Read-only by construction. This template is bound to the R0 read-only tool profile. Its credential carries no signing scope, so it never reaches the authorizer or signing path — see Agents & Authority. To move value, use a higher execution level; see Execution Levels.
How a report is produced
Three roles, and none of them let the model compute a figure or touch value:1
A deterministic scheduler starts the report
Reports run on demand or on a fixed cadence.
2
WalletSuite services compute and aggregate every figure
Balances, volumes, fees, settlement status, exposure, and concentration are computed and aggregated by WalletSuite services behind the scenes.
3
The agent selects the relevant findings and explains them
The model’s only job is to choose which findings matter and narrate them in plain language. It produces no numbers of its own.
What every report carries
Every report is self-describing and traceable back to source:
Because every figure references the records it came from, a report is verifiable end to end — see Audit Trail.
Supported reports
Cross-chain balances & allocation
Native and token balances across every chain in the wallet grant, with allocation breakdowns.
Volume, fee & settlement trends
Movement, cost, and settlement patterns over the report window.
Pending, failed & delayed transactions
Summaries of transactions that are still pending, failed, or delayed against expected settlement.
Wallet health & operational exceptions
Operational anomalies and exceptions surfaced across your wallets.
Treasury exposure & concentration
Asset and counterparty exposure with concentration analysis.
Scheduled daily / weekly / month-end
The same report set delivered on a daily, weekly, or month-end cadence.
Configure and embed
1
Provision a hosted agent credential
Create a scoped, revocable agent key pinned to the R0 read-only tool profile. This is the agent’s identity.
2
Authorize the agent
Your server authorizes the agent under the read-only tool profile; the raw key stays server-side and only a short-lived token reaches the agent. See Connect your agent.
3
Deliver on demand or on schedule
Request a report on demand, or register a daily, weekly, or month-end cadence.
Reporting agent vs. a Deterministic Workflow
Both compute every figure deterministically inside WalletSuite. The difference is whether a model is in the loop at all:- Reporting agent — the model selects and explains findings within the R0 read-only profile. Use it when you want narrative operational intelligence, not just raw numbers.
- Deterministic Workflow — a fixed pipeline with no model in the loop. Use it when you want the same figures with zero interpretation.
Next steps
- Read Execution Levels to understand R0 and how higher levels unlock write actions
- Read Connect your agent for how the agent authorizes and connects
- Read Choose Your Surface to configure and embed
- Return to the AI Agents Overview for the full agent model