Truist Personal Banking

naftiko: "1.0.0-alpha1"

info:
  label: "Truist Personal Banking"
  description: >-
    Unified personal and small business banking capability combining account management
    and transaction history. Used by fintech developers, personal finance management
    applications, and account aggregation platforms to give consumers and small business
    owners a complete view of their Truist banking data.
  tags:
    - Banking
    - Personal Banking
    - Small Business
    - Accounts
    - Transactions
    - Open Banking
  created: "2026-05-03"
  modified: "2026-05-03"

binds:
  - namespace: env
    keys:
      TRUIST_OAUTH2_TOKEN: TRUIST_OAUTH2_TOKEN

capability:
  consumes:
    - import: truist-personal-accounts
      location: ./shared/personal-accounts.yaml
    - import: truist-personal-transactions
      location: ./shared/personal-transactions.yaml

  exposes:
    - type: rest
      port: 8080
      namespace: truist-personal-banking-api
      description: "Unified REST API for personal and small business banking data."
      resources:
        - path: /v1/accounts
          name: accounts
          description: "Personal and small business deposit accounts"
          operations:
            - method: GET
              name: list-accounts
              description: "List all personal and small business deposit accounts."
              call: "truist-personal-accounts.list-personal-accounts"
              outputParameters:
                - type: object
                  mapping: "$."
        - path: /v1/accounts/{accountId}
          name: account
          description: "Individual account details"
          operations:
            - method: GET
              name: get-account
              description: "Get details for a specific personal or small business account."
              call: "truist-personal-accounts.get-personal-account"
              with:
                accountId: "rest.accountId"
              outputParameters:
                - type: object
                  mapping: "$."
        - path: /v1/accounts/{accountId}/balances
          name: account-balances
          description: "Account balance information"
          operations:
            - method: GET
              name: get-account-balances
              description: "Get current and available balances for an account."
              call: "truist-personal-accounts.get-personal-account-balances"
              with:
                accountId: "rest.accountId"
              outputParameters:
                - type: object
                  mapping: "$."
        - path: /v1/accounts/{accountId}/transactions
          name: transactions
          description: "Account transaction history"
          operations:
            - method: GET
              name: list-transactions
              description: "List transactions for a personal or small business account."
              call: "truist-personal-transactions.list-personal-transactions"
              with:
                accountId: "rest.accountId"
              outputParameters:
                - type: object
                  mapping: "$."
        - path: /v1/accounts/{accountId}/transactions/{transactionId}
          name: transaction
          description: "Individual transaction details"
          operations:
            - method: GET
              name: get-transaction
              description: "Get details for a specific account transaction."
              call: "truist-personal-transactions.get-personal-transaction"
              with:
                accountId: "rest.accountId"
                transactionId: "rest.transactionId"
              outputParameters:
                - type: object
                  mapping: "$."

    - type: mcp
      port: 9080
      namespace: truist-personal-banking-mcp
      transport: http
      description: "MCP server for AI-assisted personal banking data access and financial management."
      tools:
        - name: list-accounts
          description: "List all personal and small business deposit accounts for the authenticated client."
          hints:
            readOnly: true
            openWorld: false
          call: "truist-personal-accounts.list-personal-accounts"
          outputParameters:
            - type: object
              mapping: "$."
        - name: get-account
          description: "Get details for a specific personal or small business deposit account."
          hints:
            readOnly: true
            openWorld: false
          call: "truist-personal-accounts.get-personal-account"
          with:
            accountId: "tools.accountId"
          outputParameters:
            - type: object
              mapping: "$."
        - name: get-account-balances
          description: "Get current and available balances for a personal or small business account."
          hints:
            readOnly: true
            openWorld: false
          call: "truist-personal-accounts.get-personal-account-balances"
          with:
            accountId: "tools.accountId"
          outputParameters:
            - type: object
              mapping: "$."
        - name: list-transactions
          description: "Retrieve transaction history for a personal account with date range and status filtering."
          hints:
            readOnly: true
            openWorld: false
          call: "truist-personal-transactions.list-personal-transactions"
          with:
            accountId: "tools.accountId"
            fromDate: "tools.fromDate"
            toDate: "tools.toDate"
            status: "tools.status"
            limit: "tools.limit"
          outputParameters:
            - type: object
              mapping: "$."
        - name: get-transaction
          description: "Get details for a specific personal account transaction."
          hints:
            readOnly: true
            openWorld: false
          call: "truist-personal-transactions.get-personal-transaction"
          with:
            accountId: "tools.accountId"
            transactionId: "tools.transactionId"
          outputParameters:
            - type: object
              mapping: "$."