Envestnet · Capability

Envestnet Aggregation APIs — Statements

Envestnet Aggregation APIs — Statements. 1 operations. Lead operation: Envestnet Get Statements. Self-contained Naftiko capability covering one Envestnet business surface.

Run with Naftiko EnvestnetStatements

What You Can Do

GET
Getstatements — Envestnet Get Statements
/v1/statements

MCP Tools

envestnet-get-statements

Envestnet Get Statements

read-only idempotent

Capability Spec

account-aggregation-statements.yaml Raw ↑
naftiko: 1.0.0-alpha2
info:
  label: Envestnet Aggregation APIs — Statements
  description: 'Envestnet Aggregation APIs — Statements. 1 operations. Lead operation: Envestnet Get Statements. Self-contained
    Naftiko capability covering one Envestnet business surface.'
  tags:
  - Envestnet
  - Statements
  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-statements
    baseUri: ''
    description: Envestnet Aggregation APIs — Statements business capability. Self-contained, no shared references.
    resources:
    - name: statements
      path: /statements
      operations:
      - name: getstatements
        method: GET
        description: Envestnet Get Statements
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: accountId
          in: query
          type: string
          description: accountId
        - name: container
          in: query
          type: string
          description: creditCard/loan/insurance
        - name: fromDate
          in: query
          type: string
          description: from date for statement retrieval (YYYY-MM-DD)
        - name: isLatest
          in: query
          type: string
          description: isLatest (true/false)
        - name: status
          in: query
          type: string
          description: ACTIVE,TO_BE_CLOSED,CLOSED
  exposes:
  - type: rest
    namespace: account-aggregation-statements-rest
    port: 8080
    description: REST adapter for Envestnet Aggregation APIs — Statements. One Spectral-compliant resource per consumed operation,
      prefixed with /v1.
    resources:
    - path: /v1/statements
      name: statements
      description: REST surface for statements.
      operations:
      - method: GET
        name: getstatements
        description: Envestnet Get Statements
        call: account-aggregation-statements.getstatements
        with:
          accountId: rest.accountId
          container: rest.container
          fromDate: rest.fromDate
          isLatest: rest.isLatest
          status: rest.status
        outputParameters:
        - type: object
          mapping: $.
  - type: mcp
    namespace: account-aggregation-statements-mcp
    port: 9090
    transport: http
    description: MCP adapter for Envestnet Aggregation APIs — Statements. One tool per consumed operation, routed inline through
      this capability's consumes block.
    tools:
    - name: envestnet-get-statements
      description: Envestnet Get Statements
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: account-aggregation-statements.getstatements
      with:
        accountId: tools.accountId
        container: tools.container
        fromDate: tools.fromDate
        isLatest: tools.isLatest
        status: tools.status
      outputParameters:
      - type: object
        mapping: $.