The Treasury Agent helps you automate balance tracking across wallets, chains, exchanges, and custodians. It’s designed for teams that need reliable, up-to-date insights on their digital assets — without manually stitching together fragmented data.
Key Capabilities
The Treasury Agent supports both real-time and historical balance queries. You can interact with the agent directly through Copilot using natural language prompts:
🔎 Ask for Token Balances by Wallet
"What are my token balances by wallet?"
📈 Get Results in Token Quantities or USD Value (or both)
"What are my token balances, only provide token quantities"
🔗 Filter by Chain or Wallet Group
"What are my token balances by ETH wallets?"
🕒 Pull Historical Balance Snapshots
"What are my token balances by wallet as of 5/1/2025 for my Solana wallets"
Automate Treasury Reporting
You can configure your Treasury Agent to run on a schedule and automatically send reports via email.
💬 Example Single-Shot Command to Set Up a Recurring Agent:
"Configure a treasury agent called ETH Treasury Update for all ETH wallets, send email daily at 9:00AM PST to [email protected]"
Copilot will confirm your configuration and deploy the agent. A summary card will appear showing the agent name, schedule, filters (e.g. chain, wallets), and recipients.
Managing Active Treasury Agents
To view and manage your agents:
Go to the Agent Marketplace and click “View Details” on the Treasury Agent tile.
Or open Copilot > Agent Table and trigger the sidebar to see all active agents.
From here, you can:
See when each agent last ran
Update schedules or filters
Disable or remove an agent
Quick Prompts to Get Started
Not sure how to start? Just ask Copilot:
"What agents can I run?"
"How do I configure my treasury agent?"
Email Notifications
The treasury agent will send you an email with the cadence you specified. The email will also include the CSV of the report!
The Treasury Agent turns what used to take hours of manual reconciliation into a fully automated, audit-ready process.