@continuumdao/ctm-mpc-defi 0.2.42 → 0.2.43

package/dist/agent/skills/aerodrome/SKILL.md

@@ -86,7 +86,7 @@ Skip emissions when `claimEmissions` is `null` (no gauge). Slipstream unstaked f
 
 Loaded from official GitHub (`velodrome-finance/sugar` `deployments/base.env` and `aerodrome-finance/docs` security.mdx) with baked fallbacks. Do not invent addresses.
 
-Coinbase B20 stocks (AAPLc, NVDAc, METAc, GOOGLc, SPCXc, …) trade on **Slipstream 3** (`clFactory3`) vs USDC. New official names are picked up from the [Base tokenized-stocks docs](https://docs.base.org/base-chain/asset-issuance/tokenized-stocks-on-base) and from Sugar tokens whose address uses the B20 ASSET prefix `0xb200…`. The docs fetch is optional: if that page is gone or unusable, discovery continues from the seed list + Sugar. `issued` is live `totalSupply() > 0` — do not hard-code unissued tickers. Quotes use factory `getPool` discovery + MixedRouteQuoterV3 (path bitmasks). Sugar `forSwaps` alone misses these pools. Native ETH → stock is typically WETH → USDC → stock.
+Coinbase B20 stocks (AAPLc, NVDAc, METAc, GOOGLc, SPCXc, …) trade on **Slipstream 3** (`clFactory3`) vs USDC. Stock-backed **loans** (lend/borrow USDC against B20 collateral) are Morpho — `load_defi_protocol morpho` and `ctm_morpho_fetch_stock_markets`, not Aerodrome LP. New official names are picked up from the [Base tokenized-stocks docs](https://docs.base.org/base-chain/asset-issuance/tokenized-stocks-on-base) and from Sugar tokens whose address uses the B20 ASSET prefix `0xb200…`. The docs fetch is optional: if that page is gone or unusable, discovery continues from the seed list + Sugar. `issued` is live `totalSupply() > 0` — do not hard-code unissued tickers. Quotes use factory `getPool` discovery + MixedRouteQuoterV3 (path bitmasks). Sugar `forSwaps` alone misses these pools. Native ETH → stock is typically WETH → USDC → stock.
 
 ## Out of scope
 

package/dist/agent/skills/arcus/SKILL.md

@@ -33,7 +33,7 @@ Withdraw: `ctm_arcus_build_withdraw_multisign` with `product: perp|spot` (EIP-71
 
 ## USDG yield (Robinhood Earn — not Arcus)
 
-**Arcus deposit does not earn yield** — it moves USDG into perp/spot trading collateral. For **Robinhood Earn** (~variable APY on USDG via Morpho on chain 4663), use **`load_defi_protocol morpho`** and `ctm_morpho_build_vault_deposit_multisign` with `robinhoodEarn: true` or fetch `query: "robinhood earn"`. See morpho SKILL § Robinhood Earn.
+**Arcus deposit does not earn yield** — it moves USDG into perp/spot trading collateral. For **Robinhood Earn** (~variable APY on USDG via Morpho on chain 4663), use **`load_defi_protocol morpho`** and `ctm_morpho_build_vault_deposit_multisign` with `robinhoodEarn: true` or fetch `query: "robinhood earn"`. See morpho SKILL § Robinhood Earn. Coinbase B20 **stock-backed loans** (USDC against AAPLc on Base) are also Morpho (`ctm_morpho_fetch_stock_markets`), not Arcus trading.
 
 ## Perp leverage
 

package/dist/agent/skills/morpho/SKILL.md

@@ -1,6 +1,6 @@
 # Morpho
 
-Morpho integration: **listed earn vaults** (V1 + V2, unified), **Blue** variable-rate borrow, **Midnight** fixed-rate/fixed-term books, and **Merkl** rewards.
+Morpho integration: **listed earn vaults** (V1 + V2, unified), **Blue** variable-rate supply/borrow, **Midnight** fixed-rate/fixed-term books, **Coinbase B20 stock-backed loans** on Base, and **Merkl** rewards.
 
 ## Data
 
@@ -23,7 +23,7 @@ Morpho integration: **listed earn vaults** (V1 + V2, unified), **Blue** variable
 `underlying` accepts **symbol** (e.g. `USDC`, `WETH`) or **ERC-20 address**.  
 `query` is **case-insensitive** on vault name, symbol, address, and underlying symbol.
 
-Use returned `vaultAddress` and `underlyingAddress` for deposit multisign. Each row includes `totalDepositsUsd`, `liquidityUsd`, `netApy` / `netApy7d` / `netApy30d` / `netApy90d`, `performanceFee`, `rewards[]` (extra incentive APR from Morpho `allRewards`), and `exposure[]` (allocated markets/strategies with % of TVL). Blue rows also include `netSupplyApyLabel` and `rewards[]`. Incentive APR is extra and variable.
+Use returned `vaultAddress` and `underlyingAddress` for deposit multisign. Each row includes `totalDepositsUsd`, `liquidityUsd`, `netApy` / `netApy7d` / `netApy30d` / `netApy90d`, `performanceFee`, `rewards[]` (extra incentive APR from Morpho `allRewards`), and `exposure[]` (allocated markets/strategies with % of TVL). Blue rows include `netSupplyApyLabel`, `lltvLabel`, TVL, `utilizationLabel`, and `rewards[]`. Incentive APR is extra and variable — do not add `rewards[]` on top of `netApy` / `netSupplyApy` a second time.
 
 ## Arc (Circle, USDC-native gas)
 
@@ -75,6 +75,28 @@ Aliases `robinhood earn`, `robinhood`, and `steakhouse usdg` resolve to the Stea
 
 Do **not** use `ctm_arcus_build_deposit_multisign` for yield — that funds perp/spot margin, not Morpho lending.
 
+## Stock-backed loans (Base)
+
+Curators deployed isolated **Blue** (variable) and **Midnight** (fixed) markets on **Base (8453)** that take **Coinbase B20 tokenized stocks** as collateral and lend **USDC**. Morpho is the credit layer — not Aerodrome swap/LP, not Hyperliquid/Arcus trading, not Robinhood Earn (USDG on 4663).
+
+| Goal | Tool |
+|------|------|
+| List stock-collateral books | `ctm_morpho_fetch_stock_markets({ chainId: 8453 })` or omit chainId (defaults to Base) |
+| One ticker | `ctm_morpho_fetch_stock_markets({ collateral: "AAPLc" })` |
+| Variable only / fixed only | `rate: "variable"` or `rate: "fixed"` |
+| Blue by ticker | `ctm_morpho_fetch_blue_markets({ chainId: 8453, collateral: "AAPLc" })` |
+| Blue USDC loan books | `ctm_morpho_fetch_blue_markets({ chainId: 8453, loan: "USDC" })` |
+| All B20 Blue | `ctm_morpho_fetch_blue_markets({ chainId: 8453, query: "stock" })` |
+
+Tickers (`AAPLc`, `NVDAc`, `METAc`, `GOOGLc`, `SPCXc`, …) are enough — do **not** ask the user for a 0x address. Pick a `marketId` and `lltvLabel` (same stock can have 62.5% and 77% markets). Then:
+
+- **Borrow USDC against stock:** `ctm_morpho_build_blue_collateral_deposit_multisign` then `ctm_morpho_build_blue_borrow_multisign` (or Midnight borrow).
+- **Lend USDC (variable):** `ctm_morpho_build_blue_supply_multisign` — withdraw with `ctm_morpho_build_blue_withdraw_multisign`.
+- **Lend/borrow fixed:** Midnight tools with `marketId` from the stock fetch `books[]`.
+- **Positions:** `ctm_morpho_fetch_positions` (vault + Blue supply/borrow/collateral). Midnight stays on `ctm_morpho_fetch_midnight_positions`.
+
+Compliance (notes only — no KYC in these tools): Coinbase B20 is Regulation S / **not for U.S. persons**. Chainlink equity feeds are **24/5** and hold last close off cash hours — do not treat a weekend `updatedAt` as a live mark. Liquidity is still thin.
+
 ## Morpho Midnight (fixed rate / fixed term)
 
 Midnight is a separate order-book primitive (not Blue). Users can **take** existing offers via MidnightBundles, or **post a lend offer** that parks the loan token in Morpho Blue (variable yield) until a borrower fills it. Launch liquidity is strongest on **Base (8453)** (e.g. cbBTC/USDC maturities).
@@ -108,7 +130,9 @@ Server re-quotes at build time and fills `taker` / `maker` / `onBehalf` from the
 | Tool | Action |
 |------|--------|
 | `ctm_morpho_fetch_earn_vaults` | List/search Morpho-listed earn vaults |
-| `ctm_morpho_fetch_blue_markets` | List Blue markets |
+| `ctm_morpho_fetch_blue_markets` | List Blue markets (tickers OK; `query: "stock"` = B20 collateral) |
+| `ctm_morpho_fetch_stock_markets` | Base B20 stock-backed Blue + Midnight |
+| `ctm_morpho_fetch_positions` | Vault + Blue supply/borrow/collateral positions |
 | `ctm_morpho_fetch_midnight_books` | List Midnight books |
 | `ctm_morpho_fetch_midnight_quote` | Quote Midnight fill |
 | `ctm_morpho_fetch_midnight_positions` | Midnight positions |
@@ -116,6 +140,8 @@ Server re-quotes at build time and fills `taker` / `maker` / `onBehalf` from the
 | `ctm_morpho_build_vault_deposit_multisign` | Vault deposit (listed V1 or V2) |
 | `ctm_morpho_build_vault_withdraw_multisign` | Vault withdraw |
 | `ctm_morpho_build_blue_collateral_deposit_multisign` | Blue supplyCollateral |
+| `ctm_morpho_build_blue_supply_multisign` | Blue supply (lend loan token) |
+| `ctm_morpho_build_blue_withdraw_multisign` | Blue withdraw supplied loan token |
 | `ctm_morpho_build_blue_borrow_multisign` | Blue borrow |
 | `ctm_morpho_build_blue_repay_multisign` | Blue repay |
 | `ctm_morpho_build_blue_collateral_withdraw_multisign` | Blue withdrawCollateral |
@@ -134,8 +160,9 @@ Pass `marketId` from Morpho API for Blue/Midnight tools (not recomputed on-chain
 1. `get_preferred_key_gen` → note `keyGenId` (or use the conversation KeyGen id).
 2. `ctm_morpho_fetch_earn_vaults` — pick `vaultAddress` and `underlyingAddress` by asset and/or name.
 3. `ctm_morpho_build_vault_deposit_multisign` — use each tool’s **input schema** (`keyGenId`, fetch output addresses, `amountHuman`, etc.). Server resolves `keyGen`, `executorAddress`, `rpcUrl`, `chainDetail`; agents must not pass those.
-4. Blue borrow/collateral: `marketId` from Morpho API; server resolves `marketParams`.
-5. Midnight: books → quote → lend now, lend offer (earn until filled), borrow, or cancel/repay as above.
+4. Blue: `marketId` from fetch; server resolves `marketParams`. Collateral + borrow, or supply/withdraw loan token (USDC).
+5. Stock-backed on Base: `ctm_morpho_fetch_stock_markets` then the same Blue/Midnight build tools.
+6. Midnight: books → quote → lend now, lend offer (earn until filled), borrow, or cancel/repay as above.
 
 ## Troubleshooting
 

package/dist/agent/skills/yield-compare/SKILL.md

@@ -13,7 +13,9 @@ Do **not** web-search rates. Do **not** use DefiLlama. HIP-3 / Arcus stock tradi
 
 If the operator started **Best yield** / plan mode `yield`: this thread **authors the plan file**. Ask for the asset first. Then `get_defi_protocol_skill({ protocolId: "yield-compare" })` **once** and write workstreams — do **not** `load_defi_protocol`, search Continuum tools, or spawn specialists on the parent. Execute runs one specialist per listed protocol. Research-only — no `ctm_*_build_*_multisign`. Table categories: `idle` / `lp` / `vault` / `perp_funding`. GMX and Hyperliquid only if they asked. Catalog MCP is context only.
 
-Each Execute protocol leaf must list `toolGroups: ["defi_discovery", "defi:<protocol>:market-data", "keygen", "keygen_messaging"]` (canonical ids: `aave-v4`, `compound-v3`, `euler-v2`, `morpho`, `maple-syrup`, `curve-dao`, `aerodrome`, `pendle`) and `budget: { maxRounds: 16, maxWallClockMs: 240000 }`. Slim leaves cannot search/activate packs — without `defi_discovery` they never see `load_defi_protocol` or official `ctm_*` fetch tools. Do **not** use `agent_bash` / `agent_read_file` / `agent_grep` on a yield leaf — call the official fetch (`ctm_aave_v4_fetch_markets`, `ctm_compound_v3_fetch_markets`, `ctm_aerodrome_fetch_lp_yields` on Base `8453`, `ctm_pendle_fetch_markets` / `ctm_pendle_search_assets`, …) then post `mpc-task-result`. Ticker filters (`underlying: "USDT"`) are valid on Aave/Maple/Morpho fetches — do not invent ERC-20 addresses. Aave v4 is Ethereum-first (`1`; also 10 / 43114). Maple is Ethereum (`1`). Aerodrome is Base (`8453`) only. Pendle is any Core `chainId` ∩ node registry — research-only fetch, no build.
+For **USDC / USDT**, the authored plan notes **must** mention Morpho stock-backed USDC loans as an **optional extra** (isolated Blue/Midnight books against Coinbase B20 collateral such as AAPLc/NVDAc; thin liquidity; 24/5 oracles; Regulation S / non-US). Do **not** add a Morpho stock Execute workstream or call `ctm_morpho_fetch_stock_markets` unless the operator says yes or already asked about stocks / tokenized stocks / stock-backed loans.
+
+Each Execute protocol leaf must list `toolGroups: ["defi_discovery", "defi:<protocol>:market-data", "keygen", "keygen_messaging"]` (canonical ids: `aave-v4`, `compound-v3`, `euler-v2`, `morpho`, `maple-syrup`, `curve-dao`, `aerodrome`, `pendle`) and `budget: { maxRounds: 16, maxWallClockMs: 240000 }`. Slim leaves cannot search/activate packs — without `defi_discovery` they never see `load_defi_protocol` or official `ctm_*` fetch tools. Do **not** use `agent_bash` / `agent_read_file` / `agent_grep` on a yield leaf — call the official fetch (`ctm_aave_v4_fetch_markets`, `ctm_compound_v3_fetch_markets`, `ctm_morpho_fetch_earn_vaults`, `ctm_morpho_fetch_blue_markets` with `loan: "USDC"` / `"USDT"`, `ctm_aerodrome_fetch_lp_yields` on Base `8453`, `ctm_pendle_fetch_markets` / `ctm_pendle_search_assets`, …) then post `mpc-task-result`. Ticker filters (`underlying: "USDT"`, Morpho `loan: "USDC"`) are valid on Aave/Maple/Morpho fetches — do not invent ERC-20 addresses. Morpho leaf: report vault `netApy` and Blue `netSupplyApyLabel`; footnote `rewards[]` as variable extras — do not add them on top of net APY a second time. Skip empty Blue books (no supply TVL). `ctm_morpho_fetch_stock_markets` only after the operator says yes. Aave v4 is Ethereum-first (`1`; also 10 / 43114). Maple is Ethereum (`1`). Aerodrome is Base (`8453`) only. Pendle is any Core `chainId` ∩ node registry — research-only fetch, no build.
 
 ## Units and caveats
 
@@ -45,10 +47,11 @@ Call `get_defi_protocol_skill({ protocolId: "yield-compare" })` for this map, th
 
 ### USDC / USDT
 
-1. Aave / Compound / Euler lend / Morpho earn / Maple (`ctm_maple_fetch_markets`)
+1. Aave / Compound / Euler lend / Morpho earn (`ctm_morpho_fetch_earn_vaults`) / Morpho Blue loan markets (`ctm_morpho_fetch_blue_markets({ loan: "USDC" })`) / Maple (`ctm_maple_fetch_markets`). Morpho: rank on `netApy` / `netSupplyApyLabel`; footnote `rewards[]` as variable extras.
 2. `ctm_aerodrome_fetch_lp_yields` (Base) and `ctm_curve_dao_fetch_lp_yields` if they want DEX LP
 3. `ctm_pendle_fetch_markets` — optional PT / YT / LP implied APY if they asked about Pendle (research-only)
 4. `ctm_gmx_fetch_gm_apy` / `ctm_hyperliquid_fetch_vault_apys` / perp funding — **only if they asked** about GMX, HL vaults, or funding
+5. Morpho stock-backed USDC loans — **optional extra in plan notes only**. Call `ctm_morpho_fetch_stock_markets` only if they say yes.
 
 ### USDS
 
@@ -73,6 +76,7 @@ Aave / Morpho / Euler / `ctm_curve_dao_fetch_lp_yields`
 
 - Main-pair LP only: Aerodrome `fetch_lp_yields`, Curve `fetch_lp_yields` (~100 each). Optional Pendle LP implied APY via `ctm_pendle_fetch_markets` (research-only).
 - Stock LP: `ctm_aerodrome_fetch_stock_lp_yields` (B20) **only if the user asked about stocks**.
+- Morpho stock-backed loans: `ctm_morpho_fetch_stock_markets` **only after they say yes** (or already asked about stocks / stock-backed loans). Isolated equity credit, not idle stables. Always mention as an optional extra in USDC/USDT Best Yield plan notes.
 - Hyperliquid HIP-3: `ctm_hyperliquid_fetch_stock_markets` is **trading**, not idle savings. Include HIP-3 **funding** only if they asked about stocks.
 
 ## Euler earn vs isolated lend