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.

Run with Naftiko YodleeAccounts

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

core-accounts.yaml Raw ↑
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: $.