submit_funding_profile

Saves the user’s one-time funding profile: five multiple-choice compliance answers (employment status, source of funds, industry, income band, expected yearly funding volume). With a profile on file, balance funding checkouts can skip the payment provider’s own identity questionnaire (the user’s existing KYC is reused). Ask the user each question conversationally and submit their answers; this is not a re-verification and no documents are involved. Answers can be updated any time by calling it again.

Advanced tool. Not advertised in the default tools/list: it is a one-time, error-triggered compliance step, usually prompted by a funding flow. It remains callable by name; see tool gating.

Parameters

Every choice field takes one of a fixed set of values; the tool’s input schema lists the exact enums (inspect it with agent-cards api schema submit_funding_profile).

Parameter	Type	Required	Description
`employment_status`	string	Yes	e.g. `full-time`, `self-employed`, `student`, `retired`
`source_of_funds`	string	Yes	Where the money primarily comes from, e.g. `salary-disbursement`, `savings-personal-funds`, `investment-returns`
`industry`	string	Yes	The industry the user works in (pick the closest; `other-services` when nothing fits)
`estimated_yearly_income`	string	Yes	Income band in USD, from `income-0-50k` up to `income-above-1mil`
`expected_yearly_volume`	string	No	Expected yearly funding volume in USD (defaults to the lowest band), from `volume-0-25k` up to `volume-above-150k`
`accepts_crossmint_privacy`	boolean	No	Set true only after showing the user this line: “By continuing you agree to Crossmint’s privacy policy (crossmint.com/legal/privacy-policy).” Registers the profile with the funding provider immediately so the next funding attempt skips the review wait; omit if the disclosure was not shown

Returns

A human-readable message confirming the profile was saved, or naming what to fix.

Example

{
  "name": "submit_funding_profile",
  "arguments": {
    "employment_status": "full-time",
    "source_of_funds": "salary-disbursement",
    "industry": "professional-scientific-technical-services",
    "estimated_yearly_income": "income-100k-250k"
  }
}

Getting Started

Authentication

Guides

Webhooks

Funding options

Withdrawals

MCP

Examples

submit_funding_profile

Parameters

Returns

Example

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​Example

Parameters

Returns

Example