@buildaureon/mcp 0.1.8 → 0.1.9

package/docs/agent-guide.md

@@ -1,652 +1,652 @@
-# AUREON MCP Agent Guide
-
-Playbooks for AI agents using `@buildaureon/mcp` against the **live** AUREON API.
-
-This guide teaches agents how to think, which tools to call, and how to talk honestly about settlement. Pair it with the [tool reference](./tools.md). For typed contracts and error codes, see the **@buildaureon/sdk documentation**.
-
-**Surface:** 54 tools · issued API key · optional Bearer · private key only outside MCP for broadcast.
-
----
-
-## How agents should think
-
-Use a simple loop on every non-trivial request:
-
-**Read → Decide → Act.**
-
-### 1. Read
-
-Gather facts before proposing mutations.
-
-Typical read set:
-
-- `aureon_ping` — is the live API up?
-- `aureon_me` — which wallet am I acting as?
-- `aureon_sync_portfolio` + `aureon_get_portfolio` — what does the Capital Book say?
-- `aureon_get_vault_status` — can Automatic restores actually fund?
-- `aureon_list_objectives` + `aureon_get_health` — what policy exists and is it breached?
-
-### 2. Decide
-
-Translate operator intent into a **single** next action (or a short sequenced plan).
-
-Decide:
-
-- Is the vault empty (restore must 409; return unsigned prepare; do not fund)?
-- Do we create a new Automatic objective?
-- Do we restore an existing breach?
-- Is this only a rehearsal (market event)?
-
-Prefer **Automatic** (`automationMode: "auto"`) for agents. Manual mode is for humans who must Approve in the utility.
-
-### 3. Act
-
-Call the write / prepare / restore tool. Then **read again** to confirm.
-
-Never claim success from prepare alone. Never claim on-chain settlement unless the receipt says `settlement: "vault"`.
-
----
-
-## Trust boundary (memorize this)
-
-| Credential | Role |
-| --- | --- |
-| Issued `AUREON_API_KEY` | Product access + wallet identity for control-plane tools |
-| Optional Bearer | Wallet session via nonce → sign → `aureon_verify_wallet` (wins if both present) |
-| Private key | **Outside MCP only** — host signs unsigned vault steps |
-
-The MCP server is not a custodian and not a broadcaster. `prepare_*` returns unsigned steps.
-
----
-
-## Locked fields and defaults
-
-| Field | Rule |
-| --- | --- |
-| `automationMode` | Defaults to **`auto`** on create. Locked after create. |
-| `targetSymbol` | Locked after create. Recreate to change the token. |
-| Update patch | Name, weight, tolerance, priority (and related numeric fields) — **not** symbol/mode. |
-
-Agents: create Automatic objectives unless the human explicitly asks for Manual.
-
----
-
-## Settlement types
-
-Restore and execution receipts may include:
-
-| Value | Meaning | How to describe it |
-| --- | --- | --- |
-| `vault` | On-chain / vault-backed settlement | “Settled on-chain via vault.” |
-| `staged` | Ledger-local / staged settlement | “Staged (not on-chain).” |
-
-**Honesty rule:** If the field is missing or unclear, say so. Do not upgrade `staged` to “on-chain” in chat.
-
----
-
-## How to read a Phase 2 receipt
-
-After `aureon_restore_objective` or `aureon_run_execution`, inspect the returned receipt:
-
-| Field | What to tell the operator |
-| --- | --- |
-| `settlement: "vault"` | Restored via vault keeper path; may have on-chain tx |
-| `verifiedOnChain: true` | Listener observed vault `Rebalanced` event — cite `settlementRecord` |
-| `verifiedOnChain: false` + `settlement: "vault"` | Vault path but **not yet** independently observed — do not claim chain proof |
-| `settlement: "staged"` | Capital-book update only — **not** on-chain settlement |
-| `explorerUrl` | Link to block explorer when vault tx exists |
-| `registryRef` | Objective registered on testnet registry — cite `objectiveKey` + contract |
-| `status` | `confirmed` / `failed` / etc. — do not infer success from prepare alone |
-
-Cross-check with `aureon_list_timeline`: find events where `payload.executionId` matches `receipt.id` and confirm `payload.settlement` matches the receipt.
-
-**Do not say:** “Every restore is on-chain.” Staged receipts are honest book updates when vault is unavailable or unfunded. Do not say “chain-verified” unless `verifiedOnChain` is true or `aureon_get_execution_settlement` returns a record. After every restore, call **`aureon_validate_receipt`** — if validation fails, report the issues and do not override them.
-
----
-
-## Recommended workflows
-
-### A. Morning check
-
-Goal: identity, book, vault readiness, health — no surprise mutations.
-
-```text
-aureon_ping
-aureon_me
-aureon_sync_portfolio
-aureon_get_portfolio
-aureon_get_vault_status
-aureon_get_overview
-aureon_list_objectives
-aureon_refresh_watchdog
-aureon_get_health
-```
-
-**Agent summary checklist**
-
-- Wallet address
-- Whether vault looks fundable / ready
-- Objective count and any breaches
-- One recommended next action (fund, restore, or none)
-
-### B. Create an Automatic objective
-
-Example intent: maintain ~15% WETH with 3% tolerance.
-
-**Read first**
-
-```text
-aureon_me
-aureon_sync_portfolio
-aureon_get_vault_status
-aureon_list_objectives
-```
-
-**Act**
-
-```text
-aureon_create_objective
-  name: "Maintain 15% WETH"
-  kind: balanced_portfolio
-  targetWeight: 0.15
-  tolerance: 0.03
-  targetSymbol: WETH
-  automationMode: auto
-  priority: medium
-```
-
-**Confirm**
-
-```text
-aureon_get_objective
-aureon_get_health
-```
-
-Remind the operator that `targetSymbol` and `automationMode` are locked.
-
-### B2. Register the objective on chain
-
-Host wallet broadcasts. MCP never holds a private key.
-
-```text
-aureon_registry_status
-aureon_prepare_objective_registry
-  objectiveId: <id>
-# host signs and broadcasts the returned calldata
-aureon_confirm_objective_registry
-  objectiveId: <id>
-  transactionHash: 0x…
-aureon_get_objective_registry
-```
-
-Do not say the objective is on chain until confirm returns a record.
-
-Practical close script (host signs outside MCP): `pnpm --filter @buildaureon/mcp test:phase2` against a Phase 2 API.
-
-### C. Restore drift
-
-```text
-aureon_refresh_watchdog
-aureon_get_health
-aureon_get_restore_plan      # when breached — explain steps
-aureon_restore_objective
-aureon_list_timeline
-aureon_list_executions
-aureon_get_health            # post-check
-```
-
-**Agent summary checklist**
-
-- Pre-health vs post-health
-- Plan kind (e.g. vault swap / wrap)
-- Receipt `settlement` (`vault` vs `staged`)
-- Timeline events confirming the restore
-
-If vault status says funding is insufficient, stop and switch to the deposit workflow.
-
-### D. Vault deposit (prepare + host signs)
-
-```text
-aureon_get_vault_status
-aureon_prepare_vault_deposit
-  symbol: ETH
-  amount: "0.1"
-→ host signs & broadcasts unsigned steps (private key outside MCP)
-→ wait for confirmation
-aureon_sync_portfolio
-aureon_get_vault_status
-aureon_get_vault
-```
-
-**Agent language**
-
-- After prepare: “Here are unsigned steps. Sign and broadcast in your wallet. I cannot move funds with the API key alone.”
-- After sync: report vault readiness. Do not invent tx hashes the host did not provide.
-
-### E. Market rehearsal (integration only)
-
-```text
-aureon_list_market_presets
-aureon_apply_market_event
-  symbol: TSLA
-  priceChangeRatio: -0.1
-aureon_refresh_watchdog
-aureon_get_health
-# optional: restore_plan → restore_objective if rehearsing the full loop
-```
-
-Do **not** treat rehearsal shocks as live oracle prices for production capital decisions.
-
-### F. Pause / resume / soft update
-
-```text
-aureon_pause_objective
-aureon_resume_objective
-aureon_update_objective   # name, weight, tolerance, priority only
-```
-
-To change token or auto/manual mode: create a new objective; pause or leave the old one.
-
-### G. API key hygiene
-
-```text
-aureon_list_api_keys
-aureon_create_api_key     # secret once — store in host env
-aureon_toggle_api_key     # pause without revoke
-aureon_revoke_api_key
-```
-
-Never paste full secrets into public transcripts if the host displays tool output broadly.
-
-### H. Green vs plan paradox demo 
-
-```text
-aureon_set_portfolio          # or aureon_sync_portfolio
-aureon_create_objective       # stable_allocation, targetWeight 0.2, tolerance 0.02
-aureon_get_allocation_vs_target   # baseline: rows aligned
-aureon_apply_market_event
-  symbol: NVDA
-  priceChangeRatio: 0.45
-  autoRestore: false
-aureon_get_allocation_vs_target   # paradox: book up, stable off-plan
-aureon_get_health
-aureon_list_timeline
-```
-
-**Agent language**
-
-- Before shock: “Objective vs actual are aligned — stable sleeve at target.”
-- After shock with `autoRestore: false`: “Book is up {X}%, but your stable objective is at {current}% vs {target}% target — {state}. Portfolio performance and plan adherence are not the same signal.”
-- Do **not** claim on-chain proof for rehearsal marks; they are controlled and staged.
-
-### I. AI → objective → portfolio
-
-```text
-aureon_sync_portfolio
-aureon_apply_financial_intent
-  brief: "Keep about 20% in stable assets"
-  kind: stable_allocation
-  targetWeight: 0.2
-  tolerance: 0.02
-aureon_get_objective_portfolio_flow   # confirm intent → objective → portfolio link
-aureon_get_allocation_vs_target         # ties to objective vs actual
-```
-
-**Agent language**
-
-- “You told me what you want your money to do. I registered that as an objective.”
-- “Here is how your portfolio scores against that policy — not just total PnL.”
-- The agent must still supply structured fields (`kind`, `targetWeight`, `tolerance`); `brief` captures user wording for audit and teaching.
-- After intent is applied, use `aureon_get_allocation_vs_target` for ongoing objective vs actual checks.
-
-### J. Drift → detection → restore
-
-```text
-aureon_set_portfolio          # or aureon_sync_portfolio
-aureon_create_objective       # stable_allocation, targetWeight 0.2, tolerance 0.02
-aureon_apply_market_event
-  symbol: NVDA
-  priceChangeRatio: 0.45
-  autoRestore: false          # break the rule on purpose
-aureon_get_health
-aureon_get_restore_plan
-aureon_restore_objective
-aureon_get_drift_restore_flow # confirm three-beat flow
-aureon_list_timeline
-```
-
-Or one-shot: `aureon_run_drift_restore_demo`.
-
-**Agent language**
-
-- Beat 1: “Rule set — stable sleeve at ~20% target.”
-- Beat 2: “NVDA rally moved the book. Stable allocation drifted off policy — {state}.”
-- Beat 3: “Restore plan executed. Receipt settlement is `{vault|staged}`. Health back within tolerance.”
-- Link back to  (`aureon_get_allocation_vs_target` with `autoRestore: false`) and  (intent before the rule exists).
-- Do **not** claim discretionary trading; this is controlled rehearsal against registered policy.
-
-### K. Receipt → verification 
-
-```text
-aureon_run_drift_restore_demo       # or aureon_restore_objective after drift
-aureon_list_executions
-aureon_validate_receipt             # local — must pass before claiming proof
-aureon_get_execution_settlement     # vault — independent chain record when present
-aureon_get_receipt_verification_flow
-aureon_list_timeline
-```
-
-Or one-shot: `aureon_run_receipt_verification_demo`.
-
-**Agent language**
-
-- Beat 1: “Restore returned a receipt — status `{status}`, result says `{result}`. That is a **claim**, not proof.”
-- Beat 2: “`aureon_validate_receipt` — schema + honesty check. If invalid, report issues; do not say success.”
-- Beat 3: “For vault receipts, `aureon_get_execution_settlement` — `verifiedOnChain: true` means independent settlement record. Staged receipts can validate but are **never** chain-verified.”
-- Link back to (receipt exists after restore). Never say “chain-verified” unless `verifiedOnChain` or settlement record confirms it.
-
-### L. Portfolio watch while away 
-
-```text
-aureon_ping
-aureon_me
-aureon_apply_financial_intent
-  brief: Watch my portfolio while I'm away — keep about 20% in stable assets.
-  kind: stable_allocation
-  targetWeight: 0.2
-  tolerance: 0.02
-aureon_refresh_watchdog
-aureon_get_health
-aureon_apply_market_event
-  symbol: NVDA
-  priceChangeRatio: 0.45
-  autoRestore: true
-aureon_list_timeline
-aureon_get_portfolio_watch_flow
-```
-
-Or one-shot: `aureon_run_portfolio_watch_demo`.
-
-**Agent language**
-
-- Beat 1: “You asked me to watch your portfolio while away. I registered that as an **Automatic** objective — not a blank check, a rule.”
-- Beat 2: “While you were away, the market moved. Automatic mode evaluated health and restored when off-plan.”
-- Beat 3: “Here is your return briefing — health, timeline, and what happened. Use tools if you need receipt verification.”
-- Host context: say **Cursor** or **Claude** when demoing agent-in-host; never claim 24/7 unsupervised trading.
-- Link back to (intent → objective) and (drift/restore with `autoRestore: false` vs **true** here).
-
-### M. Full AUREON loop 
-
-```text
-aureon_apply_financial_intent
-  brief: Keep about 20% in stable assets — grow the book without abandoning the plan.
-  kind: stable_allocation
-  targetWeight: 0.2
-  tolerance: 0.02
-aureon_get_allocation_vs_target
-aureon_apply_market_event
-  symbol: NVDA
-  priceChangeRatio: 0.45
-  autoRestore: false
-aureon_get_allocation_vs_target   # paradox — green book, off-plan
-aureon_restore_objective
-aureon_validate_receipt
-aureon_get_full_aureon_loop_flow
-```
-
-Or one-shot: `aureon_run_full_aureon_loop_demo`.
-
-**Agent language**
-
-- Positioning: “We're not building another portfolio tracker.”
-- Beat 1: Intent registered as policy — not a price chart goal.
-- Beat 2: Book can look fine while the plan fails — show paradox after shock.
-- Beat 3: Restore closes the loop; receipt must be validated before claiming success.
----
-
-## Prompt examples
-
-### System prompt fragment (paste-ready)
-
-```text
-You have AUREON MCP tools against the live API.
-Prefer aureon_ping / aureon_me / aureon_sync_portfolio before mutations.
-Use automationMode auto unless the user explicitly asks for manual.
-Never claim on-chain settlement unless the restore receipt says settlement=vault.
-Never ask the user for a private key; for deposits call prepare tools and tell them
-to sign the returned steps in their wallet.
-targetSymbol and automationMode are immutable after create — recreate instead of update.
-Follow read → decide → act. Confirm with a second read after writes.
-```
-
-### Operator prompts that work well
-
-> Ping AUREON and show which wallet my issued key is bound to.
-
-> Sync my portfolio, check vault status, and summarize whether Automatic restores can run.
-
-> Create an Automatic objective to keep about 20% WETH with 2% tolerance. Confirm locks.
-
-> Health looks off — show the restore plan for objective `<id>`, then restore if the plan is sensible. Report settlement type.
-
-> Prepare a 0.05 ETH vault deposit. Do not try to broadcast. Tell me exactly what I must sign.
-
-> Rehearse a −10% TSLA mark event, refresh watchdog, and report which objectives breached.
-
-### Operator prompts to clarify before acting
-
-> “Fix my portfolio.” → Ask which objective, whether to restore vs recreate, and whether the vault is funded.
-
-> “Make it manual.” → Confirm they want Manual Approve (human UI). Prefer staying Automatic for agent loops.
-
-> “Deposit 1 ETH.” → Clarify prepare-only vs they will sign; never imply MCP will broadcast.
-
----
-
-## Anti-patterns
-
-Avoid these failure modes.
-
-| Anti-pattern | Why it hurts | Do this instead |
-| --- | --- | --- |
-| Write before read | Acts on stale identity / vault / health | Always ping / me / sync / vault status first |
-| Creating Manual by default | Agents cannot Approve in the utility | Default `automationMode: auto` |
-| Patching `targetSymbol` or mode | API rejects; wastes turns | Recreate the objective |
-| Treating prepare as funded | Balances unchanged until broadcast | Tell host to sign; then sync |
-| Spamming restore | Flapping health, noisy timeline | Re-read health; restore once; confirm |
-| Calling market events “live prices” | Misleads capital decisions | Label as rehearsal |
-| Claiming `staged` as on-chain | Breaks trust | Quote `settlement` literally |
-| Inventing missing audit proof | Fake explorer / registry / settlement | Use `aureon_get_audit_trail` and report labeled gaps |
-| Asking for private keys | Violates the trust model | Prepare tools + host wallet only |
-| Clearing portfolio casually | Destructive book wipe | Confirm; prefer sync |
-| Rotating keys into chat | Secret leakage | Create key; instruct secure env storage |
-
----
-
-## Automatic-only guidance for agents
-
-Agents operate best as **keepers with Automatic objectives**:
-
-1. On first use the vault is empty: `aureon_restore_objective` must **409**. Call `aureon_prepare_vault_deposit` and return unsigned steps. **Do not fund.** The user signs when they use the product (same as testnet).
-2. Create objectives with `automationMode: "auto"`.
-3. Watch health via `aureon_refresh_watchdog` / `aureon_get_health`.
-4. On breach after the user has funded: plan → `aureon_restore_objective` → confirm timeline / executions.
-
-Manual mode remains available for humans who want Approve gates. If the operator insists on Manual, say clearly that agent-driven restores may be limited and the utility Approve surface is the control plane for those swaps.
-
----
-
-## Error handling tips
-
-| Symptom | Likely cause | Agent action |
-| --- | --- | --- |
-| 401 / invalid key | Bad or revoked issued key | Stop. Ask operator to rotate in Developers and update host env. |
-| Wallet session required / env key cannot identify wallet | Non-issued gating key | Switch to an **issued** Developers key. |
-| Vault empty / cannot restore | First use — user has not deposited | Prepare deposit (unsigned); wait for the user/host to broadcast; re-sync. Agents do not fund. |
-| Update rejects symbol / mode | Immutable create fields | Explain lock; offer recreate + pause old. |
-| Restore flaps / healthy immediately | Marks shifted or race | Re-read health + vault; avoid spam restores. |
-| Prepare succeeds, balances unchanged | Broadcast never happened | Remind: unsigned steps need host signature. |
-| Invite / early-access errors on verify | Wallet not invited | Use issued key path or complete invite on first Bearer login. |
-| Ambiguous settlement | Receipt missing or staged | Report exactly what the receipt says. |
-
-### Retry discipline
-
-- Retry **reads** after transient network errors.
-- Do not blindly retry **restores** or **clears**.
-- After a failed write, re-read state before a second attempt.
-- After prepare, do not call prepare in a loop hoping balances change — wait for the host.
-
----
-
-## FAQ
-
-### Do I need a Bearer token every day?
-
-No. An issued API key is enough for control-plane agent work. Bearer is optional.
-
-### Can the MCP server sign deposits?
-
-No. Prepare tools return unsigned steps. Private keys stay outside MCP.
-
-### Why is my restore `staged`?
-
-Staged means ledger-local settlement for that receipt. Fund the vault and use Automatic restore paths when you need `settlement: "vault"`. Always label honestly.
-
-### Can I change `targetSymbol` later?
-
-No. Recreate the objective. Optionally pause the old one.
-
-### What is the default automation mode?
-
-`auto`. Agents should keep it that way unless the human requests Manual.
-
-### Is market event a production price feed?
-
-No. It is for integration rehearsal and demos.
-
-### How many tools are there?
-
-**47.** See the [tool reference](./tools.md).
-
-### Where are the typed schemas?
-
-In the **@buildaureon/sdk documentation** (client API, data contracts, error model).
-
-### What URL should agents use?
-
-Omit `AUREON_API_URL` for local mainnet `http://127.0.0.1:8788` (chain 4663). Set `AUREON_NETWORK=testnet` for the public host (still 46630). Do not treat `api.aureonlabs.network` as 4663.
-
-### What if the operator asks me to “just send the transaction”?
-
-Refuse to take a private key. Call `aureon_prepare_vault_deposit` or `aureon_prepare_vault_withdraw`, return the unsigned steps, and instruct the host wallet to sign and broadcast.
-
----
-
-## Suggested turn templates
-
-### Template: status report
-
-1. Ping + me  
-2. Sync portfolio + vault status  
-3. Overview + health  
-4. Three-bullet summary + one recommended action  
-
-### Template: create policy
-
-1. Confirm wallet + vault readiness  
-2. Create Automatic objective with explicit weight/tolerance/symbol  
-3. Fetch objective + health  
-4. State locks (`targetSymbol`, `automationMode`)  
-
-### Template: heal breach
-
-1. Refresh watchdog + health  
-2. Get restore plan; narrate steps briefly  
-3. Restore  
-4. List executions/timeline; quote `settlement`  
-5. Re-check health  
-
-### Template: fund vault
-
-1. Vault status  
-2. Prepare deposit  
-3. Hand unsigned steps to operator  
-4. After they confirm broadcast: sync + vault status  
-
----
-
-## Coordination with humans
-
-Agents should be explicit about what only a human can do:
-
-- Sign and broadcast vault steps
-- Approve Manual restores in the utility
-- Create / rotate issued API keys in a secure secret store
-- Decide risk appetite (weights, tolerances, which symbols)
-
-Agents should be decisive about what they can do alone with an issued key:
-
-- Sync and inspect book / vault / health
-- Create Automatic objectives
-- Fetch plans and run restores
-- Rehearse market events
-- Pause / resume / soft-update objectives
-
----
-
-## Related reading
-
-- [Tools](./tools.md) — purpose, args, when to use, caveats per tool  
-- [Auth](./auth.md) — issued key, optional Bearer, private-key boundary  
-- [Setup](./setup.md) — wiring Cursor / Claude Desktop to the live API  
-- [Security](./security.md) — stdio trust model and key hygiene  
-- **@buildaureon/sdk documentation** — deeper contracts for builders  
-
----
-
-## Quick reference card
-
-```text
-READ:   ping → me → sync_portfolio → vault_status → health
-DECIDE: empty vault 409 + unsigned prepare (do not fund)? create auto? restore? rehearse only?
-ACT:    prepare_* (host signs) | create_objective(auto) | restore_objective
-CHECK:  timeline / executions / health — quote settlement=vault|staged
-```
-
-Keep the loop short. Prefer Automatic. Never invent settlement. Never touch private keys inside MCP.
-
----
-
-## Appendix: decision matrix
-
-| Situation | First tools | Then | Stop if |
-| --- | --- | --- | --- |
-| New session | `aureon_ping`, `aureon_me` | Sync + vault status | Key invalid |
-| Want new policy | List objectives + vault status | `aureon_create_objective` (auto) | Vault empty and restores required |
-| Health red | Watchdog + health + plan | `aureon_restore_objective` | Plan unclear / unfunded |
-| Need capital in vault | `aureon_prepare_vault_deposit` | Host signs outside MCP | Operator cannot sign |
-| Demo shock | List presets + apply event | Health / optional restore | Treating marks as production |
-| Soft policy tweak | `aureon_get_objective` | `aureon_update_objective` | Trying to change symbol/mode |
-| Change token or mode | Pause or leave old | Create new Automatic objective | Patching locked fields |
-| Key rotation | `aureon_list_api_keys` | Create → store secret → revoke old | Echoing secret in public chat |
-
-### Narrative examples (short)
-
-**Morning.** “API is up. Wallet `0x…`. Vault ready. Two Automatic objectives healthy. No action.”
-
-**Create.** “Created Automatic balanced objective for 15% WETH (±3%). `targetSymbol` and `automationMode` are locked. Health is within band.”
-
-**Restore.** “Objective breached after watchdog refresh. Plan was a vault-backed rebalance. Restore receipt `settlement: vault`. Post-health green.”
-
-**Deposit.** “Prepared unsigned deposit for 0.1 ETH. Sign and broadcast in your wallet. After confirmation I will sync and re-check vault status.”
-
-**Rehearsal.** “Applied −10% TSLA rehearsal event. Two objectives breached in marks. This is not a live oracle price.”
-
-### Closing reminders for agents
-
-1. Live API only — issued key (optional Bearer).  
-2. Thirty-three tools — see the tool reference for args and caveats.  
-3. Automatic by default — Manual is a human Approve surface.  
-4. Prepare ≠ funded — host signs outside MCP.  
-5. Quote `settlement` — `vault` or `staged`, never invent.  
-6. Read → decide → act → read again.
+# AUREON MCP Agent Guide
+
+Playbooks for AI agents using `@buildaureon/mcp` against the **live** AUREON API.
+
+This guide teaches agents how to think, which tools to call, and how to talk honestly about settlement. Pair it with the [tool reference](./tools.md). For typed contracts and error codes, see the **@buildaureon/sdk documentation**.
+
+**Surface:** 54 tools · issued API key · optional Bearer · private key only outside MCP for broadcast.
+
+---
+
+## How agents should think
+
+Use a simple loop on every non-trivial request:
+
+**Read → Decide → Act.**
+
+### 1. Read
+
+Gather facts before proposing mutations.
+
+Typical read set:
+
+- `aureon_ping` — is the live API up?
+- `aureon_me` — which wallet am I acting as?
+- `aureon_sync_portfolio` + `aureon_get_portfolio` — what does the Capital Book say?
+- `aureon_get_vault_status` — can Automatic restores actually fund?
+- `aureon_list_objectives` + `aureon_get_health` — what policy exists and is it breached?
+
+### 2. Decide
+
+Translate operator intent into a **single** next action (or a short sequenced plan).
+
+Decide:
+
+- Is the vault empty (restore must 409; return unsigned prepare; do not fund)?
+- Do we create a new Automatic objective?
+- Do we restore an existing breach?
+- Is this only a rehearsal (market event)?
+
+Prefer **Automatic** (`automationMode: "auto"`) for agents. Manual mode is for humans who must Approve in the utility.
+
+### 3. Act
+
+Call the write / prepare / restore tool. Then **read again** to confirm.
+
+Never claim success from prepare alone. Never claim on-chain settlement unless the receipt says `settlement: "vault"`.
+
+---
+
+## Trust boundary (memorize this)
+
+| Credential | Role |
+| --- | --- |
+| Issued `AUREON_API_KEY` | Product access + wallet identity for control-plane tools |
+| Optional Bearer | Wallet session via nonce → sign → `aureon_verify_wallet` (wins if both present) |
+| Private key | **Outside MCP only** — host signs unsigned vault steps |
+
+The MCP server is not a custodian and not a broadcaster. `prepare_*` returns unsigned steps.
+
+---
+
+## Locked fields and defaults
+
+| Field | Rule |
+| --- | --- |
+| `automationMode` | Defaults to **`auto`** on create. Locked after create. |
+| `targetSymbol` | Locked after create. Recreate to change the token. |
+| Update patch | Name, weight, tolerance, priority (and related numeric fields) — **not** symbol/mode. |
+
+Agents: create Automatic objectives unless the human explicitly asks for Manual.
+
+---
+
+## Settlement types
+
+Restore and execution receipts may include:
+
+| Value | Meaning | How to describe it |
+| --- | --- | --- |
+| `vault` | On-chain / vault-backed settlement | “Settled on-chain via vault.” |
+| `staged` | Ledger-local / staged settlement | “Staged (not on-chain).” |
+
+**Honesty rule:** If the field is missing or unclear, say so. Do not upgrade `staged` to “on-chain” in chat.
+
+---
+
+## How to read a Phase 2 receipt
+
+After `aureon_restore_objective` or `aureon_run_execution`, inspect the returned receipt:
+
+| Field | What to tell the operator |
+| --- | --- |
+| `settlement: "vault"` | Restored via vault keeper path; may have on-chain tx |
+| `verifiedOnChain: true` | Listener observed vault `Rebalanced` event — cite `settlementRecord` |
+| `verifiedOnChain: false` + `settlement: "vault"` | Vault path but **not yet** independently observed — do not claim chain proof |
+| `settlement: "staged"` | Capital-book update only — **not** on-chain settlement |
+| `explorerUrl` | Link to block explorer when vault tx exists |
+| `registryRef` | Objective registered on testnet registry — cite `objectiveKey` + contract |
+| `status` | `confirmed` / `failed` / etc. — do not infer success from prepare alone |
+
+Cross-check with `aureon_list_timeline`: find events where `payload.executionId` matches `receipt.id` and confirm `payload.settlement` matches the receipt.
+
+**Do not say:** “Every restore is on-chain.” Staged receipts are honest book updates when vault is unavailable or unfunded. Do not say “chain-verified” unless `verifiedOnChain` is true or `aureon_get_execution_settlement` returns a record. After every restore, call **`aureon_validate_receipt`** — if validation fails, report the issues and do not override them.
+
+---
+
+## Recommended workflows
+
+### A. Morning check
+
+Goal: identity, book, vault readiness, health — no surprise mutations.
+
+```text
+aureon_ping
+aureon_me
+aureon_sync_portfolio
+aureon_get_portfolio
+aureon_get_vault_status
+aureon_get_overview
+aureon_list_objectives
+aureon_refresh_watchdog
+aureon_get_health
+```
+
+**Agent summary checklist**
+
+- Wallet address
+- Whether vault looks fundable / ready
+- Objective count and any breaches
+- One recommended next action (fund, restore, or none)
+
+### B. Create an Automatic objective
+
+Example intent: maintain ~15% WETH with 3% tolerance.
+
+**Read first**
+
+```text
+aureon_me
+aureon_sync_portfolio
+aureon_get_vault_status
+aureon_list_objectives
+```
+
+**Act**
+
+```text
+aureon_create_objective
+  name: "Maintain 15% WETH"
+  kind: balanced_portfolio
+  targetWeight: 0.15
+  tolerance: 0.03
+  targetSymbol: WETH
+  automationMode: auto
+  priority: medium
+```
+
+**Confirm**
+
+```text
+aureon_get_objective
+aureon_get_health
+```
+
+Remind the operator that `targetSymbol` and `automationMode` are locked.
+
+### B2. Register the objective on chain
+
+Host wallet broadcasts. MCP never holds a private key.
+
+```text
+aureon_registry_status
+aureon_prepare_objective_registry
+  objectiveId: <id>
+# host signs and broadcasts the returned calldata
+aureon_confirm_objective_registry
+  objectiveId: <id>
+  transactionHash: 0x…
+aureon_get_objective_registry
+```
+
+Do not say the objective is on chain until confirm returns a record.
+
+Practical close script (host signs outside MCP): `pnpm --filter @buildaureon/mcp test:phase2` against a Phase 2 API.
+
+### C. Restore drift
+
+```text
+aureon_refresh_watchdog
+aureon_get_health
+aureon_get_restore_plan      # when breached — explain steps
+aureon_restore_objective
+aureon_list_timeline
+aureon_list_executions
+aureon_get_health            # post-check
+```
+
+**Agent summary checklist**
+
+- Pre-health vs post-health
+- Plan kind (e.g. vault swap / wrap)
+- Receipt `settlement` (`vault` vs `staged`)
+- Timeline events confirming the restore
+
+If vault status says funding is insufficient, stop and switch to the deposit workflow.
+
+### D. Vault deposit (prepare + host signs)
+
+```text
+aureon_get_vault_status
+aureon_prepare_vault_deposit
+  symbol: ETH
+  amount: "0.1"
+→ host signs & broadcasts unsigned steps (private key outside MCP)
+→ wait for confirmation
+aureon_sync_portfolio
+aureon_get_vault_status
+aureon_get_vault
+```
+
+**Agent language**
+
+- After prepare: “Here are unsigned steps. Sign and broadcast in your wallet. I cannot move funds with the API key alone.”
+- After sync: report vault readiness. Do not invent tx hashes the host did not provide.
+
+### E. Market rehearsal (integration only)
+
+```text
+aureon_list_market_presets
+aureon_apply_market_event
+  symbol: TSLA
+  priceChangeRatio: -0.1
+aureon_refresh_watchdog
+aureon_get_health
+# optional: restore_plan → restore_objective if rehearsing the full loop
+```
+
+Do **not** treat rehearsal shocks as live oracle prices for production capital decisions.
+
+### F. Pause / resume / soft update
+
+```text
+aureon_pause_objective
+aureon_resume_objective
+aureon_update_objective   # name, weight, tolerance, priority only
+```
+
+To change token or auto/manual mode: create a new objective; pause or leave the old one.
+
+### G. API key hygiene
+
+```text
+aureon_list_api_keys
+aureon_create_api_key     # secret once — store in host env
+aureon_toggle_api_key     # pause without revoke
+aureon_revoke_api_key
+```
+
+Never paste full secrets into public transcripts if the host displays tool output broadly.
+
+### H. Green vs plan paradox demo 
+
+```text
+aureon_set_portfolio          # or aureon_sync_portfolio
+aureon_create_objective       # stable_allocation, targetWeight 0.2, tolerance 0.02
+aureon_get_allocation_vs_target   # baseline: rows aligned
+aureon_apply_market_event
+  symbol: NVDA
+  priceChangeRatio: 0.45
+  autoRestore: false
+aureon_get_allocation_vs_target   # paradox: book up, stable off-plan
+aureon_get_health
+aureon_list_timeline
+```
+
+**Agent language**
+
+- Before shock: “Objective vs actual are aligned — stable sleeve at target.”
+- After shock with `autoRestore: false`: “Book is up {X}%, but your stable objective is at {current}% vs {target}% target — {state}. Portfolio performance and plan adherence are not the same signal.”
+- Do **not** claim on-chain proof for rehearsal marks; they are controlled and staged.
+
+### I. AI → objective → portfolio
+
+```text
+aureon_sync_portfolio
+aureon_apply_financial_intent
+  brief: "Keep about 20% in stable assets"
+  kind: stable_allocation
+  targetWeight: 0.2
+  tolerance: 0.02
+aureon_get_objective_portfolio_flow   # confirm intent → objective → portfolio link
+aureon_get_allocation_vs_target         # ties to objective vs actual
+```
+
+**Agent language**
+
+- “You told me what you want your money to do. I registered that as an objective.”
+- “Here is how your portfolio scores against that policy — not just total PnL.”
+- The agent must still supply structured fields (`kind`, `targetWeight`, `tolerance`); `brief` captures user wording for audit and teaching.
+- After intent is applied, use `aureon_get_allocation_vs_target` for ongoing objective vs actual checks.
+
+### J. Drift → detection → restore
+
+```text
+aureon_set_portfolio          # or aureon_sync_portfolio
+aureon_create_objective       # stable_allocation, targetWeight 0.2, tolerance 0.02
+aureon_apply_market_event
+  symbol: NVDA
+  priceChangeRatio: 0.45
+  autoRestore: false          # break the rule on purpose
+aureon_get_health
+aureon_get_restore_plan
+aureon_restore_objective
+aureon_get_drift_restore_flow # confirm three-beat flow
+aureon_list_timeline
+```
+
+Or one-shot: `aureon_run_drift_restore_demo`.
+
+**Agent language**
+
+- Beat 1: “Rule set — stable sleeve at ~20% target.”
+- Beat 2: “NVDA rally moved the book. Stable allocation drifted off policy — {state}.”
+- Beat 3: “Restore plan executed. Receipt settlement is `{vault|staged}`. Health back within tolerance.”
+- Link back to  (`aureon_get_allocation_vs_target` with `autoRestore: false`) and  (intent before the rule exists).
+- Do **not** claim discretionary trading; this is controlled rehearsal against registered policy.
+
+### K. Receipt → verification 
+
+```text
+aureon_run_drift_restore_demo       # or aureon_restore_objective after drift
+aureon_list_executions
+aureon_validate_receipt             # local — must pass before claiming proof
+aureon_get_execution_settlement     # vault — independent chain record when present
+aureon_get_receipt_verification_flow
+aureon_list_timeline
+```
+
+Or one-shot: `aureon_run_receipt_verification_demo`.
+
+**Agent language**
+
+- Beat 1: “Restore returned a receipt — status `{status}`, result says `{result}`. That is a **claim**, not proof.”
+- Beat 2: “`aureon_validate_receipt` — schema + honesty check. If invalid, report issues; do not say success.”
+- Beat 3: “For vault receipts, `aureon_get_execution_settlement` — `verifiedOnChain: true` means independent settlement record. Staged receipts can validate but are **never** chain-verified.”
+- Link back to (receipt exists after restore). Never say “chain-verified” unless `verifiedOnChain` or settlement record confirms it.
+
+### L. Portfolio watch while away 
+
+```text
+aureon_ping
+aureon_me
+aureon_apply_financial_intent
+  brief: Watch my portfolio while I'm away — keep about 20% in stable assets.
+  kind: stable_allocation
+  targetWeight: 0.2
+  tolerance: 0.02
+aureon_refresh_watchdog
+aureon_get_health
+aureon_apply_market_event
+  symbol: NVDA
+  priceChangeRatio: 0.45
+  autoRestore: true
+aureon_list_timeline
+aureon_get_portfolio_watch_flow
+```
+
+Or one-shot: `aureon_run_portfolio_watch_demo`.
+
+**Agent language**
+
+- Beat 1: “You asked me to watch your portfolio while away. I registered that as an **Automatic** objective — not a blank check, a rule.”
+- Beat 2: “While you were away, the market moved. Automatic mode evaluated health and restored when off-plan.”
+- Beat 3: “Here is your return briefing — health, timeline, and what happened. Use tools if you need receipt verification.”
+- Host context: say **Cursor** or **Claude** when demoing agent-in-host; never claim 24/7 unsupervised trading.
+- Link back to (intent → objective) and (drift/restore with `autoRestore: false` vs **true** here).
+
+### M. Full AUREON loop 
+
+```text
+aureon_apply_financial_intent
+  brief: Keep about 20% in stable assets — grow the book without abandoning the plan.
+  kind: stable_allocation
+  targetWeight: 0.2
+  tolerance: 0.02
+aureon_get_allocation_vs_target
+aureon_apply_market_event
+  symbol: NVDA
+  priceChangeRatio: 0.45
+  autoRestore: false
+aureon_get_allocation_vs_target   # paradox — green book, off-plan
+aureon_restore_objective
+aureon_validate_receipt
+aureon_get_full_aureon_loop_flow
+```
+
+Or one-shot: `aureon_run_full_aureon_loop_demo`.
+
+**Agent language**
+
+- Positioning: “We're not building another portfolio tracker.”
+- Beat 1: Intent registered as policy — not a price chart goal.
+- Beat 2: Book can look fine while the plan fails — show paradox after shock.
+- Beat 3: Restore closes the loop; receipt must be validated before claiming success.
+---
+
+## Prompt examples
+
+### System prompt fragment (paste-ready)
+
+```text
+You have AUREON MCP tools against the live API.
+Prefer aureon_ping / aureon_me / aureon_sync_portfolio before mutations.
+Use automationMode auto unless the user explicitly asks for manual.
+Never claim on-chain settlement unless the restore receipt says settlement=vault.
+Never ask the user for a private key; for deposits call prepare tools and tell them
+to sign the returned steps in their wallet.
+targetSymbol and automationMode are immutable after create — recreate instead of update.
+Follow read → decide → act. Confirm with a second read after writes.
+```
+
+### Operator prompts that work well
+
+> Ping AUREON and show which wallet my issued key is bound to.
+
+> Sync my portfolio, check vault status, and summarize whether Automatic restores can run.
+
+> Create an Automatic objective to keep about 20% WETH with 2% tolerance. Confirm locks.
+
+> Health looks off — show the restore plan for objective `<id>`, then restore if the plan is sensible. Report settlement type.
+
+> Prepare a 0.05 ETH vault deposit. Do not try to broadcast. Tell me exactly what I must sign.
+
+> Rehearse a −10% TSLA mark event, refresh watchdog, and report which objectives breached.
+
+### Operator prompts to clarify before acting
+
+> “Fix my portfolio.” → Ask which objective, whether to restore vs recreate, and whether the vault is funded.
+
+> “Make it manual.” → Confirm they want Manual Approve (human UI). Prefer staying Automatic for agent loops.
+
+> “Deposit 1 ETH.” → Clarify prepare-only vs they will sign; never imply MCP will broadcast.
+
+---
+
+## Anti-patterns
+
+Avoid these failure modes.
+
+| Anti-pattern | Why it hurts | Do this instead |
+| --- | --- | --- |
+| Write before read | Acts on stale identity / vault / health | Always ping / me / sync / vault status first |
+| Creating Manual by default | Agents cannot Approve in the utility | Default `automationMode: auto` |
+| Patching `targetSymbol` or mode | API rejects; wastes turns | Recreate the objective |
+| Treating prepare as funded | Balances unchanged until broadcast | Tell host to sign; then sync |
+| Spamming restore | Flapping health, noisy timeline | Re-read health; restore once; confirm |
+| Calling market events “live prices” | Misleads capital decisions | Label as rehearsal |
+| Claiming `staged` as on-chain | Breaks trust | Quote `settlement` literally |
+| Inventing missing audit proof | Fake explorer / registry / settlement | Use `aureon_get_audit_trail` and report labeled gaps |
+| Asking for private keys | Violates the trust model | Prepare tools + host wallet only |
+| Clearing portfolio casually | Destructive book wipe | Confirm; prefer sync |
+| Rotating keys into chat | Secret leakage | Create key; instruct secure env storage |
+
+---
+
+## Automatic-only guidance for agents
+
+Agents operate best as **keepers with Automatic objectives**:
+
+1. On first use the vault is empty: `aureon_restore_objective` must **409**. Call `aureon_prepare_vault_deposit` and return unsigned steps. **Do not fund.** The user signs when they use the product (same as testnet).
+2. Create objectives with `automationMode: "auto"`.
+3. Watch health via `aureon_refresh_watchdog` / `aureon_get_health`.
+4. On breach after the user has funded: plan → `aureon_restore_objective` → confirm timeline / executions.
+
+Manual mode remains available for humans who want Approve gates. If the operator insists on Manual, say clearly that agent-driven restores may be limited and the utility Approve surface is the control plane for those swaps.
+
+---
+
+## Error handling tips
+
+| Symptom | Likely cause | Agent action |
+| --- | --- | --- |
+| 401 / invalid key | Bad or revoked issued key | Stop. Ask operator to rotate in Developers and update host env. |
+| Wallet session required / env key cannot identify wallet | Non-issued gating key | Switch to an **issued** Developers key. |
+| Vault empty / cannot restore | First use — user has not deposited | Prepare deposit (unsigned); wait for the user/host to broadcast; re-sync. Agents do not fund. |
+| Update rejects symbol / mode | Immutable create fields | Explain lock; offer recreate + pause old. |
+| Restore flaps / healthy immediately | Marks shifted or race | Re-read health + vault; avoid spam restores. |
+| Prepare succeeds, balances unchanged | Broadcast never happened | Remind: unsigned steps need host signature. |
+| Invite / early-access errors on verify | Wallet not invited | Use issued key path or complete invite on first Bearer login. |
+| Ambiguous settlement | Receipt missing or staged | Report exactly what the receipt says. |
+
+### Retry discipline
+
+- Retry **reads** after transient network errors.
+- Do not blindly retry **restores** or **clears**.
+- After a failed write, re-read state before a second attempt.
+- After prepare, do not call prepare in a loop hoping balances change — wait for the host.
+
+---
+
+## FAQ
+
+### Do I need a Bearer token every day?
+
+No. An issued API key is enough for control-plane agent work. Bearer is optional.
+
+### Can the MCP server sign deposits?
+
+No. Prepare tools return unsigned steps. Private keys stay outside MCP.
+
+### Why is my restore `staged`?
+
+Staged means ledger-local settlement for that receipt. Fund the vault and use Automatic restore paths when you need `settlement: "vault"`. Always label honestly.
+
+### Can I change `targetSymbol` later?
+
+No. Recreate the objective. Optionally pause the old one.
+
+### What is the default automation mode?
+
+`auto`. Agents should keep it that way unless the human requests Manual.
+
+### Is market event a production price feed?
+
+No. It is for integration rehearsal and demos.
+
+### How many tools are there?
+
+**47.** See the [tool reference](./tools.md).
+
+### Where are the typed schemas?
+
+In the **@buildaureon/sdk documentation** (client API, data contracts, error model).
+
+### What URL should agents use?
+
+Omit `AUREON_API_URL` for the official API `https://api.aureonlabs.network` (currently chain 46630). Set `AUREON_NETWORK=mainnet` for chain 4663 on the same host.
+
+### What if the operator asks me to “just send the transaction”?
+
+Refuse to take a private key. Call `aureon_prepare_vault_deposit` or `aureon_prepare_vault_withdraw`, return the unsigned steps, and instruct the host wallet to sign and broadcast.
+
+---
+
+## Suggested turn templates
+
+### Template: status report
+
+1. Ping + me  
+2. Sync portfolio + vault status  
+3. Overview + health  
+4. Three-bullet summary + one recommended action  
+
+### Template: create policy
+
+1. Confirm wallet + vault readiness  
+2. Create Automatic objective with explicit weight/tolerance/symbol  
+3. Fetch objective + health  
+4. State locks (`targetSymbol`, `automationMode`)  
+
+### Template: heal breach
+
+1. Refresh watchdog + health  
+2. Get restore plan; narrate steps briefly  
+3. Restore  
+4. List executions/timeline; quote `settlement`  
+5. Re-check health  
+
+### Template: fund vault
+
+1. Vault status  
+2. Prepare deposit  
+3. Hand unsigned steps to operator  
+4. After they confirm broadcast: sync + vault status  
+
+---
+
+## Coordination with humans
+
+Agents should be explicit about what only a human can do:
+
+- Sign and broadcast vault steps
+- Approve Manual restores in the utility
+- Create / rotate issued API keys in a secure secret store
+- Decide risk appetite (weights, tolerances, which symbols)
+
+Agents should be decisive about what they can do alone with an issued key:
+
+- Sync and inspect book / vault / health
+- Create Automatic objectives
+- Fetch plans and run restores
+- Rehearse market events
+- Pause / resume / soft-update objectives
+
+---
+
+## Related reading
+
+- [Tools](./tools.md) — purpose, args, when to use, caveats per tool  
+- [Auth](./auth.md) — issued key, optional Bearer, private-key boundary  
+- [Setup](./setup.md) — wiring Cursor / Claude Desktop to the live API  
+- [Security](./security.md) — stdio trust model and key hygiene  
+- **@buildaureon/sdk documentation** — deeper contracts for builders  
+
+---
+
+## Quick reference card
+
+```text
+READ:   ping → me → sync_portfolio → vault_status → health
+DECIDE: empty vault 409 + unsigned prepare (do not fund)? create auto? restore? rehearse only?
+ACT:    prepare_* (host signs) | create_objective(auto) | restore_objective
+CHECK:  timeline / executions / health — quote settlement=vault|staged
+```
+
+Keep the loop short. Prefer Automatic. Never invent settlement. Never touch private keys inside MCP.
+
+---
+
+## Appendix: decision matrix
+
+| Situation | First tools | Then | Stop if |
+| --- | --- | --- | --- |
+| New session | `aureon_ping`, `aureon_me` | Sync + vault status | Key invalid |
+| Want new policy | List objectives + vault status | `aureon_create_objective` (auto) | Vault empty and restores required |
+| Health red | Watchdog + health + plan | `aureon_restore_objective` | Plan unclear / unfunded |
+| Need capital in vault | `aureon_prepare_vault_deposit` | Host signs outside MCP | Operator cannot sign |
+| Demo shock | List presets + apply event | Health / optional restore | Treating marks as production |
+| Soft policy tweak | `aureon_get_objective` | `aureon_update_objective` | Trying to change symbol/mode |
+| Change token or mode | Pause or leave old | Create new Automatic objective | Patching locked fields |
+| Key rotation | `aureon_list_api_keys` | Create → store secret → revoke old | Echoing secret in public chat |
+
+### Narrative examples (short)
+
+**Morning.** “API is up. Wallet `0x…`. Vault ready. Two Automatic objectives healthy. No action.”
+
+**Create.** “Created Automatic balanced objective for 15% WETH (±3%). `targetSymbol` and `automationMode` are locked. Health is within band.”
+
+**Restore.** “Objective breached after watchdog refresh. Plan was a vault-backed rebalance. Restore receipt `settlement: vault`. Post-health green.”
+
+**Deposit.** “Prepared unsigned deposit for 0.1 ETH. Sign and broadcast in your wallet. After confirmation I will sync and re-check vault status.”
+
+**Rehearsal.** “Applied −10% TSLA rehearsal event. Two objectives breached in marks. This is not a live oracle price.”
+
+### Closing reminders for agents
+
+1. Live API only — issued key (optional Bearer).  
+2. Thirty-three tools — see the tool reference for args and caveats.  
+3. Automatic by default — Manual is a human Approve surface.  
+4. Prepare ≠ funded — host signs outside MCP.  
+5. Quote `settlement` — `vault` or `staged`, never invent.  
+6. Read → decide → act → read again.