Envestnet Aggregation APIs — Holdings

naftiko: 1.0.0-alpha2
info:
  label: Envestnet Aggregation APIs — Holdings
  description: 'Envestnet Aggregation APIs — Holdings. 5 operations. Lead operation: Envestnet Get Holdings. Self-contained
    Naftiko capability covering one Envestnet business surface.'
  tags:
  - Envestnet
  - Holdings
  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-holdings
    baseUri: ''
    description: Envestnet Aggregation APIs — Holdings business capability. Self-contained, no shared references.
    resources:
    - name: holdings
      path: /holdings
      operations:
      - name: getholdings
        method: GET
        description: Envestnet Get Holdings
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: accountId
          in: query
          type: string
          description: Comma separated accountId
        - name: assetClassification.classificationType
          in: query
          type: string
          description: e.g. Country, Sector, etc.
        - name: classificationValue
          in: query
          type: string
          description: e.g. US
        - name: include
          in: query
          type: string
          description: assetClassification
        - name: providerAccountId
          in: query
          type: string
          description: providerAccountId
      - name: addholding
        method: POST
        description: Envestnet Add Holding
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: body
          in: body
          type: object
          description: Request body (JSON).
          required: true
    - name: holdings-assetClassificationList
      path: /holdings/assetClassificationList
      operations:
      - name: getassetclassificationlist
        method: GET
        description: Envestnet Get Asset Classification List
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
    - name: holdings-holdingTypeList
      path: /holdings/holdingTypeList
      operations:
      - name: getholdingtypelist
        method: GET
        description: Envestnet Get Holding Type List
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
    - name: holdings-securities
      path: /holdings/securities
      operations:
      - name: getsecurities
        method: GET
        description: Envestnet Get Security Details
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: holdingId
          in: query
          type: string
          description: Comma separated holdingId
  exposes:
  - type: rest
    namespace: account-aggregation-holdings-rest
    port: 8080
    description: REST adapter for Envestnet Aggregation APIs — Holdings. One Spectral-compliant resource per consumed operation,
      prefixed with /v1.
    resources:
    - path: /v1/holdings
      name: holdings
      description: REST surface for holdings.
      operations:
      - method: GET
        name: getholdings
        description: Envestnet Get Holdings
        call: account-aggregation-holdings.getholdings
        with:
          accountId: rest.accountId
          assetClassification.classificationType: rest.assetClassification.classificationType
          classificationValue: rest.classificationValue
          include: rest.include
          providerAccountId: rest.providerAccountId
        outputParameters:
        - type: object
          mapping: $.
      - method: POST
        name: addholding
        description: Envestnet Add Holding
        call: account-aggregation-holdings.addholding
        with:
          body: rest.body
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/holdings/assetclassificationlist
      name: holdings-assetclassificationlist
      description: REST surface for holdings-assetClassificationList.
      operations:
      - method: GET
        name: getassetclassificationlist
        description: Envestnet Get Asset Classification List
        call: account-aggregation-holdings.getassetclassificationlist
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/holdings/holdingtypelist
      name: holdings-holdingtypelist
      description: REST surface for holdings-holdingTypeList.
      operations:
      - method: GET
        name: getholdingtypelist
        description: Envestnet Get Holding Type List
        call: account-aggregation-holdings.getholdingtypelist
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/holdings/securities
      name: holdings-securities
      description: REST surface for holdings-securities.
      operations:
      - method: GET
        name: getsecurities
        description: Envestnet Get Security Details
        call: account-aggregation-holdings.getsecurities
        with:
          holdingId: rest.holdingId
        outputParameters:
        - type: object
          mapping: $.
  - type: mcp
    namespace: account-aggregation-holdings-mcp
    port: 9090
    transport: http
    description: MCP adapter for Envestnet Aggregation APIs — Holdings. One tool per consumed operation, routed inline through
      this capability's consumes block.
    tools:
    - name: envestnet-get-holdings
      description: Envestnet Get Holdings
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: account-aggregation-holdings.getholdings
      with:
        accountId: tools.accountId
        assetClassification.classificationType: tools.assetClassification.classificationType
        classificationValue: tools.classificationValue
        include: tools.include
        providerAccountId: tools.providerAccountId
      outputParameters:
      - type: object
        mapping: $.
    - name: envestnet-add-holding
      description: Envestnet Add Holding
      hints:
        readOnly: false
        destructive: false
        idempotent: false
      call: account-aggregation-holdings.addholding
      with:
        body: tools.body
      outputParameters:
      - type: object
        mapping: $.
    - name: envestnet-get-asset-classification-list
      description: Envestnet Get Asset Classification List
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: account-aggregation-holdings.getassetclassificationlist
      outputParameters:
      - type: object
        mapping: $.
    - name: envestnet-get-holding-type-list
      description: Envestnet Get Holding Type List
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: account-aggregation-holdings.getholdingtypelist
      outputParameters:
      - type: object
        mapping: $.
    - name: envestnet-get-security-details
      description: Envestnet Get Security Details
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: account-aggregation-holdings.getsecurities
      with:
        holdingId: tools.holdingId
      outputParameters:
      - type: object
        mapping: $.