openfin-setup

Installation
SKILL.md

OpenFinance Setup

Agents only need one thing to use the OpenFinance backend: a valid API key. Account and wallet setup happen out-of-band on openfinance.tech — by the time an agent is involved, the user already has (or needs) a key.

Step 1 — Locate the API key

Check, in order:

  1. Env var OPENFINANCE_API_KEY (preferred).
  2. Any project-level config the agent already has loaded (.env, secrets manager, MCP config, etc.).
  3. The current conversation — the user may have pasted it.

A valid key looks like open_ followed by an opaque token.

Step 2 — If no key, ask

If none of the above turns up a key, ask the user once:

I need an OpenFinance API key (open_…) to call the backend. If you already have one, paste it here. If not, generate one at openfinance.tech and paste it back.

Do not invent, guess, or proceed without one. Do not echo the key back in chat once received — store it for the session and use it in headers.

Step 3 — Verify

One call confirms the key works and the wallets are provisioned:

GET /agent/wallets
x-api-key: open_…

Expected:

{ "ethereum": "0x…", "solana": "…" }
  • Either field may be null if that chain isn't provisioned for the user on openfinance.tech. Read-only and same-chain EVM flows still work; only Solana-origin Relay executes need the Solana wallet.
  • 401 Invalid API key → key is wrong or malformed; ask again or send the user back to openfinance.tech.
  • 412 Server is not authorized for this user → the user signed up but hasn't completed setup on openfinance.tech. Send them there.

Auth header on every call

All /agent/* routes (except public Polymarket reads) take:

x-api-key: open_…

Authorization: Bearer open_… also works if the framework prefers Bearer.

MCP equivalent

The same wallet check via the MCP tool: get_wallet_addresses (no args needed when the MCP host has apiKey configured at server level). Returns { ethereum, solana }.

Common failures

Symptom Cause Fix
401 Invalid API key Key not sent, malformed, or revoked Confirm open_ prefix; reissue at openfinance.tech
412 Server is not authorized for this user User signed up but didn't finish setup Send user to openfinance.tech to complete setup
400 User has no Solana wallet provisioned Solana wallet not enabled for the user User enables Solana wallet on openfinance.tech

What NOT to do

  • Don't ship the raw API key into LLM context or logs. Pass it through headers only.
  • Don't regenerate the key per call. It's long-lived — cache for the session.
  • Don't try to onboard the user yourself. Account and wallet setup happens on openfinance.tech, not via the agent.
Installs
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