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Automate Treasury Top-Ups

Smart Treasury keeps your operational wallets funded automatically. Define target balances, thresholds, and funding sources — the system handles the rest.

Quick Start​

1. Create a Managed Balance​

Define what you want to keep funded:

POST /api/v1/managed-balance

{
  "name": "USDC Hot Wallet - Payouts",
  "assetPoolId": "hot-wallet-pool",
  "asset": "USDC",
  "targetBalance": 50000,
  "minThreshold": 10000,
  "maxThreshold": 100000
}

2. Add Funding Sources​

Define where top-up funds come from:

PUT /api/v1/managed-balance/{id}/funding-source

{
  "sourceType": "ASSET_POOL",
  "sourceId": "reserve-pool-uuid",
  "priority": 1
}

Multiple sources can be added with priority ordering. If the primary source is insufficient, the next source is used.

3. Enable and Monitor​

The managed balance is now active. When the USDC balance drops below 10,000, Smart Treasury will automatically top up to 50,000 from your reserve pool.

Managed Balances​

A managed balance tracks a specific asset in a specific pool and ensures it stays within defined thresholds.

PropertyDescription
targetBalanceAmount to restore to when top-up triggers
minThresholdTrigger point — top-up when below this
maxThresholdCap — never exceed this amount
enabledActive or paused

List Managed Balances​

GET /api/v1/managed-balance

Manage Funding Sources​

Funding sources define where top-up funds originate. They are tried in priority order.

Source TypeDescription
ASSET_POOLAnother asset pool (may trigger conversion)
VENUEA connected trading venue

View and Adjust Balance​

Manual Top-Up​

Trigger an immediate top-up without waiting for the threshold:

POST /api/v1/balance-adjustment

{
  "managedBalanceId": "mb-uuid",
  "amount": 25000
}

Update Thresholds​

PATCH /api/v1/managed-balance/{id}/thresholds

{
  "minThreshold": 15000,
  "targetBalance": 75000
}

Predict Top-Ups​

Based on historical balance trends, the system can predict when the next top-up will be needed. View predictions in the portal under Treasury > Managed Balances > Predictions.

Receive Notifications​

Subscribe to treasury events:

POST /api/v1/hook/destination

{
  "url": "https://yourserver.com/webhooks/treasury",
  "events": ["balance.*"]
}

View the activity log for a specific managed balance:

GET /api/v1/managed-balance/{id}/activity-log

Next Steps​