Upvest · Capability

Upvest Investment API — Accounts

Upvest Investment API — Accounts. 6 operations. Lead operation: Upvest List accounts. Self-contained Naftiko capability covering one Upvest business surface.

Run with Naftiko UpvestAccounts

What You Can Do

GET
Listaccounts — Upvest List accounts
/v1/accounts
POST
Createaccount — Upvest Create an account
/v1/accounts
GET
Retrieveaccount — Upvest Retrieve an account
/v1/accounts/{account-id}
PATCH
Updateaccount — Upvest Update an account
/v1/accounts/{account-id}
DELETE
Closeaccount — Upvest Close an account
/v1/accounts/{account-id}
GET
Listuseraccounts — Upvest List accounts for a user
/v1/users/{user-id}/accounts

MCP Tools

upvest-list-accounts

Upvest List accounts

read-only idempotent
upvest-create-account

Upvest Create an account

upvest-retrieve-account

Upvest Retrieve an account

read-only idempotent
upvest-update-account

Upvest Update an account

idempotent
upvest-close-account

Upvest Close an account

idempotent
upvest-list-accounts-user

Upvest List accounts for a user

read-only idempotent

Capability Spec

investment-accounts.yaml Raw ↑
naftiko: 1.0.0-alpha2
info:
  label: Upvest Investment API — Accounts
  description: 'Upvest Investment API — Accounts. 6 operations. Lead operation: Upvest List accounts. Self-contained Naftiko
    capability covering one Upvest business surface.'
  tags:
  - Upvest
  - Accounts
  created: '2026-05-19'
  modified: '2026-05-19'
binds:
- namespace: env
  keys:
    UPVEST_API_KEY: UPVEST_API_KEY
capability:
  consumes:
  - type: http
    namespace: investment-accounts
    baseUri: https://api.upvest.co
    description: Upvest Investment API — Accounts business capability. Self-contained, no shared references.
    resources:
    - name: accounts
      path: /accounts
      operations:
      - name: listaccounts
        method: GET
        description: Upvest List accounts
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
      - name: createaccount
        method: POST
        description: Upvest Create an account
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: body
          in: body
          type: object
          description: Request body (JSON).
          required: true
    - name: accounts-account_id
      path: /accounts/{account_id}
      operations:
      - name: retrieveaccount
        method: GET
        description: Upvest Retrieve an account
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
      - name: updateaccount
        method: PATCH
        description: Upvest Update an account
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: body
          in: body
          type: object
          description: Request body (JSON).
          required: true
      - name: closeaccount
        method: DELETE
        description: Upvest Close an account
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
    - name: users-user_id-accounts
      path: /users/{user_id}/accounts
      operations:
      - name: listuseraccounts
        method: GET
        description: Upvest List accounts for a user
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
    authentication:
      type: bearer
      token: '{{env.UPVEST_API_KEY}}'
  exposes:
  - type: rest
    namespace: investment-accounts-rest
    port: 8080
    description: REST adapter for Upvest Investment API — Accounts. One Spectral-compliant resource per consumed operation,
      prefixed with /v1.
    resources:
    - path: /v1/accounts
      name: accounts
      description: REST surface for accounts.
      operations:
      - method: GET
        name: listaccounts
        description: Upvest List accounts
        call: investment-accounts.listaccounts
        outputParameters:
        - type: object
          mapping: $.
      - method: POST
        name: createaccount
        description: Upvest Create an account
        call: investment-accounts.createaccount
        with:
          body: rest.body
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/accounts/{account-id}
      name: accounts-account-id
      description: REST surface for accounts-account_id.
      operations:
      - method: GET
        name: retrieveaccount
        description: Upvest Retrieve an account
        call: investment-accounts.retrieveaccount
        outputParameters:
        - type: object
          mapping: $.
      - method: PATCH
        name: updateaccount
        description: Upvest Update an account
        call: investment-accounts.updateaccount
        with:
          body: rest.body
        outputParameters:
        - type: object
          mapping: $.
      - method: DELETE
        name: closeaccount
        description: Upvest Close an account
        call: investment-accounts.closeaccount
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/users/{user-id}/accounts
      name: users-user-id-accounts
      description: REST surface for users-user_id-accounts.
      operations:
      - method: GET
        name: listuseraccounts
        description: Upvest List accounts for a user
        call: investment-accounts.listuseraccounts
        outputParameters:
        - type: object
          mapping: $.
  - type: mcp
    namespace: investment-accounts-mcp
    port: 9090
    transport: http
    description: MCP adapter for Upvest Investment API — Accounts. One tool per consumed operation, routed inline through
      this capability's consumes block.
    tools:
    - name: upvest-list-accounts
      description: Upvest List accounts
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: investment-accounts.listaccounts
      outputParameters:
      - type: object
        mapping: $.
    - name: upvest-create-account
      description: Upvest Create an account
      hints:
        readOnly: false
        destructive: false
        idempotent: false
      call: investment-accounts.createaccount
      with:
        body: tools.body
      outputParameters:
      - type: object
        mapping: $.
    - name: upvest-retrieve-account
      description: Upvest Retrieve an account
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: investment-accounts.retrieveaccount
      outputParameters:
      - type: object
        mapping: $.
    - name: upvest-update-account
      description: Upvest Update an account
      hints:
        readOnly: false
        destructive: false
        idempotent: true
      call: investment-accounts.updateaccount
      with:
        body: tools.body
      outputParameters:
      - type: object
        mapping: $.
    - name: upvest-close-account
      description: Upvest Close an account
      hints:
        readOnly: false
        destructive: true
        idempotent: true
      call: investment-accounts.closeaccount
      outputParameters:
      - type: object
        mapping: $.
    - name: upvest-list-accounts-user
      description: Upvest List accounts for a user
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: investment-accounts.listuseraccounts
      outputParameters:
      - type: object
        mapping: $.