Envestnet · Capability

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.

Run with Naftiko EnvestnetView

What You Can Do

POST
Createuserview — Envestnet Create a view for a user.
/v1/views
GET
Getuserviews — Envestnet Fetch the details of all the views associated with a user.
/v1/views
GET
Getuserviewrecommendations — Envestnet Fetch recommended Views for a user.
/v1/views/recommendations
POST
Createsystemview — Envestnet Create a default view for a user.
/v1/views/system
GET
Getuserview — Envestnet Fetch the details of a specific view.
/v1/views/{viewid}
PUT
Updateuserview — Envestnet Update details of an existing view.
/v1/views/{viewid}
DELETE
Deleteuserview — Envestnet Delete a specific view.
/v1/views/{viewid}
GET
Getuserbudgetsummary — Envestnet Fetch BudgetSummary for specific View.
/v1/views/{viewid}/budgetsummary
PATCH
Patchuserviewbudget — Envestnet Patch the specified budget data for a specific view.
/v1/views/{viewid}/budgets
DELETE
Deleteuserviewbudget — Envestnet Delete the specified budget data for a specific view.
/v1/views/{viewid}/budgets
GET
Getuserviewpeerdata — Envestnet Fetch all the applicable peer benchmarking data.
/v1/views/{viewid}/peerdata
DELETE
Deleteuserviewrule — Envestnet Delete the specified rules for a specific view.
/v1/views/{viewid}/rules
GET
Getuserviewtransactionsummary — Envestnet Fetch summary data for a specific View.
/v1/views/{viewid}/transactionsummary
GET
Getuserviewtransactiontrends — Envestnet Fetch trend data for a specific View.
/v1/views/{viewid}/transactiontrends
GET
Getuserviewtransactions — Envestnet Fetch all the transactions for a specific View.
/v1/views/{viewid}/transactions

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.

read-only idempotent
envestnet-fetch-recommended-views-user

Envestnet Fetch recommended Views for a user.

read-only idempotent
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.

read-only idempotent
envestnet-update-details-existing-view

Envestnet Update details of an existing view.

idempotent
envestnet-delete-specific-view

Envestnet Delete a specific view.

idempotent
envestnet-fetch-budgetsummary-specific-view

Envestnet Fetch BudgetSummary for specific View.

read-only idempotent
envestnet-patch-specified-budget-data

Envestnet Patch the specified budget data for a specific view.

idempotent
envestnet-delete-specified-budget-data

Envestnet Delete the specified budget data for a specific view.

idempotent
envestnet-fetch-all-applicable-peer

Envestnet Fetch all the applicable peer benchmarking data.

read-only idempotent
envestnet-delete-specified-rules-specific

Envestnet Delete the specified rules for a specific view.

idempotent
envestnet-fetch-summary-data-specific

Envestnet Fetch summary data for a specific View.

read-only idempotent
envestnet-fetch-trend-data-specific

Envestnet Fetch trend data for a specific View.

read-only idempotent
envestnet-fetch-all-transactions-specific

Envestnet Fetch all the transactions for a specific View.

read-only idempotent

Capability Spec

personalized-views-view.yaml Raw ↑
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