Envestnet View API Suite — View
Envestnet View API Suite — View. 15 operations. Lead operation: Envestnet Create a view for a user.. Self-contained Naftiko capability covering one Envestnet business surface.
What You Can Do
MCP Tools
envestnet-create-view-user
Envestnet Create a view for a user.
envestnet-fetch-details-all-views
Envestnet Fetch the details of all the views associated with a user.
envestnet-fetch-recommended-views-user
Envestnet Fetch recommended Views for a user.
envestnet-create-default-view-user
Envestnet Create a default view for a user.
envestnet-fetch-details-specific-view
Envestnet Fetch the details of a specific view.
envestnet-update-details-existing-view
Envestnet Update details of an existing view.
envestnet-delete-specific-view
Envestnet Delete a specific view.
envestnet-fetch-budgetsummary-specific-view
Envestnet Fetch BudgetSummary for specific View.
envestnet-patch-specified-budget-data
Envestnet Patch the specified budget data for a specific view.
envestnet-delete-specified-budget-data
Envestnet Delete the specified budget data for a specific view.
envestnet-fetch-all-applicable-peer
Envestnet Fetch all the applicable peer benchmarking data.
envestnet-delete-specified-rules-specific
Envestnet Delete the specified rules for a specific view.
envestnet-fetch-summary-data-specific
Envestnet Fetch summary data for a specific View.
envestnet-fetch-trend-data-specific
Envestnet Fetch trend data for a specific View.
envestnet-fetch-all-transactions-specific
Envestnet Fetch all the transactions for a specific View.
Capability Spec
naftiko: 1.0.0-alpha2
info:
label: Envestnet View API Suite — View
description: 'Envestnet View API Suite — View. 15 operations. Lead operation: Envestnet Create a view for a user.. Self-contained
Naftiko capability covering one Envestnet business surface.'
tags:
- Envestnet
- View
created: '2026-05-19'
modified: '2026-05-19'
binds:
- namespace: env
keys:
ENVESTNET_API_KEY: ENVESTNET_API_KEY
capability:
consumes:
- type: http
namespace: personalized-views-view
baseUri: ''
description: Envestnet View API Suite — View business capability. Self-contained, no shared references.
resources:
- name: views
path: /views
operations:
- name: createuserview
method: POST
description: Envestnet Create a view for a user.
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
inputParameters:
- name: body
in: body
type: object
description: Request body (JSON).
required: false
- name: getuserviews
method: GET
description: Envestnet Fetch the details of all the views associated with a user.
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
inputParameters:
- name: include
in: query
type: string
description: Pass <i>include=rules</i> to retrieve the active rules that are associated with the view ID.
- name: sourceType
in: query
type: string
description: This field indicates if the view is created by the system or by the user.</br> Pass <i>sourceType=SYSTEM/USER</i>
to retrieve the views with the given source t
- name: orderBy
in: query
type: string
description: Single value of orderBy need to be passed. Data returned will be ordered by the filter value.
- name: sortBy
in: query
type: string
description: Single value of sortBy need to be passed. Data returned will be ordered in ascending or descending
order.
- name: views-recommendations
path: /views/recommendations
operations:
- name: getuserviewrecommendations
method: GET
description: Envestnet Fetch recommended Views for a user.
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
- name: views-system
path: /views/system
operations:
- name: createsystemview
method: POST
description: Envestnet Create a default view for a user.
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
- name: views-viewId
path: /views/{viewId}
operations:
- name: getuserview
method: GET
description: Envestnet Fetch the details of a specific view.
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
inputParameters:
- name: viewId
in: path
type: string
description: The unique identifier of the view.
required: true
- name: include
in: query
type: string
description: Pass <i>include=rules</i> to retrieve the rules that are associated with the view ID.
- name: updateuserview
method: PUT
description: Envestnet Update details of an existing view.
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
inputParameters:
- name: viewId
in: path
type: string
description: The unique identifier of the view that has to be updated.
required: true
- name: body
in: body
type: object
description: Request body (JSON).
required: false
- name: deleteuserview
method: DELETE
description: Envestnet Delete a specific view.
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
inputParameters:
- name: viewId
in: path
type: string
description: The unique identifier of the View.
required: true
- name: views-viewId-budgetSummary
path: /views/{viewId}/budgetSummary
operations:
- name: getuserbudgetsummary
method: GET
description: Envestnet Fetch BudgetSummary for specific View.
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
inputParameters:
- name: viewId
in: path
type: string
description: The unique identifier of the view.
required: true
- name: type
in: query
type: string
description: type identifies the budget entity for which data needs to be fetched. The type should belong to the
same budgetData and View ID. <br><br> Multiple comma seperat
required: true
- name: views-viewId-budgets
path: /views/{viewId}/budgets
operations:
- name: patchuserviewbudget
method: PATCH
description: Envestnet Patch the specified budget data for a specific view.
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
inputParameters:
- name: viewId
in: path
type: string
description: The unique identifier of the View.
required: true
- name: body
in: body
type: object
description: Request body (JSON).
required: false
- name: deleteuserviewbudget
method: DELETE
description: Envestnet Delete the specified budget data for a specific view.
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
inputParameters:
- name: viewId
in: path
type: string
description: The unique identifier of the View.
required: true
- name: type
in: query
type: string
description: type identifies the budget entity to be deleted.
- name: typeName
in: query
type: string
description: typeName identifies the merchant name for which the budget
- name: typeId
in: query
type: number
description: The unique identifier of the Category or detailed category for which the budget is set. Multiple comma
seperated values are allowed.
- name: budgetInfo
in: query
type: string
description: The unique identifier of the budgetInfo. Comma separated multiple values can be passed. budgetInfo
should be accompanied by one of the following - type, typeId,
- name: views-viewId-peerData
path: /views/{viewId}/peerData
operations:
- name: getuserviewpeerdata
method: GET
description: Envestnet Fetch all the applicable peer benchmarking data.
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
inputParameters:
- name: viewId
in: path
type: string
description: The unique identifier of the view.
required: true
- name: timePeriod
in: query
type: string
description: timePeriod filter for the duration of peer benchmarking data that should be considered for the list
of transaction categories and merchants present in the inclu
- name: views-viewId-rules
path: /views/{viewId}/rules
operations:
- name: deleteuserviewrule
method: DELETE
description: Envestnet Delete the specified rules for a specific view.
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
inputParameters:
- name: viewId
in: path
type: string
description: The unique identifier of the View.
required: true
- name: ruleId
in: query
type: string
description: The unique identifier of the rule. Comma separated multiple values can be passed. Rule ID should belong
to the same View ID
required: true
- name: views-viewId-transactionSummary
path: /views/{viewId}/transactionSummary
operations:
- name: getuserviewtransactionsummary
method: GET
description: Envestnet Fetch summary data for a specific View.
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
inputParameters:
- name: viewId
in: path
type: string
description: The unique identifier of the view.
required: true
- name: fromDate
in: query
type: string
description: fromDate filter for the View Rules with format - yyyy-MM-dd'T'HH:mm:ss or yyyy-MM-dd
- name: toDate
in: query
type: string
description: toDate filter for the View Rules with format - yyyy-MM-ddTHH:mm:ss or yyyy-MM-dd
- name: categoryId
in: query
type: string
description: Comma-separated array of Transaction Category Ids filter for the View Rules
- name: detailCategoryId
in: query
type: string
description: Comma-separated array of Transaction Detail Category Ids filter for the View Rules
- name: merchantName
in: query
type: string
description: Comma-separated array of Merchant Names filter for the View Rules. No validation require for merchantName.
- name: ruleType
in: query
type: string
description: Comma-separated array of ruleType. Only INCOME, EXPENSE and TRANSFER ruleType is possible.
- name: accountId
in: query
type: string
description: Comma-separated list of account Ids. Only integer values are supported.
- name: merchantType
in: query
type: string
description: Comma-separated array of Merchant Types. Supported value are BILLERS and SUBSCRIPTION.
- name: city
in: query
type: string
description: Comma-separated array of two-letter city abbreviation. Names are not validated.
- name: state
in: query
type: string
description: Comma-separated array of State names. Names are not validated.
- name: fromAmount
in: query
type: string
description: 'fromAmount identifies the starting range of amount. Please ensure that fromAmount '
- name: toAmount
in: query
type: string
description: 'toAmount identifies the ending range of amount. Please ensure that toAmount '
- name: groupBy
in: query
type: string
description: The data returned will be grouped by the filter value.
- name: orderBy
in: query
type: string
description: Single value of orderBy need to be passed. Data returned will be ordered by the filter value.
- name: accountStatus
in: query
type: string
description: This field indicates if the account status is open closed or active.</br>
- name: include
in: query
type: string
description: This field indicates if we need to include closed accout.</br>
- name: sortBy
in: query
type: string
description: Single value of sortBy need to be passed. Data returned will be ordered in ascending or descending
order.
- name: skip
in: query
type: string
description: skip is the number of pages to be skipped. This parameter allows pagination support. 0 page will only
display max 1000 transactions. If response contains more t
- name: top
in: query
type: string
description: top returns the number of transactions requested. Max 500 transactions can be returned by default.
This parameter 'top' along with 'skip' allows pagination supp
- name: container
in: query
type: string
description: Comma-separated array of container. Olnly bank and creditCard container is allowed.
- name: views-viewId-transactionTrends
path: /views/{viewId}/transactionTrends
operations:
- name: getuserviewtransactiontrends
method: GET
description: Envestnet Fetch trend data for a specific View.
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
inputParameters:
- name: viewId
in: path
type: string
description: The unique identifier of the view.
required: true
- name: fromDate
in: query
type: string
description: The starting date filter for the view in the format - yyyy-MM-dd'T'HH:mm:ss or yyyy-MM-dd
- name: toDate
in: query
type: string
description: The ending date filter for the view in the format - yyyy-MM-ddTHH:mm:ss or yyyy-MM-dd
- name: categoryId
in: query
type: string
description: Comma-separated array of category IDs.
- name: detailCategoryId
in: query
type: string
description: Comma-separated array of Transaction Detail Category Ids filter for the View Rules
- name: merchantName
in: query
type: string
description: Comma-separated array of Merchant Names.
- name: ruleType
in: query
type: string
description: Comma-separated array of ruleType.
- name: accountId
in: query
type: string
description: Comma-separated list of valid account Ids.
- name: merchantType
in: query
type: string
description: Comma-separated array of Merchant Types. Supported value are BILLERS and SUBSCRIPTION.
- name: city
in: query
type: string
description: Comma-separated array of two-letter city abbreviation. Please note that the values are not validated.
- name: state
in: query
type: string
description: Comma-separated array of State names. Please note that the values are not validated.
- name: fromAmount
in: query
type: string
description: 'fromAmount identifies the starting range of amount. Please ensure that fromAmount '
- name: toAmount
in: query
type: string
description: 'toAmount identifies the ending range of amount. Please ensure that toAmount '
- name: accountStatus
in: query
type: string
description: This field indicates if the account status is open closed or active.</br>
- name: include
in: query
type: string
description: This field indicates if we need to include closed accout.</br>
- name: groupBy
in: query
type: string
description: The data returned will be grouped by the filter value.
- name: orderBy
in: query
type: string
description: Single value of orderBy need to be passed. Data returned will be ordered by the filter value.
- name: sortBy
in: query
type: string
description: Single value of sortBy need to be passed. Data returned will be ordered in ascending or descending
order.
- name: skip
in: query
type: string
description: skip is the number of pages to be skipped. This parameter allows pagination support. 0 page will only
display max 1000 transactions. If response contains more t
- name: top
in: query
type: string
description: top returns the number of transactions requested. Max 500 transactions can be returned by default.
This parameter 'top' along with 'skip' allows pagination supp
- name: container
in: query
type: string
description: Comma-separated array of container. Olnly bank and creditCard container is allowed.
- name: views-viewId-transactions
path: /views/{viewId}/transactions
operations:
- name: getuserviewtransactions
method: GET
description: Envestnet Fetch all the transactions for a specific View.
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
inputParameters:
- name: viewId
in: path
type: string
description: The unique identifier of the view.
required: true
- name: fromDate
in: query
type: string
description: fromDate filter for the View Rules with format - yyyy-MM-dd'T'HH:mm:ss
- name: toDate
in: query
type: string
description: toDate filter for the View Rules with format - yyyy-MM-dd'T'HH:mm:ss
- name: categoryId
in: query
type: string
description: Comma-separated array of Transaction Category Ids filter for the View Rules
- name: detailCategoryId
in: query
type: string
description: Comma-separated array of Transaction Detail Category Ids filter for the View Rules
- name: accountGroupId
in: query
type: string
description: Comma-separated array of Account Group Ids filter for the View Rules
- name: merchantName
in: query
type: string
description: Comma-separated array of Merchant Names filter for the View Rules
- name: skip
in: query
type: string
description: skip is the number of pages to be skipped. This parameter allows pagination support. 1 page will only
display max 500 transactions. If response contains more th
- name: top
in: query
type: string
description: top returns the number of transactions requested. Max 500 transactions can be returned by default.
This parameter 'top' along with 'skip' allows pagination supp
- name: accountId
in: query
type: string
description: Comma separated list of account Ids. It should be an integer value.
- name: accountStatus
in: query
type: string
description: This field indicates if the account status is open closed or active.</br>
- name: include
in: query
type: string
description: This field indicates if we need to include closed accout.</br>
- name: fromAmount
in: query
type: string
description: fromAmount should be a Floating point number. It signifies a range
- name: toAmount
in: query
type: string
description: toAmount should be a Floating point number. It signifies a range
- name: orderBy
in: query
type: string
description: Single value of orderBy need to be passed. Data returned will be ordered by the filter value.
- name: ruleType
in: query
type: string
description: Comma-separated array of ruleType. Only INCOME, EXPENSE and TRANSFER ruleType is possible.
- name: container
in: query
type: string
description: Comma-separated array of container. Olnly bank and creditCard container is allowed.
exposes:
- type: rest
namespace: personalized-views-view-rest
port: 8080
description: REST adapter for Envestnet View API Suite — View. One Spectral-compliant resource per consumed operation,
prefixed with /v1.
resources:
- path: /v1/views
name: views
description: REST surface for views.
operations:
- method: POST
name: createuserview
description: Envestnet Create a view for a user.
call: personalized-views-view.createuserview
with:
body: rest.body
outputParameters:
- type: object
mapping: $.
- method: GET
name: getuserviews
description: Envestnet Fetch the details of all the views associated with a user.
call: personalized-views-view.getuserviews
with:
include: rest.include
sourceType: rest.sourceType
orderBy: rest.orderBy
sortBy: rest.sortBy
outputParameters:
- type: object
mapping: $.
- path: /v1/views/recommendations
name: views-recommendations
description: REST surface for views-recommendations.
operations:
- method: GET
name: getuserviewrecommendations
description: Envestnet Fetch recommended Views for a user.
call: personalized-views-view.getuserviewrecommendations
outputParameters:
- type: object
mapping: $.
- path: /v1/views/system
name: views-system
description: REST surface for views-system.
operations:
- method: POST
name: createsystemview
description: Envestnet Create a default view for a user.
call: personalized-views-view.createsystemview
outputParameters:
- type: object
mapping: $.
- path: /v1/views/{viewid}
name: views-viewid
description: REST surface for views-viewId.
operations:
- method: GET
name: getuserview
description: Envestnet Fetch the details of a specific view.
call: personalized-views-view.getuserview
with:
viewId: rest.viewId
include: rest.include
outputParameters:
- type: object
mapping: $.
- method: PUT
name: updateuserview
description: Envestnet Update details of an existing view.
call: personalized-views-view.updateuserview
with:
viewId: rest.viewId
body: rest.body
outputParameters:
- type: object
mapping: $.
- method: DELETE
name: deleteuserview
description: Envestnet Delete a specific view.
call: personalized-views-view.deleteuserview
with:
viewId: rest.viewId
outputParameters:
- type: object
mapping: $.
- path: /v1/views/{viewid}/budgetsummary
name: views-viewid-budgetsummary
description: REST surface for views-viewId-budgetSummary.
operations:
- method: GET
name: getuserbudgetsummary
description: Envestnet Fetch BudgetSummary for specific View.
call: personalized-views-view.getuserbudgetsummary
with:
viewId: rest.viewId
type: rest.type
outputParameters:
- type: object
mapping: $.
- path: /v1/views/{viewid}/budgets
name: views-viewid-budgets
description: REST surface for views-viewId-budgets.
operations:
- method: PATCH
name: patchuserviewbudget
description: Envestnet Patch the specified budget data for a specific view.
call: personalized-views-view.patchuserviewbudget
with:
viewId: rest.viewId
body: rest.body
outputParameters:
- type: object
mapping: $.
- method: DELETE
name: deleteuserviewbudget
description: Envestnet Delete the specified budget data for a specific view.
call: personalized-views-view.deleteuserviewbudget
with:
viewId: rest.viewId
type: rest.type
typeName: rest.typeName
typeId: rest.typeId
budgetInfo: rest.budgetInfo
outputParameters:
- type: object
mapping: $.
- path: /v1/views/{viewid}/peerdata
name: views-viewid-peerdata
description: REST surface for views-viewId-peerData.
operations:
- method: GET
name: getuserviewpeerdata
description: Envestnet Fetch all the applicable peer benchmarking data.
call: personalized-views-view.getuserviewpeerdata
with:
viewId: rest.viewId
timePeriod: rest.timePeriod
outputParameters:
- type: object
mapping: $.
- path: /v1/views/{viewid}/rules
name: views-viewid-rules
description: REST surface for views-viewId-rules.
operations:
- method: DELETE
name: deleteuserviewrule
description: Envestnet Delete the specified rules for a specific view.
call: personalized-views-view.deleteuserviewrule
with:
viewId: rest.viewId
ruleId: rest.ruleId
outputParameters:
- type: object
mapping: $.
- path: /v1/views/{viewid}/transactionsummary
name: views-viewid-transactionsummary
description: REST surface for views-viewId-transactionSummary.
operations:
- method: GET
name: getuserviewtransactionsummary
description: Envestnet Fetch summary data for a specific View.
call: personalized-views-view.getuserviewtransactionsummary
with:
viewId: rest.viewId
fromDate: rest.fromDate
toDate: rest.toDate
categoryId: rest.categoryId
detailCategoryId: rest.detailCategoryId
merchantName: rest.merchantName
ruleType: rest.ruleType
accountId: rest.accountId
merchantType: rest.merchantType
city: rest.city
state: rest.state
fromAmount: rest.fromAmount
toAmount: rest.toAmount
groupBy: rest.groupBy
orderBy: rest.orderBy
accountStatus: rest.accountStatus
include: rest.include
sortBy: rest.sortBy
skip: rest.skip
top: rest.top
container: rest.container
outputParameters:
- type: object
mapping: $.
- path: /v1/views/{viewid}/transactiontrends
name: views-viewid-transactiontrends
description: REST surface for views-viewId-transactionTrends.
operations:
- method: GET
name: getuserviewtransactiontrends
description: Envestnet Fetch trend data for a specific View.
call: personalized-views-view.getuserviewtransactiontrends
with:
viewId: rest.viewId
fromDate: rest.fromDate
toDate: rest.toDate
categoryId: rest.categoryId
detailCategoryId: rest.detailCategoryId
merchantName: rest.merchantName
ruleType: rest.ruleType
accountId: rest.accountId
merchantType: rest.merchantType
city: rest.city
state: rest.state
fromAmount: rest.fromAmount
toAmount: rest.toAmount
accountStatus: rest.accountStatus
include: rest.include
groupBy: rest.groupBy
orderBy: rest.orderBy
sortBy: rest.sortBy
skip: rest.skip
top: rest.top
container: rest.container
outputParameters:
- type: object
mapping: $.
- path: /v1/views/{viewid}/transactions
name: views-viewid-transactions
description: REST surface for views-viewId-transactions.
operations:
- method: GET
name: getuserviewtransactions
description: Envestnet Fetch all the transactions for a specific View.
call: personalized-views-view.getuserviewtransactions
with:
viewId: rest.viewId
fromDate: rest.fromDate
toDate: rest.toDate
categoryId: rest.categoryId
detailCategoryId: rest.detailCategoryId
accountGroupId: rest.accountGroupId
merchantName: rest.merchantName
skip: rest.skip
top: rest.top
accountId: rest.accountId
accountStatus: rest.accountStatus
include: rest.include
fromAmount: rest.fromAmount
toAmount: rest.toAmount
orderBy: rest.orderBy
ruleType: rest.ruleType
container: rest.container
outputParameters:
- type: object
mapping: $.
- type: mcp
namespace: personalized-views-view-mcp
port: 9090
transport: http
description: MCP adapter for Envestnet View API Suite — View. One tool per consumed operation, routed inline through this
capability's consumes block.
tools:
- name: envestnet-create-view-user
description: Envestnet Create a view for a user.
hints:
readOnly: false
destructive: false
idempotent: false
call: personalized-views-view.createuserview
with:
body: tools.body
outputParameters:
- type: object
mapping: $.
- name: envestnet-fetch-details-all-views
description: Envestnet Fetch the details of all the views associated with a user.
hints:
readOnly: true
destructive: false
idempotent: true
call: personalized-views-view.getuserviews
with:
include: tools.include
sourceType: tools.sourceType
orderBy: tools.orderBy
sortBy: tools.sortBy
outputParameters:
- type: object
mapping: $.
- name: envestnet-fetch-recommended-views-user
description: Envestnet Fetch recommended Views for a user.
hints:
readOnly: true
destructive: false
idempotent: true
call: personalized-views-view.getuserviewrecommendations
outputParameters:
- type: object
mapping: $.
- name: envestnet-create-default-view-user
description: Envestnet Create a default view for a user.
hints:
readOnly: false
destructive: false
idempotent: false
call: personalized-views-view.createsystemview
outputParameters:
- type: object
mapping: $.
- name: envestnet-fetch-details-specific-view
description: Envestnet Fetch the details of a specific view.
hints:
readOnly: true
destructive: false
idempotent: true
call: personalized-views-view.getuserview
with:
viewId: tools.viewId
include: tools.include
outputParameters:
- type: object
mapping: $.
- name: envestnet-update-details-existing-view
description: Envestnet Update details of an existing view.
hints:
readOnly: false
destructive: false
idempotent: true
call: personalized-views-view.updateuserview
with:
viewId: tools.viewId
body: tools.body
outputParameters:
- type: object
mapping: $.
- name: envestnet-delete-specific-view
description: Envestnet Delete a specific view.
hints:
readOnly: false
destructive: true
idempotent: true
call: personalized-views-view.deleteuserview
with:
viewId: tools.viewId
outputParameters:
- type: object
mapping: $.
- name: envestnet-fetch-budgetsummary-specific-view
description: Envestnet Fetch BudgetSummary for specific View.
hints:
readOnly: true
destructive: false
idempotent: true
call: personalized-views-view.getuserbudgetsummary
with:
viewId: tools.viewId
type: tools.type
outputParameters:
- type: object
mapping: $.
- name: envestnet-patch-specified-budget-data
description: Envestnet Patch the specified budget data for a specific view.
hints:
readOnly: false
destructive: false
idempotent: true
call: personalized-views-view.patchuserviewbudget
with:
viewId: tools.viewId
body: tools.body
outputParameters:
- type: object
mapping: $.
- name: envestnet-delete-specified-budget-data
description: Envestnet Delete the specified budget data for a specific view.
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# Full source: https://raw.githubusercontent.com/api-evangelist/envestnet/refs/heads/main/capabilities/personalized-views-view.yaml