Envestnet · Capability

Envestnet Aggregation APIs — ProviderAccounts

Envestnet Aggregation APIs — ProviderAccounts. 6 operations. Lead operation: Envestnet Get Provider Accounts. Self-contained Naftiko capability covering one Envestnet business surface.

Run with Naftiko EnvestnetProviderAccounts

What You Can Do

GET
Getallprovideraccounts — Envestnet Get Provider Accounts
/v1/provideraccounts
PUT
Editcredentialsorrefreshprovideraccount — Envestnet Update Account
/v1/provideraccounts
PUT
Refreshprovideraccount — Envestnet Refresh Provider Account
/v1/provideraccounts/refresh
GET
Getprovideraccount — Envestnet Get Provider Account Details
/v1/provideraccounts/{provideraccountid}
DELETE
Deleteprovideraccount — Envestnet Delete Provider Account
/v1/provideraccounts/{provideraccountid}
PUT
Updatepreferences — Envestnet Update Preferences
/v1/provideraccounts/{provideraccountid}/preferences

MCP Tools

envestnet-get-provider-accounts

Envestnet Get Provider Accounts

read-only idempotent
envestnet-update-account

Envestnet Update Account

idempotent
envestnet-refresh-provider-account

Envestnet Refresh Provider Account

idempotent
envestnet-get-provider-account-details

Envestnet Get Provider Account Details

read-only idempotent
envestnet-delete-provider-account

Envestnet Delete Provider Account

idempotent
envestnet-update-preferences

Envestnet Update Preferences

idempotent

Capability Spec

account-aggregation-provideraccounts.yaml Raw ↑
naftiko: 1.0.0-alpha2
info:
  label: Envestnet Aggregation APIs — ProviderAccounts
  description: 'Envestnet Aggregation APIs — ProviderAccounts. 6 operations. Lead operation: Envestnet Get Provider Accounts.
    Self-contained Naftiko capability covering one Envestnet business surface.'
  tags:
  - Envestnet
  - ProviderAccounts
  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-provideraccounts
    baseUri: ''
    description: Envestnet Aggregation APIs — ProviderAccounts business capability. Self-contained, no shared references.
    resources:
    - name: providerAccounts
      path: /providerAccounts
      operations:
      - name: getallprovideraccounts
        method: GET
        description: Envestnet Get Provider Accounts
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: include
          in: query
          type: string
          description: include
        - name: providerIds
          in: query
          type: string
          description: Comma separated providerIds.
      - name: editcredentialsorrefreshprovideraccount
        method: PUT
        description: Envestnet Update Account
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: providerAccountIds
          in: query
          type: string
          description: comma separated providerAccountIds
          required: true
        - name: body
          in: body
          type: object
          description: Request body (JSON).
          required: false
    - name: providerAccounts-refresh
      path: /providerAccounts/refresh
      operations:
      - name: refreshprovideraccount
        method: PUT
        description: Envestnet Refresh Provider Account
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: body
          in: body
          type: object
          description: Request body (JSON).
          required: true
    - name: providerAccounts-providerAccountId
      path: /providerAccounts/{providerAccountId}
      operations:
      - name: getprovideraccount
        method: GET
        description: Envestnet Get Provider Account Details
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: include
          in: query
          type: string
          description: include credentials,questions
        - name: providerAccountId
          in: path
          type: integer
          description: providerAccountId
          required: true
        - name: requestId
          in: query
          type: string
          description: The unique identifier for the request that returns contextual data
      - name: deleteprovideraccount
        method: DELETE
        description: Envestnet Delete Provider Account
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: providerAccountId
          in: path
          type: integer
          description: providerAccountId
          required: true
    - name: providerAccounts-providerAccountId-preferences
      path: /providerAccounts/{providerAccountId}/preferences
      operations:
      - name: updatepreferences
        method: PUT
        description: Envestnet Update Preferences
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: providerAccountId
          in: path
          type: integer
          description: providerAccountId
          required: true
        - name: body
          in: body
          type: object
          description: Request body (JSON).
          required: true
  exposes:
  - type: rest
    namespace: account-aggregation-provideraccounts-rest
    port: 8080
    description: REST adapter for Envestnet Aggregation APIs — ProviderAccounts. One Spectral-compliant resource per consumed
      operation, prefixed with /v1.
    resources:
    - path: /v1/provideraccounts
      name: provideraccounts
      description: REST surface for providerAccounts.
      operations:
      - method: GET
        name: getallprovideraccounts
        description: Envestnet Get Provider Accounts
        call: account-aggregation-provideraccounts.getallprovideraccounts
        with:
          include: rest.include
          providerIds: rest.providerIds
        outputParameters:
        - type: object
          mapping: $.
      - method: PUT
        name: editcredentialsorrefreshprovideraccount
        description: Envestnet Update Account
        call: account-aggregation-provideraccounts.editcredentialsorrefreshprovideraccount
        with:
          providerAccountIds: rest.providerAccountIds
          body: rest.body
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/provideraccounts/refresh
      name: provideraccounts-refresh
      description: REST surface for providerAccounts-refresh.
      operations:
      - method: PUT
        name: refreshprovideraccount
        description: Envestnet Refresh Provider Account
        call: account-aggregation-provideraccounts.refreshprovideraccount
        with:
          body: rest.body
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/provideraccounts/{provideraccountid}
      name: provideraccounts-provideraccountid
      description: REST surface for providerAccounts-providerAccountId.
      operations:
      - method: GET
        name: getprovideraccount
        description: Envestnet Get Provider Account Details
        call: account-aggregation-provideraccounts.getprovideraccount
        with:
          include: rest.include
          providerAccountId: rest.providerAccountId
          requestId: rest.requestId
        outputParameters:
        - type: object
          mapping: $.
      - method: DELETE
        name: deleteprovideraccount
        description: Envestnet Delete Provider Account
        call: account-aggregation-provideraccounts.deleteprovideraccount
        with:
          providerAccountId: rest.providerAccountId
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/provideraccounts/{provideraccountid}/preferences
      name: provideraccounts-provideraccountid-preferences
      description: REST surface for providerAccounts-providerAccountId-preferences.
      operations:
      - method: PUT
        name: updatepreferences
        description: Envestnet Update Preferences
        call: account-aggregation-provideraccounts.updatepreferences
        with:
          providerAccountId: rest.providerAccountId
          body: rest.body
        outputParameters:
        - type: object
          mapping: $.
  - type: mcp
    namespace: account-aggregation-provideraccounts-mcp
    port: 9090
    transport: http
    description: MCP adapter for Envestnet Aggregation APIs — ProviderAccounts. One tool per consumed operation, routed inline
      through this capability's consumes block.
    tools:
    - name: envestnet-get-provider-accounts
      description: Envestnet Get Provider Accounts
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: account-aggregation-provideraccounts.getallprovideraccounts
      with:
        include: tools.include
        providerIds: tools.providerIds
      outputParameters:
      - type: object
        mapping: $.
    - name: envestnet-update-account
      description: Envestnet Update Account
      hints:
        readOnly: false
        destructive: false
        idempotent: true
      call: account-aggregation-provideraccounts.editcredentialsorrefreshprovideraccount
      with:
        providerAccountIds: tools.providerAccountIds
        body: tools.body
      outputParameters:
      - type: object
        mapping: $.
    - name: envestnet-refresh-provider-account
      description: Envestnet Refresh Provider Account
      hints:
        readOnly: false
        destructive: false
        idempotent: true
      call: account-aggregation-provideraccounts.refreshprovideraccount
      with:
        body: tools.body
      outputParameters:
      - type: object
        mapping: $.
    - name: envestnet-get-provider-account-details
      description: Envestnet Get Provider Account Details
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: account-aggregation-provideraccounts.getprovideraccount
      with:
        include: tools.include
        providerAccountId: tools.providerAccountId
        requestId: tools.requestId
      outputParameters:
      - type: object
        mapping: $.
    - name: envestnet-delete-provider-account
      description: Envestnet Delete Provider Account
      hints:
        readOnly: false
        destructive: true
        idempotent: true
      call: account-aggregation-provideraccounts.deleteprovideraccount
      with:
        providerAccountId: tools.providerAccountId
      outputParameters:
      - type: object
        mapping: $.
    - name: envestnet-update-preferences
      description: Envestnet Update Preferences
      hints:
        readOnly: false
        destructive: false
        idempotent: true
      call: account-aggregation-provideraccounts.updatepreferences
      with:
        providerAccountId: tools.providerAccountId
        body: tools.body
      outputParameters:
      - type: object
        mapping: $.