name: Avaloq Wealth Management Workflow
description: End-to-end wealth management workflow combining banking, payments, and client management for financial institutions.
persona:
  - Wealth Manager
  - Relationship Advisor
  - Operations Specialist
apis:
  - name: Avaloq Banking API
    shared: capabilities/shared/banking.yaml
  - name: Avaloq Payments API
    shared: capabilities/shared/payments.yaml
servers:
  rest:
    port: 8080
  mcp:
    port: 9090
tools:
  - name: listAccounts
    description: List all accounts for a customer.
    source: banking
    operationId: listAccounts
  - name: getAccount
    description: Get account details and balance.
    source: banking
    operationId: getAccount
  - name: listTransactions
    description: Retrieve account transaction history.
    source: banking
    operationId: listTransactions
  - name: listCustomers
    description: List customers in the banking system.
    source: banking
    operationId: listCustomers
  - name: initiatePayment
    description: Submit a new payment instruction.
    source: payments
    operationId: initiatePayment
  - name: listPayments
    description: List payment instructions and their statuses.
    source: payments
    operationId: listPayments
  - name: getPayment
    description: Get details of a specific payment.
    source: payments
    operationId: getPayment