Three pains every sales and BD team hits weekly. Each one is what your reps actually complain about, not what a feature page would call them.
Check balances across several exchanges and a handful of wallets, one login at a time.
Reconcile a month of trades against your own plan by hand, in a spreadsheet.
Miss a concentration risk building on a single exchange until it is already a problem.
Track cost basis and lot selection for tax season across every account, manually.
Open the same balance screen on your phone every day, just to log a number.
Want an institutional-grade review of your own holdings without hiring a CFO.
Every pipeline below is a shape you wire on the canvas using the crew and tools further down. Not a feature we ship for you, a pattern you configure.
TreasuryManager reads on-chain wallet balances via blockchain/eth_get_balance alongside market context from coinbase_public_tools/cbx_ticker, and flags concentration risk when one venue holds too much of the total. Device Control checks the exchange app itself when no API key is available for a venue.
FPnLAnalyst pulls historical price and volume via alphavantage_stock_price and alphavantage_stock_history for equities, and coingecko_tools/coingecko_price for crypto, then attributes the period's P&L position by position, the same decomposition the crew already runs for a trading desk's book.
RiskManager runs the same kind of stress-test pass a trading desk would run against your own position list, and any recommended action pauses at the approval gate before anything executes.
TaxStrategist tracks lot selection and tax-loss harvesting opportunities across every connected account, and FinancialController reconciles the numbers before anything reaches a spreadsheet.
Device Control opens each wallet and exchange app on your real phone on a schedule, screenshots the balance screen, and logs the number, so TreasuryManager can update the report without you opening several apps yourself.
Real personas from the finance_team crew. Each ships with a tuned system prompt and a default tool allowlist. Swap models per persona on the canvas.
Tracks cash across banks, custodians, and stablecoin issuers. Enforces concentration limits and keeps six months of operating expense in liquid reserves.
Decomposes results into drivers (gross, transaction costs, funding, slippage, carry) and explains any line that drifts more than fifteen percent off plan.
Calculates VaR and CVaR, runs stress scenarios, and enforces non-negotiable circuit breakers on rolling drawdown.
Models tax position under FIFO, HIFO, and Specific ID, surfaces harvesting opportunities before year-end, and maps jurisdiction exposure for each entity.
Owns NAV, daily reconciliation, and audit readiness. Flags every variance over one hundred dollars with a documented root cause inside twenty-four hours.
Every tool below is a real shared tool from the Melaya bundle. Allowlist per agent; HITL-gate the writes; revoke any of them in one click.
Read on-chain wallet balances directly, like eth_get_balance, so TreasuryManager can flag concentration risk without you checking a block explorer by hand.
Adds live market context alongside your on-chain balances.
Open a wallet or exchange app on your paired phone and screenshot the balance screen when no API key is available for that venue. Every action is scoped to the apps you allow.
Pulls historical price and volume for the equities side of your portfolio.
Pulls live spot prices for the crypto side of your portfolio.
Any recommended rebalance or stress-test action pauses at pause_for_human before anything executes.
Lands reconciled tax-lot numbers in a queryable table.
Checks the reconciled data before it reaches a spreadsheet.
Writes the reconciled numbers into a report.
Every pipeline ships with three layers of knowledge access. Mix and match per agent on the canvas. No shared vector space with another tenant, no surprise reads, no opaque retrieval.
includeContextPer-pipeline documents appended to specific agents' input on every run. The ICP brief, playbook, pricing sheet, or won-deal email corpus. Whatever needs to be there before the agent thinks. You pick which personas get which docs.
rag_retrieveA scoped tool granted per-agent. When the agent decides it needs more depth, it queries the workflow's vector store on demand. Same knowledge base as Static context, accessed only when the model asks for it.
pipeline_memoryPipeline-level state that carries from one run to the next. Yesterday's research is in scope for today's follow-up. The crew remembers what it already prospected, what got approved, what was sent. The audit log is the second-order knowledge base.
Sandbox tier is free with no card. Join the waitlist and we will email you the moment a slot opens.
← Back to every use case