This guide walks you through the full onboarding flow — setting up your portal account, configuring your company, and making your first API call.Documentation Index
Fetch the complete documentation index at: https://docs.cryptomate.me/llms.txt
Use this file to discover all available pages before exploring further.
Accept the invitation
CryptoMate sends an invitation email to the admin address registered during onboarding. Open it and click Set your password to activate your account.After setting a password you’ll land on the CryptoMate Portal dashboard, where both environments are accessible:
- Sandbox — isolated playground with no real-world blockchain impact. Use it for development and testing.
- Production — live environment where transactions settle on-chain.
Navigate to Settings
In the left sidebar, click Settings. This is your control panel for the entire company account. From here you can manage:
- Company — legal name, tax ID, and compliance information
- Users — team members and their access roles
- Products — contracted products and usage limits
- Webhooks — endpoint URL for platform event notifications
- API Keys — keys used by your backend to authenticate API requests
Load your company information
Open Settings → Company and fill in your organization’s details:
- Legal name and trading name
- Country of incorporation
- Tax ID / registration number
- Any compliance documents requested during onboarding
Create your team users
Open Settings → Users and click Invite user. Enter the team member’s email address and assign a role:
Each invitee receives their own email to set a password. Repeat for every person who needs portal access.
| Role | Access |
|---|---|
| Admin | Full access — can manage users, settings, and all products |
| Operator | Can operate products but cannot change company settings or manage users |
| Read-only | View access only — suitable for finance or compliance reviewers |
Review your contracted products
Open Settings → Products to see the products your company has contracted with CryptoMate, along with their current usage versus contracted limits.
This gives you a clear picture of what’s available before you start building. For a deeper explanation of each product, see the Products section.
| Product | What it enables |
|---|---|
| Treasury | Move digital assets across blockchains from company-owned wallets |
| Active Management | Manage per-client virtual wallets with a holding wallet architecture |
| Cards | Issue Visa virtual cards backed by stablecoin collateral |
Configure your webhook URL
Open Settings → Webhooks and enter the HTTPS URL of the endpoint your backend exposes to receive events.CryptoMate delivers real-time notifications to this URL for every significant platform action — deposits, card authorizations, withdrawals, client status changes, and more.For the full event catalog and payload format, see Webhooks.
Generate an API key
Open Settings → API Keys and create a new key. When creating it you can:
- Scope its permissions to only the products and actions your integration needs
- Restrict it to a list of allowed IPs (recommended for backend services)
Make your first request
Include your API key in the A successful response returns a
x-api-key header of every request. A good smoke test is listing the supported blockchains — it requires no product-specific permissions.2xx status code and a JSON body. If something goes wrong, inspect the code and message fields and note the X-Trace-Id header — see Errors.Pick a product and go deep
Treasury
Manage digital assets across multiple blockchains.
Active Management
Centralize client deposits with a holding wallet architecture.
Cards
Issue Visa cards backed by stablecoin collateral.
API Reference
Browse every endpoint with request and response examples.