> ## Documentation Index > Fetch the complete documentation index at: https://conto.finance/docs/llms.txt > Use this file to discover all available pages before exploring further. # Tools Reference > Complete reference of all 82 tools available across the dashboard assistant and hosted Conto Pay workspace # 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. | Parameter | Type | Description | | --------- | -------------------------------------- | ---------------- | | `status` | `ACTIVE \| PAUSED \| SUSPENDED \| ALL` | Filter by status | **Example prompts:** * "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) | *** ### explain\_policy Explains a policy in plain operator language, including what it allows, blocks, or escalates for approval. | Parameter | Type | Description | | ------------- | -------- | ------------------------------------ | | `policy_id` | `string` | Exact policy ID | | `policy_name` | `string` | Policy name (exact or partial match) | 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. | 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) | 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. | 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) | **Confirmation:** Preview card shown *** ### 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 | **Confirmation:** None (reversible) *** ### suspend\_agent Suspends an agent, blocking all transactions until manually reactivated. | Parameter | Type | Description | | -------------------------- | -------- | ------------------ | | `agent_id` or `agent_name` | `string` | Identify the agent | **Confirmation:** Amber (high impact) *** ### 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 | **Confirmation:** Red (destructive) *** ### 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 | **Confirmation:** Remove = Amber. Assign = Preview. *** ### generate\_sdk\_key Generates an SDK 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) | **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](/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. | 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 \| AGENT_IDENTITY \| COUNTERPARTY_IDENTITY` | Type | | `rules` | Yes | `array` | Array of rule objects | | `priority` | No | `number` | 0-100 (default: 50) | | `agent_ids` | No | `string[]` | Assign immediately | Each rule object has: `rule_type`, `operator`, `value`, `action` (ALLOW/DENY/REQUIRE\_APPROVAL). **Natural language mapping:** | You say | Policy type | Rule type | | ------------------------------- | -------------------- | ----------------------------- | | "limit to \$500/day" | `SPEND_LIMIT` | `DAILY_LIMIT` | | "block over \$1000" | `SPEND_LIMIT` | `MAX_AMOUNT` | | "Mon-Fri 9-5 only" | `TIME_WINDOW` | `TIME_WINDOW` + `DAY_OF_WEEK` | | "require approval above \$5000" | `APPROVAL_THRESHOLD` | `REQUIRE_APPROVAL_ABOVE` | | "only allow these addresses" | `COUNTERPARTY` | `ALLOWED_COUNTERPARTIES` | | "block gambling" | `CATEGORY` | `BLOCKED_CATEGORIES` | See [Policy overview](/policies/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. | 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 | **Confirmation:** Amber (high impact) for both *** ### 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 | *** ## Conto Pay Tools (39) These tools are available when the assistant is working inside a hosted Conto Pay workspace. They do not bypass Conto Pay controls; payment execution still follows the normal hosted draft, authorization, approval, and send path. For workflow guidance and operator prompts, see [Using the Assistant](/conto-pay/assistant-workflow). ### Workspace & Profile (10) | Tool | What it does | | ---------------------------------------- | ------------------------------------------------------------------------------------------------------- | | `get_conto_pay_status` | Returns the hosted workspace status, wallet readiness, active draft, recipients, and pending approvals. | | `get_conto_pay_profile` | Shows the hosted Conto Pay profile, handle, public links, listing state, and current readiness. | | `get_conto_pay_launch_evidence` | Returns the customer-safe launch evidence and support packet used for rollout and live-review prep. | | `create_conto_pay_profile_checkout_link` | Creates a tracked hosted pay or request checkout link from the Conto Pay profile. | | `update_conto_pay_profile` | Updates the public Conto Pay profile name, description, and directory-listing state. | | `refresh_conto_pay_wallet_balance` | Refreshes hosted wallet balance and readiness before a payment is authorized or sent. | | `request_conto_pay_testnet_funds` | Requests Tempo sandbox funds for the hosted wallet in test environments. | | `list_conto_pay_controls` | Shows the current hosted approval threshold and wallet spend controls. | | `set_conto_pay_approval_threshold` | Updates the hosted approval threshold used for Conto Pay payments. | | `set_conto_pay_wallet_limits` | Updates hosted wallet limits such as per-payment or daily caps. | ### Contacts, Recipients & Directory (13) | Tool | What it does | | ---------------------------------------- | --------------------------------------------------------------------------------------------- | | `list_conto_pay_recipients` | Lists saved hosted recipients available for the current workspace draft. | | `list_conto_pay_contacts` | Lists saved and recent Conto Pay contacts with aliases, favorites, defaults, and trust state. | | `prepare_conto_pay_contact_payment` | Starts a payment draft from a saved contact and its defaults. | | `rename_conto_pay_contact` | Renames a saved contact alias without changing the verified Conto Pay handle. | | `set_conto_pay_contact_payment_defaults` | Sets default amount, memo, or invoice details for a saved contact. | | `set_conto_pay_contact_payment_limits` | Sets contact-specific payment caps, approval requirements, and request permissions. | | `review_conto_pay_contact_trust` | Reviews and accepts the latest public profile state as the trusted snapshot for a contact. | | `set_conto_pay_contact_favorite` | Marks or unmarks a contact as a favorite. | | `search_conto_pay_directory` | Searches the hosted Conto Pay directory by handle, organization, or agent identity. | | `resolve_conto_pay_network_payee` | Resolves another hosted Conto Pay workspace before it is added as a network recipient. | | `prepare_conto_pay_network_payment` | Starts a payment draft to a resolved Conto Pay network payee. | | `add_conto_pay_network_recipient` | Adds a verified hosted Conto Pay workspace as a saved network recipient. | | `add_conto_pay_recipient` | Adds a manual recipient to the hosted allowlist for future payment drafts. | ### Requests, Drafting & Authorization (7) | Tool | What it does | | ----------------------------------- | -------------------------------------------------------------------------------------------- | | `create_conto_pay_payment_request` | Creates a hosted request asking another Conto Pay workspace to pay you. | | `list_conto_pay_payment_requests` | Lists incoming and outgoing hosted Conto Pay payment requests. | | `prepare_conto_pay_request_payment` | Loads a hosted request into the current payment draft so the payer can review and act on it. | | `set_conto_pay_recipient` | Sets or replaces the current recipient on the hosted payment draft. | | `set_conto_pay_amount` | Sets the amount on the hosted payment draft. | | `set_conto_pay_purpose` | Sets the memo, purpose, or invoice context on the hosted payment draft. | | `authorize_conto_pay_payment` | Runs the hosted Conto Pay authorization step before approval or send. | ### Activity, Recovery & Hosted Approvals (9) | Tool | What it does | | ---------------------------------- | ---------------------------------------------------------------------------------------------- | | `list_conto_pay_activity` | Shows the hosted activity inbox across payments, requests, receipts, and next actions. | | `list_conto_pay_payments` | Lists hosted Conto Pay payments for the current workspace. | | `get_conto_pay_payment` | Returns the current state of a specific hosted Conto Pay payment or the latest one in context. | | `cancel_conto_pay_payment` | Cancels a hosted Conto Pay payment that should no longer proceed. | | `retry_conto_pay_payment` | Retries a failed hosted Conto Pay payment after the operator fixes the blocker. | | `list_conto_pay_approval_requests` | Lists Conto Pay approval requests that are still pending operator review. | | `approve_conto_pay_payment` | Approves a pending hosted Conto Pay payment. | | `deny_conto_pay_payment` | Denies a pending hosted Conto Pay payment. | | `send_conto_pay_payment` | Sends a hosted Conto Pay payment after it is authorized and approved. |