Set Up Your Agent

Sign In

Sign in with a passkey or a NEAR wallet: choose Continue With Passkey or Continue With NEAR Wallet. EVM wallets are coming soon.

Use the same sign-in method and wallet or passkey when you return. A different wallet or passkey may open a different workspace.

Note: Whichever sign-in you choose, you can turn on human review to approve or reject payments yourself, alongside timelocks, transfer limits, and the account whitelist.

Set Up Your Agent

1. Sign in. A first-time owner goes straight into setup. Otherwise, choose Add New Agent on the home page.
2. Name the agent you already use.
3. Set up your agent’s first Checking account and choose a timelock and transfer limit.
4. Complete the signature request using the wallet or passkey you signed in with to create the account.
5. Connect your agent app in the wizard’s last step, or choose Skip for now and finish later from the dashboard’s Connect MCP Client page. You add the Agent Connect MCP URL to your app and sign in through your browser. Follow Connect Your Agent for connection instructions.

Understand Your Spending Rules

• Transfer Limit: Set how much your agent can spend in U.S. dollars. Learn about Transfer Limits.
• Transfer Limit Period: Choose the period the limit covers: a day, a week, or a month. Each period starts when you turn the limit on, and the full limit is available again when it ends. Learn about Transfer Limit Periods.
• Timelock: Add a waiting period before an outgoing transaction can execute. Choose no delay, or set a custom delay of up to 30 days. Learn about Timelocks.
• No Transfer Limit: Remove the budget cap. Other account rules still apply.

Open Your Account

After you create the account, you enter your agent’s dashboard and can see Checking. Open it to view balances and manage its spending rules.

Your account is now set up. Next, Connect Your Agent.