FactSet Portfolio — Date

naftiko: 1.0.0-alpha2
info:
  label: FactSet Portfolio — Date
  description: 'FactSet Portfolio — Date. 3 operations. Lead operation: Factset Delete All Entries for a Date or Specific
    Symbol Entries for a Date From a Previously Created Account.. Self-contained Naftiko capability covering one Factset business
    surface.'
  tags:
  - Factset
  - Date
  created: '2026-05-19'
  modified: '2026-05-19'
binds:
- namespace: env
  keys:
    FACTSET_API_KEY: FACTSET_API_KEY
capability:
  consumes:
  - type: http
    namespace: portfolio-date
    baseUri: https://api.factset.com
    description: FactSet Portfolio — Date business capability. Self-contained, no shared references.
    resources:
    - name: analytics-accounts-v3-models-name-dates-date
      path: /analytics/accounts/v3/models/{name}/dates/{date}
      operations:
      - name: deletemodelaccountbydate
        method: DELETE
        description: Factset Delete All Entries for a Date or Specific Symbol Entries for a Date From a Previously Created
          Account.
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: name
          in: path
          type: string
          description: The filename of model account to delete
          required: true
        - name: date
          in: path
          type: string
          description: The date from the given file name to delete
          required: true
        - name: symbols
          in: query
          type: array
          description: The symbols from the given file name and date to delete (Maximum 10 symbols are allowed)
      - name: getaccountfordate
        method: GET
        description: Factset Get Account Endpoint, Takes an Account Name, Date and Returns Underlying Data for That Date
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: name
          in: path
          type: string
          description: The path and filename of the account to get
          required: true
        - name: date
          in: path
          type: string
          description: The date for which data needs to be updated
          required: true
        - name: format
          in: query
          type: string
          description: Optional format for the response, supported formats are JsonStach and AccountModel
    - name: analytics-accounts-v3-models-name-dates-date-symbols-symbol
      path: /analytics/accounts/v3/models/{name}/dates/{date}/symbols/{symbol}
      operations:
      - name: getaccountfordateandsymbol
        method: GET
        description: Factset Get Account Endpoint, Takes an Account Name and Returns Underlying Data
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: name
          in: path
          type: string
          description: The path and filename of the account to get
          required: true
        - name: symbol
          in: path
          type: string
          description: The symbol for which data needs to be updated
          required: true
        - name: date
          in: path
          type: string
          description: The date for which data needs to be updated
          required: true
        - name: format
          in: query
          type: string
          description: Optional format for the response, supported formats are JsonStach and AccountModel
    authentication:
      type: bearer
      token: '{{env.FACTSET_API_KEY}}'
  exposes:
  - type: rest
    namespace: portfolio-date-rest
    port: 8080
    description: REST adapter for FactSet Portfolio — Date. One Spectral-compliant resource per consumed operation, prefixed
      with /v1.
    resources:
    - path: /v1/analytics/accounts/v3/models/{name}/dates/{date}
      name: analytics-accounts-v3-models-name-dates-date
      description: REST surface for analytics-accounts-v3-models-name-dates-date.
      operations:
      - method: DELETE
        name: deletemodelaccountbydate
        description: Factset Delete All Entries for a Date or Specific Symbol Entries for a Date From a Previously Created
          Account.
        call: portfolio-date.deletemodelaccountbydate
        with:
          name: rest.name
          date: rest.date
          symbols: rest.symbols
        outputParameters:
        - type: object
          mapping: $.
      - method: GET
        name: getaccountfordate
        description: Factset Get Account Endpoint, Takes an Account Name, Date and Returns Underlying Data for That Date
        call: portfolio-date.getaccountfordate
        with:
          name: rest.name
          date: rest.date
          format: rest.format
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/analytics/accounts/v3/models/{name}/dates/{date}/symbols/{symbol}
      name: analytics-accounts-v3-models-name-dates-date-symbols-symbol
      description: REST surface for analytics-accounts-v3-models-name-dates-date-symbols-symbol.
      operations:
      - method: GET
        name: getaccountfordateandsymbol
        description: Factset Get Account Endpoint, Takes an Account Name and Returns Underlying Data
        call: portfolio-date.getaccountfordateandsymbol
        with:
          name: rest.name
          symbol: rest.symbol
          date: rest.date
          format: rest.format
        outputParameters:
        - type: object
          mapping: $.
  - type: mcp
    namespace: portfolio-date-mcp
    port: 9090
    transport: http
    description: MCP adapter for FactSet Portfolio — Date. One tool per consumed operation, routed inline through this capability's
      consumes block.
    tools:
    - name: factset-delete-all-entries-date
      description: Factset Delete All Entries for a Date or Specific Symbol Entries for a Date From a Previously Created Account.
      hints:
        readOnly: false
        destructive: true
        idempotent: true
      call: portfolio-date.deletemodelaccountbydate
      with:
        name: tools.name
        date: tools.date
        symbols: tools.symbols
      outputParameters:
      - type: object
        mapping: $.
    - name: factset-get-account-endpoint-takes
      description: Factset Get Account Endpoint, Takes an Account Name, Date and Returns Underlying Data for That Date
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: portfolio-date.getaccountfordate
      with:
        name: tools.name
        date: tools.date
        format: tools.format
      outputParameters:
      - type: object
        mapping: $.
    - name: factset-get-account-endpoint-takes-2
      description: Factset Get Account Endpoint, Takes an Account Name and Returns Underlying Data
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: portfolio-date.getaccountfordateandsymbol
      with:
        name: tools.name
        symbol: tools.symbol
        date: tools.date
        format: tools.format
      outputParameters:
      - type: object
        mapping: $.