Temenos Wealth Management

naftiko: "1.0.0-alpha1"

info:
  label: "Temenos Wealth Management"
  description: "Integrated wealth management workflow combining the Temenos Wealth API and Transact API for portfolio management, securities trading, and client banking. Used by wealth managers and private bankers to manage client portfolios and execute investment strategies."
  tags:
    - Wealth Management
    - Portfolio Management
    - Securities Trading
    - Private Banking
    - Investment Management
    - Banking
  created: "2026-05-03"
  modified: "2026-05-03"

binds:
  - namespace: env
    keys:
      TEMENOS_WEALTH_TOKEN: TEMENOS_WEALTH_TOKEN
      TEMENOS_TRANSACT_TOKEN: TEMENOS_TRANSACT_TOKEN

capability:
  consumes:
    - import: wealth
      location: ./shared/wealth.yaml
    - import: transact
      location: ./shared/transact.yaml

  exposes:
    - type: rest
      port: 8082
      namespace: wealth-management-api
      description: "Unified REST API for Temenos wealth management operations."
      resources:
        - path: /v1/portfolios
          name: portfolios
          description: "Investment portfolio management"
          operations:
            - method: GET
              name: list-portfolios
              description: "List investment portfolios"
              call: "wealth.list-portfolios"
              outputParameters:
                - type: object
                  mapping: "$."
            - method: POST
              name: create-portfolio
              description: "Create a new investment portfolio"
              call: "wealth.create-portfolio"
              outputParameters:
                - type: object
                  mapping: "$."

        - path: /v1/portfolios/{portfolioId}/positions
          name: portfolio-positions
          description: "Portfolio holdings positions"
          operations:
            - method: GET
              name: list-positions
              description: "List positions in a portfolio"
              call: "wealth.list-portfolio-positions"
              with:
                portfolioId: "rest.portfolioId"
              outputParameters:
                - type: object
                  mapping: "$."

        - path: /v1/portfolios/{portfolioId}/valuation
          name: portfolio-valuation
          description: "Portfolio valuation"
          operations:
            - method: GET
              name: get-valuation
              description: "Get portfolio valuation"
              call: "wealth.get-portfolio-valuation"
              with:
                portfolioId: "rest.portfolioId"
              outputParameters:
                - type: object
                  mapping: "$."

        - path: /v1/securities
          name: securities
          description: "Securities reference data"
          operations:
            - method: GET
              name: list-securities
              description: "List available securities"
              call: "wealth.list-securities"
              outputParameters:
                - type: object
                  mapping: "$."

        - path: /v1/security-orders
          name: security-orders
          description: "Securities order execution"
          operations:
            - method: GET
              name: list-orders
              description: "List security orders"
              call: "wealth.list-security-orders"
              outputParameters:
                - type: object
                  mapping: "$."
            - method: POST
              name: place-order
              description: "Place a security order"
              call: "wealth.create-security-order"
              outputParameters:
                - type: object
                  mapping: "$."

        - path: /v1/clients
          name: wealth-clients
          description: "Wealth management clients"
          operations:
            - method: GET
              name: list-clients
              description: "List wealth management clients"
              call: "wealth.list-wealth-clients"
              outputParameters:
                - type: object
                  mapping: "$."

        - path: /v1/client-accounts
          name: client-accounts
          description: "Client banking accounts (from Transact)"
          operations:
            - method: GET
              name: list-accounts
              description: "List client banking accounts"
              call: "transact.list-accounts"
              with:
                customerId: "rest.customerId"
              outputParameters:
                - type: object
                  mapping: "$."

    - type: mcp
      port: 9092
      namespace: wealth-management-mcp
      transport: http
      description: "MCP server for AI-assisted wealth management and portfolio operations."
      tools:
        - name: list-portfolios
          description: "List investment portfolios for wealth clients"
          hints:
            readOnly: true
            openWorld: false
          call: "wealth.list-portfolios"
          outputParameters:
            - type: object
              mapping: "$."
        - name: create-portfolio
          description: "Create a new investment portfolio for a client"
          hints:
            readOnly: false
            destructive: false
            idempotent: false
          call: "wealth.create-portfolio"
          outputParameters:
            - type: object
              mapping: "$."
        - name: list-portfolio-positions
          description: "List current holdings positions in a portfolio"
          hints:
            readOnly: true
            openWorld: false
          call: "wealth.list-portfolio-positions"
          with:
            portfolioId: "tools.portfolioId"
          outputParameters:
            - type: object
              mapping: "$."
        - name: get-portfolio-valuation
          description: "Get the current market value and performance of a portfolio"
          hints:
            readOnly: true
            openWorld: true
          call: "wealth.get-portfolio-valuation"
          with:
            portfolioId: "tools.portfolioId"
          outputParameters:
            - type: object
              mapping: "$."
        - name: list-securities
          description: "List available securities for investment"
          hints:
            readOnly: true
            openWorld: true
          call: "wealth.list-securities"
          outputParameters:
            - type: object
              mapping: "$."
        - name: place-security-order
          description: "Place a buy or sell order for a security"
          hints:
            readOnly: false
            destructive: false
            idempotent: false
          call: "wealth.create-security-order"
          outputParameters:
            - type: object
              mapping: "$."
        - name: cancel-security-order
          description: "Cancel a pending securities order"
          hints:
            readOnly: false
            destructive: true
            idempotent: true
          call: "wealth.cancel-security-order"
          with:
            orderId: "tools.orderId"
          outputParameters:
            - type: object
              mapping: "$."
        - name: list-security-orders
          description: "List pending and executed security orders"
          hints:
            readOnly: true
            openWorld: false
          call: "wealth.list-security-orders"
          outputParameters:
            - type: object
              mapping: "$."
        - name: list-client-accounts
          description: "List banking accounts associated with a wealth client"
          hints:
            readOnly: true
            openWorld: false
          call: "transact.list-accounts"
          with:
            customerId: "tools.customerId"
          outputParameters:
            - type: object
              mapping: "$."
        - name: get-client-account-balances
          description: "Get account balances for a wealth client's banking account"
          hints:
            readOnly: true
            openWorld: false
          call: "transact.get-account-balances"
          with:
            accountId: "tools.accountId"
          outputParameters:
            - type: object
              mapping: "$."