broadridge · Capability

Broadridge Wealth Management API — Performance

Broadridge Wealth Management API — Performance. 1 operations. Lead operation: Get account performance. Self-contained Naftiko capability covering one Broadridge business surface.

Run with Naftiko BroadridgePerformance

What You Can Do

GET
Getaccountperformance — Get account performance
/v1/wealth/v1/accounts/{accountnumber}/performance

MCP Tools

get-account-performance

Get account performance

read-only idempotent

Capability Spec

wealth-performance.yaml Raw ↑
naftiko: 1.0.0-alpha2
info:
  label: Broadridge Wealth Management API — Performance
  description: 'Broadridge Wealth Management API — Performance. 1 operations. Lead operation: Get account performance. Self-contained
    Naftiko capability covering one Broadridge business surface.'
  tags:
  - Broadridge
  - Performance
  created: '2026-05-19'
  modified: '2026-05-19'
binds:
- namespace: env
  keys:
    BROADRIDGE_API_KEY: BROADRIDGE_API_KEY
capability:
  consumes:
  - type: http
    namespace: wealth-performance
    baseUri: https://api.broadridge.example.com
    description: Broadridge Wealth Management API — Performance business capability. Self-contained, no shared references.
    resources:
    - name: wealth-v1-accounts-accountNumber-performance
      path: /wealth/v1/accounts/{accountNumber}/performance
      operations:
      - name: getaccountperformance
        method: GET
        description: Get account performance
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: accountNumber
          in: path
          type: string
          required: true
        - name: fromDate
          in: query
          type: string
          required: true
        - name: toDate
          in: query
          type: string
        - name: benchmark
          in: query
          type: string
          description: Benchmark ticker symbol for comparison
    authentication:
      type: bearer
      token: '{{env.BROADRIDGE_API_KEY}}'
  exposes:
  - type: rest
    namespace: wealth-performance-rest
    port: 8080
    description: REST adapter for Broadridge Wealth Management API — Performance. One Spectral-compliant resource per consumed
      operation, prefixed with /v1.
    resources:
    - path: /v1/wealth/v1/accounts/{accountnumber}/performance
      name: wealth-v1-accounts-accountnumber-performance
      description: REST surface for wealth-v1-accounts-accountNumber-performance.
      operations:
      - method: GET
        name: getaccountperformance
        description: Get account performance
        call: wealth-performance.getaccountperformance
        with:
          accountNumber: rest.accountNumber
          fromDate: rest.fromDate
          toDate: rest.toDate
          benchmark: rest.benchmark
        outputParameters:
        - type: object
          mapping: $.
  - type: mcp
    namespace: wealth-performance-mcp
    port: 9090
    transport: http
    description: MCP adapter for Broadridge Wealth Management API — Performance. One tool per consumed operation, routed inline
      through this capability's consumes block.
    tools:
    - name: get-account-performance
      description: Get account performance
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: wealth-performance.getaccountperformance
      with:
        accountNumber: tools.accountNumber
        fromDate: tools.fromDate
        toDate: tools.toDate
        benchmark: tools.benchmark
      outputParameters:
      - type: object
        mapping: $.