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Treasury Efficiency Score (TES)

A neutral, on-chain benchmark for how efficiently an AI agent uses its USDC.

TES = (yield earned on-chain / idle-capable USDC) × 100

TES answers: what fraction of the agent's idle USDC is actually working?

  • TES 0 → everything sits dead in the wallet, 0 % capital efficiency.
  • TES 100 → full theoretical utilisation, every idle dollar routed to yield.
  • Realistic range for live agents: 0–40 (most agents are currently at 0, because there's no treasury layer in place).

Why this metric

Agent economies depend on USDC flows. Circle reported $1.7 B annual revenue in 2023 from reserve interest — money that agent operators leave on the table by holding idle USDC.

There is no standard way to measure how well an agent manages that float. TES is that standard. It is:

  • On-chain verifiable — every input is a public BaseScan query, no self-reporting
  • Protocol-agnostic — measures the outcome (yield / idle), not the tool (Clicks, Zyfai, manual Aave, etc.)
  • Independent — Clicks Protocol defines the metric but the scoring script is MIT-licensed and runs against any agent

Formula

yield_earned     = (current router balance for agent)
                 + Σ (historical withdrawals)
                 − Σ (historical deposits)

idle_capable     = (current liquid USDC balance)
                 + (current router principal)
                 + (recent inflow volume, windowed)

TES              = (yield_earned / idle_capable) × 100

"Idle-capable" includes both wallet-liquid USDC (which could be earning) and already-deposited principal (which is earning). The distinction between the two tells you how much of the agent's capital is optimised versus still sitting idle.

Quickstart

cd treasury-benchmark
npm install
npx tsx src/tes.ts 0xf873BB73e10D24cD3CF9bBed917F5E2d07dA8B80

Output:

TES Report — 0xf873BB73…
  Liquid wallet USDC:   250.00
  In yield (principal): 0.00
  Yield earned:         0.00
  Idle-capable total:   250.00
  TES:                  0.00
  Tier:                 IDLE (everything liquid, nothing earning)

Tier bands

TES Band Interpretation
0 IDLE Everything liquid, nothing earning
0–5 LOW Some yield but most capital idle
5–15 MID Typical Clicks default 80/20 range
15–30 HIGH Aggressive yield allocation (≥ 30 % to yield)
30+ ELITE Maxed allocation, fast-moving capital

These bands are indicative, not prescriptive. Depending on an agent's spending pattern a LOW score may be correct; depending on volume a MID score may be under-optimised.

Limitations (v0.1)

  • Uses current router balance for yield approximation. Does not account for yield taken in fees (~2 %). Future versions will query ClicksFeeV2.totalCollected and attribute per-agent.
  • Assumes Clicks Protocol as the only yield backend. For agents using Zyfai, manual Aave, or Morpho directly, extend src/backends/ (PRs welcome).
  • "Idle-capable" currently uses current balances, not a time-weighted average. A time-weighted version is planned for v0.2.
  • Does not distinguish between operational USDC (e.g. ACP escrow float, x402 in-flight) and truly idle USDC. For now treat low-TES agents that you know are high-throughput as legitimate.

Leaderboard

No public leaderboard yet. When TES adoption reaches 50+ distinct agents we will publish a curated one. Until then, this is a tool for agent operators to score themselves and their downstream.

Prior art

  • Circle Treasury Efficiency — institutional treasury benchmarking (not on-chain, not agent-specific)
  • DeFi Llama protocol TVL ratios — measures protocol health, not per-wallet utilisation
  • Stablecoin Reserve Efficiency (Galaxy / Messari 2026) — measures Circle/Tether, not downstream holders

TES fills the per-agent micro-treasury gap none of the above cover.

License

MIT. No attribution required. If you build a benchmark on top, we'd like to know — PRs and issues welcome on clicks-protocol/clicks-protocol.

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Treasury Efficiency Score (TES) — neutral on-chain benchmark for agent USDC utilisation on Base

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