Treasury Management Agent

An autonomous treasury agent powered by Claude (Anthropic) that performs atomic batch rebalancing within weekly spending limits.

What It Demonstrates

• Claude (Anthropic) as LLM -- showing vendor diversity beyond OpenAI
• Atomic batch rebalancing with executeBatch()
• Weekly spending limits for treasury operations
• Portfolio allocation reasoning

Quick Start

cd apps/examples/treasury-management-agent

# Mock mode (no API keys needed)
pnpm start:mock

# Testnet mode
cp .env.example .env
# Fill in: ANTHROPIC_API_KEY, RPC_URL, BUNDLER_URL, OWNER_PRIVATE_KEY
pnpm start

Configuration

Variable	Description	Required
ANTHROPIC_API_KEY	Anthropic API key	Testnet only
RPC_URL	Base Sepolia RPC	Testnet only
BUNDLER_URL	Pimlico bundler URL	Testnet only
OWNER_PRIVATE_KEY	Wallet owner key	Testnet only

Preset: treasury-agent

This example uses the treasury-agent preset, which configures:

• Spending limit: 5 ETH per week (rolling window)
• No allowlist: Treasury operations need flexibility to interact with various protocols
• Emergency pause: Manual unpause only (no auto-unpause) for maximum security

Key Features

Batch Rebalancing

Uses executeBatch() for atomic multi-call rebalancing. All calls in a batch execute together or not at all, preventing partial portfolio states:

await client.executeBatch(wallet, {
  calls: [
    { target: tokenA, data: sellCalldata },
    { target: tokenB, data: buyCalldata },
    { target: tokenC, data: buyCalldata },
  ],
});

Budget Tracking

The agent tracks spending across the weekly window and reasons about remaining budget before executing trades.

Claude Integration

Demonstrates that SmartAgentKit works with any LLM provider. Claude reasons about portfolio allocation, risk assessment, and rebalancing strategy before executing transactions.

Source Code

See apps/examples/treasury-management-agent/ in the repository.