Policy Management

Overview

The CLI provides full CRUD for spending policies. Lists show [organization] for mandatory baselines and the effective assignment path, such as [agent] or [wallet], for assigned policies.

conto policies

Create a Policy

The interactive builder walks you through each step with descriptions:

conto policies create

You’ll be prompted for:

Policy name. A descriptive label.
Policy type. 14 types available, each with an explanation.
Scope. Apply to the entire organization or only explicitly assigned targets.
Priority. Higher numbers are evaluated first. Use 0-100. Default is 50.
Rules. Optionally add the first rule immediately.
Assignment. Assigned policies can be linked to the current agent.

Policy Types

Type	Description
Spend Limit	Cap per-transaction, daily, weekly, or monthly totals
Approval Threshold	Require human approval above a dollar amount
Counterparty	Allow or block specific wallet addresses
Category	Restrict which spend categories are permitted
Geographic	Block transactions involving sanctioned countries
Budget Allocation	Set a total budget cap for a time period
Expiration	Policy only active within a date range
Merchant	Allow or block specific merchants by address
Time Window	Restrict transactions to specific hours or days
Velocity	Rate limit: max transactions per time period
Whitelist	Only pre-approved addresses can receive payments
Composite	Combine multiple conditions with AND/OR logic
Contract Allowlist	Restrict to approved smart contract addresses
Blackout Period	Block all transactions during specific time windows

Add Rules

Add rules to an existing policy:

conto policies add-rule <policy-id>

The rule builder prompts for:

Rule type: Context-aware options based on the policy type
Operator: <=, >=, in list, not in list, between, etc.
Value: With smart placeholders (dollar amounts for limits, JSON arrays for lists, country codes for geographic rules)
Action: Allow, Deny, or Require Approval

Value Examples by Rule Type

Rule Type	Example Value	Format
Daily Limit	`500`	Dollar amount
Allowed Counterparties	`["0xabc...","0xdef..."]`	JSON array of addresses
Geographic Restriction	`["CU","IR","KP","SY"]`	JSON array of country codes
Trust Score	`50`	Number (0-100)
Date Range	`{"start":"2025-01-01","end":"2025-12-31"}`	JSON with ISO dates
Velocity Limit	`5`	Max transactions per window

Update & Delete

# Update name, priority, or active status
conto policies update <policy-id>

# Delete (with confirmation prompt)
conto policies delete <policy-id>

# Remove a specific rule from a policy
conto policies remove-rule <policy-id> <rule-id>

Assign & Unassign

Control which policies apply to your agent:

# Assign an assigned-scope policy to your agent
conto policies assign <policy-id>

# Remove a policy from your agent
conto policies unassign <policy-id>

Organization policies cannot be assigned or unassigned because they already apply to every payment. To stop one, deactivate or delete it. Assigned policies do nothing until linked to an agent, wallet, or card.

List All Org Policies

To see every policy in the organization (not just your agent’s):

conto policies all

This shows the policy ID, agent count, rules, and active status for all policies.

JSON Output

All policy commands support --json:

conto policies --json
conto policies all --json
conto policies create --json    # Returns created policy as JSON

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Policy Management

Overview

Create a Policy

Policy Types

Add Rules

Value Examples by Rule Type

Update & Delete

Assign & Unassign

List All Org Policies

JSON Output

​Overview

​Create a Policy

​Policy Types

​Add Rules

​Value Examples by Rule Type

​Update & Delete

​Assign & Unassign

​List All Org Policies

​JSON Output

Overview

Create a Policy

Policy Types

Add Rules

Value Examples by Rule Type

Update & Delete

Assign & Unassign

List All Org Policies

JSON Output