FortFi Treasury MCP
Policy-gated MCP treasury for AI agents — x402 subscribe, 50+ tools, multi-chain.
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What it can do
What data it sees
Do you need an account
An API key from the service settings is required
Policy-gated MCP treasury for AI agents — x402 subscribe, 50+ tools, multi-chain.
Server tool list (117)
Raw names from tools/list. Only developers need these.
| get_mcp_guide | FortFi MCP capability guide: onboarding paths, pricing, limits, workflows, and full tool catalog. Call first when unsure which tool to use (e.g. market research → discover_tokens, not the Explore UI REST route). |
| get_treasury_context | Who am I? Returns treasury email, user id, credential kind/scopes, vault summary, and policy limits for this API key. Call first to confirm you are on the correct account before money-moving tools. |
| list_wallets | List FortFi wallets for this account: chain, address, nickname, metadata tags, and default flag. Optional metadataKey/metadataValue filter (exact match). Pass cursor and/or limit to page through large fleets — response becomes { items, nextCursor } when either is set; omit both for the plain array of all wallets. |
| list_recipients | List all allowlisted recipients. Includes cooldown status: `cooldownActive: true` means the recipient cannot yet receive funds (24-hour gate). |
| list_audit_log | Recent account activity: transfers, swaps, security events. Optional walletId filters to one vault's history. Pass cursor (from a previous page's nextCursor, even as an empty string on the first call) to switch the response to { items, nextCursor } and page back through full history instead of only the most recent entries. |
| list_activity_report | Treasury activity timeline (JSON) for reconciliation: normalized labels, USD hints, vault scope, and categories. Optional walletId narrows to one vault. Requires reporting:read (or account:read). |
| get_fusion_order_status | Track an owned Fusion+ cross-chain order by orderHash. Returns authoritative settlement/refund status, source and destination transactions, receiver, and the real destination token contract. |
| get_policy_limits | Current policy limits: per-tx/daily/monthly caps (USDC smallest units). Agent accounts include billingPlan (personal|startup), billingPlanName, maxWallets, tier, and subscription expiry. |
| get_usage_balance | Monthly UpTo product balance: cap, used, remaining, and period bounds. Billable writes consume this pool; unused budget is refunded at period end. |
| resend_claim_link | Resend the dashboard claim email to contactEmail (MCP agent API key only; keys:manage scope). Use when the original link expired (72h) or was lost. Rate limit: 3/hour. |
| list_funding_wallet_agents | List all FortFi agent accounts funded by the same payment wallet as this agent. Use to discover agentLabel / userId when renewing or spawning siblings (treasury multi-agent setups). |
| list_cosigner_memberships | Active co-signers on this account. |
| get_cosigner_rules | Amount-banded cosigner quorum rules for sends and swaps. Below-band amounts auto-execute; matching bands require N cosigner votes. |
| update_cosigner_rules | Set cosigner quorum rules (send + swap USD bands). Tightening rules works with the agent key alone. WEAKENING them (lower required cosigners / raise the amount floor) is a GOVERN action: sign a challenge with your funding wallet (challengeId + walletSignature); applies immediately once signed (same as passkey in the UI). Amounts use USDC micro-units (1 USDC = 1000000). |
| list_pending_cosigner_approvals | Pending actions that require this account's co-signer approval. Use when this agent is a co-signer on another account. |
| add_recipient | Add a payout address to the allowlist. Human developer key (frtfi_hu_* + DA): added with 24h cooldown (no Assist passkey). Agent key (frtfi_ag_*): GOVERN — funding-wallet signature required; then approved immediately. |
| remove_recipient | Remove a recipient from the FortFi allowlist (tightening policy — no funding-wallet GOVERN). Human developer key, session, or agent treasury key. Re-sync Turnkey policies in the app so the enclave matches. |
| approve_recipient | Approve a recipient still in cooldown (early release). Active cosigners may approve directly. Human passkey owners: use the FortFi app (passkey) or the approval email link; owner bearer keys cannot self-clear. Agent-owned accounts: owner self-approval is GOVERN (funding-wallet signature). |
| validate_recipient_manifest | Preview a batch recipient import (max 50 rows). Each row: { address, chainId, nickname? }. Returns ready_new, already_exists, or invalid per line. Read-only. |
| propose_recipient_manifest | Apply a validated recipient manifest (human/developer key). Adds new allowlist rows with normal 24h cooldown. Agent keys: use add_recipient per row (GOVERN). |
| validate_payout_manifest | Preview batch payroll/payout (max 50 lines). Each line: { recipientId, amountUsdc, memo? }. All recipients must be allowlisted, same chain as fromWalletId, and past cooldown. |
| propose_payout_manifest | Execute a validated payout manifest sequentially (one ActionIntent per line). Requires Delegated Access or agent wallet. Set dryRun:true to validate only. |
| propose_transfer | Transfer USDC to an allowlisted recipient, OR pay a FortFi invoice by public pid (paymentRequestPid + fromWalletId — amount optional for partial pay). Recipient path requires allowlist approval. Invoice path binds settlement to the pid (Delegated Access / agent accounts execute server-side when configured). |
| invite_agent_cosigner | Invite a co-signer. Agents: pass cosignerUserId (GOVERN / funding-wallet sign when using an agent API key). Humans: pass email — opens instructions for Security UI passkey provision (Turnkey dual-control with MCP DA). |
| invite_cosigner | Alias of invite_agent_cosigner. Humans: email → Security UI. Agents: cosignerUserId. |
| approve_cosigner_action | Approve a pending action as co-signer. Use with list_pending_cosigner_approvals. |
| reject_cosigner_action | Reject a pending action as co-signer. |
| get_portfolio | Full portfolio summary across all wallets: token balances with USD values, 24h change, and total net worth. |
| get_account_holdings | Token holdings for a specific wallet, with USD values and 24h change. |
| review_portfolio | Read-only treasury review: allocation buckets (cash, yield, tokens), top holdings, and optional drift vs target weights. Safe for cron — no proposals created. |
| plan_rebalance | Read-only rebalance planner toward target weights. Returns suggested legs (swap, yield_deposit, yield_withdraw) without executing. Use propose_* + confirm_proposal to act. |
| discover_tokens | Market-wide token discovery on a FortFi chain (USD). Use for trending/gainers/losers/volume/mcap — NOT the browser Explore REST route. Sorts: gainers_1d, gainers_30d, gainers_90d, gainers_365d, losers_1d, losers_30d, losers_90d, losers_365d, market_cap, volume_1d. No 7d or 30d-volume sort exists upstream — closest available gainers granularity to '1 week' is gainers_1d or gainers_30d; say so explicitly rather than silently picking one. Returns contract addresses for propose_swap / propose_bridge. |
| get_token_chart | Fetch a compact Zerion chart summary plus deterministic EMA, RSI, MACD, Bollinger, return, max-drawdown, and data-quality analysis. Raw points are omitted by default; set includePoints:true only for visual charting or external analysis. Discontinuous pre-migration/launch samples are excluded from TA. |
| screen_tokens | Batch cheap-screen tokens across requested chains. Defaults to verified assets, $5M market cap, $50K daily volume, top 30-day performers plus volume leaders, stablecoin removal, and cross-chain deduplication. Returns no proposal. |
| rank_tokens | Two-stage token ranking: run the cheap screen, then concurrently fetch deterministic chart evidence only for the strongest candidates. Quick charts 5 candidates over month+3months; standard charts 10 over day+month+3months+year; deep charts 20 and requires explicit opt-in. Returns evidence for user review and never creates a proposal. |
| get_swap_routing_guide | Returns which swap/bridge tool to use for a given from→to chain pair, with notes on protocols supported. |
| list_token_spender_grants | List active ERC-20 token approvals (spender grants) on this account. Useful before proposing a swap to confirm the CoW vault is approved. |
| list_incoming_cosigner_invites | List pending co-signer invites sent TO this account (where this account is the invitee). Use to discover accounts you can become a co-signer for. |
| accept_cosigner_invite | Accept a pending co-signer invite. After accepting, you will be able to approve/reject pending actions for that account. |
| remove_cosigner | Remove an active co-signer from this account. GOVERN action (it shrinks the approver set): via an agent key, sign a challenge with your funding wallet (challengeId + walletSignature); applies immediately once signed. |
| register_backup_governance_wallet | Register (or replace) a single backup governance wallet — the agentic equivalent of a backup passkey. Either the funding wallet or this backup can authorize future governance. GOVERN action: sign the challenge with your CURRENT funding wallet (challengeId + walletSignature); applies immediately once signed. Max one backup. |
| remove_backup_governance_wallet | Remove the registered backup governance wallet. GOVERN action: sign with your funding wallet (challengeId + walletSignature); applies immediately once signed. After removal, only the funding wallet may authorize governance. |
| list_governance_requests | List open governance requests on this account: pending (awaiting signature) and legacy scheduled rows. Use to monitor for unexpected loosening attempts. |
| cancel_governance_change | Veto/cancel a pending governance challenge before it is signed and applied. Cancelling TIGHTENS security, so it needs only the agent key (no signature). Also cancels legacy scheduled rows from before immediate-apply parity. |
| revoke_cosigner_invite | Revoke a pending outbound co-signer invite before it is accepted. |
| cancel_pending_action | Cancel a pending approval that you (the account owner) initiated. |
| propose_rename_account | Rename a wallet (account nickname), then call confirm_proposal with the returned proposalId. |
| propose_create_account | Create a new wallet on a supported chain. Optional metadata tags (e.g. customer_id). Then call confirm_proposal with the returned proposalId. Agent accounts execute server-side when no cosigners are configured. |
| confirm_proposal | Confirm a pending proposal returned by a propose_* tool. Reuses the same policy, risk, allowlist, vault-grant, delegated-authority, and cosign checks as POST /api/mcp/confirm. Returns executed, pending-approval, or passkey-required status. |
| update_wallet_metadata | Propose updating wallet metadata tags (flat string key/value pairs; replaces existing tags on confirm). Returns proposalId; call confirm_proposal to apply. Not a money-moving action. |
| preview_swap_quote | Optional advanced step: fetch a same-chain swap quote (CoW on EVM, Jupiter on Solana) and return previewQuoteId. Omit previewQuoteId on propose_* to bundle quote+proposal in one call. Does not execute or move funds. |
| preview_bridge_quote | Optional advanced step: fetch a cross-chain bridge quote (Fusion+ or deBridge) and return previewQuoteId. Omit previewQuoteId on propose_bridge to bundle quote+proposal in one call. |
| check_trade_allowance | Check ERC-20 allowance for an upcoming CoW swap (cow_swap) or Fusion bridge (fusion_bridge). Call before propose_swap / propose_bridge; if insufficient, use propose_token_approve then confirm. |
| propose_token_approve | Propose max ERC-20 approval for CoW or Fusion spenders. Returns proposalId — call confirm_proposal before swap/bridge. |
| propose_swap | Propose an EVM CoW swap. Autonomous agents: fetches and binds a quote inline (default), or pass previewQuoteId from preview_swap_quote for a two-step review. confirm always signs the bound quote — same principle as FortFi Assist. Human session MCP: confirm requires passkey in the app. |
| propose_solana_swap | Propose a Solana Jupiter swap. Autonomous agents: inline quote by default, or previewQuoteId for two-step review. confirm signs the bound quote. |
| propose_bridge | Propose a Fusion+ or deBridge cross-chain swap. FortFi resolves chain-specific verified token contracts from sellSymbol/buySymbol; optional token addresses are mismatch assertions, never routing overrides. Inline quote by default, or use previewQuoteId for two-step review. |
| list_yield_markets | Open Morpho yield discovery by chain with discovered, policyEligible, manuallyCurated, executionReady, and eligibilityReasons. Default minimum TVL is $500K everywhere (listing, policy, Turnkey). executionReady means TVL qualifies and you have a wallet on that chain; POLICY_SYNC_RECOMMENDED is advisory only. |
| list_yield_positions | Active Morpho yield positions with per-vault valueUsd, earnedUsd (Morpho pnlUsd), netApy, and a summary block. summary.cumulativeEarnedUsd is the lifetime yield estimate from FortFi ledger cash flow: current value + total withdrawn − total deposited. Use at the start of every yield desk run to report standing P&L. |
| get_yield_market_detail | Evidence for one Morpho vault: current net APY/TVL, historical APY and TVL series, period statistics, quality flags, allocation, instant-withdrawal liquidity, separated eligibility/readiness status, and timestamp. Rank on evidence.apy.medianPercent: the raw series contains upstream artifacts (points above 3000% APY) so averagePercent is filtered and medianPercent is the robust level. Check evidence.liquidity.redeemableUsd before sizing, since vaults typically run near 90% utilization and only unborrowed supply can be withdrawn on demand. Use before recommending or proposing a deposit. |
| rank_yield_markets | Batch-rank Morpho markets using current net APY, APY median/average/range/volatility, TVL trend/drawdown, vault age, curation, instant-withdrawal liquidity, warnings, and current-user execution eligibility. Results are ordered by current net APY, which is a spot rate that spikes: re-rank on evidence.apy.medianPercent before acting, since a vault printing 12% today commonly pays under 5% tomorrow. Runs evidence requests concurrently and never creates a proposal. |
| propose_yield_deposit | Propose Morpho vault deposit, then call confirm_proposal. With Delegated Access / agent key this executes server-side when policy permits. Use list_yield_markets for vaultAddress. |
| propose_yield_withdraw | Propose Morpho vault withdraw, then call confirm_proposal. With Delegated Access this executes server-side when policy permits. Use list_yield_positions for vaultAddress. |
| list_polymarket_markets | List active Polymarket prediction markets on Polygon with volume, liquidity, and outcome prices. |
| search_polymarket_markets | Search Polymarket markets by question text. |
| rank_polymarket_markets | Rank Polymarket markets by volume, liquidity, or 24h volume. |
| get_polymarket_market | Get a Polymarket market by conditionId with optional outcome price history from the public CLOB API. |
| list_polymarket_positions | List Polymarket outcome token positions for a Polygon wallet. walletId is required. |
| propose_polymarket_buy | Propose buying Polymarket outcome shares, then call confirm_proposal. Requires Polygon wallet. |
| propose_polymarket_sell | Propose selling Polymarket outcome shares (redeem collateral), then call confirm_proposal. |
| propose_polymarket_redeem | Propose redeeming winning shares from a resolved Polymarket market (CTF on Polygon), then call confirm_proposal. |
| list_hyperliquid_markets | List Hyperliquid perpetual markets with live mark/mid/oracle prices, funding, open interest, and 24h volume. Public data; no proposal. |
| get_hyperliquid_market | Get a Hyperliquid perp market by symbol with mark/funding context and optional candle history. |
| list_hyperliquid_symbol_master | Security master for Hyperliquid perps: symbol, dex, desk label, short symbol, display name, asset class (crypto/equity/commodity/fx/index/pre_ipo), plus live volume and funding. Default scope=core; pass scope=all for HIP-3. |
| rank_hyperliquid_markets | Rank Hyperliquid perp markets by 24h volume, pctChange, or funding. Returns dex + assetClass tags. Default scope=core; pass scope=all for HIP-3. Cheap filter only — use screen_hyperliquid_markets for breakout TA. |
| screen_hyperliquid_markets | Breakout screener for Hyperliquid perps: min volume filter, rank, HL candle TA (RSI, MACD, Bollinger). Returns dex + assetClass tags and long/short/neutral bias. Default scope=core; scope=all for HIP-3. Never creates proposals. |
| get_hyperliquid_cross_section | Rank a Hyperliquid perp universe by trailing return in one call, for a dollar-neutral long/short book. Returns dex, assetClass, trailing returns, realized vol, funding, rank, percentile, and long/short/hold buckets. Default scope=core (validated trend desk); pass scope=all for HIP-3 cross-asset books. Read-only; never creates proposals. |
| run_hyperliquid_research_backtest | Run an out-of-sample backtest on Hyperliquid perp OHLCV stored in FortFi research Postgres (hl_research_candles). Returns IS/OOS metrics and a pass/fail verdict. Read-only; uses synced historical data, not live HL API for bars. Strategies: momentum_cross (default). |
| run_hyperliquid_research_backtest_spec | Run an out-of-sample backtest from a Strategy Spec JSON (universe + rank factor or named pattern + portfolio rules). Deterministic; reads hl_research_* Postgres. Agent should translate natural-language strategy ideas into the spec object before calling. |
| get_hyperliquid_research_data_stats | Row counts and last ingest time for hl_research_* tables (candles, funding, symbols). Use before backtests to confirm data freshness. |
| list_hyperliquid_positions | List open Hyperliquid perp positions and margin summary for a hyperliquid-mainnet wallet (its address is used on the L1 order book). |
| get_hyperliquid_balances | Get Hyperliquid wallet balances: L1 perps margin (withdrawable), HL Spot USDC (MoonPay HyperCore lands here), and HyperEVM USDC/HYPE. Also returns a `perps` aggregate over open positions: openPositionCount, unrealizedPnlUsd, entryNotionalUsd, and unrealizedPnlPct (null when nothing is open). |
| get_hyperliquid_trading_desk | One-shot Hyperliquid trading desk snapshot for agent loops: margin, balances, positions, open orders, recent fills, and a `performance` block with unrealizedPnlUsd, unrealizedPnlPct, entryNotionalUsd, openPositionCount, and realizedPnlUsdRecentFills. Prefer this over many separate reads every 30-60 minutes. |
| list_hyperliquid_open_orders | List resting Hyperliquid orders including SL/TP triggers for a wallet. |
| get_hyperliquid_user_fills | Recent Hyperliquid trade fills with closedPnl per fill. Use for P&L review and trade history (up to 2000 from HL). |
| propose_hyperliquid_perp_open | Propose opening a Hyperliquid perp position. Runs FortFi perp policy (max leverage, max notional) and rejects non-hyperliquid-mainnet wallets. Returns a proposalId for confirm_proposal. |
| propose_hyperliquid_perp_close | Propose closing a Hyperliquid perp position (reduce-only). Omit size to close the whole position. Returns a proposalId for confirm_proposal. |
| propose_hyperliquid_perp_modify | Propose modifying a Hyperliquid perp position's protective stop-loss / take-profit (reduce-only). Returns a proposalId for confirm_proposal. |
| propose_hyperliquid_deposit | Propose moving HyperEVM USDC into Hyperliquid perp margin (top up). Set perpDex for HIP-3 desks (xyz, io, para). Returns proposalId; execute with confirm_proposal (server-side when Delegated Access or agent credential). |
| propose_hyperliquid_withdraw | Propose withdrawing Hyperliquid L1 USDC margin back to HyperEVM (cash out). Returns proposalId; human confirms via Perps Cash out or confirm_proposal. |
| propose_hyperliquid_spot_to_perp | Propose moving USDC from HL Spot into core perps margin (required after MoonPay HyperCore on-ramp). Returns proposalId; human confirms via Perps Top up or confirm_proposal. |
| propose_hyperliquid_send_asset | Move USDC between Hyperliquid margin desks without HyperEVM (any perp book: core, xyz, io, para, mkts, …, or spot → any perp desk). Use list_hyperliquid_balances perpDesks[].dex for valid dex ids. |
| create_checkout_session | Create a per-customer checkout session: resolves (or provisions) the customer's own vault from your externalCustomerId, mints a payment request that settles into it, and returns checkoutUrl + x402Url. The paid webhook then carries customer identity. Price from productSlug or ad-hoc amountUsd. |
| create_payment_request | Create a shareable payment request for a vault. Returns pid, paymentUrl, and qrPayload for humans or agents. |
| get_payment_request | Get a payment request by internal id or public pid, including settlement attempts. |
| list_payment_requests | List payment requests for the authenticated account. |
| cancel_payment_request | Cancel an open payment request with no verified settlement. |
| extend_payment_request | Extend an open payment request expiry (default extension window in days). |
| pay_payment_request_x402 | Pay an open FortFi invoice via x402 EIP-3009 from a governed Turnkey vault. Requires Delegated Access on human developer keys or an agent account. Base mainnet first. |
| list_payment_sales | Merchant view: paid and partially paid invoices on your collection vaults (what you sold). Includes payer, method, and settlement details. |
| list_payment_purchases | Buyer view: FortFi checkouts your vaults paid (what you bought). Matches settlements by payer wallet address across your fleet. |
| create_payment_product | Create a persistent product checkout link (/pay/p/{slug}). Each visit mints a fresh payment request. One webhook endpoint receives paid events for all products. |
| list_payment_products | List persistent product checkout links for the account. |
| get_payment_product | Get a payment product by internal id or public slug. |
| create_merchant_webhook | Register a webhook URL. FortFi generates a signing secret (returned once) for the merchant to verify HMAC on incoming POSTs. Not per-product — one endpoint receives all paid events. |
| list_merchant_webhooks | List registered webhook endpoints (secrets are never returned). |
| list_merchant_webhook_deliveries | List webhook delivery log. Use status=failed for dead-letter queue rows. Filter by paymentRequestId to find deliveries for one checkout. |
| replay_merchant_webhook_delivery | Replay a dead-lettered or failed webhook delivery after fixing your endpoint. Re-sends the same event id and body for idempotent handlers. |
| send_merchant_webhook_test | Send a signed webhook.test event to an endpoint. |
| search_vaults | Parent-treasury vault inventory search (treasury credential + keys:manage + wallets:read). Matches nicknames, wallet IDs, addresses, external customer IDs, credential names, and prefixes. Never returns raw bearer keys. |
| search_credentials | Parent-treasury key-centric credential search (treasury credential + keys:manage + wallets:read). Complements search_vaults. Never returns raw bearer keys. |
| create_vault_credential | Mint a vault-scoped credential for an existing wallet (treasury + keys:manage). Returns bearerKey once when agentPublicKey is omitted. Requires FORTFI_VAULT_CREDENTIALS_ENABLED. |
| update_vault_credential | Atomically replace a vault credential's name, access mode, grants, and expiry (treasury + keys:manage). Revoked credentials cannot be updated. |
| revoke_vault_credential | Revoke a vault-scoped credential (treasury + keys:manage). Idempotent if already revoked. |
| create_provisioning_job | Bulk-provision up to 20 customer vaults per job (treasury + keys:manage + wallets:write). Requires idempotencyKey in args. Poll get_provisioning_job until terminal; bearer secrets reveal once on first terminal GET. |
| get_provisioning_job | Poll a bulk provisioning job (treasury + keys:manage + wallets:read). bearerKey appears once when secretsDelivery is revealed. |
| create_customer | Create or sync one customer vault synchronously (treasury + wallets:write). Idempotent on externalCustomerId + namespace + chain. Returns wallet address immediately; Turnkey wallet creation may take a few seconds on first call. |