naftiko: 1.0.0-alpha2 info: label: Envestnet Aggregation APIs — Accounts description: 'Envestnet Aggregation APIs — Accounts. 7 operations. Lead operation: Envestnet Get Accounts. Self-contained Naftiko capability covering one Envestnet business surface.' tags: - Envestnet - Accounts created: '2026-05-19' modified: '2026-05-19' binds: - namespace: env keys: ENVESTNET_API_KEY: ENVESTNET_API_KEY capability: consumes: - type: http namespace: account-aggregation-accounts baseUri: '' description: Envestnet Aggregation APIs — Accounts business capability. Self-contained, no shared references. resources: - name: accounts path: /accounts operations: - name: getallaccounts method: GET description: Envestnet Get Accounts outputRawFormat: json outputParameters: - name: result type: object value: $. inputParameters: - name: accountId in: query type: string description: Comma separated accountIds. - name: container in: query type: string description: bank/creditCard/investment/insurance/loan/reward/realEstate/otherAssets/otherLiabilities - name: convertToCurrency in: query type: string description: On-demand currency conversion parameter - name: include in: query type: string description: profile, holder, fullAccountNumber, fullAccountNumberList, paymentProfile, autoRefresh
Note:
  • fullAccountNumber is deprecated and is replaced wi - name: providerAccountId in: query type: string description: Comma separated providerAccountIds. - name: requestId in: query type: string description: The unique identifier that returns contextual data - name: status in: query type: string description: ACTIVE,INACTIVE,TO_BE_CLOSED,CLOSED - name: createmanualaccount method: POST description: Envestnet Add Manual Account outputRawFormat: json outputParameters: - name: result type: object value: $. inputParameters: - name: body in: body type: object description: Request body (JSON). required: true - name: accounts-evaluateAddress path: /accounts/evaluateAddress operations: - name: evaluateaddress method: POST description: Envestnet Evaluate Address outputRawFormat: json outputParameters: - name: result type: object value: $. inputParameters: - name: body in: body type: object description: Request body (JSON). required: true - name: accounts-historicalBalances path: /accounts/historicalBalances operations: - name: gethistoricalbalances method: GET description: Envestnet Get Historical Balances outputRawFormat: json outputParameters: - name: result type: object value: $. inputParameters: - name: accountId in: query type: string description: accountId - name: fromDate in: query type: string description: from date for balance retrieval (YYYY-MM-DD) - name: includeCF in: query type: boolean description: Consider carry forward logic for missing balances - name: interval in: query type: string description: D-daily, W-weekly or M-monthly - name: skip in: query type: integer description: skip (Min 0) - name: toDate in: query type: string description: toDate for balance retrieval (YYYY-MM-DD) - name: top in: query type: integer description: top (Max 500) - name: accounts-accountId path: /accounts/{accountId} operations: - name: getaccount method: GET description: Envestnet Get Account Details outputRawFormat: json outputParameters: - name: result type: object value: $. inputParameters: - name: accountId in: path type: integer description: accountId required: true - name: convertToCurrency in: query type: string description: On-demand currency conversion parameter - name: include in: query type: string description: profile, holder, fullAccountNumber, fullAccountNumberList, paymentProfile, autoRefresh
    Note:fullAccountNumber is deprecated and is replaced with fullA - name: updateaccount method: PUT description: Envestnet Update Account outputRawFormat: json outputParameters: - name: result type: object value: $. inputParameters: - name: accountId in: path type: integer description: accountId required: true - name: body in: body type: object description: Request body (JSON). required: true - name: deleteaccount method: DELETE description: Envestnet Delete Account outputRawFormat: json outputParameters: - name: result type: object value: $. inputParameters: - name: accountId in: path type: integer description: accountId required: true exposes: - type: rest namespace: account-aggregation-accounts-rest port: 8080 description: REST adapter for Envestnet Aggregation APIs — Accounts. One Spectral-compliant resource per consumed operation, prefixed with /v1. resources: - path: /v1/accounts name: accounts description: REST surface for accounts. operations: - method: GET name: getallaccounts description: Envestnet Get Accounts call: account-aggregation-accounts.getallaccounts with: accountId: rest.accountId container: rest.container convertToCurrency: rest.convertToCurrency include: rest.include providerAccountId: rest.providerAccountId requestId: rest.requestId status: rest.status outputParameters: - type: object mapping: $. - method: POST name: createmanualaccount description: Envestnet Add Manual Account call: account-aggregation-accounts.createmanualaccount with: body: rest.body outputParameters: - type: object mapping: $. - path: /v1/accounts/evaluateaddress name: accounts-evaluateaddress description: REST surface for accounts-evaluateAddress. operations: - method: POST name: evaluateaddress description: Envestnet Evaluate Address call: account-aggregation-accounts.evaluateaddress with: body: rest.body outputParameters: - type: object mapping: $. - path: /v1/accounts/historicalbalances name: accounts-historicalbalances description: REST surface for accounts-historicalBalances. operations: - method: GET name: gethistoricalbalances description: Envestnet Get Historical Balances call: account-aggregation-accounts.gethistoricalbalances with: accountId: rest.accountId fromDate: rest.fromDate includeCF: rest.includeCF interval: rest.interval skip: rest.skip toDate: rest.toDate top: rest.top outputParameters: - type: object mapping: $. - path: /v1/accounts/{accountid} name: accounts-accountid description: REST surface for accounts-accountId. operations: - method: GET name: getaccount description: Envestnet Get Account Details call: account-aggregation-accounts.getaccount with: accountId: rest.accountId convertToCurrency: rest.convertToCurrency include: rest.include outputParameters: - type: object mapping: $. - method: PUT name: updateaccount description: Envestnet Update Account call: account-aggregation-accounts.updateaccount with: accountId: rest.accountId body: rest.body outputParameters: - type: object mapping: $. - method: DELETE name: deleteaccount description: Envestnet Delete Account call: account-aggregation-accounts.deleteaccount with: accountId: rest.accountId outputParameters: - type: object mapping: $. - type: mcp namespace: account-aggregation-accounts-mcp port: 9090 transport: http description: MCP adapter for Envestnet Aggregation APIs — Accounts. One tool per consumed operation, routed inline through this capability's consumes block. tools: - name: envestnet-get-accounts description: Envestnet Get Accounts hints: readOnly: true destructive: false idempotent: true call: account-aggregation-accounts.getallaccounts with: accountId: tools.accountId container: tools.container convertToCurrency: tools.convertToCurrency include: tools.include providerAccountId: tools.providerAccountId requestId: tools.requestId status: tools.status outputParameters: - type: object mapping: $. - name: envestnet-add-manual-account description: Envestnet Add Manual Account hints: readOnly: false destructive: false idempotent: false call: account-aggregation-accounts.createmanualaccount with: body: tools.body outputParameters: - type: object mapping: $. - name: envestnet-evaluate-address description: Envestnet Evaluate Address hints: readOnly: false destructive: false idempotent: false call: account-aggregation-accounts.evaluateaddress with: body: tools.body outputParameters: - type: object mapping: $. - name: envestnet-get-historical-balances description: Envestnet Get Historical Balances hints: readOnly: true destructive: false idempotent: true call: account-aggregation-accounts.gethistoricalbalances with: accountId: tools.accountId fromDate: tools.fromDate includeCF: tools.includeCF interval: tools.interval skip: tools.skip toDate: tools.toDate top: tools.top outputParameters: - type: object mapping: $. - name: envestnet-get-account-details description: Envestnet Get Account Details hints: readOnly: true destructive: false idempotent: true call: account-aggregation-accounts.getaccount with: accountId: tools.accountId convertToCurrency: tools.convertToCurrency include: tools.include outputParameters: - type: object mapping: $. - name: envestnet-update-account description: Envestnet Update Account hints: readOnly: false destructive: false idempotent: true call: account-aggregation-accounts.updateaccount with: accountId: tools.accountId body: tools.body outputParameters: - type: object mapping: $. - name: envestnet-delete-account description: Envestnet Delete Account hints: readOnly: false destructive: true idempotent: true call: account-aggregation-accounts.deleteaccount with: accountId: tools.accountId outputParameters: - type: object mapping: $.