Money & Trust

Before you let any agent near your funds, you should know exactly what it can and can't do. Here's the model.

Whose Wallets

Caddie acts through your organization's wallets — provisioned and managed inside B3OS, funded by you. Private keys live in B3OS's secure signing infrastructure and are never exposed to the model, to chat, or to you. There's nothing to paste and nothing Caddie could leak.

You control funding: the wallets hold what you deposit, nothing more. See Wallets.

The Confirmation Gate

Every money-moving ask from a conversation — swap, order, bet, transfer, purchase — stops at an explicit confirmation showing asset, amount, destination, and chain. Nothing executes until you approve it, on every surface. There is no setting that turns this off.

Automations Are Bounded by What You Approved

A standing automation can move funds only if that step was part of what you reviewed and approved when it was set up. It won't grow new abilities on its own. Pause or stop any automation at any time — see Your standing automations.

Everything Is Auditable

Every run of every automation is recorded: what triggered, what executed, what it did, what it cost. If something looks wrong, the history is there — see Monitoring.

Not Financial Advice

Caddie surfaces data and executes your decisions. It doesn't tell you what to buy, sell, or hold, and nothing it says is investment advice. The trade is always your call — Caddie's job is to make executing it safe and fast.

Operating Limits

Organization access, roles, and API keys are managed in Organizations; the platform security model is documented in Security.