Envestnet Verification APIs — Transactions

naftiko: 1.0.0-alpha2
info:
  label: Envestnet Verification APIs — Transactions
  description: 'Envestnet Verification APIs — Transactions. 3 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: verification-transactions
    baseUri: ''
    description: Envestnet Verification 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: 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.)
  exposes:
  - type: rest
    namespace: verification-transactions-rest
    port: 8080
    description: REST adapter for Envestnet Verification 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: verification-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: verification-transactions.gettransactioncategories
        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: verification-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: $.
  - type: mcp
    namespace: verification-transactions-mcp
    port: 9090
    transport: http
    description: MCP adapter for Envestnet Verification 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: verification-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: verification-transactions.gettransactioncategories
      outputParameters:
      - type: object
        mapping: $.
    - name: envestnet-get-transactions-count
      description: Envestnet Get Transactions Count
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: verification-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: $.