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Introduction

Transfer Agent Protocol

We use Open Cap Table Format and convert it into smart contracts. The onchain cap table is the source of truth; the offchain database is its mirror.

Current Status

The protocol is live on Plume Mainnet . This documentation covers the live stack.

Who deploys what: the protocol builder ships contracts and may run a shared demo factory; a licensed transfer agent deploys their own CapTableFactory (book of business); issuers mint cap tables through a factory and become ADMIN of that table. Factory addresses are unique per deploy — see Deploy factory and the Development Guide.

Protocol Specification

The protocol has three major components.

  • Smart contracts create primary ownership records onchain first. These records are then synced with the offchain database.

  • Offchain database stores the cap table data. We’re currently using a MongoDB that stores cap table data in the Open Cap Table Format.

  • Product UI submits day-to-day writes directly from the issuer ADMIN wallet. The server API supplies reads, metadata registration, and an optional server-signed automation path. The event poller mirrors confirmed contract events into MongoDB.

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