Plaid · Capability

Plaid investments/ — Plaid

Plaid investments/ — Plaid. 4 operations. Lead operation: Plaid Get data needed to authorize an investments transfer. Self-contained Naftiko capability covering one Plaid business surface.

Run with Naftiko Plaid

What You Can Do

POST
Investmentsauthget — Plaid Get data needed to authorize an investments transfer
/v1/investments/auth/get
POST
Investmentsholdingsget — Plaid Get Investment holdings
/v1/investments/holdings/get
POST
Investmentsrefresh — Plaid Refresh investment data
/v1/investments/refresh
POST
Investmentstransactionsget — Plaid Get investment transactions
/v1/investments/transactions/get

MCP Tools

plaid-get-data-needed-authorize

Plaid Get data needed to authorize an investments transfer

read-only
plaid-get-investment-holdings

Plaid Get Investment holdings

read-only
plaid-refresh-investment-data

Plaid Refresh investment data

plaid-get-investment-transactions

Plaid Get investment transactions

read-only

Capability Spec

investments--plaid.yaml Raw ↑
naftiko: 1.0.0-alpha2
info:
  label: Plaid investments/ — Plaid
  description: 'Plaid investments/ — Plaid. 4 operations. Lead operation: Plaid Get data needed to authorize an investments
    transfer. Self-contained Naftiko capability covering one Plaid business surface.'
  tags:
  - Plaid
  created: '2026-05-19'
  modified: '2026-05-19'
binds:
- namespace: env
  keys:
    PLAID_API_KEY: PLAID_API_KEY
capability:
  consumes:
  - type: http
    namespace: investments--plaid
    baseUri: https://production.plaid.com
    description: Plaid investments/ — Plaid business capability. Self-contained, no shared references.
    resources:
    - name: investments-auth-get
      path: /investments/auth/get
      operations:
      - name: investmentsauthget
        method: POST
        description: Plaid Get data needed to authorize an investments transfer
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: body
          in: body
          type: object
          description: Request body (JSON).
          required: true
    - name: investments-holdings-get
      path: /investments/holdings/get
      operations:
      - name: investmentsholdingsget
        method: POST
        description: Plaid Get Investment holdings
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: body
          in: body
          type: object
          description: Request body (JSON).
          required: true
    - name: investments-refresh
      path: /investments/refresh
      operations:
      - name: investmentsrefresh
        method: POST
        description: Plaid Refresh investment data
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: body
          in: body
          type: object
          description: Request body (JSON).
          required: true
    - name: investments-transactions-get
      path: /investments/transactions/get
      operations:
      - name: investmentstransactionsget
        method: POST
        description: Plaid Get investment transactions
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: body
          in: body
          type: object
          description: Request body (JSON).
          required: true
  exposes:
  - type: rest
    namespace: investments--plaid-rest
    port: 8080
    description: REST adapter for Plaid investments/ — Plaid. One Spectral-compliant resource per consumed operation, prefixed
      with /v1.
    resources:
    - path: /v1/investments/auth/get
      name: investments-auth-get
      description: REST surface for investments-auth-get.
      operations:
      - method: POST
        name: investmentsauthget
        description: Plaid Get data needed to authorize an investments transfer
        call: investments--plaid.investmentsauthget
        with:
          body: rest.body
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/investments/holdings/get
      name: investments-holdings-get
      description: REST surface for investments-holdings-get.
      operations:
      - method: POST
        name: investmentsholdingsget
        description: Plaid Get Investment holdings
        call: investments--plaid.investmentsholdingsget
        with:
          body: rest.body
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/investments/refresh
      name: investments-refresh
      description: REST surface for investments-refresh.
      operations:
      - method: POST
        name: investmentsrefresh
        description: Plaid Refresh investment data
        call: investments--plaid.investmentsrefresh
        with:
          body: rest.body
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/investments/transactions/get
      name: investments-transactions-get
      description: REST surface for investments-transactions-get.
      operations:
      - method: POST
        name: investmentstransactionsget
        description: Plaid Get investment transactions
        call: investments--plaid.investmentstransactionsget
        with:
          body: rest.body
        outputParameters:
        - type: object
          mapping: $.
  - type: mcp
    namespace: investments--plaid-mcp
    port: 9090
    transport: http
    description: MCP adapter for Plaid investments/ — Plaid. One tool per consumed operation, routed inline through this capability's
      consumes block.
    tools:
    - name: plaid-get-data-needed-authorize
      description: Plaid Get data needed to authorize an investments transfer
      hints:
        readOnly: true
        destructive: false
        idempotent: false
      call: investments--plaid.investmentsauthget
      with:
        body: tools.body
      outputParameters:
      - type: object
        mapping: $.
    - name: plaid-get-investment-holdings
      description: Plaid Get Investment holdings
      hints:
        readOnly: true
        destructive: false
        idempotent: false
      call: investments--plaid.investmentsholdingsget
      with:
        body: tools.body
      outputParameters:
      - type: object
        mapping: $.
    - name: plaid-refresh-investment-data
      description: Plaid Refresh investment data
      hints:
        readOnly: false
        destructive: false
        idempotent: false
      call: investments--plaid.investmentsrefresh
      with:
        body: tools.body
      outputParameters:
      - type: object
        mapping: $.
    - name: plaid-get-investment-transactions
      description: Plaid Get investment transactions
      hints:
        readOnly: true
        destructive: false
        idempotent: false
      call: investments--plaid.investmentstransactionsget
      with:
        body: tools.body
      outputParameters:
      - type: object
        mapping: $.