Trusset Protocol - Infrastructure for Asset Tokenization

The manage sub-module handles customer CRUD operations, search, and wallet linking. All operations are scoped to the instance bound to your API key.

Create a customer

Customers can be created with or without a wallet address. When no wallet is provided, the system generates a referenceKey that you can use to link a wallet later.

// With wallet
const customer = await trusset.customers.manage.create({
  walletAddress: '0x1234...abcd',
  name: 'Acme Capital GmbH',
  country: 'DE',
  investorType: 'PROFESSIONAL',
  externalId: 'your-crm-id-4821',
  metadata: { department: 'treasury' },
})

// Without wallet - gets a referenceKey
const pending = await trusset.customers.manage.create({
  name: 'Pending Investor AG',
  country: 'AT',
  externalId: 'crm-9920',
})
// pending.referenceKey -> "ref_a1b2c3d4..."

// Company customer with linked individuals
const company = await trusset.customers.manage.create({
  name: 'Acme Capital GmbH',
  customerType: 'COMPANY',
  companyUrl: 'acme.example.com',   // normalized to https://
})
await trusset.customers.manage.create({
  name: 'Jane Doe',
  companyId: company.id,            // link individual to the company
})

If the wallet address is already registered on-chain in the IdentityRegistry, the customer status is automatically set to verified.

Show CreateCustomerInput fields

string

Ethereum address. Validated client-side before sending.

string

Display name for the customer. Required for company customers.

string

ISO 3166-1 alpha-2 or alpha-3 country code. Stored uppercase.

string

RETAIL, PROFESSIONAL, ELIGIBLE_COUNTERPARTY, or a custom verification profile key.

string

default:"INDIVIDUAL"

INDIVIDUAL or COMPANY. Immutable after creation.

string

Company customers only. Normalized to an absolute https URL.

string

Individual customers only: id of a COMPANY customer in the same instance to link to.

string[]

Up to 20 contact strings (emails, phone numbers), 200 characters each.

string

Your system’s unique identifier. Used for deduplication and as a lookup key.

object

Arbitrary JSON. Not indexed, but stored and returned with the customer record.

Search

The SDK provides typed search methods that map to different lookup strategies. Each returns a single Customer object or throws a TrussetError with code NOT_FOUND.

// By wallet address
const c1 = await trusset.customers.manage.searchByWallet('0x1234...abcd')

// By your internal ID (resolves reliably regardless of ID format or length)
const c2 = await trusset.customers.manage.searchByExternalId('crm-4821')

// By reference key (for pre-wallet customers)
const c3 = await trusset.customers.manage.searchByReference('ref_a1b2c3d4...')

// By name (substring match, returns paginated list)
const results = await trusset.customers.manage.searchByName('Acme', {
  limit: 20,
  offset: 0,
})
// results.customers, results.total

List customers

const page = await trusset.customers.manage.list({
  limit: 100,               // 1-200, default 100
  offset: 0,
  search: 'bank',           // Searches name, wallet, externalId, referenceKey, companyUrl
  customerType: 'COMPANY',  // Optional: INDIVIDUAL or COMPANY
  includeArchived: false,
})
// page.customers: Customer[]
// page.total: number

Update

await trusset.customers.manage.update('customer-id', {
  country: 'CH',
  investorType: 'ELIGIBLE_COUNTERPARTY',
  metadata: { migrated: true },
})

Only provided fields are updated. Omitted fields remain unchanged.

Link a wallet

For customers created without a wallet address, link one using the referenceKey:

await trusset.customers.manage.linkWallet({
  referenceKey: 'ref_a1b2c3d4...',
  walletAddress: '0x5678...efgh',
})

The wallet address must not already be assigned to another customer in the same instance. If the address is already verified on-chain, the customer status updates to verified automatically.

Linked wallets

A customer has one primary wallet and any number of linked wallets. Linked wallets resolve to the same customer in lookups and country checks. A wallet can only belong to one customer per instance.

// List all wallets (primary + linked)
const wallets = await trusset.customers.manage.listWallets('customer-id')
// wallets.primary, wallets.total, wallets.wallets: [{ address, label, isPrimary, addedAt }]

// Link an additional wallet
await trusset.customers.manage.addWallet('customer-id', '0x9999...aaaa', 'Trading desk')

// Make a linked wallet the primary. The previous primary stays linked,
// labeled "Previously primary".
await trusset.customers.manage.promoteWallet('customer-id', '0x9999...aaaa')

// Remove a linked (non-primary) wallet
await trusset.customers.manage.removeWallet('customer-id', '0x9999...aaaa')

Conflicts return 409 with a specific code: ALREADY_PRIMARY, WALLET_ALREADY_LINKED (same customer), or WALLET_IN_USE (another customer).

Batch country lookup

Retrieve country codes for a list of wallet addresses in a single call. Useful for compliance checks across large holder sets.

const countries = await trusset.customers.manage.batchGetCountries([
  '0xaaa...', '0xbbb...', '0xccc...',
])
// { "0xaaa...": "DE", "0xbbb...": "FR" }

Addresses without a matching customer record are omitted from the result.

Getting Started

Customers

Management

Create a customer

Search

List customers

Update

Link a wallet

Archive

Linked wallets

Batch country lookup

​Create a customer

​Search

​List customers

​Update

​Link a wallet

​Archive

​Linked wallets

​Batch country lookup

Create a customer

Search

List customers

Update

Link a wallet

Archive

Linked wallets

Batch country lookup