Yodlee · Capability

Yodlee Core APIs — Holdings

Yodlee Core APIs — Holdings. 5 operations. Lead operation: Add Holding. Self-contained Naftiko capability covering one Yodlee business surface.

Run with Naftiko YodleeHoldings

What You Can Do

POST
Addholding — Add Holding
/v1/holdings
GET
Getholdings — Get Holdings
/v1/holdings
GET
Getassetclassificationlist — Get Asset Classification List
/v1/holdings/assetclassificationlist
GET
Getholdingtypelist — Get Holding Type List
/v1/holdings/holdingtypelist
GET
Getsecurities — Get Security Details
/v1/holdings/securities

MCP Tools

add-holding

Add Holding

get-holdings

Get Holdings

read-only idempotent
get-asset-classification-list

Get Asset Classification List

read-only idempotent
get-holding-type-list

Get Holding Type List

read-only idempotent
get-security-details

Get Security Details

read-only idempotent

Capability Spec

core-holdings.yaml Raw ↑
naftiko: 1.0.0-alpha2
info:
  label: Yodlee Core APIs — Holdings
  description: 'Yodlee Core APIs — Holdings. 5 operations. Lead operation: Add Holding. Self-contained Naftiko capability
    covering one Yodlee business surface.'
  tags:
  - Yodlee
  - Holdings
  created: '2026-05-19'
  modified: '2026-05-19'
binds:
- namespace: env
  keys:
    YODLEE_API_KEY: YODLEE_API_KEY
capability:
  consumes:
  - type: http
    namespace: core-holdings
    baseUri: ''
    description: Yodlee Core APIs — Holdings business capability. Self-contained, no shared references.
    resources:
    - name: holdings
      path: /holdings
      operations:
      - name: addholding
        method: POST
        description: Add Holding
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: addHoldingRequest
          in: body
          type: string
          description: addHoldingRequest
          required: true
      - name: getholdings
        method: GET
        description: Get Holdings
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: accountId
          in: query
          type: string
          description: Comma separated accountId
        - name: assetClassification.classificationType
          in: query
          type: string
          description: e.g. Country, Sector, etc.
        - name: classificationValue
          in: query
          type: string
          description: e.g. US
        - name: include
          in: query
          type: string
          description: assetClassification
        - name: providerAccountId
          in: query
          type: string
          description: providerAccountId
    - name: holdings-assetClassificationList
      path: /holdings/assetClassificationList
      operations:
      - name: getassetclassificationlist
        method: GET
        description: Get Asset Classification List
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
    - name: holdings-holdingTypeList
      path: /holdings/holdingTypeList
      operations:
      - name: getholdingtypelist
        method: GET
        description: Get Holding Type List
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
    - name: holdings-securities
      path: /holdings/securities
      operations:
      - name: getsecurities
        method: GET
        description: Get Security Details
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: holdingId
          in: query
          type: string
          description: Comma separated holdingId
  exposes:
  - type: rest
    namespace: core-holdings-rest
    port: 8080
    description: REST adapter for Yodlee Core APIs — Holdings. One Spectral-compliant resource per consumed operation, prefixed
      with /v1.
    resources:
    - path: /v1/holdings
      name: holdings
      description: REST surface for holdings.
      operations:
      - method: POST
        name: addholding
        description: Add Holding
        call: core-holdings.addholding
        with:
          addHoldingRequest: rest.addHoldingRequest
        outputParameters:
        - type: object
          mapping: $.
      - method: GET
        name: getholdings
        description: Get Holdings
        call: core-holdings.getholdings
        with:
          accountId: rest.accountId
          assetClassification.classificationType: rest.assetClassification.classificationType
          classificationValue: rest.classificationValue
          include: rest.include
          providerAccountId: rest.providerAccountId
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/holdings/assetclassificationlist
      name: holdings-assetclassificationlist
      description: REST surface for holdings-assetClassificationList.
      operations:
      - method: GET
        name: getassetclassificationlist
        description: Get Asset Classification List
        call: core-holdings.getassetclassificationlist
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/holdings/holdingtypelist
      name: holdings-holdingtypelist
      description: REST surface for holdings-holdingTypeList.
      operations:
      - method: GET
        name: getholdingtypelist
        description: Get Holding Type List
        call: core-holdings.getholdingtypelist
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/holdings/securities
      name: holdings-securities
      description: REST surface for holdings-securities.
      operations:
      - method: GET
        name: getsecurities
        description: Get Security Details
        call: core-holdings.getsecurities
        with:
          holdingId: rest.holdingId
        outputParameters:
        - type: object
          mapping: $.
  - type: mcp
    namespace: core-holdings-mcp
    port: 9090
    transport: http
    description: MCP adapter for Yodlee Core APIs — Holdings. One tool per consumed operation, routed inline through this
      capability's consumes block.
    tools:
    - name: add-holding
      description: Add Holding
      hints:
        readOnly: false
        destructive: false
        idempotent: false
      call: core-holdings.addholding
      with:
        addHoldingRequest: tools.addHoldingRequest
      outputParameters:
      - type: object
        mapping: $.
    - name: get-holdings
      description: Get Holdings
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: core-holdings.getholdings
      with:
        accountId: tools.accountId
        assetClassification.classificationType: tools.assetClassification.classificationType
        classificationValue: tools.classificationValue
        include: tools.include
        providerAccountId: tools.providerAccountId
      outputParameters:
      - type: object
        mapping: $.
    - name: get-asset-classification-list
      description: Get Asset Classification List
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: core-holdings.getassetclassificationlist
      outputParameters:
      - type: object
        mapping: $.
    - name: get-holding-type-list
      description: Get Holding Type List
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: core-holdings.getholdingtypelist
      outputParameters:
      - type: object
        mapping: $.
    - name: get-security-details
      description: Get Security Details
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: core-holdings.getsecurities
      with:
        holdingId: tools.holdingId
      outputParameters:
      - type: object
        mapping: $.