CCH Tagetik Financial Reporting

naftiko: "1.0.0-alpha1"

info:
  label: "CCH Tagetik Financial Reporting"
  description: >-
    Workflow capability for finance teams and BI analysts to query CCH Tagetik
    financial consolidation and analytical workspace data. Covers actual results,
    budget comparisons, forecasts, and multi-dimensional financial analysis
    for close, consolidation, and reporting workflows.
  tags:
    - Budgeting
    - Corporate Performance Management
    - Financial Close
    - Financial Consolidation
    - Financial Reporting
    - Forecasting
  created: "2026-05-03"
  modified: "2026-05-03"

binds:
  - namespace: env
    keys:
      TAGETIK_ACCESS_TOKEN: TAGETIK_ACCESS_TOKEN
      TAGETIK_BASE_URL: TAGETIK_BASE_URL

capability:
  consumes:
    - import: tagetik-odata
      location: ./shared/cch-tagetik-odata.yaml

  exposes:
    - type: rest
      port: 8080
      namespace: tagetik-reporting-api
      description: "Unified REST API for CCH Tagetik financial reporting workflows."
      resources:
        - path: /v1/financial-data
          name: financial-data
          description: "Query financial consolidation data across entities, periods, and scenarios"
          operations:
            - method: GET
              name: query-financial-data
              description: "Retrieve financial records filtered by year, period, scenario, and entity"
              call: "tagetik-odata.query-financial-data"
              with:
                database: "rest.database"
                $filter: "rest.filter"
                $select: "rest.select"
                $top: "rest.top"
                $skip: "rest.skip"
                $orderby: "rest.orderby"
                $count: "rest.count"
              outputParameters:
                - type: object
                  mapping: "$."

        - path: /v1/analytical-data
          name: analytical-data
          description: "Query analytical workspace data for planning and analysis"
          operations:
            - method: GET
              name: query-analytical-data
              description: "Retrieve analytical workspace records"
              call: "tagetik-odata.query-analytical-data"
              with:
                database: "rest.database"
                workspace: "rest.workspace"
                $filter: "rest.filter"
                $top: "rest.top"
              outputParameters:
                - type: object
                  mapping: "$."

        - path: /v1/metadata
          name: odata-metadata
          description: "OData service metadata for entity discovery"
          operations:
            - method: GET
              name: get-odata-metadata
              description: "Retrieve available entity sets and their properties"
              call: "tagetik-odata.get-odata-metadata"
              with:
                database: "rest.database"
              outputParameters:
                - type: object
                  mapping: "$."

    - type: mcp
      port: 9090
      namespace: tagetik-reporting-mcp
      transport: http
      description: "MCP server for AI-assisted financial reporting and close analysis."
      tools:
        - name: query-financial-data
          description: "Query CCH Tagetik financial consolidation data with filters for year, period, scenario (Actual/Budget/Forecast), entity, and account"
          hints:
            readOnly: true
            openWorld: false
          call: "tagetik-odata.query-financial-data"
          with:
            database: "tools.database"
            $filter: "tools.filter"
            $select: "tools.select"
            $top: "tools.top"
          outputParameters:
            - type: object
              mapping: "$."

        - name: query-analytical-data
          description: "Query CCH Tagetik analytical workspace data for budget, forecast, and planning scenarios"
          hints:
            readOnly: true
            openWorld: false
          call: "tagetik-odata.query-analytical-data"
          with:
            database: "tools.database"
            workspace: "tools.workspace"
            $filter: "tools.filter"
          outputParameters:
            - type: object
              mapping: "$."

        - name: get-odata-metadata
          description: "Discover available CCH Tagetik entity sets, dimensions, and data models in a given database"
          hints:
            readOnly: true
            openWorld: false
          call: "tagetik-odata.get-odata-metadata"
          with:
            database: "tools.database"
          outputParameters:
            - type: object
              mapping: "$."