Upvest · Capability

Upvest Investment API — Portfolios

Upvest Investment API — Portfolios. 4 operations. Lead operation: Upvest List portfolios. Self-contained Naftiko capability covering one Upvest business surface.

Run with Naftiko UpvestPortfolios

What You Can Do

GET
Listportfolios — Upvest List portfolios
/v1/portfolios
POST
Createportfolio — Upvest Create a portfolio
/v1/portfolios
GET
Retrieveportfolio — Upvest Retrieve a portfolio
/v1/portfolios/{portfolio-id}
PATCH
Updateportfolio — Upvest Update a portfolio
/v1/portfolios/{portfolio-id}

MCP Tools

upvest-list-portfolios

Upvest List portfolios

read-only idempotent
upvest-create-portfolio

Upvest Create a portfolio

upvest-retrieve-portfolio

Upvest Retrieve a portfolio

read-only idempotent
upvest-update-portfolio

Upvest Update a portfolio

idempotent

Capability Spec

investment-portfolios.yaml Raw ↑
naftiko: 1.0.0-alpha2
info:
  label: Upvest Investment API — Portfolios
  description: 'Upvest Investment API — Portfolios. 4 operations. Lead operation: Upvest List portfolios. Self-contained Naftiko
    capability covering one Upvest business surface.'
  tags:
  - Upvest
  - Portfolios
  created: '2026-05-19'
  modified: '2026-05-19'
binds:
- namespace: env
  keys:
    UPVEST_API_KEY: UPVEST_API_KEY
capability:
  consumes:
  - type: http
    namespace: investment-portfolios
    baseUri: https://api.upvest.co
    description: Upvest Investment API — Portfolios business capability. Self-contained, no shared references.
    resources:
    - name: portfolios
      path: /portfolios
      operations:
      - name: listportfolios
        method: GET
        description: Upvest List portfolios
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
      - name: createportfolio
        method: POST
        description: Upvest Create a portfolio
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: body
          in: body
          type: object
          description: Request body (JSON).
          required: true
    - name: portfolios-portfolio_id
      path: /portfolios/{portfolio_id}
      operations:
      - name: retrieveportfolio
        method: GET
        description: Upvest Retrieve a portfolio
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
      - name: updateportfolio
        method: PATCH
        description: Upvest Update a portfolio
        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-portfolios-rest
    port: 8080
    description: REST adapter for Upvest Investment API — Portfolios. One Spectral-compliant resource per consumed operation,
      prefixed with /v1.
    resources:
    - path: /v1/portfolios
      name: portfolios
      description: REST surface for portfolios.
      operations:
      - method: GET
        name: listportfolios
        description: Upvest List portfolios
        call: investment-portfolios.listportfolios
        outputParameters:
        - type: object
          mapping: $.
      - method: POST
        name: createportfolio
        description: Upvest Create a portfolio
        call: investment-portfolios.createportfolio
        with:
          body: rest.body
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/portfolios/{portfolio-id}
      name: portfolios-portfolio-id
      description: REST surface for portfolios-portfolio_id.
      operations:
      - method: GET
        name: retrieveportfolio
        description: Upvest Retrieve a portfolio
        call: investment-portfolios.retrieveportfolio
        outputParameters:
        - type: object
          mapping: $.
      - method: PATCH
        name: updateportfolio
        description: Upvest Update a portfolio
        call: investment-portfolios.updateportfolio
        with:
          body: rest.body
        outputParameters:
        - type: object
          mapping: $.
  - type: mcp
    namespace: investment-portfolios-mcp
    port: 9090
    transport: http
    description: MCP adapter for Upvest Investment API — Portfolios. One tool per consumed operation, routed inline through
      this capability's consumes block.
    tools:
    - name: upvest-list-portfolios
      description: Upvest List portfolios
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: investment-portfolios.listportfolios
      outputParameters:
      - type: object
        mapping: $.
    - name: upvest-create-portfolio
      description: Upvest Create a portfolio
      hints:
        readOnly: false
        destructive: false
        idempotent: false
      call: investment-portfolios.createportfolio
      with:
        body: tools.body
      outputParameters:
      - type: object
        mapping: $.
    - name: upvest-retrieve-portfolio
      description: Upvest Retrieve a portfolio
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: investment-portfolios.retrieveportfolio
      outputParameters:
      - type: object
        mapping: $.
    - name: upvest-update-portfolio
      description: Upvest Update a portfolio
      hints:
        readOnly: false
        destructive: false
        idempotent: true
      call: investment-portfolios.updateportfolio
      with:
        body: tools.body
      outputParameters:
      - type: object
        mapping: $.