Payment ID Client Account Route Status Provider Destination Purpose Description Amount Instrument Created
Account ID Client Label Currency Source Identity Instruments Created
Identity ID Client Identity type Status Name Created Actions
Instrument ID Client Instrument Type Status Identity Chain:Asset Created
Name Operator ID Client Type Status Created

Create operator

Assign operator to item

Card ID Client Last 4 Network Status Account Identity
Email Client EVM Address Solana Address Privy User ID Privy Wallet ID Chain Created
Name Email Client ID Keys Key prefix Last used Created Providers Status
Account Client Status Kind Chain Asset APY Balance Created
Policy ID Client Subject Conditions Status Created

Create policy

A satisfied policy allows the operation; an unsatisfied one denies it. Every condition must hold (AND). Created policies are platform-scoped.

Test a decision

Run createPolicyEvaluation against a subject + context (logs an instance).
Verification ID Client Subject Status Solution Grants External Ref Created
Instance ID Client Subject Verdict Policies Evaluated
UID Email Client Role Status Invited By Created

Pending invites

Email Client Role Invited By Created

Upload document

Attach a file (PDF, PNG/JPG, plain text/CSV, ≤10 MB) to an identity (idn_) or payment (pay_) you own. Requires the SDK API key (Settings).
Doc ID Client Attached to Filename Type Size Status Created

Add note

Attach a text note to an entity you own — identity (idn_), payment (pay_), document (doc_), action (act_) or program (prg_). Requires the SDK API key (Settings).
Note ID Client Attached to Body Status Created
Action ID Client Variant Status Account Prompt Action URL Created Updated
Item ID Action ID Client Variant Status Input Output Assignees Completed Created Updated

Catalog

Action variants
Action item variants
custom is the prompt-transparent variant. For it the platform adds no task framing of its own — no role wrapper, no output-format directive, no data block. The agent receives the operator's description and the item's instructions verbatim, alongside the platform's standing rules (the completion-confidence instruction, appended to every agent prompt, and the action-context instruction whenever the action-context tool is granted) and the standard toolset every agent item is granted. instructions is required — there is no usable default. No config and no subject: it runs untargeted, and its output envelope is { result }, where result is a string or an object.

Create action

Add action item

Assign operator to item

Type Subject Completion Input Output Prompt
Venue ID Client Name Kind Status Pairs Pricing Trades Settles Created
Trade ID Venue Client Account Pair Side Qty Rate Status Funding Tx Created
Settlement ID Venue Client Pair Side Qty Realized PnL Trades Created
Transfer ID Client Parent From To Direction Amount Status Created
Asset Chain Token Address Decimals Family Tradable

Counterparties

Coming soon — external payees and their instruments will appear here.

Program ID Client Label Provider Integration Capabilities Status Created