Envestnet · Capability

Envestnet Aggregation APIs — Transactions

Envestnet Aggregation APIs — Transactions. 13 operations. Lead operation: Envestnet Get Transactions. Self-contained Naftiko capability covering one Envestnet business surface.

Run with Naftiko EnvestnetTransactions

What You Can Do

GET
Gettransactions — Envestnet Get Transactions
/v1/transactions
GET
Gettransactioncategories — Envestnet Get Transaction Category List
/v1/transactions/categories
PUT
Updatetransactioncategory — Envestnet Update Category
/v1/transactions/categories
POST
Createtransactioncategory — Envestnet Create Category
/v1/transactions/categories
GET
Gettransactioncategorizationrulesdeprecated — Envestnet Get Transaction Categorization Rules
/v1/transactions/categories/rules
POST
Createorruntransactioncategorizationrules — Envestnet Create or Run Transaction Categorization Rule
/v1/transactions/categories/rules
PUT
Updatetransactioncategorizationrule — Envestnet Update Transaction Categorization Rule
/v1/transactions/categories/rules/{ruleid}
POST
Runtransactioncategorizationrule — Envestnet Run Transaction Categorization Rule
/v1/transactions/categories/rules/{ruleid}
DELETE
Deletetransactioncategorizationrule — Envestnet Delete Transaction Categorization Rule
/v1/transactions/categories/rules/{ruleid}
GET
Gettransactioncategorizationrules — Envestnet Get Transaction Categorization Rules
/v1/transactions/categories/txnrules
DELETE
Deletetransactioncategory — Envestnet Delete Category
/v1/transactions/categories/{categoryid}
GET
Gettransactionscount — Envestnet Get Transactions Count
/v1/transactions/count
PUT
Updatetransaction — Envestnet Update Transaction
/v1/transactions/{transactionid}

MCP Tools

envestnet-get-transactions

Envestnet Get Transactions

read-only idempotent
envestnet-get-transaction-category-list

Envestnet Get Transaction Category List

read-only idempotent
envestnet-update-category

Envestnet Update Category

idempotent
envestnet-create-category

Envestnet Create Category

envestnet-get-transaction-categorization-rules

Envestnet Get Transaction Categorization Rules

read-only idempotent
envestnet-create-run-transaction-categorization

Envestnet Create or Run Transaction Categorization Rule

envestnet-update-transaction-categorization-rule

Envestnet Update Transaction Categorization Rule

idempotent
envestnet-run-transaction-categorization-rule

Envestnet Run Transaction Categorization Rule

envestnet-delete-transaction-categorization-rule

Envestnet Delete Transaction Categorization Rule

idempotent
envestnet-get-transaction-categorization-rules-2

Envestnet Get Transaction Categorization Rules

read-only idempotent
envestnet-delete-category

Envestnet Delete Category

idempotent
envestnet-get-transactions-count

Envestnet Get Transactions Count

read-only idempotent
envestnet-update-transaction

Envestnet Update Transaction

idempotent

Capability Spec

account-aggregation-transactions.yaml Raw ↑ 
naftiko: 1.0.0-alpha2
info:
  label: Envestnet Aggregation APIs — Transactions
  description: 'Envestnet Aggregation APIs — Transactions. 13 operations. Lead operation: Envestnet Get Transactions. Self-contained
    Naftiko capability covering one Envestnet business surface.'
  tags:
  - Envestnet
  - Transactions
  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-transactions
    baseUri: ''
    description: Envestnet Aggregation APIs — Transactions business capability. Self-contained, no shared references.
    resources:
    - name: transactions
      path: /transactions
      operations:
      - name: gettransactions
        method: GET
        description: Envestnet Get Transactions
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: accountId
          in: query
          type: string
          description: Comma separated accountIds
        - name: baseType
          in: query
          type: string
          description: DEBIT/CREDIT
        - name: categoryId
          in: query
          type: string
          description: Comma separated categoryIds
        - name: categoryType
          in: query
          type: string
          description: Transaction Category Type(LOAN, UNCATEGORIZE, INCOME, TRANSFER, EXPENSE or DEFERRED_COMPENSATION)
        - name: container
          in: query
          type: string
          description: bank/creditCard/investment/insurance/loan
        - name: convertToCurrency
          in: query
          type: string
          description: On-demand currency conversion parameter
        - name: detailCategoryId
          in: query
          type: string
          description: Comma separated detailCategoryIds
        - name: fromDate
          in: query
          type: string
          description: Transaction from date(YYYY-MM-DD)
        - name: highLevelCategoryId
          in: query
          type: string
          description: Comma separated highLevelCategoryIds
        - name: keyword
          in: query
          type: string
          description: Transaction search text
        - name: skip
          in: query
          type: integer
          description: skip (Min 0)
        - name: toDate
          in: query
          type: string
          description: Transaction end date (YYYY-MM-DD)
        - name: top
          in: query
          type: integer
          description: top (Max 500)
        - name: type
          in: query
          type: string
          description: Transaction Type(SELL,SWEEP, etc.) for bank/creditCard/investment
    - name: transactions-categories
      path: /transactions/categories
      operations:
      - name: gettransactioncategories
        method: GET
        description: Envestnet Get Transaction Category List
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
      - name: updatetransactioncategory
        method: PUT
        description: Envestnet Update Category
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: body
          in: body
          type: object
          description: Request body (JSON).
          required: true
      - name: createtransactioncategory
        method: POST
        description: Envestnet Create Category
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: body
          in: body
          type: object
          description: Request body (JSON).
          required: true
    - name: transactions-categories-rules
      path: /transactions/categories/rules
      operations:
      - name: gettransactioncategorizationrulesdeprecated
        method: GET
        description: Envestnet Get Transaction Categorization Rules
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
      - name: createorruntransactioncategorizationrules
        method: POST
        description: Envestnet Create or Run Transaction Categorization Rule
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: action
          in: query
          type: string
          description: To run rules, pass action=run. Only value run is supported
        - name: ruleParam
          in: query
          type: string
          description: rules(JSON format) to categorize the transactions
    - name: transactions-categories-rules-ruleId
      path: /transactions/categories/rules/{ruleId}
      operations:
      - name: updatetransactioncategorizationrule
        method: PUT
        description: Envestnet Update Transaction Categorization Rule
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: ruleId
          in: path
          type: integer
          description: ruleId
          required: true
        - name: body
          in: body
          type: object
          description: Request body (JSON).
          required: true
      - name: runtransactioncategorizationrule
        method: POST
        description: Envestnet Run Transaction Categorization Rule
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: action
          in: query
          type: string
          required: true
        - name: ruleId
          in: path
          type: integer
          description: Unique id of the categorization rule
          required: true
      - name: deletetransactioncategorizationrule
        method: DELETE
        description: Envestnet Delete Transaction Categorization Rule
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: ruleId
          in: path
          type: integer
          description: ruleId
          required: true
    - name: transactions-categories-txnRules
      path: /transactions/categories/txnRules
      operations:
      - name: gettransactioncategorizationrules
        method: GET
        description: Envestnet Get Transaction Categorization Rules
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
    - name: transactions-categories-categoryId
      path: /transactions/categories/{categoryId}
      operations:
      - name: deletetransactioncategory
        method: DELETE
        description: Envestnet Delete Category
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: categoryId
          in: path
          type: integer
          description: categoryId
          required: true
    - name: transactions-count
      path: /transactions/count
      operations:
      - name: gettransactionscount
        method: GET
        description: Envestnet Get Transactions Count
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: accountId
          in: query
          type: string
          description: Comma separated accountIds
        - name: baseType
          in: query
          type: string
          description: DEBIT/CREDIT
        - name: categoryId
          in: query
          type: string
          description: Comma separated categoryIds
        - name: categoryType
          in: query
          type: string
          description: Transaction Category Type(LOAN, UNCATEGORIZE, INCOME, TRANSFER, EXPENSE or DEFERRED_COMPENSATION)
        - name: container
          in: query
          type: string
          description: bank/creditCard/investment/insurance/loan
        - name: detailCategoryId
          in: query
          type: string
          description: Comma separated detailCategoryIds
        - name: fromDate
          in: query
          type: string
          description: Transaction from date(YYYY-MM-DD)
        - name: highLevelCategoryId
          in: query
          type: string
          description: Comma separated highLevelCategoryIds
        - name: keyword
          in: query
          type: string
          description: Transaction search text
        - name: toDate
          in: query
          type: string
          description: Transaction end date (YYYY-MM-DD)
        - name: type
          in: query
          type: string
          description: Transaction Type(SELL,SWEEP, etc.)
    - name: transactions-transactionId
      path: /transactions/{transactionId}
      operations:
      - name: updatetransaction
        method: PUT
        description: Envestnet Update Transaction
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: transactionId
          in: path
          type: integer
          description: transactionId
          required: true
        - name: body
          in: body
          type: object
          description: Request body (JSON).
          required: true
  exposes:
  - type: rest
    namespace: account-aggregation-transactions-rest
    port: 8080
    description: REST adapter for Envestnet Aggregation APIs — Transactions. One Spectral-compliant resource per consumed
      operation, prefixed with /v1.
    resources:
    - path: /v1/transactions
      name: transactions
      description: REST surface for transactions.
      operations:
      - method: GET
        name: gettransactions
        description: Envestnet Get Transactions
        call: account-aggregation-transactions.gettransactions
        with:
          accountId: rest.accountId
          baseType: rest.baseType
          categoryId: rest.categoryId
          categoryType: rest.categoryType
          container: rest.container
          convertToCurrency: rest.convertToCurrency
          detailCategoryId: rest.detailCategoryId
          fromDate: rest.fromDate
          highLevelCategoryId: rest.highLevelCategoryId
          keyword: rest.keyword
          skip: rest.skip
          toDate: rest.toDate
          top: rest.top
          type: rest.type
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/transactions/categories
      name: transactions-categories
      description: REST surface for transactions-categories.
      operations:
      - method: GET
        name: gettransactioncategories
        description: Envestnet Get Transaction Category List
        call: account-aggregation-transactions.gettransactioncategories
        outputParameters:
        - type: object
          mapping: $.
      - method: PUT
        name: updatetransactioncategory
        description: Envestnet Update Category
        call: account-aggregation-transactions.updatetransactioncategory
        with:
          body: rest.body
        outputParameters:
        - type: object
          mapping: $.
      - method: POST
        name: createtransactioncategory
        description: Envestnet Create Category
        call: account-aggregation-transactions.createtransactioncategory
        with:
          body: rest.body
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/transactions/categories/rules
      name: transactions-categories-rules
      description: REST surface for transactions-categories-rules.
      operations:
      - method: GET
        name: gettransactioncategorizationrulesdeprecated
        description: Envestnet Get Transaction Categorization Rules
        call: account-aggregation-transactions.gettransactioncategorizationrulesdeprecated
        outputParameters:
        - type: object
          mapping: $.
      - method: POST
        name: createorruntransactioncategorizationrules
        description: Envestnet Create or Run Transaction Categorization Rule
        call: account-aggregation-transactions.createorruntransactioncategorizationrules
        with:
          action: rest.action
          ruleParam: rest.ruleParam
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/transactions/categories/rules/{ruleid}
      name: transactions-categories-rules-ruleid
      description: REST surface for transactions-categories-rules-ruleId.
      operations:
      - method: PUT
        name: updatetransactioncategorizationrule
        description: Envestnet Update Transaction Categorization Rule
        call: account-aggregation-transactions.updatetransactioncategorizationrule
        with:
          ruleId: rest.ruleId
          body: rest.body
        outputParameters:
        - type: object
          mapping: $.
      - method: POST
        name: runtransactioncategorizationrule
        description: Envestnet Run Transaction Categorization Rule
        call: account-aggregation-transactions.runtransactioncategorizationrule
        with:
          action: rest.action
          ruleId: rest.ruleId
        outputParameters:
        - type: object
          mapping: $.
      - method: DELETE
        name: deletetransactioncategorizationrule
        description: Envestnet Delete Transaction Categorization Rule
        call: account-aggregation-transactions.deletetransactioncategorizationrule
        with:
          ruleId: rest.ruleId
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/transactions/categories/txnrules
      name: transactions-categories-txnrules
      description: REST surface for transactions-categories-txnRules.
      operations:
      - method: GET
        name: gettransactioncategorizationrules
        description: Envestnet Get Transaction Categorization Rules
        call: account-aggregation-transactions.gettransactioncategorizationrules
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/transactions/categories/{categoryid}
      name: transactions-categories-categoryid
      description: REST surface for transactions-categories-categoryId.
      operations:
      - method: DELETE
        name: deletetransactioncategory
        description: Envestnet Delete Category
        call: account-aggregation-transactions.deletetransactioncategory
        with:
          categoryId: rest.categoryId
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/transactions/count
      name: transactions-count
      description: REST surface for transactions-count.
      operations:
      - method: GET
        name: gettransactionscount
        description: Envestnet Get Transactions Count
        call: account-aggregation-transactions.gettransactionscount
        with:
          accountId: rest.accountId
          baseType: rest.baseType
          categoryId: rest.categoryId
          categoryType: rest.categoryType
          container: rest.container
          detailCategoryId: rest.detailCategoryId
          fromDate: rest.fromDate
          highLevelCategoryId: rest.highLevelCategoryId
          keyword: rest.keyword
          toDate: rest.toDate
          type: rest.type
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/transactions/{transactionid}
      name: transactions-transactionid
      description: REST surface for transactions-transactionId.
      operations:
      - method: PUT
        name: updatetransaction
        description: Envestnet Update Transaction
        call: account-aggregation-transactions.updatetransaction
        with:
          transactionId: rest.transactionId
          body: rest.body
        outputParameters:
        - type: object
          mapping: $.
  - type: mcp
    namespace: account-aggregation-transactions-mcp
    port: 9090
    transport: http
    description: MCP adapter for Envestnet Aggregation APIs — Transactions. One tool per consumed operation, routed inline
      through this capability's consumes block.
    tools:
    - name: envestnet-get-transactions
      description: Envestnet Get Transactions
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: account-aggregation-transactions.gettransactions
      with:
        accountId: tools.accountId
        baseType: tools.baseType
        categoryId: tools.categoryId
        categoryType: tools.categoryType
        container: tools.container
        convertToCurrency: tools.convertToCurrency
        detailCategoryId: tools.detailCategoryId
        fromDate: tools.fromDate
        highLevelCategoryId: tools.highLevelCategoryId
        keyword: tools.keyword
        skip: tools.skip
        toDate: tools.toDate
        top: tools.top
        type: tools.type
      outputParameters:
      - type: object
        mapping: $.
    - name: envestnet-get-transaction-category-list
      description: Envestnet Get Transaction Category List
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: account-aggregation-transactions.gettransactioncategories
      outputParameters:
      - type: object
        mapping: $.
    - name: envestnet-update-category
      description: Envestnet Update Category
      hints:
        readOnly: false
        destructive: false
        idempotent: true
      call: account-aggregation-transactions.updatetransactioncategory
      with:
        body: tools.body
      outputParameters:
      - type: object
        mapping: $.
    - name: envestnet-create-category
      description: Envestnet Create Category
      hints:
        readOnly: false
        destructive: false
        idempotent: false
      call: account-aggregation-transactions.createtransactioncategory
      with:
        body: tools.body
      outputParameters:
      - type: object
        mapping: $.
    - name: envestnet-get-transaction-categorization-rules
      description: Envestnet Get Transaction Categorization Rules
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: account-aggregation-transactions.gettransactioncategorizationrulesdeprecated
      outputParameters:
      - type: object
        mapping: $.
    - name: envestnet-create-run-transaction-categorization
      description: Envestnet Create or Run Transaction Categorization Rule
      hints:
        readOnly: false
        destructive: false
        idempotent: false
      call: account-aggregation-transactions.createorruntransactioncategorizationrules
      with:
        action: tools.action
        ruleParam: tools.ruleParam
      outputParameters:
      - type: object
        mapping: $.
    - name: envestnet-update-transaction-categorization-rule
      description: Envestnet Update Transaction Categorization Rule
      hints:
        readOnly: false
        destructive: false
        idempotent: true
      call: account-aggregation-transactions.updatetransactioncategorizationrule
      with:
        ruleId: tools.ruleId
        body: tools.body
      outputParameters:
      - type: object
        mapping: $.
    - name: envestnet-run-transaction-categorization-rule
      description: Envestnet Run Transaction Categorization Rule
      hints:
        readOnly: false
        destructive: false
        idempotent: false
      call: account-aggregation-transactions.runtransactioncategorizationrule
      with:
        action: tools.action
        ruleId: tools.ruleId
      outputParameters:
      - type: object
        mapping: $.
    - name: envestnet-delete-transaction-categorization-rule
      description: Envestnet Delete Transaction Categorization Rule
      hints:
        readOnly: false
        destructive: true
        idempotent: true
      call: account-aggregation-transactions.deletetransactioncategorizationrule
      with:
        ruleId: tools.ruleId
      outputParameters:
      - type: object
        mapping: $.
    - name: envestnet-get-transaction-categorization-rules-2
      description: Envestnet Get Transaction Categorization Rules
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: account-aggregation-transactions.gettransactioncategorizationrules
      outputParameters:
      - type: object
        mapping: $.
    - name: envestnet-delete-category
      description: Envestnet Delete Category
      hints:
        readOnly: false
        destructive: true
        idempotent: true
      call: account-aggregation-transactions.deletetransactioncategory
      with:
        categoryId: tools.categoryId
      outputParameters:
      - type: object
        mapping: $.
    - name: envestnet-get-transactions-count
      description: Envestnet Get Transactions Count
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: account-aggregation-transactions.gettransactionscount
      with:
        accountId: tools.accountId
        baseType: tools.baseType
        categoryId: tools.categoryId
        categoryType: tools.categoryType
        container: tools.container
        detailCategoryId: tools.detailCategoryId
        fromDate: tools.fromDate
        highLevelCategoryId: tools.highLevelCategoryId
        keyword: tools.keyword
        toDate: tools.toDate
        type: tools.type
      outputParameters:
      - type: object
        mapping: $.
    - name: envestnet-update-transaction
      description: Envestnet Update Transaction
      hints:
        readOnly: false
        destructive: false
        idempotent: true
      call: account-aggregation-transactions.updatetransaction
      with:
        transactionId: tools.transactionId
        body: tools.body
      outputParameters:
      - type: object
        mapping: $.