FactSet Portfolio — Symbols

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