Upvest · Capability

Upvest Investment API — Cash Balances

Upvest Investment API — Cash Balances. 1 operations. Lead operation: Upvest List cash balances. Self-contained Naftiko capability covering one Upvest business surface.

Run with Naftiko UpvestCash Balances

What You Can Do

GET
Listcashbalances — Upvest List cash balances
/v1/accounts/{account-id}/cash-balances

MCP Tools

upvest-list-cash-balances

Upvest List cash balances

read-only idempotent

Capability Spec

investment-cash-balances.yaml Raw ↑
naftiko: 1.0.0-alpha2
info:
  label: Upvest Investment API — Cash Balances
  description: 'Upvest Investment API — Cash Balances. 1 operations. Lead operation: Upvest List cash balances. Self-contained
    Naftiko capability covering one Upvest business surface.'
  tags:
  - Upvest
  - Cash Balances
  created: '2026-05-19'
  modified: '2026-05-19'
binds:
- namespace: env
  keys:
    UPVEST_API_KEY: UPVEST_API_KEY
capability:
  consumes:
  - type: http
    namespace: investment-cash-balances
    baseUri: https://api.upvest.co
    description: Upvest Investment API — Cash Balances business capability. Self-contained, no shared references.
    resources:
    - name: accounts-account_id-cash_balances
      path: /accounts/{account_id}/cash_balances
      operations:
      - name: listcashbalances
        method: GET
        description: Upvest List cash balances
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
    authentication:
      type: bearer
      token: '{{env.UPVEST_API_KEY}}'
  exposes:
  - type: rest
    namespace: investment-cash-balances-rest
    port: 8080
    description: REST adapter for Upvest Investment API — Cash Balances. One Spectral-compliant resource per consumed operation,
      prefixed with /v1.
    resources:
    - path: /v1/accounts/{account-id}/cash-balances
      name: accounts-account-id-cash-balances
      description: REST surface for accounts-account_id-cash_balances.
      operations:
      - method: GET
        name: listcashbalances
        description: Upvest List cash balances
        call: investment-cash-balances.listcashbalances
        outputParameters:
        - type: object
          mapping: $.
  - type: mcp
    namespace: investment-cash-balances-mcp
    port: 9090
    transport: http
    description: MCP adapter for Upvest Investment API — Cash Balances. One tool per consumed operation, routed inline through
      this capability's consumes block.
    tools:
    - name: upvest-list-cash-balances
      description: Upvest List cash balances
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: investment-cash-balances.listcashbalances
      outputParameters:
      - type: object
        mapping: $.