Yodlee · Capability
Yodlee Core APIs — Accounts
Yodlee Core APIs — Accounts. 10 operations. Lead operation: Add Manual Account. Self-contained Naftiko capability covering one Yodlee business surface.
What You Can Do
POST
Createmanualaccount
— Add Manual Account
/v1/accounts
GET
Getallaccounts
— Get Accounts
/v1/accounts
GET
Getassociatedaccounts
— Associated Accounts
/v1/accounts/associatedaccounts/{provideraccountid}
POST
Evaluateaddress
— Evaluate Address
/v1/accounts/evaluateaddress
GET
Gethistoricalbalances
— Get Historical Balances
/v1/accounts/historicalbalances
GET
Getlatestbalances
— Get Latest Balances
/v1/accounts/latestbalances
PUT
Migrateaccounts
— Migrate Accounts
/v1/accounts/migrateaccounts/{provideraccountid}
GET
Getaccount
— Get Account Details
/v1/accounts/{accountid}
DELETE
Deleteaccount
— Delete Account
/v1/accounts/{accountid}
PUT
Updateaccount
— Update Account
/v1/accounts/{accountid}
MCP Tools
add-manual-account
Add Manual Account
get-accounts
Get Accounts
read-only
idempotent
associated-accounts
Associated Accounts
read-only
idempotent
evaluate-address
Evaluate Address
get-historical-balances
Get Historical Balances
read-only
idempotent
get-latest-balances
Get Latest Balances
read-only
idempotent
migrate-accounts
Migrate Accounts
idempotent
get-account-details
Get Account Details
read-only
idempotent
delete-account
Delete Account
idempotent
update-account
Update Account
idempotent
Capability Spec
naftiko: 1.0.0-alpha2
info:
label: Yodlee Core APIs — Accounts
description: 'Yodlee Core APIs — Accounts. 10 operations. Lead operation: Add Manual Account. Self-contained Naftiko capability
covering one Yodlee business surface.'
tags:
- Yodlee
- Accounts
created: '2026-05-19'
modified: '2026-05-19'
binds:
- namespace: env
keys:
YODLEE_API_KEY: YODLEE_API_KEY
capability:
consumes:
- type: http
namespace: core-accounts
baseUri: ''
description: Yodlee Core APIs — Accounts business capability. Self-contained, no shared references.
resources:
- name: accounts
path: /accounts
operations:
- name: createmanualaccount
method: POST
description: Add Manual Account
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
inputParameters:
- name: accountParam
in: body
type: string
description: accountParam
required: true
- name: getallaccounts
method: GET
description: Get Accounts
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
inputParameters:
- name: accountId
in: query
type: string
description: Comma separated accountIds.
- name: container
in: query
type: string
description: bank/creditCard/investment/insurance/loan/reward/realEstate/otherAssets/otherLiabilities
- name: convertToCurrency
in: query
type: string
description: On-demand currency conversion parameter
- name: include
in: query
type: string
description: profile, holder, fullAccountNumber, fullAccountNumberList, paymentProfile, autoRefresh<br><b>Note:</b><br><li>fullAccountNumber
is deprecated and is replaced wi
- name: providerAccountId
in: query
type: string
description: Comma separated providerAccountIds.
- name: requestId
in: query
type: string
description: The unique identifier that returns contextual data
- name: status
in: query
type: string
description: ACTIVE,INACTIVE,TO_BE_CLOSED,CLOSED
- name: accounts-associatedAccounts-providerAccountId
path: /accounts/associatedAccounts/{providerAccountId}
operations:
- name: getassociatedaccounts
method: GET
description: Associated Accounts
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
inputParameters:
- name: providerAccountId
in: path
type: integer
description: providerAccountId
required: true
- name: accounts-evaluateAddress
path: /accounts/evaluateAddress
operations:
- name: evaluateaddress
method: POST
description: Evaluate Address
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
inputParameters:
- name: addressParam
in: body
type: string
description: addressParam
required: true
- name: accounts-historicalBalances
path: /accounts/historicalBalances
operations:
- name: gethistoricalbalances
method: GET
description: Get Historical Balances
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
inputParameters:
- name: accountId
in: query
type: string
description: accountId
- name: fromDate
in: query
type: string
description: from date for balance retrieval (YYYY-MM-DD)
- name: includeCF
in: query
type: boolean
description: Consider carry forward logic for missing balances
- name: interval
in: query
type: string
description: D-daily, W-weekly or M-monthly
- name: skip
in: query
type: integer
description: skip (Min 0)
- name: toDate
in: query
type: string
description: toDate for balance retrieval (YYYY-MM-DD)
- name: top
in: query
type: integer
description: top (Max 500)
- name: accounts-latestBalances
path: /accounts/latestBalances
operations:
- name: getlatestbalances
method: GET
description: Get Latest Balances
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
inputParameters:
- name: accountId
in: query
type: string
description: Comma separated accountIds.
required: true
- name: providerAccountId
in: query
type: string
description: providerAccountId.
required: true
- name: accounts-migrateAccounts-providerAccountId
path: /accounts/migrateAccounts/{providerAccountId}
operations:
- name: migrateaccounts
method: PUT
description: Migrate Accounts
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
inputParameters:
- name: providerAccountId
in: path
type: integer
description: providerAccountId
required: true
- name: accounts-accountId
path: /accounts/{accountId}
operations:
- name: getaccount
method: GET
description: Get Account Details
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
inputParameters:
- name: accountId
in: path
type: integer
description: accountId
required: true
- name: convertToCurrency
in: query
type: string
description: On-demand currency conversion parameter
- name: include
in: query
type: string
description: profile, holder, fullAccountNumber, fullAccountNumberList, paymentProfile, autoRefresh<br><b>Note:</b>fullAccountNumber
is deprecated and is replaced with fullA
- name: deleteaccount
method: DELETE
description: Delete Account
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
inputParameters:
- name: accountId
in: path
type: integer
description: accountId
required: true
- name: updateaccount
method: PUT
description: Update Account
outputRawFormat: json
outputParameters:
- name: result
type: object
value: $.
inputParameters:
- name: accountId
in: path
type: integer
description: accountId
required: true
- name: accountRequest
in: body
type: string
description: accountRequest
required: true
exposes:
- type: rest
namespace: core-accounts-rest
port: 8080
description: REST adapter for Yodlee Core APIs — Accounts. One Spectral-compliant resource per consumed operation, prefixed
with /v1.
resources:
- path: /v1/accounts
name: accounts
description: REST surface for accounts.
operations:
- method: POST
name: createmanualaccount
description: Add Manual Account
call: core-accounts.createmanualaccount
with:
accountParam: rest.accountParam
outputParameters:
- type: object
mapping: $.
- method: GET
name: getallaccounts
description: Get Accounts
call: core-accounts.getallaccounts
with:
accountId: rest.accountId
container: rest.container
convertToCurrency: rest.convertToCurrency
include: rest.include
providerAccountId: rest.providerAccountId
requestId: rest.requestId
status: rest.status
outputParameters:
- type: object
mapping: $.
- path: /v1/accounts/associatedaccounts/{provideraccountid}
name: accounts-associatedaccounts-provideraccountid
description: REST surface for accounts-associatedAccounts-providerAccountId.
operations:
- method: GET
name: getassociatedaccounts
description: Associated Accounts
call: core-accounts.getassociatedaccounts
with:
providerAccountId: rest.providerAccountId
outputParameters:
- type: object
mapping: $.
- path: /v1/accounts/evaluateaddress
name: accounts-evaluateaddress
description: REST surface for accounts-evaluateAddress.
operations:
- method: POST
name: evaluateaddress
description: Evaluate Address
call: core-accounts.evaluateaddress
with:
addressParam: rest.addressParam
outputParameters:
- type: object
mapping: $.
- path: /v1/accounts/historicalbalances
name: accounts-historicalbalances
description: REST surface for accounts-historicalBalances.
operations:
- method: GET
name: gethistoricalbalances
description: Get Historical Balances
call: core-accounts.gethistoricalbalances
with:
accountId: rest.accountId
fromDate: rest.fromDate
includeCF: rest.includeCF
interval: rest.interval
skip: rest.skip
toDate: rest.toDate
top: rest.top
outputParameters:
- type: object
mapping: $.
- path: /v1/accounts/latestbalances
name: accounts-latestbalances
description: REST surface for accounts-latestBalances.
operations:
- method: GET
name: getlatestbalances
description: Get Latest Balances
call: core-accounts.getlatestbalances
with:
accountId: rest.accountId
providerAccountId: rest.providerAccountId
outputParameters:
- type: object
mapping: $.
- path: /v1/accounts/migrateaccounts/{provideraccountid}
name: accounts-migrateaccounts-provideraccountid
description: REST surface for accounts-migrateAccounts-providerAccountId.
operations:
- method: PUT
name: migrateaccounts
description: Migrate Accounts
call: core-accounts.migrateaccounts
with:
providerAccountId: rest.providerAccountId
outputParameters:
- type: object
mapping: $.
- path: /v1/accounts/{accountid}
name: accounts-accountid
description: REST surface for accounts-accountId.
operations:
- method: GET
name: getaccount
description: Get Account Details
call: core-accounts.getaccount
with:
accountId: rest.accountId
convertToCurrency: rest.convertToCurrency
include: rest.include
outputParameters:
- type: object
mapping: $.
- method: DELETE
name: deleteaccount
description: Delete Account
call: core-accounts.deleteaccount
with:
accountId: rest.accountId
outputParameters:
- type: object
mapping: $.
- method: PUT
name: updateaccount
description: Update Account
call: core-accounts.updateaccount
with:
accountId: rest.accountId
accountRequest: rest.accountRequest
outputParameters:
- type: object
mapping: $.
- type: mcp
namespace: core-accounts-mcp
port: 9090
transport: http
description: MCP adapter for Yodlee Core APIs — Accounts. One tool per consumed operation, routed inline through this
capability's consumes block.
tools:
- name: add-manual-account
description: Add Manual Account
hints:
readOnly: false
destructive: false
idempotent: false
call: core-accounts.createmanualaccount
with:
accountParam: tools.accountParam
outputParameters:
- type: object
mapping: $.
- name: get-accounts
description: Get Accounts
hints:
readOnly: true
destructive: false
idempotent: true
call: core-accounts.getallaccounts
with:
accountId: tools.accountId
container: tools.container
convertToCurrency: tools.convertToCurrency
include: tools.include
providerAccountId: tools.providerAccountId
requestId: tools.requestId
status: tools.status
outputParameters:
- type: object
mapping: $.
- name: associated-accounts
description: Associated Accounts
hints:
readOnly: true
destructive: false
idempotent: true
call: core-accounts.getassociatedaccounts
with:
providerAccountId: tools.providerAccountId
outputParameters:
- type: object
mapping: $.
- name: evaluate-address
description: Evaluate Address
hints:
readOnly: false
destructive: false
idempotent: false
call: core-accounts.evaluateaddress
with:
addressParam: tools.addressParam
outputParameters:
- type: object
mapping: $.
- name: get-historical-balances
description: Get Historical Balances
hints:
readOnly: true
destructive: false
idempotent: true
call: core-accounts.gethistoricalbalances
with:
accountId: tools.accountId
fromDate: tools.fromDate
includeCF: tools.includeCF
interval: tools.interval
skip: tools.skip
toDate: tools.toDate
top: tools.top
outputParameters:
- type: object
mapping: $.
- name: get-latest-balances
description: Get Latest Balances
hints:
readOnly: true
destructive: false
idempotent: true
call: core-accounts.getlatestbalances
with:
accountId: tools.accountId
providerAccountId: tools.providerAccountId
outputParameters:
- type: object
mapping: $.
- name: migrate-accounts
description: Migrate Accounts
hints:
readOnly: false
destructive: false
idempotent: true
call: core-accounts.migrateaccounts
with:
providerAccountId: tools.providerAccountId
outputParameters:
- type: object
mapping: $.
- name: get-account-details
description: Get Account Details
hints:
readOnly: true
destructive: false
idempotent: true
call: core-accounts.getaccount
with:
accountId: tools.accountId
convertToCurrency: tools.convertToCurrency
include: tools.include
outputParameters:
- type: object
mapping: $.
- name: delete-account
description: Delete Account
hints:
readOnly: false
destructive: true
idempotent: true
call: core-accounts.deleteaccount
with:
accountId: tools.accountId
outputParameters:
- type: object
mapping: $.
- name: update-account
description: Update Account
hints:
readOnly: false
destructive: false
idempotent: true
call: core-accounts.updateaccount
with:
accountId: tools.accountId
accountRequest: tools.accountRequest
outputParameters:
- type: object
mapping: $.