Coinbase

Complete an order only after coinbase_orders_preview has rendered a confirmation card and the user has confirmed it. This tool must never be used for direct order placement; only the confirmation card may call it with the signed confirmation_token from the preview. USDC is not supported for equities; use TICKER-USD (e.g. AAPL-USD). (2 fields, 1 required)

Complete an order edit only after coinbase_orders_edit_preview has rendered a confirmation card and the user has confirmed it. This tool must never be used to edit directly; only the confirmation card may call it with the signed confirmation_token from the preview. (3 fields, 2 required)

Preview editing an open order's size or limit price and show the user an in-chat card comparing the current and requested terms. The user confirms or dismisses in the card; on confirm the card applies the edit. GLOBAL_PERP edit previews are not available. Call this whenever the user asks to change a supported brokerage order, except that for equity orders, as a rule, show no more than 3 order cards per user query across creation, edit, and cancellation previews. Ask the user to make a separate query for any remaining equity order cards. Never edit directly. Only limit orders can be edited. (3 fields, 1 required)

Lists individual trade executions with commissions and maker/taker indicator, filterable by product, order, side, and time range. Use this to reconcile actual fill prices and fees paid. Select portfolio and time range; follow cursor pagination for available history. Report coverage as fills and fees; full performance also requires cost basis, realized P&L, US futures funding/settlements, and cash-flow history. Treat missing values as unknown. Check size_in_quote on each fill before summing size: quote-sized orders (e.g. a dollar-amount buy) report fill size in quote currency, others in base units, shares, or contracts. For EQUITY fills, product_id is TICKER-QUOTE (e.g. AAPL-USD), the same form orders_create expects. GLOBAL_PERP recent and archived sources may repeat a fill; deduplicate by (product_id, trade_id) before aggregating quantities or fees. Within-source page and timestamp-boundary duplicates are suppressed. Follow each cursor until absent, including after empty pages. Do not assume global chronological ordering across products. (9 fields, 0 required)

Retrieves the status and available fill details of a single order by ID. Use after creating an order to confirm execution, and before orders_edit to see the current attached take-profit/stop-loss (attached_order_id / attached_order_configuration). For EQUITY orders, product_id is TICKER-QUOTE (e.g. AAPL-USD), the same form orders_create expects. For GLOBAL_PERP stop orders, triggered does not mean filled; query triggered_order_id separately for execution status and fills when returned. Do not repeat a placement or cancellation solely because a lookup failed. (4 fields, 1 required)

Lists orders with optional filters by status, product, side, and time range. Use status=OPEN to find resting orders that can be edited or cancelled. For EQUITY orders, product_id is TICKER-QUOTE (e.g. AAPL-USD), the same form orders_create expects. Does not list recurring-buys scheduled; an empty result does not mean there are no active recurring buys. GLOBAL_PERP pages traverse active, recent and archived sources which may repeat an order; reconcile by order_id. Deduplication is limited to individual pages and adjacent continuation boundaries within a source. Follow each cursor until absent, including after empty pages. Do not assume global chronological ordering across products. (9 fields, 0 required)

Preview an order and show the user an in-chat confirmation card with the fee and fill estimate. The user confirms or cancels in the card; on confirm the card places the order. Call this for every buy or sell the user requests, except that for equity orders, as a rule, show no more than 3 order cards per user query across creation, edit, and cancellation previews. Ask the user to make a separate query for any remaining equity order cards. USDC is not supported for equities; use TICKER-USD (e.g. AAPL-USD). If the user requests USDC for equities, explain the limitation instead of silently switching to USD. Before an equity order, check current US Eastern time and the trading calendar, and choose equity_trading_session explicitly; do not default to NORMAL when regular trading is closed. Ask before changing the user's requested order type, size, or trading session. This harness supports market, limit, and stop_limit only — not bracket, twap, scaled, or attached take-profit/stop-loss. If requested, explain the limitation and do NOT substitute an unprotected/basic trade; direct the user to Coinbase Advanced to check product/venue availability. stop_limit requires base_size; equities should use market or limit. A FUTURE preview rejected on eligibility grounds means the account isn't approved for futures. Send the user to https://help.coinbase.com/en/coinbase/trading-and-funding/derivatives/futures-intro to apply. Stop-limit previews validate the stop relative to the current last trade and estimate execution using the current order book and limit price, not a hypothetical market after the stop triggers. A sell preview may show the current bid even when the stop is below the current market. These estimates do not guarantee a fill or fill price after the stop triggers. (13 fields, 3 required)

Refresh the estimate in an existing order confirmation card. Only the confirmation card may call this tool with its current signed confirmation_token. The bound order intent and client order ID are preserved, and a successful refresh replaces the card's token. (1 field, 1 required)

Creates a new named portfolio for segregating funds and positions. Does not move any funds; use transfer afterward to fund it. Only if the user asks where to view their portfolios or how to create one themselves, tell them to go to https://www.coinbase.com/advanced-portfolio/spot (Portfolio > Spot), then open the All Portfolios dropdown above the balance; otherwise don't mention it. (1 field, 1 required)

Permanently deletes a portfolio. The portfolio must be empty first — transfer out any remaining funds and close all positions before deleting. The DEFAULT portfolio cannot be deleted. (1 field, 1 required)

Renames an existing portfolio. Does not affect balances or positions. (2 fields, 1 required)

Returns portfolio metadata, total balances, and positions, including staked assets. Use this for portfolio value or total holdings rather than coinbase_balance, which only returns trading-account balances. Staked and liquid holdings can appear separately; sum total_balance_crypto by asset across verified non-overlapping accounts. Keep account_uuid and account_type; show USD rows separately when overlap is unknown. Use portfolio_balances for portfolio totals, since these include their positions. account_type identifies staking positions as ACCOUNT_TYPE_STAKED_FUNDS. Holdings are not necessarily available to trade: use available_to_trade_crypto or available_to_trade_fiat for indicative tradable amounts, and never substitute total holdings when those fields are absent. Spot quantities are approximate; before sizing a spot order, confirm exact available_balance with coinbase_balance for the same portfolio. Eligible callers receive GLOBAL_PERP futures_positions and derivatives_summary only on the corresponding INTX / Global Derivatives portfolio, never DEFAULT. Access to GLOBAL_PERP holdings requires portfolio-read permission and authorization for this Global Derivatives portfolio. For example, list portfolios, select the authorized INTX portfolio UUID, then call portfolios_get with that UUID before sizing a GLOBAL_PERP order on the same portfolio. Derivative sizing uses derivatives_summary.by_currency[].available_collateral, never wallet balance. The collateral summary requires account-read permission and is omitted without it. Missing derivative fields do not imply zero holdings or available collateral. Collateral overlaps that portfolio's wallet holdings; do not add the summary to wallet balances or portfolio totals when reconciling portfolios. Use coinbase_portfolios_list and query each authorized portfolio for a multi-portfolio view. Treat missing balances and P&L as unknown. (2 fields, 1 required)

Lists all portfolios on the account, including their UUIDs and types. Use this to find the portfolio_id needed for orders, transfers, and balance queries. Only if the user asks where to view their portfolios or how to create one themselves, tell them to go to https://www.coinbase.com/advanced-portfolio/spot (Portfolio > Spot), then open the All Portfolios dropdown above the balance; otherwise don't mention it. (1 field, 0 required)

Returns best bid and ask for one or more products in a single call. Omit product_ids to return pricebooks for all products. Not currently available for equities. (1 field, 0 required)

Returns the current bid/ask order book for a product. Use to gauge available liquidity and likely slippage before sizing a market order. Not currently available for equities. (2 fields, 1 required)

Returns historical OHLCV candles for a product at a chosen granularity and time range. Use for price history and technical analysis. Not currently available for equities. (5 fields, 1 required)

Viewing a product, including a FUTURE one, doesn't require any special account approval. Trading it is a separate matter — see the product_type field description. (1 field, 1 required)

Viewing products, including FUTURE ones, doesn't require any special account approval. Trading them is a separate matter — see the product_type field description. (5 fields, 0 required)

Returns recent trade prints plus the current best bid/ask for a product. Use for a quick spot-price snapshot before previewing or placing an order. Not currently available for equities. (2 fields, 1 required)

Lists customer daily perpetual funding payments and bankruptcy events. Funding is a signed amount in settlement currency, not a market funding rate. Platform-wide profit_loss and session_profit_loss are never customer P&L. Select product_id for one perpetual or currency for a settlement currency. Without either filter, currencies are paged in alphabetical order, newest first within each currency. Empty filtered pages can still have a cursor; follow it until absent. Do not assume global chronological ordering across products. Requires Global Derivatives eligibility and account-read permission. (9 fields, 0 required)