Envestnet · Capability

Envestnet Insights API Suite — Customer

Envestnet Insights API Suite — Customer. 2 operations. Lead operation: Envestnet Provide details of all the insights available to the customer.. Self-contained Naftiko capability covering one Envestnet business surface.

Run with Naftiko EnvestnetCustomer

What You Can Do

GET
Getcutomersubscription — Envestnet Provide details of all the insights available to the customer.
/v1/insights/configs/customersubscriptions
PATCH
Updatecustomersubscription — Envestnet Update details of one or more customer subscribed insights.
/v1/insights/configs/customersubscriptions

MCP Tools

envestnet-provide-details-all-insights

Envestnet Provide details of all the insights available to the customer.

read-only idempotent
envestnet-update-details-one-more

Envestnet Update details of one or more customer subscribed insights.

idempotent

Capability Spec

insights-customer.yaml Raw ↑
naftiko: 1.0.0-alpha2
info:
  label: Envestnet Insights API Suite — Customer
  description: 'Envestnet Insights API Suite — Customer. 2 operations. Lead operation: Envestnet Provide details of all the
    insights available to the customer.. Self-contained Naftiko capability covering one Envestnet business surface.'
  tags:
  - Envestnet
  - Customer
  created: '2026-05-19'
  modified: '2026-05-19'
binds:
- namespace: env
  keys:
    ENVESTNET_API_KEY: ENVESTNET_API_KEY
capability:
  consumes:
  - type: http
    namespace: insights-customer
    baseUri: ''
    description: Envestnet Insights API Suite — Customer business capability. Self-contained, no shared references.
    resources:
    - name: insights-configs-customerSubscriptions
      path: /insights/configs/customerSubscriptions
      operations:
      - name: getcutomersubscription
        method: GET
        description: Envestnet Provide details of all the insights available to the customer.
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
      - name: updatecustomersubscription
        method: PATCH
        description: Envestnet Update details of one or more customer subscribed insights.
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: body
          in: body
          type: object
          description: Request body (JSON).
          required: false
  exposes:
  - type: rest
    namespace: insights-customer-rest
    port: 8080
    description: REST adapter for Envestnet Insights API Suite — Customer. One Spectral-compliant resource per consumed operation,
      prefixed with /v1.
    resources:
    - path: /v1/insights/configs/customersubscriptions
      name: insights-configs-customersubscriptions
      description: REST surface for insights-configs-customerSubscriptions.
      operations:
      - method: GET
        name: getcutomersubscription
        description: Envestnet Provide details of all the insights available to the customer.
        call: insights-customer.getcutomersubscription
        outputParameters:
        - type: object
          mapping: $.
      - method: PATCH
        name: updatecustomersubscription
        description: Envestnet Update details of one or more customer subscribed insights.
        call: insights-customer.updatecustomersubscription
        with:
          body: rest.body
        outputParameters:
        - type: object
          mapping: $.
  - type: mcp
    namespace: insights-customer-mcp
    port: 9090
    transport: http
    description: MCP adapter for Envestnet Insights API Suite — Customer. One tool per consumed operation, routed inline through
      this capability's consumes block.
    tools:
    - name: envestnet-provide-details-all-insights
      description: Envestnet Provide details of all the insights available to the customer.
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: insights-customer.getcutomersubscription
      outputParameters:
      - type: object
        mapping: $.
    - name: envestnet-update-details-one-more
      description: Envestnet Update details of one or more customer subscribed insights.
      hints:
        readOnly: false
        destructive: false
        idempotent: true
      call: insights-customer.updatecustomersubscription
      with:
        body: tools.body
      outputParameters:
      - type: object
        mapping: $.