Custody Operations Agent
Prepares deposits, withdrawals, staking, delegation, and internal transfers for policy-bound execution.
Normalizes intent, simulates network effects, verifies address and memo fields, collects approvals, and reconciles the signed transaction returned by the custody platform.
Authority
Execute within policy
Team role
Completes a defined task
Handoffs
Named collaborators
The role
What it owns and where its authority ends
Desk
Custody, Keys & Resilience
Desk workflow
Validate mandate, assemble policy, collect independent approvals, execute through HSM or MPC, and reconcile signed results.
Collaboration
Separates preparation from review
Decision boundary
Acts only inside a defined mandate and action boundary.
Systems and capabilities involved
Institutional custody platform
Transaction simulation service
Key policy decision
Dual-control approval service
Handoffs
What this role gives and receives
Capabilities offered
The handoffs name the next owner or specialist and the work that moves between them.
Handoff to
Handoff to
Receives from
Receives from
Context
What the role needs to do the work
- Current work
- The matter in flight: its assets, events, policy results, approvals, and unresolved facts
- Prior interactions
- Prior cases on the same asset or counterparty, exceptions, and reviewer outcomes
- Policies and reference
- Firm asset, chain, entity, jurisdiction, risk, control, and reporting taxonomies
- Working method
- The desk's own approved runbooks and escalation paths
Illustrative workflow
How the work moves
Starting point
A fund rebalances tokens from cold storage to an approved trading venue
- 01
Canonicalize and simulate intent
- 02
Request key-policy evaluation
- 03
Collect independent human quorum
- 04
Broadcast and reconcile signed result
Result
Execution receipt tied to mandate, approvals, transaction hash, and ledger handoff
Checks and boundaries
What must be tested or reviewed
- 01Destination, chain, asset, memo, and amount survive round-trip canonicalization
- 02No execution occurs without a valid policy decision and required human quorum
- 03Signed transaction and broadcast result reconcile to the approved intent
Human authority
- Dual-control signers authorize external transfers, staking commitments, and address-book changes
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