Temenos Wealth API — Holdings

naftiko: 1.0.0-alpha2
info:
  label: Temenos Wealth API — Holdings
  description: 'Temenos Wealth API — Holdings. 6 operations. Lead operation: List Portfolios. Self-contained Naftiko capability
    covering one Temenos business surface.'
  tags:
  - Temenos
  - Holdings
  created: '2026-05-19'
  modified: '2026-05-19'
binds:
- namespace: env
  keys:
    TEMENOS_API_KEY: TEMENOS_API_KEY
capability:
  consumes:
  - type: http
    namespace: wealth-holdings
    baseUri: https://api.temenos.com/wealth/v1
    description: Temenos Wealth API — Holdings business capability. Self-contained, no shared references.
    resources:
    - name: holdings-portfolios
      path: /holdings/portfolios
      operations:
      - name: listportfolios
        method: GET
        description: List Portfolios
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: customerId
          in: query
          type: string
          description: Filter portfolios by customer identifier
        - name: advisorId
          in: query
          type: string
          description: Filter by assigned advisor
      - name: createportfolio
        method: POST
        description: Create Portfolio
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: body
          in: body
          type: object
          description: Request body (JSON).
          required: true
    - name: holdings-portfolios-portfolioId
      path: /holdings/portfolios/{portfolioId}
      operations:
      - name: getportfolio
        method: GET
        description: Get Portfolio Details
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
      - name: closeportfolio
        method: DELETE
        description: Close Portfolio
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
    - name: holdings-portfolios-portfolioId-positions
      path: /holdings/portfolios/{portfolioId}/positions
      operations:
      - name: listportfoliopositions
        method: GET
        description: List Portfolio Positions
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: assetClass
          in: query
          type: string
          description: Filter by asset class
    - name: holdings-portfolios-portfolioId-valuation
      path: /holdings/portfolios/{portfolioId}/valuation
      operations:
      - name: getportfoliovaluation
        method: GET
        description: Get Portfolio Valuation
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: valuationDate
          in: query
          type: string
          description: Valuation date for historical lookups
    authentication:
      type: bearer
      token: '{{env.TEMENOS_API_KEY}}'
  exposes:
  - type: rest
    namespace: wealth-holdings-rest
    port: 8080
    description: REST adapter for Temenos Wealth API — Holdings. One Spectral-compliant resource per consumed operation, prefixed
      with /v1.
    resources:
    - path: /v1/holdings/portfolios
      name: holdings-portfolios
      description: REST surface for holdings-portfolios.
      operations:
      - method: GET
        name: listportfolios
        description: List Portfolios
        call: wealth-holdings.listportfolios
        with:
          customerId: rest.customerId
          advisorId: rest.advisorId
        outputParameters:
        - type: object
          mapping: $.
      - method: POST
        name: createportfolio
        description: Create Portfolio
        call: wealth-holdings.createportfolio
        with:
          body: rest.body
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/holdings/portfolios/{portfolioid}
      name: holdings-portfolios-portfolioid
      description: REST surface for holdings-portfolios-portfolioId.
      operations:
      - method: GET
        name: getportfolio
        description: Get Portfolio Details
        call: wealth-holdings.getportfolio
        outputParameters:
        - type: object
          mapping: $.
      - method: DELETE
        name: closeportfolio
        description: Close Portfolio
        call: wealth-holdings.closeportfolio
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/holdings/portfolios/{portfolioid}/positions
      name: holdings-portfolios-portfolioid-positions
      description: REST surface for holdings-portfolios-portfolioId-positions.
      operations:
      - method: GET
        name: listportfoliopositions
        description: List Portfolio Positions
        call: wealth-holdings.listportfoliopositions
        with:
          assetClass: rest.assetClass
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/holdings/portfolios/{portfolioid}/valuation
      name: holdings-portfolios-portfolioid-valuation
      description: REST surface for holdings-portfolios-portfolioId-valuation.
      operations:
      - method: GET
        name: getportfoliovaluation
        description: Get Portfolio Valuation
        call: wealth-holdings.getportfoliovaluation
        with:
          valuationDate: rest.valuationDate
        outputParameters:
        - type: object
          mapping: $.
  - type: mcp
    namespace: wealth-holdings-mcp
    port: 9090
    transport: http
    description: MCP adapter for Temenos Wealth API — Holdings. One tool per consumed operation, routed inline through this
      capability's consumes block.
    tools:
    - name: list-portfolios
      description: List Portfolios
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: wealth-holdings.listportfolios
      with:
        customerId: tools.customerId
        advisorId: tools.advisorId
      outputParameters:
      - type: object
        mapping: $.
    - name: create-portfolio
      description: Create Portfolio
      hints:
        readOnly: false
        destructive: false
        idempotent: false
      call: wealth-holdings.createportfolio
      with:
        body: tools.body
      outputParameters:
      - type: object
        mapping: $.
    - name: get-portfolio-details
      description: Get Portfolio Details
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: wealth-holdings.getportfolio
      outputParameters:
      - type: object
        mapping: $.
    - name: close-portfolio
      description: Close Portfolio
      hints:
        readOnly: false
        destructive: true
        idempotent: true
      call: wealth-holdings.closeportfolio
      outputParameters:
      - type: object
        mapping: $.
    - name: list-portfolio-positions
      description: List Portfolio Positions
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: wealth-holdings.listportfoliopositions
      with:
        assetClass: tools.assetClass
      outputParameters:
      - type: object
        mapping: $.
    - name: get-portfolio-valuation
      description: Get Portfolio Valuation
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: wealth-holdings.getportfoliovaluation
      with:
        valuationDate: tools.valuationDate
      outputParameters:
      - type: object
        mapping: $.