Upvest · Capability

Upvest Investment API — Portfolio Allocations

Upvest Investment API — Portfolio Allocations. 2 operations. Lead operation: Upvest List portfolio allocations. Self-contained Naftiko capability covering one Upvest business surface.

Run with Naftiko UpvestPortfolio Allocations

What You Can Do

GET
Listportfolioallocations — Upvest List portfolio allocations
/v1/portfolios/{portfolio-id}/allocations
PUT
Updateportfolioallocations — Upvest Update portfolio allocations
/v1/portfolios/{portfolio-id}/allocations

MCP Tools

upvest-list-portfolio-allocations

Upvest List portfolio allocations

read-only idempotent
upvest-update-portfolio-allocations

Upvest Update portfolio allocations

idempotent

Capability Spec

investment-portfolio-allocations.yaml Raw ↑
naftiko: 1.0.0-alpha2
info:
  label: Upvest Investment API — Portfolio Allocations
  description: 'Upvest Investment API — Portfolio Allocations. 2 operations. Lead operation: Upvest List portfolio allocations.
    Self-contained Naftiko capability covering one Upvest business surface.'
  tags:
  - Upvest
  - Portfolio Allocations
  created: '2026-05-19'
  modified: '2026-05-19'
binds:
- namespace: env
  keys:
    UPVEST_API_KEY: UPVEST_API_KEY
capability:
  consumes:
  - type: http
    namespace: investment-portfolio-allocations
    baseUri: https://api.upvest.co
    description: Upvest Investment API — Portfolio Allocations business capability. Self-contained, no shared references.
    resources:
    - name: portfolios-portfolio_id-allocations
      path: /portfolios/{portfolio_id}/allocations
      operations:
      - name: listportfolioallocations
        method: GET
        description: Upvest List portfolio allocations
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
      - name: updateportfolioallocations
        method: PUT
        description: Upvest Update portfolio allocations
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: body
          in: body
          type: object
          description: Request body (JSON).
          required: true
    authentication:
      type: bearer
      token: '{{env.UPVEST_API_KEY}}'
  exposes:
  - type: rest
    namespace: investment-portfolio-allocations-rest
    port: 8080
    description: REST adapter for Upvest Investment API — Portfolio Allocations. One Spectral-compliant resource per consumed
      operation, prefixed with /v1.
    resources:
    - path: /v1/portfolios/{portfolio-id}/allocations
      name: portfolios-portfolio-id-allocations
      description: REST surface for portfolios-portfolio_id-allocations.
      operations:
      - method: GET
        name: listportfolioallocations
        description: Upvest List portfolio allocations
        call: investment-portfolio-allocations.listportfolioallocations
        outputParameters:
        - type: object
          mapping: $.
      - method: PUT
        name: updateportfolioallocations
        description: Upvest Update portfolio allocations
        call: investment-portfolio-allocations.updateportfolioallocations
        with:
          body: rest.body
        outputParameters:
        - type: object
          mapping: $.
  - type: mcp
    namespace: investment-portfolio-allocations-mcp
    port: 9090
    transport: http
    description: MCP adapter for Upvest Investment API — Portfolio Allocations. One tool per consumed operation, routed inline
      through this capability's consumes block.
    tools:
    - name: upvest-list-portfolio-allocations
      description: Upvest List portfolio allocations
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: investment-portfolio-allocations.listportfolioallocations
      outputParameters:
      - type: object
        mapping: $.
    - name: upvest-update-portfolio-allocations
      description: Upvest Update portfolio allocations
      hints:
        readOnly: false
        destructive: false
        idempotent: true
      call: investment-portfolio-allocations.updateportfolioallocations
      with:
        body: tools.body
      outputParameters:
      - type: object
        mapping: $.