Upvest · Capability

Upvest Investment API — Mandates

Upvest Investment API — Mandates. 2 operations. Lead operation: Upvest List mandates. Self-contained Naftiko capability covering one Upvest business surface.

Run with Naftiko UpvestMandates

What You Can Do

GET
Listmandates — Upvest List mandates
/v1/mandates
GET
Retrievemandate — Upvest Retrieve a mandate
/v1/mandates/{mandate-id}

MCP Tools

upvest-list-mandates

Upvest List mandates

read-only idempotent
upvest-retrieve-mandate

Upvest Retrieve a mandate

read-only idempotent

Capability Spec

investment-mandates.yaml Raw ↑
naftiko: 1.0.0-alpha2
info:
  label: Upvest Investment API — Mandates
  description: 'Upvest Investment API — Mandates. 2 operations. Lead operation: Upvest List mandates. Self-contained Naftiko
    capability covering one Upvest business surface.'
  tags:
  - Upvest
  - Mandates
  created: '2026-05-19'
  modified: '2026-05-19'
binds:
- namespace: env
  keys:
    UPVEST_API_KEY: UPVEST_API_KEY
capability:
  consumes:
  - type: http
    namespace: investment-mandates
    baseUri: https://api.upvest.co
    description: Upvest Investment API — Mandates business capability. Self-contained, no shared references.
    resources:
    - name: mandates
      path: /mandates
      operations:
      - name: listmandates
        method: GET
        description: Upvest List mandates
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
    - name: mandates-mandate_id
      path: /mandates/{mandate_id}
      operations:
      - name: retrievemandate
        method: GET
        description: Upvest Retrieve a mandate
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
    authentication:
      type: bearer
      token: '{{env.UPVEST_API_KEY}}'
  exposes:
  - type: rest
    namespace: investment-mandates-rest
    port: 8080
    description: REST adapter for Upvest Investment API — Mandates. One Spectral-compliant resource per consumed operation,
      prefixed with /v1.
    resources:
    - path: /v1/mandates
      name: mandates
      description: REST surface for mandates.
      operations:
      - method: GET
        name: listmandates
        description: Upvest List mandates
        call: investment-mandates.listmandates
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/mandates/{mandate-id}
      name: mandates-mandate-id
      description: REST surface for mandates-mandate_id.
      operations:
      - method: GET
        name: retrievemandate
        description: Upvest Retrieve a mandate
        call: investment-mandates.retrievemandate
        outputParameters:
        - type: object
          mapping: $.
  - type: mcp
    namespace: investment-mandates-mcp
    port: 9090
    transport: http
    description: MCP adapter for Upvest Investment API — Mandates. One tool per consumed operation, routed inline through
      this capability's consumes block.
    tools:
    - name: upvest-list-mandates
      description: Upvest List mandates
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: investment-mandates.listmandates
      outputParameters:
      - type: object
        mapping: $.
    - name: upvest-retrieve-mandate
      description: Upvest Retrieve a mandate
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: investment-mandates.retrievemandate
      outputParameters:
      - type: object
        mapping: $.