• DATA
  • REPORT
  • ALERT
  • HUMAN

How to audit crypto treasury balances with your AI

Connect Copperx to your AI client once. After that, you can query balances across different chains using natural language.

Ask AI about this page

Short answer

How can I audit my crypto treasury with AI?

Your AI uses Copperx to pull real-time balances from specific wallet addresses across various networks. You get a clear view of your holdings through these specific outcomes.

Where your data lands.

The results of your audit.

The AI processes your requests and organizes the data into these specific views.

DATA

Live balance sheets

The AI pulls current totals for any address you provide. You get a clean list of what is held in each wallet.

REPORT

Multi-chain summaries

Your agent aggregates data from different networks. This gives you a single view of your total exposure.

ALERT

Discrepancy detection

The AI compares your expected holdings against actual on-chain data. It flags any missing or unexpected funds.

HUMAN

Manual verification

The AI identifies specific addresses that need a closer look. You decide when to perform a deep dive into a specific transaction.

The workflow

What your AI does when the request arrives.

The AI handles the heavy lifting of querying the blockchain so you don't have to.

  1. Identify wallets

    Your agent looks at the addresses you provide to target the right accounts.

    get_wallet_balance

  2. Fetch balances

    The AI calls the blockchain to see exactly how much crypto is in those addresses right now.

    get_wallet_balance

  3. Cross-reference networks

    The agent checks balances across the different chains you specify to ensure nothing is missed.

    get_wallet_balance

  4. Summarize holdings

    The AI compiles the raw data into a readable format that shows your total treasury value.

    get_wallet_balance

Try it

Copy these to start.

Use these prompts to begin your audit.

Starting points

Replace the wallet addresses and network names with your actual data.

Copperx Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_u303F3Bsjl53o37cIiXyl6FdpZXz2OVptjBBMPVE/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Copperx capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "copperx-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_u303F3Bsjl53o37cIiXyl6FdpZXz2OVptjBBMPVE/mcp"
    }
  }
}
Copy into chat04

  • Check the balance for 0x123...456 on Ethereum.

  • What is the total balance of my treasury across all wallets on Polygon?

  • List all holdings for the following addresses: 0xabc...123, 0xdef...456.

  • Compare the balance of my main treasury wallet against the secondary backup wallet.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Copperx once, then ask.

You only need to link the MCP once. Your credentials stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect Copperx to your AI

FAQ

How this task behaves.

  • 01

    Can the AI move funds from my wallet?

    No. The AI can only read balance data. It has no capability to sign transactions or move assets.

  • 02

    Does the AI see my private keys?

    No. The AI only accesses public balance data through the provided tools. It never touches your private keys.

  • 03

    Can it check balances on any chain?

    It can check any chain supported by the Copperx tools.

  • 04

    Is the balance data real-time?

    Yes, the AI pulls the most recent data available on the blockchain when you ask.

  • 05

    Can the AI create a tax report?

    No. The AI can provide the raw balance data, but you must use that data in a separate tool to generate formal tax documents.

  • More questions about Copperx? The Connector page answers them. See everything the Copperx Connector can do

Connect Copperx to Claude, Cursor, ChatGPT & more