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1

Create your workspace

Open Transfer and sign in. Your account has one personal workspace and one Main wallet.
2

Add test money

Follow onboarding to fund your wallet with a test balance. This does not charge a payment method or move real money.
3

Create an agent

Give your agent a name, a monthly limit, and a per-purchase limit. Transfer creates its virtual test card and links it to your Main wallet.
4

Connect your client

Choose Connect to Codex → Generate connection code on your agent. Copy the private configuration into your client’s MCP settings, using the endpoint and key shown by your dashboard. See Connect your agent.
5

Try a purchase

Ask your client to check its Transfer budget, then simulate a €5 purchase at Example Store. Review the tool request before approving it. The client must generate a fresh UUID for the purchase request.
Review the transaction in your dashboard. A successful simulation reduces the shared test balance and the agent’s remaining monthly allowance.

Understand spending controls

See how wallet funds and agent limits work together.