AI agents for Coinbase
A Monmo AI agent works with Coinbase the way a careful assistant keeping your crypto records would. It summarises balances each week, explains any buy, sell, send or receive, tells you when an asset crosses a level you set and prepares the year's transactions for your accountant. It uses your own Coinbase access, gives no investment advice, and never trades or sends without your approval.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in Coinbase
Summarise balances every week
Every Sunday evening the agent reads the balance of each asset in your Coinbase account, values it at the current price and writes a short summary with the change since last week in Google Sheets.
AskEvery Sunday at 6pm, add my Coinbase balances and their value in USD to my portfolio sheet, with the change since last week.
Explain a transaction
Ask about a send, a receive or a trade, and it finds the transaction, reads the amount, the fee, the network and the time, and tells you in plain words what happened and where it went.
AskWhat was the 0.15 ETH that left my account on 2 November? Show the fee, the network and the destination.
Tell you when a price crosses your level
During the hours you choose it checks prices for the assets you name and messages you in Slack when one crosses the level you set. It reports; it does not suggest buying or selling.
AskBetween 8am and 10pm, check every hour and tell me in Slack if BTC goes below 60,000 or above 80,000.
Prepare records for your accountant
After the tax year it exports every buy, sell, send, receive, reward and fee, adds a summary by asset and saves it in a Google Drive folder for your accountant. Tax decisions and filing stay with you both.
AskExport all my Coinbase transactions for the 2025 tax year with fees, and summarise them by asset for my accountant.
Review recurring buys
It lists each recurring buy you have set up, how much it has bought so far, the average price paid and the total fees, so you can see what each plan has cost.
AskList my Coinbase recurring buys with the total bought, average price and fees for each since they started.
Match crypto payments to invoices
If clients pay you in crypto, it matches each receive to the open invoice by amount, date and reference, values it at the time of receipt, and prepares the payment record for QuickBooks or Xero. Recording asks first.
AskMatch this month's USDC receipts in Coinbase to open invoices in QuickBooks and prepare the payment entries.
Prepare a trade or a send
When you decide to buy, sell or send, it prepares the order with the asset, amount, estimated fee and, for a send, the address checked character by character. It goes ahead only when you allow that card.
AskPrepare a send of 200 USDC to the address in Lena's invoice. Check the address twice and wait for my approval.
How it connects
- 1You connect your own Coinbase access once. If you give it view-only access, the agent can read balances and history but cannot trade or send; give broader access only if you want it to prepare orders.
- 2You choose which agents may use Coinbase. A personal assistant agent or a finance agent are the usual choices, and only one of them needs it.
- 3Reading balances, prices and transactions needs no approval. Every buy, sell, conversion and send waits for your approval on its own card, and recording anything in your books asks first.
More in Accounting and payments
Other apps of this kind that agents work in, each with its own page.
Questions people ask
Can an AI agent trade crypto on Coinbase for me?
Not on its own. A Monmo agent can prepare a buy, sell or send that you have decided on and show the asset, amount and fee on a card. It goes ahead only when you allow it, through the Coinbase connection, or in its own browser when the connection does not cover something.
Will it give me investment advice?
No. The agent does not recommend what to buy, sell or hold, and it does not predict prices. It reports balances, explains transactions, tells you when a price crosses a level you chose and keeps your records in order. Investment decisions are yours.
Can it prepare my crypto taxes from Coinbase?
It prepares the records, not the return. The agent exports the year's transactions with fees, groups them by asset and lists anything unclear, such as a transfer from another wallet with no cost recorded. Your accountant or tax software works out the figures, and filing stays with you.
Is it safe to connect Coinbase to an AI agent?
You decide how far the connection reaches, and view-only access keeps the agent to reading. Even with wider access, every trade and send waits for your approval on its own card. You choose which agent may use Coinbase, can watch its screen while it works and can remove access at any time.