Milo solana portfolio

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---

name: milo version: 1.0.0 description: Autonomous Solana portfolio management. Non-custodial wallets, auto-trading, market analysis, orders, transfers, and AI conversations.

Milo Partner API Skill

Milo is an autonomous Solana portfolio manager. Through this API you can register users, create non-custodial wallets, send tokens, place buy/sell orders, manage positions, configure auto-trading strategies, and converse with Milo's AI agents.

Getting Started — First-Time Onboarding

Follow these 4 steps to go from zero to a fully active Milo account.

Step 1: Sign up

Request a SIWX message, sign it with your Solana wallet, and register.

# 1a. Get the message to sign
curl -X POST {{BASE_URL}}/api/v1/users/siwx/message \
  -H "Content-Type: application/json" \
  -d '{
    "accountAddress": "<your-wallet-address>",
    "chainId": "solana:5eykt4UsFv8P8NJdTREpY1vzqKqZKvdp"
  }'

# 1b. Sign the returned "message" (UTF-8 bytes) with your ed25519 key, base58-encode the signature

# 1c. Register
curl -X POST {{BASE_URL}}/api/v1/users \
  -H "Content-Type: application/json" \
  -d '{
    "signupWallet": "<your-wallet-address>",
    "siwx": {
      "data": <data-object-from-1a>,
      "message": "<message-string-from-1a>",
      "signature": "<base58-signature-from-1b>"
    }
  }'
# → returns apiKey, user.id, wallets[] (save these to ~/.milo/config.json)

Step 2: Ask Milo what's trending

Start a conversation with the market analyst to explore current opportunities.

# 2a. Create a conversation
curl -X POST {{BASE_URL}}/api/v1/users/{userId}/conversations \
  -H "X-API-Key: $API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "message": "What tokens are trending right now on Solana?",
    "agentType": "market-analyst"
  }'
# → returns conversationId

# 2b. Poll for the response (wait 2-3s between polls)
curl "{{BASE_URL}}/api/v1/users/{userId}/conversations/{conversationId}/messages" \
  -H "X-API-Key: $API_KEY"
# → when processing: false, the agent has responded

Step 3: Transfer funds to your Milo wallet

Deposit SOL to your Milo wallet so it has capital to trade. The Milo wallet address is wallets[1].address from signup (the type: "milo" wallet).

Send SOL from your external wallet to that address. Once funded, verify:

curl {{BASE_URL}}/api/v1/wallets/{walletId}/holdings \
  -H "X-API-Key: $API_KEY"

Step 4: Activate auto-trading

Turn on Milo's autonomous trading agent. It will start scanning for opportunities within ~30 minutes.

curl -X PATCH {{BASE_URL}}/api/v1/users/{userId}/auto-trade-settings \
  -H "X-API-Key: $API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "isActive": true,
    "riskTolerance": "balanced",
    "strategy": "SWING TRADER"
  }'

That's it — Milo is now managing your portfolio. Read on for the full feature guide and API reference.

---

Feature Overview

Note: You do NOT need to read this entire document. Use the guide below to jump to the relevant section for your task.

If you need to...	Read section
Look up your user ID and wallet IDs	"Me" (under Complete API Reference)
Register a new user / get an API key	"First Boot Protocol" and "Signup" (under Complete API Reference)
Activate or configure auto-trading	"Recipe 2: Activate the auto-trader" and "Auto-Trade Settings" (under Complete API Reference)
Create, link, or manage strategies	"Strategies" (under Complete API Reference)
Deploy and manage arena strategies	"Arena" (under Complete API Reference)
View quests and claim bones	"Quests & Bones" (under Complete API Reference)
Place, list, or manage orders	"Orders" (under Complete API Reference)
Send tokens to another wallet	"Wallet Actions" (under Complete API Reference)
Check positions, holdings, or PnL	"Recipe 4: Fetch your positions" and "Portfolio" (under Complete API Reference)
Chat with Milo's AI agents	"Recipe 3: Talk with Milo" / "Recipe 6: Ask about a token" and "Conversations" (under Complete API Reference)
Understand the full onboarding flow	"Quick Start" and "First Boot Protocol"
Set up a recurring portfolio check-in	"Heartbeat Protocol"

Capabilities:

• Non-custodial Solana wallet — Each user gets a Milo wallet (created via Turnkey). The user's signing key owns the wallet; Milo receives delegated permission to execute trades.
• Auto-trading — Configure risk tolerance, strategy, and asset allocation. Milo's auto-trader agent monitors markets and executes trades autonomously.
• Orders — Create limit, market, stop-loss, and take-profit orders on any Solana token.
• Token transfers — Send any SPL token or SOL from your Milo wallet to any Solana address.
• Positions — Track open positions with PnL data, close positions.
• Arena — Deploy public strategies to a competitive leaderboard. Milo funds an arena wallet and trades autonomously using the strategy. Withdraw to reclaim holdings.
• Quests & Bones — Complete quests (event-driven tasks like trades, signups) to earn bones (reward points). Check quests regularly and claim bones for completed quests.
• AI conversations — Chat with Milo's market analyst, auto-trader, or game agent. Async processing with polling.
• Portfolio data — Holdings, transactions, executed transactions, diary logs.

Quick Start

1. Get SIWX message - Call POST /api/v1/users/siwx/message with your wallet address to get a message to sign.
2. Register - Sign the message with your wallet's ed25519 key, then call POST /api/v1/users with the signed SIWX proof to create a user and receive an API key + Milo wallet.
3. Save credentials - Store the API key, user ID, wallet ID, and wallet address in ~/.milo/config.json.
4. Deposit SOL - Send SOL to your Milo wallet address (the type: "milo" wallet from signup).
5. Activate auto-trader - Call PATCH /api/v1/users/{userId}/auto-trade-settings with { "isActive": true }.
6. Fetch open quests - Call GET /api/v1/users/{userId}/quests to see available quests. Claim bones for any completed quests.
7. Start trading - Create orders, chat with agents, or let the auto-trader manage your portfolio.

Credential Storage

After signup, persist credentials locally so they survive across sessions:

// ~/.milo/config.json
{
  "api_key": "mk_live_...",
  "user_id": "uuid",
  "wallet_id": "uuid",
  "wallet_address": "7xKXtg...",
  "base_url": "{{BASE_URL}}"
}

Warning: In ephemeral environments (containers, serverless), this file may not persist. Use environment variables or a secrets manager instead.

All authenticated requests require the header:

X-API-Key: <api_key>

(NOT Authorization: Bearer — the API uses the X-API-Key header.)

MCP Access

The partner API server exposes MCP on the same host at /mcp using Streamable HTTP:

• POST /mcp for initialize and JSON-RPC requests
• GET /mcp for SSE stream
• DELETE /mcp for session termination

POST /mcp initialize accepts optional X-API-Key. If omitted, the MCP session starts unauthenticated and only signup/public tools are usable until signup returns an API key. Request throttling and session-capacity protections are enforced, so initialize may return 429. On 429, respect Retry-After and retry after the indicated delay. Sessions can also expire, so re-initialize after invalid-session errors.

For sessioned requests after initialize, send Mcp-Session-Id.

Wallet & Deposits

Milo creates a non-custodial Solana wallet for each user via Turnkey. The wallet-creating account is the owner; Milo receives delegated permission for trading.

On signup you receive two wallets:

• type: "signup" - Your external signing wallet (used for SIWX verification).
• type: "milo" - Your Milo trading wallet. Deposit SOL here for trading.

To check your wallet balance, use the holdings endpoint:

curl {{BASE_URL}}/api/v1/wallets/{walletId}/holdings \
  -H "X-API-Key: $API_KEY"

First Boot Protocol

When starting fresh with no saved credentials:

1. Generate a Solana keypair for SIWX signing.
2. Request a SIWX message from the server:

   curl -X POST {{BASE_URL}}/api/v1/users/siwx/message \
     -H "Content-Type: application/json" \
     -d '{
       "accountAddress": "<your-wallet-address>",
       "chainId": "solana:5eykt4UsFv8P8NJdTREpY1vzqKqZKvdp"
     }'
   

   This returns { "data": { ... }, "message": "<message-string>" }. The data object contains all SIWX fields (domain, uri, nonce, etc.) and the message is the human-readable string to sign.
3. Sign the message — Sign the message string (UTF-8 encoded bytes) with your Solana keypair's ed25519 private key. Base58-encode the resulting signature.
4. Register:

   curl -X POST {{BASE_URL}}/api/v1/users \
     -H "Content-Type: application/json" \
     -d '{
       "signupWallet": "<your-wallet-address>",
       "siwx": {
         "data": <data-object-from-step-2>,
         "message": "<message-string-from-step-2>",
         "signature": "<base58-signature-from-step-3>"
       }
     }'
   

   Important: Pass the data and message exactly as returned by the server. Do not construct them manually.
5. Save the returned apiKey, user.id, and wallets[1] (the Milo wallet) to ~/.milo/config.json.
6. Deposit SOL to the Milo wallet address.
7. Configure auto-trade:

   curl -X PATCH {{BASE_URL}}/api/v1/users/{userId}/auto-trade-settings \
     -H "X-API-Key: $API_KEY" \
     -H "Content-Type: application/json" \
     -d '{
       "isActive": true,
       "riskTolerance": "balanced",
       "strategy": "SWING TRADER"
     }'
   

Heartbeat Protocol

See heartbeat.md for the recurring check-in protocol. Run every 4+ hours to stay informed about your portfolio.

---

Cookbook — Working with Milo

This cookbook walks through the most common workflows end-to-end. Follow these recipes to get up and running quickly.

Recipe 1: Get your API key

Before anything else you need credentials. Generate a Solana keypair, request a SIWX message from the server, sign it, and register.

# 1. Request a SIWX message to sign
curl -X POST {{BASE_URL}}/api/v1/users/siwx/message \
  -H "Content-Type: application/json" \
  -d '{
    "accountAddress": "<your-wallet-address>",
    "chainId": "solana:5eykt4UsFv8P8NJdTREpY1vzqKqZKvdp"
  }'
# → returns { "data": { "data": { ... }, "message": "<message-to-sign>" } }

# 2. Sign the "message" string (UTF-8 bytes) with your ed25519 private key
#    Base58-encode the signature

# 3. Register with the signed proof
curl -X POST {{BASE_URL}}/api/v1/users \
  -H "Content-Type: application/json" \
  -d '{
    "signupWallet": "<your-wallet-address>",
    "siwx": {
      "data": <data-object-from-step-1>,
      "message": "<message-string-from-step-1>",
      "signature": "<base58-signature-from-step-2>"
    }
  }'

# 4. Save the response — you need these for every subsequent call
#    api_key  → Authorization header
#    user.id  → {userId} in routes
#    wallets[1].id      → {walletId} (the "milo" wallet)
#    wallets[1].address → deposit SOL here

Store credentials in ~/.milo/config.json so they persist across sessions.

---

Recipe 2: Activate the auto-trader

Once registered, turn on Milo's autonomous trading agent.

curl -X PATCH {{BASE_URL}}/api/v1/users/{userId}/auto-trade-settings \
  -H "X-API-Key: $API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "isActive": true,
    "riskTolerance": "balanced",
    "strategy": "SWING TRADER",
    "instructions": "Focus on SOL ecosystem tokens. Avoid meme coins.",
    "customTickers": ["SOL", "JUP", "BONK"]
  }'

That's it — Milo will start monitoring markets and placing trades according to your configuration. You can verify it's active:

curl {{BASE_URL}}/api/v1/users/{userId}/auto-trade-settings \
  -H "X-API-Key: $API_KEY"

---

Recipe 3: Talk with Milo about your investment strategy

Use the auto-trader agent to discuss, refine, or brainstorm your trading strategy. This is a conversation — Milo understands your portfolio context.

# 1. Start a conversation with the auto-trader
curl -X POST {{BASE_URL}}/api/v1/users/{userId}/conversations \
  -H "X-API-Key: $API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "message": "I want to shift my strategy toward DeFi blue-chips. What allocation do you recommend for a balanced risk profile?",
    "agentType": "auto-trader"
  }'
# → returns { conversationId, processing: true }

# 2. Poll for the response (wait 2-3s between polls)
curl "{{BASE_URL}}/api/v1/users/{userId}/conversations/{conversationId}/messages" \
  -H "X-API-Key: $API_KEY"
# → when processing: false, the agent has responded

# 3. Continue the conversation
curl -X POST {{BASE_URL}}/api/v1/users/{userId}/conversations/{conversationId}/messages \
  -H "X-API-Key: $API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "message": "Good plan. Apply those changes to my auto-trade settings." }'

Tip: The auto-trader agent can directly update your settings when you ask it to — it has tool access to modify your allocation, risk tolerance, and instructions.

---

Recipe 4: Fetch your positions

Check what Milo is holding and how each position is performing.

# List all active positions with PnL
curl "{{BASE_URL}}/api/v1/users/{userId}/positions?status=active&page=1&pageSize=50" \
  -H "X-API-Key: $API_KEY"

Each position includes the token, entry price, current PnL, and thesis. Use status=pending for positions still being built, or omit the filter to get everything.

For a deeper look at your wallet's token balances:

curl {{BASE_URL}}/api/v1/wallets/{walletId}/holdings \
  -H "X-API-Key: $API_KEY"

---

Recipe 5: Revalidate a position with Milo

Have Milo re-analyze an existing position to decide whether to hold, add, or exit.

# 1. Get the position's thesisId from the positions list (Recipe 4)
# 2. Start a conversation with the auto-trader, referencing the position
curl -X POST {{BASE_URL}}/api/v1/users/{userId}/conversations \
  -H "X-API-Key: $API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "message": "Re-evaluate my position on JUP (thesis {thesisId}). Given the latest market conditions, should I hold, take partial profit, or close it entirely?",
    "agentType": "auto-trader"
  }'

# 3. Poll for the response
curl "{{BASE_URL}}/api/v1/users/{userId}/conversations/{conversationId}/messages" \
  -H "X-API-Key: $API_KEY"

# 4. If Milo recommends closing, you can close it directly:
curl -X POST {{BASE_URL}}/api/v1/users/{userId}/positions/{thesisId}/close \
  -H "X-API-Key: $API_KEY"

---

Recipe 6: Ask Milo about a specific token

Use the market-analyst agent for token research. It can pull market data, analyze trends, and give you a thesis.

# 1. Ask the market analyst about a token
curl -X POST {{BASE_URL}}/api/v1/users/{userId}/conversations \
  -H "X-API-Key: $API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "message": "What do you think about RENDER? Give me a full analysis — fundamentals, technicals, and whether it fits my current portfolio.",
    "agentType": "market-analyst"
  }'

# 2. Poll for the response
curl "{{BASE_URL}}/api/v1/users/{userId}/conversations/{conversationId}/messages" \
  -H "X-API-Key: $API_KEY"

# 3. Follow up with more questions in the same conversation
curl -X POST {{BASE_URL}}/api/v1/users/{userId}/conversations/{conversationId}/messages \
  -H "X-API-Key: $API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "message": "Compare it with RNDR vs HNT for a DePIN play. Which is the better entry right now?" }'

Tip: The market-analyst agent focuses on research and analysis. If you want Milo to actually execute a trade based on the analysis, either create an order manually or switch to the auto-trader agent.

---

Putting it all together

A typical session with Milo looks like:

1. Check in — Fetch positions and holdings (Recipes 4)
2. Strategize — Talk to the auto-trader about adjusting your approach (Recipe 3)
3. Research — Ask the market analyst about tokens you're curious about (Recipe 6)
4. Validate — Revalidate existing positions with fresh analysis (Recipe 5)
5. Act — Let the auto-trader handle execution, or place manual orders via the Orders API

Run the heartbeat protocol every 4+ hours to keep this cycle going automatically.

---

Complete API Reference

Authentication

All endpoints (except signup) require:

X-API-Key: <api_key>

Me

GET /api/v1/me

Get the current user profile and wallets for the authenticated API key. Use this to discover your userId and walletId values.

curl {{BASE_URL}}/api/v1/me \
  -H "X-API-Key: $API_KEY"

Response (200):

{
  "user": {
    "id": "uuid",
    "signupWalletId": "uuid",
    "provider": "siwx",
    "createdAt": "2025-01-01T00:00:00.000Z"
  },
  "wallets": [
    { "id": "uuid", "address": "<address>", "chain": "solana", "type": "signup" },
    { "id": "uuid", "address": "<address>", "chain": "solana", "type": "milo" }
  ]
}

---

Signup

Signup is a two-step process: first request a SIWX message from the server, then sign it and submit the proof.

POST /api/v1/users/siwx/message

Generate a SIWX message for the wallet to sign. This is step 1 of signup.

curl -X POST {{BASE_URL}}/api/v1/users/siwx/message \
  -H "Content-Type: application/json" \
  -d '{
    "accountAddress": "<wallet-address>",
    "chainId": "solana:5eykt4UsFv8P8NJdTREpY1vzqKqZKvdp"
  }'

Request body:

Field	Type	Required	Description
accountAddress	string	yes	Solana wallet address (32-64 chars)
chainId	string	yes	CAIP-2 chain ID (e.g. solana:5eykt4UsFv8P8NJdTREpY1vzqKqZKvdp)
inviteCode	string	no	Optional invite code

Response (200):

{
  "data": {
    "data": {
      "accountAddress": "<wallet-address>",
      "chainId": "solana:5eykt4UsFv8P8NJdTREpY1vzqKqZKvdp",
      "domain": "andmilo.com",
      "uri": "https://andmilo.com",
      "version": "v1",
      "nonce": "<server-generated-nonce>",
      "issuedAt": "2025-06-15T12:00:00.000Z",
      "expirationTime": "2025-06-22T12:00:00.000Z",
      "statement": "By signing, you agree to andmilo Terms of Use..."
    },
    "message": "andmilo.com wants you to sign in with your Solana account:\n<wallet-address>\n\n..."
  }
}

Sign the message string (UTF-8 encoded bytes) with the wallet's ed25519 private key. Base58-encode the signature. Then proceed to step 2.

POST /api/v1/users

Create a new user via SIWX wallet verification. This is step 2 of signup.

curl -X POST {{BASE_URL}}/api/v1/users \
  -H "Content-Type: application/json" \
  -d '{
    "signupWallet": "<wallet-address>",
    "siwx": {
      "data": <data-object-from-siwx-message-response>,
      "message": "<message-string-from-siwx-message-response>",
      "signature": "<base58-ed25519-signature>"
    }
  }'

Important: Pass the data and message fields exactly as returned by POST /api/v1/users/siwx/message. Do not construct them manually.

Response (200):

{
  "data": {
    "user": { "id": "uuid", "signupWalletId": "uuid", "provider": "siwx", "createdAt": "..." },
    "wallets": [
      { "id": "uuid", "address": "<address>", "chain": "solana", "type": "signup" },
      { "id": "uuid", "address": "<address>", "chain": "solana", "type": "milo" }
    ],
    "apiKey": "mk_live_..."
  }
}

---

Auto-Trade Settings

GET /api/v1/users/{userId}/auto-trade-settings

Get current auto-trade configuration.

curl {{BASE_URL}}/api/v1/users/{userId}/auto-trade-settings \
  -H "X-API-Key: $API_KEY"

PATCH /api/v1/users/{userId}/auto-trade-settings

Update auto-trade configuration.

curl -X PATCH {{BASE_URL}}/api/v1/users/{userId}/auto-trade-settings \
  -H "X-API-Key: $API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "isActive": true,
    "riskTolerance": "balanced",
    "strategy": "SWING TRADER",
    "instructions": "Focus on SOL ecosystem tokens",
    "customTickers": ["SOL", "JUP", "BONK"],
    "dataSources": { "fundingRates": true, "openInterest": true },
    "assetClassSettings": {
      "memes": { "dataSources": { "liquidationData": true } },
      "majors": { "dataSources": { "macroData": true } }
    }
  }'

Settings fields:

Field	Type	Values
isActive	boolean	Enable/disable auto-trading
riskTolerance	string	conservative, balanced, degen
strategy	string	VALUE INVESTOR, SWING TRADER, SCALPER, CUSTOM
strategyId	uuid | null	Link a saved strategy to auto-trade settings
modelVersion	string | null	Preferred model
instructions	string	Free-text trading instructions for the agent
customTickers	string[]	Specific tokens to focus on
allocation	object	Asset class allocation percentages
dataSources	object | null	Global data-source toggles: fundingRates, openInterest, liquidationData, macroData
assetClassSettings	object | null	Per-asset-class configuration, including nested dataSources overrides

Asset classes for allocation: trenches, memes, promising-memes, staking, native, majors, stables, xStocks, custom

Data-source resolution notes:

• Asset-class dataSources overrides win over top-level dataSources.
• If no override exists, the top-level value applies.
• Missing keys are treated as disabled.
• PATCH deep-merges dataSources both globally and inside assetClassSettings, so partial updates do not wipe sibling keys.

Model entitlement notes:

• Only canonical model ids are accepted on the partner surface.
• Canonical OpenAI model ids are o3, gpt-5.2-high, gpt-5.2-xh, and gpt-5.4.
• Canonical Anthropic model ids are claude-opus-4.5 and claude-opus-4.6.
• Canonical Gemini model ids are gemini-3-pro and gemini-3.1-pro-preview.
• Canonical Grok model ids are grok-4.1-fast-reasoning and grok-4.
• If a model is unavailable for your account, the API returns 400 Bad Request with error.details.requiredPlan, error.details.upgradeUrl, and an error message containing the same plan-specific Stripe link.

Data-source entitlement notes:

• Only pro and max users can create, update, apply, sync, or otherwise change dataSources.
• Free users can still read saved dataSources in GET responses.
• If an account downgrades, saved dataSources remain visible but are inactive in auto-trader chat, execution, and position review until the account is back on Pro or Max.
• When blocked, the API returns 400 Bad Request with error.details.feature = "dataSources", error.details.requiredPlan = "pro", and upgrade details when available.

---

Strategies

Strategies are reusable autotrade configurations that live under auto-trade settings. Create a strategy, link it to your settings, and sync when the strategy evolves.

Workflow:

1. Create a strategy with allocation, instructions, and trading approach.
2. Link it via PATCH /auto-trade-settings with { "strategyId": "<uuid>" }. This takes a snapshot of the strategy into your settings.
3. Use — Milo auto-trades according to the snapshot.
4. If the strategy is updated later, the GET settings response includes strategySync.synced: false.
5. Sync — call POST .../strategies/{strategyId}/sync to re-apply the latest version.

POST /api/v1/users/{userId}/auto-trade-settings/strategies

Create a new strategy.

curl -X POST {{BASE_URL}}/api/v1/users/{userId}/auto-trade-settings/strategies \
  -H "X-API-Key: $API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "SOL Ecosystem DCA",
    "description": "Dollar cost average into SOL ecosystem tokens",
    "strategy": "SWING TRADER",
    "instructions": "Focus on SOL, JUP, and BONK with balanced entries",
    "allocation": { "majors": 45, "native": 25, "staking": 10, "promising-memes": 15, "xStocks": 5 },
    "customTickers": ["SOL", "JUP", "BONK"],
    "dataSources": { "fundingRates": true, "openInterest": true },
    "assetClassSettings": {
      "memes": { "dataSources": { "liquidationData": true } },
      "majors": { "dataSources": { "macroData": true } }
    },
    "isPublic": false
  }'

Response (201):

{
  "data": {
    "id": "uuid",
    "name": "SOL Ecosystem DCA",
    "strategy": "SWING TRADER",
    "allocation": { ... },
    "createdAt": "..."
  }
}

Create/update fields:

Field	Type	Required	Description
name	string	yes (create)	Strategy name (1-200 chars)
description	string | null	no	Description (max 2000 chars)
instructions	string	no	Free-text instructions (max 4000 chars)
strategy	string	yes (create)	VALUE INVESTOR, SWING TRADER, SCALPER, CUSTOM
allocation	object	no	Asset class allocation percentages
customTickers	string[] | null	no	Token tickers to focus on
dataSources	object | null	no	Global data-source toggles carried into the strategy snapshot
assetClassSettings	object | null	no	Per-asset-class configuration, including nested dataSources
isPublic	boolean	no	Make strategy publicly discoverable

The same Pro/Max restriction applies when creating or updating a strategy with dataSources, and when syncing a linked strategy that already contains them.

GET /api/v1/users/{userId}/auto-trade-settings/strategies

List strategies with filters.

curl "{{BASE_URL}}/api/v1/users/{userId}/auto-trade-settings/strategies?scope=owned&page=1&pageSize=25" \
  -H "X-API-Key: $API_KEY"

Query parameters:

Param	Values	Description
scope	all, owned, public	Filter by ownership
q	string	Search by name/description
page	number	Page number (default: 1)
pageSize	number	Items per page (default: 25, max: 100)

GET /api/v1/users/{userId}/auto-trade-settings/strategies/{strategyId}

Get strategy details.

curl {{BASE_URL}}/api/v1/users/{userId}/auto-trade-settings/strategies/{strategyId} \
  -H "X-API-Key: $API_KEY"

PATCH /api/v1/users/{userId}/auto-trade-settings/strategies/{strategyId}

Update a strategy. All fields are optional.

curl -X PATCH {{BASE_URL}}/api/v1/users/{userId}/auto-trade-settings/strategies/{strategyId} \
  -H "X-API-Key: $API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Updated Strategy Name",
    "instructions": "New instructions for the agent"
  }'

DELETE /api/v1/users/{userId}/auto-trade-settings/strategies/{strategyId}

Delete a strategy.

curl -X DELETE {{BASE_URL}}/api/v1/users/{userId}/auto-trade-settings/strategies/{strategyId} \
  -H "X-API-Key: $API_KEY"

POST /api/v1/users/{userId}/auto-trade-settings/strategies/{strategyId}/sync

Re-sync auto-trade settings with the linked strategy. Takes a fresh snapshot of the strategy's current allocation, instructions, and configuration.

curl -X POST {{BASE_URL}}/api/v1/users/{userId}/auto-trade-settings/strategies/{strategyId}/sync \
  -H "X-API-Key: $API_KEY"

Strategy sync workflow:

1. Link a strategy to your settings:

curl -X PATCH {{BASE_URL}}/api/v1/users/{userId}/auto-trade-settings \
  -H "X-API-Key: $API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "strategyId": "<strategy-uuid>", "isActive": true }'

2. Check sync status (included in GET settings response):

{
  "strategyId": "uuid",
  "strategySync": {
    "strategyId": "uuid",
    "synced": false,
    "strategyUpdatedAt": "2025-06-15T14:00:00.000Z",
    "settingsUpdatedAt": "2025-06-01T10:00:00.000Z"
  }
}

3. When synced is false, re-sync:

curl -X POST {{BASE_URL}}/api/v1/users/{userId}/auto-trade-settings/strategies/{strategyId}/sync \
  -H "X-API-Key: $API_KEY"

---

Arena

Deploy a public strategy to the arena leaderboard. Milo creates a custody wallet, funds it, and trades autonomously using the strategy. The strategy must be public and owned by the user. Deployment requires at least 1 SOL balance (0.01 SOL in dev). Withdrawing transfers all holdings back to the user's Milo wallet.

POST /api/v1/users/{userId}/arena/deploy

Deploy a strategy to the arena.

curl -X POST {{BASE_URL}}/api/v1/users/{userId}/arena/deploy \
  -H "X-API-Key: $API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "strategyId": "<strategy-uuid>" }'

Request body:

Field	Type	Required	Description
strategyId	uuid	yes	ID of a public strategy owned by the user

Response (200):

{
  "data": {
    "arenaUserId": "uuid",
    "custodyWalletId": "uuid",
    "custodyWalletAddress": "<solana-address>",
    "fundingTxSignature": "<transaction-signature>",
    "strategyId": "uuid"
  }
}

POST /api/v1/users/{userId}/arena/withdraw

Withdraw from the arena. Transfers all holdings from the custody wallet back to the user's Milo wallet.

curl -X POST {{BASE_URL}}/api/v1/users/{userId}/arena/withdraw \
  -H "X-API-Key: $API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "strategyId": "<strategy-uuid>" }'

Request body:

Field	Type	Required	Description
strategyId	uuid	yes	ID of the deployed strategy to withdraw

Response (200):

{
  "data": {
    "arenaUserId": "uuid",
    "custodyWalletId": "uuid",
    "custodyWalletAddress": "<solana-address>",
    "recipientWalletAddress": "<solana-address>",
    "transferTxs": [
      { "tokenAddress": "<mint-address>", "amount": 1.5, "signature": "<tx-signature>" }
    ]
  }
}

GET /api/v1/users/{userId}/arena/leaderboard

Get the arena leaderboard.

curl "{{BASE_URL}}/api/v1/users/{userId}/arena/leaderboard?timeframe=30d&page=1&pageSize=25&sortKey=pnl&sortDirection=desc" \
  -H "X-API-Key: $API_KEY"

Query parameters:

Param	Type	Values	Default
timeframe	string	1d, 30d, 90d	—
page	number	Page number	1
pageSize	number	Items per page (max: 100)	25
sortKey	string	pnl, winRate, returnPct, accountValue	—
sortDirection	string	asc, desc	—

winRate is token-PnL based: (number of tokens with positive token PnL / total tracked tokens) * 100, excluding USDC.

Response (200):

{
  "data": [
    {
      "strategy": "uuid",
      "strategyName": "SOL Ecosystem DCA",
      "ownerUserId": "uuid",
      "ownerUsername": "trader1",
      "pnl": 120.50,
      "winRate": 0.65,
      "returnPct": 12.5,
      "accountValue": 1120.50,
      "arenaWalletAddress": "<solana-address>",
      "currentHoldings": [ ... ]
    }
  ],
  "meta": { "page": 1, "pageSize": 25, "total": 100, "pages": 4 }
}

---

Quests & Bones

Quests are event-driven tasks (trades, signups, etc.) that reward bones (points) upon completion. Each quest has requirements (count, sum, or streak-based) and awards bones when all requirements are met. Check quests regularly — call list_quests to see open quests, and with unclaimed=true to discover completed quests, then claim_quest to collect the bones.

GET /api/v1/users/{userId}/quests

List quests with progress and requirements. By default returns only unlocked (available) quests.

curl "{{BASE_URL}}/api/v1/users/{userId}/quests?page=1&pageSize=25" \
  -H "X-API-Key: $API_KEY"

Query parameters:

Param	Type	Values	Default
unlocked	boolean	Filter for unlocked quests (available)	true
unclaimed	boolean	Filter for completed but unclaimed quests	—
claimed	boolean	Filter for claimed quests	—
mode	string	completed_last	—
page	number	Page number	1
pageSize	number	Items per page (max: 100)	25

Response (200):

{
  "data": [
    {
      "userId": "uuid",
      "questId": "uuid",
      "title": "First Trade",
      "description": "Execute your first trade",
      "award": 100,
      "totalRequirements": 1,
      "completedRequirements": 1,
      "claimed": false,
      "completed": true,
      "unlocked": true,
      "requirements": [
        {
          "requirementId": "uuid",
          "aggregationKind": "count",
          "targetValue": 1,
          "currentValue": 1,
          "completed": true
        }
      ]
    }
  ],
  "meta": { "page": 1, "pageSize": 25, "total": 10, "pages": 1 }
}

POST /api/v1/users/{userId}/quests/{questId}/claim

Claim bones for a completed quest.

curl -X POST {{BASE_URL}}/api/v1/users/{userId}/quests/{questId}/claim \
  -H "X-API-Key: $API_KEY"

Response (200):

{ "data": null }

Returns 404 if the quest is not found or already claimed.

GET /api/v1/users/{userId}/quests/bones

Get the user's bones balance.

curl "{{BASE_URL}}/api/v1/users/{userId}/quests/bones" \
  -H "X-API-Key: $API_KEY"

Response (200):

{
  "data": {
    "userId": "uuid",
    "username": "alice",
    "balance": 500,
    "unclaimed": 100
  }
}

• balance — total bones already claimed
• unclaimed — bones from completed quests not yet claimed (call claim_quest to collect)

---

Wallet Actions

POST /api/v1/wallets/{walletId}/actions/send

Send tokens from your Milo wallet to a recipient address.

curl -X POST {{BASE_URL}}/api/v1/wallets/{walletId}/actions/send \
  -H "X-API-Key: $API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "recipient": "<solana-address>",
    "token": "<token-mint-address>",
    "amount": 1.5
  }'

Response (202):

{ "data": "<transaction-signature>" }

Note: For native SOL, use the SOL mint address: So11111111111111111111111111111111111111112. If a JSON body includes walletId, it must match the {walletId} path parameter.

---

Orders

POST /api/v1/wallets/{walletId}/orders

Create a new order, optionally with take-profit and stop-loss dependants.

curl -X POST {{BASE_URL}}/api/v1/wallets/{walletId}/orders \
  -H "X-API-Key: $API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "tokenAddress": "So11111111111111111111111111111111111111112",
    "type": "buy",
    "status": "active",
    "expiresAt": "2026-12-31T23:59:59.000Z",
    "payload": {
      "type": "buy",
      "amount": { "type": "absolute_usd", "amount": 50 },
      "trigger": { "type": "absolute", "trigger": "price", "operator": "gte", "value": 0 },
      "execution": {}
    },
    "takeProfits": [
      { "percentage": 50, "profitPercentage": 20 },
      { "percentage": 50, "profitPercentage": 50 }
    ],
    "stopLosses": [
      { "percentage": 100, "lossPercentage": 15 }
    ]
  }'

Response includes the main order plus a dependants array:

{
  "data": {
    "id": "...",
    "type": "buy",
    "status": "active",
    "dependants": [
      { "type": "take_profit", "order": { "id": "...", "parentId": "...", "subType": "take_profit", "status": "draft" } },
      { "type": "take_profit", "order": { "id": "...", "parentId": "...", "subType": "take_profit", "status": "draft" } },
      { "type": "stop_loss",   "order": { "id": "...", "parentId": "...", "subType": "stop_loss",   "status": "draft" } }
    ]
  }
}

Take-profit / Stop-loss ladder (optional):

takeProfits array — each item:

• percentage (1–100) — percent of position to sell
• profitPercentage (> 0) — profit percent to trigger the TP

stopLosses array — each item:

• percentage (1–100) — percent of position to sell
• lossPercentage (1–100) — loss percent to trigger the SL

Dependant creation flow (enforced):

• Main order is created first.
• TP and SL dependants are created sequentially as draft sell children (parentId = main order ID).
• Dependant failures are captured per dependant entry while the main order still returns 201.

Guardrails (always enforce mode):

• takeProfits.length <= 5
• stopLosses.length <= 5
• takeProfits.length + stopLosses.length <= 8

Violations return 400 bad_request with a clear validation message. Dependants use relative triggers (rise for TP, drop for SL).

Order payload structure:

Buy order amounts:

• { "type": "absolute", "amount": 1000000 } - Raw token amount
• { "type": "absolute_usd", "amount": 50 } - USD equivalent

Sell order amounts (additional option):

• { "type": "relative", "percentage": 50 } - Percentage of position

Trigger types:

• Market order: { "type": "absolute", "trigger": "price", "operator": "gte", "value": 0 }
• Limit buy: { "type": "absolute", "trigger": "price", "operator": "lte", "value": 150.00 }
• Stop loss: { "type": "relative", "trigger": "price", "operator": "drop", "value": 10 } (10% drop)
• Take profit: { "type": "relative", "trigger": "price", "operator": "rise", "value": 25 } (25% rise)

Market orders require expiresAt, and it must be within 120 minutes of the request time.

Execution options (all optional):

• slippagePercentage - Max slippage (0-100)
• priorityFee - Priority fee in SOL lamports
• platformFeeBps - Platform fee override in basis points

Linking to a thesis: Pass positionThesisId (UUID) in the body to attach the order (and its TP/SL dependants) to a position thesis.

GET /api/v1/users/{userId}/orders

List orders with filters.

curl "{{BASE_URL}}/api/v1/users/{userId}/orders?status=active&type=buy&page=1&pageSize=25" \
  -H "X-API-Key: $API_KEY"

Query parameters:

Param	Type	Values
status	string	active, paused, error, fulfilled, archived, draft
type	string	buy, sell
tokenAddress	string	Filter by token
page	number	Page number (default: 1, max: 100)
pageSize	number	Items per page (default: 25, max: 100)

GET /api/v1/users/{userId}/orders/{orderId}

Get order details.

curl {{BASE_URL}}/api/v1/users/{userId}/orders/{orderId} \
  -H "X-API-Key: $API_KEY"

POST /api/v1/users/{userId}/orders/{orderId}/pause

Pause an active order.

curl -X POST {{BASE_URL}}/api/v1/users/{userId}/orders/{orderId}/pause \
  -H "X-API-Key: $API_KEY"

POST /api/v1/users/{userId}/orders/{orderId}/activate

Activate a draft or paused order.

curl -X POST {{BASE_URL}}/api/v1/users/{userId}/orders/{orderId}/activate \
  -H "X-API-Key: $API_KEY"

DELETE /api/v1/users/{userId}/orders/{orderId}

Archive (delete) an order.

curl -X DELETE {{BASE_URL}}/api/v1/users/{userId}/orders/{orderId} \
  -H "X-API-Key: $API_KEY"

---

Conversations

Milo uses an async conversation model. You send a message and the agent processes it in the background. Poll the messages endpoint for the response using the processing flag.

POST /api/v1/users/{userId}/conversations

Create a new conversation and send the first message.

curl -X POST {{BASE_URL}}/api/v1/users/{userId}/conversations \
  -H "X-API-Key: $API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "message": "What is the current market sentiment for SOL?",
    "agentType": "market-analyst"
  }'

Agent types:

Agent	ID	Purpose
Market Analyst	market-analyst	Market analysis, token research, sentiment
Auto Trader	auto-trader	Trading strategy discussion
Game Agent	milo-game-agent	Gamified trading experience

Response (201):

{
  "data": {
    "conversationId": "...",
    "status": "active",
    "agentActive": true,
    "processing": true,
    "createdAt": "..."
  }
}

GET /api/v1/users/{userId}/conversations

List conversations.

curl "{{BASE_URL}}/api/v1/users/{userId}/conversations?page=1&pageSize=25" \
  -H "X-API-Key: $API_KEY"

GET /api/v1/users/{userId}/conversations/{conversationId}

Get conversation details.

curl {{BASE_URL}}/api/v1/users/{userId}/conversations/{conversationId} \
  -H "X-API-Key: $API_KEY"

POST /api/v1/users/{userId}/conversations/{conversationId}/messages

Send a follow-up message.

curl -X POST {{BASE_URL}}/api/v1/users/{userId}/conversations/{conversationId}/messages \
  -H "X-API-Key: $API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "message": "What about JUP?" }'

GET /api/v1/users/{userId}/conversations/{conversationId}/messages

Poll for messages. Check processing flag to know if the agent is still working.

curl "{{BASE_URL}}/api/v1/users/{userId}/conversations/{conversationId}/messages?page=1&pageSize=25" \
  -H "X-API-Key: $API_KEY"

Response:

{
  "data": {
    "messages": [
      { "messageId": "...", "role": "user", "content": "...", "createdAt": "..." },
      { "messageId": "...", "role": "assistant", "content": "...", "createdAt": "..." }
    ],
    "processing": false
  },
  "meta": { "page": 1, "pageSize": 25, "total": 2, "pages": 1 }
}

Polling pattern:

1. Send a message (POST).
2. Poll GET messages every 2-3 seconds.
3. When processing is false, the agent has finished responding.

---

Portfolio

GET /api/v1/wallets/{walletId}/holdings

Get current token holdings for a wallet.

curl {{BASE_URL}}/api/v1/wallets/{walletId}/holdings \
  -H "X-API-Key: $API_KEY"

GET /api/v1/wallets/{walletId}/transactions

Get all transactions for a wallet.

curl "{{BASE_URL}}/api/v1/wallets/{walletId}/transactions?page=1&pageSize=25" \
  -H "X-API-Key: $API_KEY"

GET /api/v1/wallets/{walletId}/executed-transactions

Get executed transactions (order-linked trades) for a wallet. Uses cursor-based pagination.

curl "{{BASE_URL}}/api/v1/wallets/{walletId}/executed-transactions?limit=25" \
  -H "X-API-Key: $API_KEY"

# To paginate, pass the nextCursor from the previous response:
curl "{{BASE_URL}}/api/v1/wallets/{walletId}/executed-transactions?limit=25&cursor=<nextCursor>" \
  -H "X-API-Key: $API_KEY"

Query parameters:

Param	Type	Description
limit	number	Items per page (default: 25, max: 200)
cursor	string	Cursor from previous response's nextCursor
txType	string	Filter by buy or sell
token	string	Filter by token address

GET /api/v1/users/{userId}/positions

Get positions with PnL data.

curl "{{BASE_URL}}/api/v1/users/{userId}/positions?status=active&page=1&pageSize=25" \
  -H "X-API-Key: $API_KEY"

Query parameters:

Param	Values
status	active, pending, not_active

POST /api/v1/users/{userId}/positions/{thesisId}/close

Close a single position. Cancels pending orders and creates a sell order for remaining holdings.

curl -X POST {{BASE_URL}}/api/v1/users/{userId}/positions/{thesisId}/close \
  -H "X-API-Key: $API_KEY"

POST /api/v1/users/{userId}/positions/close-all

Close all active and pending positions for a user. Each position is closed independently — partial failures don't block other positions.

curl -X POST {{BASE_URL}}/api/v1/users/{userId}/positions/close-all \
  -H "X-API-Key: $API_KEY"

Response:

{
  "data": {
    "successes": [
      { "thesisId": "...", "cancelled": 2, "sellOrderCreated": true }
    ],
    "failures": [
      { "thesisId": "...", "error": "No wallet found" }
    ]
  }
}

GET /api/v1/users/{userId}/diary-logs

Get auto-trade diary logs.

curl "{{BASE_URL}}/api/v1/users/{userId}/diary-logs?page=1&pageSize=25" \
  -H "X-API-Key: $API_KEY"

---

Rate Limits

Rate limits are enforced across endpoints. Effective thresholds vary by endpoint and request context and may be adjusted over time.

Rate limit rejections return 429 Too Many Requests with:

• error.code = "rate_limit_exceeded"
• Retry-After header (seconds)
• X-RateLimit-Limit, X-RateLimit-Remaining, X-RateLimit-Reset headers

Retry behavior: back off and retry only after Retry-After elapses.

Pagination

All list endpoints support pagination:

• page - Page number (default: 1, max: 100)
• pageSize - Items per page (default: 25, max: 100)

Response includes meta:

{ "meta": { "page": 1, "pageSize": 25, "total": 100, "pages": 4 } }

Error Codes

Status	Code	Description
400	bad_request	Invalid input, missing fields, validation error
401	unauthorized	Missing or invalid API key
404	not_found	Resource not found
409	error	Conflict (e.g., user already exists)
429	rate_limit_exceeded	Rate limit exceeded
500	internal_error	Unexpected server error

Error response format:

{
  "error": {
    "code": "bad_request",
    "message": "Model \"gpt-5.2-high\" requires a Pro plan. Upgrade here: https://buy.stripe.com/...",
    "details": {
      "requestedModelVersion": "gpt-5.2-high",
      "requiredPlan": "pro",
      "requiredPlanLabel": "Pro",
      "upgradeUrl": "https://buy.stripe.com/...",
      "upgradeText": "Upgrade to Pro to use model \"gpt-5.2-high\"."
    }
  }
}

Schema validation failures also return 400 bad_request, with error.details.validationIssues as a field-level issue list:

{
  "error": {
    "code": "bad_request",
    "message": "Missing required field: expiresAt",
    "details": {
      "validationIssues": [
        {
          "target": "json",
          "path": "expiresAt",
          "code": "invalid_type",
          "message": "Required"
        }
      ]
    }
  }
}