE | LANGCHAIN | AUTOGPT | CUSTOM | Agent type |
description | No | string | Description (max 500 chars) |
update_agent
Updates an agent’s name, description, or allowed contexts.| Parameter | Type | Description |
|---|---|---|
agent_id or agent_name | string | Identify the agent |
name | string | New name |
description | string | New description |
allowed_contexts | string[] | Allowed contexts list |
pause_agent / activate_agent
Pause or reactivate an agent. Pausing temporarily stops all transactions. Both are reversible.| Parameter | Type | Description |
|---|---|---|
agent_id or agent_name | string | Identify the agent |
suspend_agent
Suspends an agent, blocking all transactions until manually reactivated.| Parameter | Type | Description |
|---|---|---|
agent_id or agent_name | string | Identify the agent |
delete_agent
Permanently deletes an agent (soft delete). The agent and its data become inaccessible.| Parameter | Type | Description |
|---|---|---|
agent_id or agent_name | string | Identify the agent |
link_wallet_to_agent
Links a wallet to an agent with delegation type and optional spend limits.| Parameter | Required | Type | Description |
|---|---|---|---|
wallet_id | Yes | string | Wallet to link |
agent_id or agent_name | Yes | string | Target agent |
delegation_type | No | FULL | LIMITED | VIEW_ONLY | PREAPPROVED | ALLOWLIST | Default: LIMITED |
spend_limit_daily | No | number | Daily limit in USD |
spend_limit_per_tx | No | number | Per-transaction limit |
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.| Parameter | Type | Description |
|---|---|---|
agent_id or agent_name | string | Target agent |
policy_id or policy_name | string | Target policy |
generate_sdk_key
Generates an API key for an agent to authenticate with the Conto SDK.| Parameter | Type | Description |
|---|---|---|
agent_id or agent_name | string | Target agent |
key_name | string | Label (default: “Default”) |
scopes | string[] | Permissions (default: payments:request, payments:execute, wallets:read) |
Wallet Tools (4)
create_wallet
Creates a new wallet on EVM (Base) or Solana. External wallets are watch-only.| Parameter | Required | Type | Description |
|---|---|---|---|
name | Yes | string | Wallet name |
chain_type | No | EVM | SOLANA | Default: EVM |
custody_type | No | SPONGE | EXTERNAL | Default: SPONGE |
import_address | No | string | Required for EXTERNAL |
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.| Parameter | Type | Description |
|---|---|---|
agent_id or agent_name | string | Target agent |
wallet_id | string | Target wallet |
spend_limit_daily | number | New daily limit (0 = unlimited) |
spend_limit_weekly | number | New weekly limit |
spend_limit_monthly | number | New monthly limit |
spend_limit_per_tx | number | New per-tx limit |
Policy Tools (5)
create_policy
Creates a new policy with rules. The assistant can infer the correct policy type and rules from natural language.| Parameter | Required | Type | Description |
|---|---|---|---|
name | Yes | string | Policy name |
policy_type | Yes | SPEND_LIMIT | MERCHANT | TIME_WINDOW | CATEGORY | VELOCITY | GEOGRAPHIC | APPROVAL_THRESHOLD | COUNTERPARTY | WHITELIST | EXPIRATION | Type |
rules | Yes | array | Array of rule objects |
priority | No | number | 0-100 (default: 50) |
agent_ids | No | string[] | Assign immediately |
rule_type, operator, value, action (ALLOW/DENY/REQUIRE_APPROVAL).
Natural language mapping:
| You say | Policy type | Rule type |
|---|---|---|
| ”limit to $500/day” | SPEND_LIMIT | MAX_DAILY_SPEND |
| ”block over $1000” | SPEND_LIMIT | MAX_AMOUNT |
| ”Mon-Fri 9-5 only” | TIME_WINDOW | ALLOWED_HOURS + ALLOWED_DAYS |
| ”require approval above $5000” | APPROVAL_THRESHOLD | REQUIRE_APPROVAL |
| ”only allow these addresses” | WHITELIST | ALLOWED_ADDRESSES |
| ”block gambling” | CATEGORY | BLOCKED_CATEGORIES |
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.| Parameter | Required | Type | Description |
|---|---|---|---|
name | Yes | string | Name |
type | No | VENDOR | EXCHANGE | PROTOCOL | DAO | INDIVIDUAL | OTHER | Default: VENDOR |
address | No | string | Wallet address |
domain | No | string | Domain |
category | No | string | Category label |
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.| Parameter | Type | Description |
|---|---|---|
status | PENDING | APPROVED | REJECTED | EXPIRED | ALL | Default: PENDING |
approve_request / deny_request
Approve or deny a pending request.| Parameter | Required | Type | Description |
|---|---|---|---|
request_id | Yes | string | Request ID |
comment | No | string | Reason |
create_approval_workflow
Creates an approval workflow with trigger conditions.| Parameter | Required | Type | Description |
|---|---|---|---|
name | Yes | string | Workflow name |
amount_threshold | No | number | Trigger above this USD amount |
required_approvals | No | number | Approvals needed (default: 1) |
timeout_hours | No | number | Expiry (default: 24) |
approver_roles | No | string[] | Roles (default: OWNER, ADMIN) |
new_recipients | No | boolean | Trigger for unknown recipients |
update_approval_workflow
Updates a workflow’s name, required approvals, timeout, or active state.Bulk Tools (3)
All bulk operations require destructive (red) confirmation with a summary of affected entities.bulk_assign_policy
Assigns a policy to multiple agents.| Parameter | Type | Description |
|---|---|---|
policy_id or policy_name | string | Policy to assign |
agent_ids | string[] | Specific agents |
all_active | boolean | Assign to all active agents |
bulk_pause_agents
Pauses multiple agents.| Parameter | Type | Description |
|---|---|---|
agent_ids | string[] | Specific agents |
over_daily_limit | boolean | Pause agents over daily spend limit |
all_active | boolean | Pause all active agents |
bulk_update_limits
Updates spend limits for multiple agent-wallet pairs.| Parameter | Type | Description |
|---|---|---|
agent_ids | string[] | Specific agents (or all_active: true) |
all_active | boolean | Apply to all |
spend_limit_daily | number | New daily limit |
spend_limit_per_tx | number | New per-tx limit |