FactSet Ownership Report Builder API — Holders

naftiko: 1.0.0-alpha2
info:
  label: FactSet Ownership Report Builder API — Holders
  description: 'FactSet Ownership Report Builder API — Holders. 1 operations. Lead operation: Factset Holders of a Company
    or Fund. Self-contained Naftiko capability covering one Factset business surface.'
  tags:
  - Factset
  - Holders
  created: '2026-05-19'
  modified: '2026-05-19'
binds:
- namespace: env
  keys:
    FACTSET_API_KEY: FACTSET_API_KEY
capability:
  consumes:
  - type: http
    namespace: ownership-report-builder-holders
    baseUri: https://api.factset.com/report/ownership/v1
    description: FactSet Ownership Report Builder API — Holders business capability. Self-contained, no shared references.
    resources:
    - name: holders
      path: /holders
      operations:
      - name: getownershipholders
        method: GET
        description: Factset Holders of a Company or Fund
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: id
          in: query
          type: string
          description: Company or Fund Identifier
          required: true
        - name: asset_type
          in: query
          type: string
          description: Controls the Asset Type of the data returned
        - name: holder_type
          in: query
          type: string
          description: Controls the Holder Type of the data returned
        - name: topn
          in: query
          type: string
          description: 'Limits the number of holders returned based on their Market Value position in the security.  '
        - name: date
          in: query
          type: string
          description: Top Holders as of date expressed in YYYY-MM-DD format. Defaults to latest month-end close; non-month-end
            dates are converted to month-end dates.
    authentication:
      type: basic
      username: '{{env.FACTSET_USER}}'
      password: '{{env.FACTSET_PASS}}'
  exposes:
  - type: rest
    namespace: ownership-report-builder-holders-rest
    port: 8080
    description: REST adapter for FactSet Ownership Report Builder API — Holders. One Spectral-compliant resource per consumed
      operation, prefixed with /v1.
    resources:
    - path: /v1/holders
      name: holders
      description: REST surface for holders.
      operations:
      - method: GET
        name: getownershipholders
        description: Factset Holders of a Company or Fund
        call: ownership-report-builder-holders.getownershipholders
        with:
          id: rest.id
          asset_type: rest.asset_type
          holder_type: rest.holder_type
          topn: rest.topn
          date: rest.date
        outputParameters:
        - type: object
          mapping: $.
  - type: mcp
    namespace: ownership-report-builder-holders-mcp
    port: 9090
    transport: http
    description: MCP adapter for FactSet Ownership Report Builder API — Holders. One tool per consumed operation, routed inline
      through this capability's consumes block.
    tools:
    - name: factset-holders-company-fund
      description: Factset Holders of a Company or Fund
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: ownership-report-builder-holders.getownershipholders
      with:
        id: tools.id
        asset_type: tools.asset_type
        holder_type: tools.holder_type
        topn: tools.topn
        date: tools.date
      outputParameters:
      - type: object
        mapping: $.