Northwestern Mutual Capabilities

Naftiko 0.5 capability definitions for Northwestern Mutual - 100 capabilities showing integration workflows and service orchestrations.

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Advisor Commission Calculator ▼

commissions salesforce sap workday finance

Calculates advisor commissions by pulling policy sales from Salesforce, applying commission rules from SAP, and updating the Workday compensation record.

naftiko: "0.5"
info:
  label: "Advisor Commission Calculator"
  description: "Calculates advisor commissions by pulling policy sales from Salesforce, applying commission rules from SAP, and updating the Workday compensation record."
  tags:
    - commissions
    - salesforce
    - sap
    - workday
    - finance
capability:
  exposes:
    - type: mcp
      namespace: advisor-commissions
      port: 8080
      tools:
        - name: calculate-commissions
          description: "Given an advisor ID and period, pull sales, apply rules, and update compensation."
          inputParameters:
            - name: advisor_id
              in: body
              type: string
              description: "The advisor's employee identifier."
            - name: commission_period
              in: body
              type: string
              description: "The commission period (e.g., 2025-Q1)."
          steps:
            - name: fetch-sales
              type: call
              call: "salesforce.get-advisor-sales"
              with:
                advisor_id: "{{advisor_id}}"
                period: "{{commission_period}}"
            - name: apply-rules
              type: call
              call: "sap.calculate-commission"
              with:
                sales_data: "{{fetch-sales.records}}"
                advisor_tier: "{{fetch-sales.advisor_tier}}"
            - name: update-compensation
              type: call
              call: "workday.update-compensation"
              with:
                worker_id: "{{advisor_id}}"
                commission_amount: "{{apply-rules.total_commission}}"
                period: "{{commission_period}}"
  consumes:
    - type: http
      namespace: salesforce
      baseUri: "https://northwesternmutual.my.salesforce.com/services/data/v58.0"
      authentication:
        type: bearer
        token: "$secrets.salesforce_token"
      resources:
        - name: advisor-sales
          path: "/query/?q=SELECT+Id,Amount,Product__c+FROM+Policy_Sale__c+WHERE+Advisor_Id__c='{{advisor_id}}'+AND+Period__c='{{period}}'"
          inputParameters:
            - name: advisor_id
              in: query
            - name: period
              in: query
          operations:
            - name: get-advisor-sales
              method: GET
    - type: http
      namespace: sap
      baseUri: "https://northwesternmutual-s4.sap.com/sap/opu/odata/sap"
      authentication:
        type: basic
        username: "$secrets.sap_user"
        password: "$secrets.sap_password"
      resources:
        - name: commissions
          path: "/COMMISSION_CALC_SRV/Calculate"
          operations:
            - name: calculate-commission
              method: POST
    - type: http
      namespace: workday
      baseUri: "https://wd2-impl-services1.workday.com/ccx/api/v1"
      authentication:
        type: bearer
        token: "$secrets.workday_token"
      resources:
        - name: compensation
          path: "/workers/{{worker_id}}/compensation"
          inputParameters:
            - name: worker_id
              in: path
          operations:
            - name: update-compensation
              method: PATCH

Advisor Licensing Verification Pipeline ▼

compliance advisor-licensing workday salesforce servicenow

Verifies advisor licensing by checking Workday employment, querying Salesforce licensing records, and flagging non-compliant advisors in ServiceNow.

naftiko: "0.5"
info:
  label: "Advisor Licensing Verification Pipeline"
  description: "Verifies advisor licensing by checking Workday employment, querying Salesforce licensing records, and flagging non-compliant advisors in ServiceNow."
  tags:
    - compliance
    - advisor-licensing
    - workday
    - salesforce
    - servicenow
capability:
  exposes:
    - type: mcp
      namespace: advisor-compliance
      port: 8080
      tools:
        - name: verify-advisor-licensing
          description: "Given an advisor ID and state, verify licensing across systems."
          inputParameters:
            - name: advisor_id
              in: body
              type: string
              description: "The advisor's employee identifier."
            - name: state_code
              in: body
              type: string
              description: "The state code to verify."
          steps:
            - name: check-employment
              type: call
              call: "workday.get-worker"
              with:
                worker_id: "{{advisor_id}}"
            - name: check-license
              type: call
              call: "salesforce.get-license"
              with:
                advisor_id: "{{advisor_id}}"
                state: "{{state_code}}"
            - name: flag-noncompliant
              type: call
              call: "servicenow.create-case"
              with:
                short_description: "License Verification: Advisor {{advisor_id}} - {{state_code}}"
                category: "advisor_compliance"
                description: "Employment: {{check-employment.status}}. License: {{check-license.license_status}}. Expiry: {{check-license.expiry_date}}."
  consumes:
    - type: http
      namespace: workday
      baseUri: "https://wd2-impl-services1.workday.com/ccx/api/v1"
      authentication:
        type: bearer
        token: "$secrets.workday_token"
      resources:
        - name: workers
          path: "/workers/{{worker_id}}"
          inputParameters:
            - name: worker_id
              in: path
          operations:
            - name: get-worker
              method: GET
    - type: http
      namespace: salesforce
      baseUri: "https://northwesternmutual.my.salesforce.com/services/data/v58.0"
      authentication:
        type: bearer
        token: "$secrets.salesforce_token"
      resources:
        - name: licenses
          path: "/query/?q=SELECT+Id,Status__c,Expiry__c+FROM+Advisor_License__c+WHERE+Advisor_Id__c='{{advisor_id}}'+AND+State__c='{{state}}'"
          inputParameters:
            - name: advisor_id
              in: query
            - name: state
              in: query
          operations:
            - name: get-license
              method: GET
    - type: http
      namespace: servicenow
      baseUri: "https://northwesternmutual.service-now.com/api/now"
      authentication:
        type: basic
        username: "$secrets.servicenow_user"
        password: "$secrets.servicenow_password"
      resources:
        - name: cases
          path: "/table/sn_customerservice_case"
          operations:
            - name: create-case
              method: POST

AWS Lambda Function Invocation ▼

cloud aws-lambda serverless

Invokes an AWS Lambda function and returns the execution result.

naftiko: "0.5"
info:
  label: "AWS Lambda Function Invocation"
  description: "Invokes an AWS Lambda function and returns the execution result."
  tags:
    - cloud
    - aws-lambda
    - serverless
capability:
  exposes:
    - type: mcp
      namespace: serverless
      port: 8080
      tools:
        - name: invoke-lambda
          description: "Invoke an AWS Lambda function by name."
          inputParameters:
            - name: function_name
              in: body
              type: string
              description: "The Lambda function name."
            - name: payload
              in: body
              type: string
              description: "JSON payload."
          call: "lambda.invoke-function"
          with:
            function_name: "{{function_name}}"
            payload: "{{payload}}"
          outputParameters:
            - name: status_code
              type: string
              mapping: "$.StatusCode"
            - name: result
              type: string
              mapping: "$.Payload"
  consumes:
    - type: http
      namespace: lambda
      baseUri: "https://lambda.us-east-1.amazonaws.com/2015-03-31"
      authentication:
        type: aws
        accessKeyId: "$secrets.aws_access_key"
        secretAccessKey: "$secrets.aws_secret_key"
      resources:
        - name: functions
          path: "/functions/{{function_name}}/invocations"
          inputParameters:
            - name: function_name
              in: path
          operations:
            - name: invoke-function
              method: POST

Azure Active Directory User Lookup ▼

security azure-active-directory identity

Retrieves user profile information from Azure Active Directory.

naftiko: "0.5"
info:
  label: "Azure Active Directory User Lookup"
  description: "Retrieves user profile information from Azure Active Directory."
  tags:
    - security
    - azure-active-directory
    - identity
capability:
  exposes:
    - type: mcp
      namespace: identity
      port: 8080
      tools:
        - name: get-ad-user
          description: "Look up an Azure AD user by UPN or object ID."
          inputParameters:
            - name: user_id
              in: body
              type: string
              description: "The user principal name or object ID."
          call: "azuread.get-user"
          with:
            user_id: "{{user_id}}"
          outputParameters:
            - name: display_name
              type: string
              mapping: "$.displayName"
            - name: job_title
              type: string
              mapping: "$.jobTitle"
            - name: department
              type: string
              mapping: "$.department"
  consumes:
    - type: http
      namespace: azuread
      baseUri: "https://graph.microsoft.com/v1.0"
      authentication:
        type: bearer
        token: "$secrets.msgraph_token"
      resources:
        - name: users
          path: "/users/{{user_id}}"
          inputParameters:
            - name: user_id
              in: path
          operations:
            - name: get-user
              method: GET

Bloomberg Market Data Lookup ▼

wealth-management bloomberg market-data

Retrieves real-time market data from Bloomberg for investment instruments, returning price, yield, and change percentage.

naftiko: "0.5"
info:
  label: "Bloomberg Market Data Lookup"
  description: "Retrieves real-time market data from Bloomberg for investment instruments, returning price, yield, and change percentage."
  tags:
    - wealth-management
    - bloomberg
    - market-data
capability:
  exposes:
    - type: mcp
      namespace: market-data
      port: 8080
      tools:
        - name: get-market-data
          description: "Look up Bloomberg market data by ticker symbol."
          inputParameters:
            - name: ticker
              in: body
              type: string
              description: "The Bloomberg ticker symbol."
          call: "bloomberg.get-quote"
          with:
            ticker: "{{ticker}}"
          outputParameters:
            - name: price
              type: string
              mapping: "$.data.price"
            - name: yield
              type: string
              mapping: "$.data.yield"
            - name: change_pct
              type: string
              mapping: "$.data.changePercent"
  consumes:
    - type: http
      namespace: bloomberg
      baseUri: "https://api.bloomberg.com/eap/catalogs/bbg/fields"
      authentication:
        type: bearer
        token: "$secrets.bloomberg_token"
      resources:
        - name: quotes
          path: "/{{ticker}}"
          inputParameters:
            - name: ticker
              in: path
          operations:
            - name: get-quote
              method: GET

Box Document Retrieval ▼

document-management box

Retrieves a document from Box by file ID.

naftiko: "0.5"
info:
  label: "Box Document Retrieval"
  description: "Retrieves a document from Box by file ID."
  tags:
    - document-management
    - box
capability:
  exposes:
    - type: mcp
      namespace: documents
      port: 8080
      tools:
        - name: get-box-document
          description: "Retrieve a Box document by file ID."
          inputParameters:
            - name: file_id
              in: body
              type: string
              description: "The Box file identifier."
          call: "box.get-file"
          with:
            file_id: "{{file_id}}"
          outputParameters:
            - name: file_name
              type: string
              mapping: "$.name"
            - name: size
              type: string
              mapping: "$.size"
  consumes:
    - type: http
      namespace: box
      baseUri: "https://api.box.com/2.0"
      authentication:
        type: bearer
        token: "$secrets.box_token"
      resources:
        - name: files
          path: "/files/{{file_id}}"
          inputParameters:
            - name: file_id
              in: path
          operations:
            - name: get-file
              method: GET

Claims Intake Orchestrator ▼

claims salesforce servicenow sharepoint microsoft-teams

When a new claim is filed, creates the claim record in Salesforce, opens a ServiceNow case, uploads supporting documents to SharePoint, and notifies the claims adjuster via Microsoft Teams.

naftiko: "0.5"
info:
  label: "Claims Intake Orchestrator"
  description: "When a new claim is filed, creates the claim record in Salesforce, opens a ServiceNow case, uploads supporting documents to SharePoint, and notifies the claims adjuster via Microsoft Teams."
  tags:
    - claims
    - salesforce
    - servicenow
    - sharepoint
    - microsoft-teams
capability:
  exposes:
    - type: mcp
      namespace: claims
      port: 8080
      tools:
        - name: process-claim-intake
          description: "Given a policy number, claimant name, and claim type, create the claim record, open a case, store documents, and notify the adjuster."
          inputParameters:
            - name: policy_number
              in: body
              type: string
              description: "The policy number."
            - name: claimant_name
              in: body
              type: string
              description: "The claimant's name."
            - name: claim_type
              in: body
              type: string
              description: "Type of claim (death benefit, disability, long-term care)."
            - name: claim_description
              in: body
              type: string
              description: "Description of the claim."
          steps:
            - name: create-claim
              type: call
              call: "salesforce.create-claim"
              with:
                policy_number: "{{policy_number}}"
                claimant: "{{claimant_name}}"
                type: "{{claim_type}}"
                description: "{{claim_description}}"
            - name: open-case
              type: call
              call: "servicenow.create-case"
              with:
                short_description: "Claim Processing: {{claim_type}} - Policy {{policy_number}}"
                category: "claims_processing"
                description: "Claim {{create-claim.claim_id}} filed by {{claimant_name}}. {{claim_description}}"
            - name: provision-folder
              type: call
              call: "sharepoint.create-folder"
              with:
                site_id: "claims_site"
                folder_path: "Claims/{{create-claim.claim_id}}"
            - name: notify-adjuster
              type: call
              call: "msteams.send-message"
              with:
                channel_id: "claims-intake"
                text: "New claim: {{claim_type}} for policy {{policy_number}}. Claim ID: {{create-claim.claim_id}}. Claimant: {{claimant_name}}. ServiceNow: {{open-case.number}}. Documents: {{provision-folder.url}}"
  consumes:
    - type: http
      namespace: salesforce
      baseUri: "https://northwesternmutual.my.salesforce.com/services/data/v58.0"
      authentication:
        type: bearer
        token: "$secrets.salesforce_token"
      resources:
        - name: claims
          path: "/sobjects/Claim__c"
          operations:
            - name: create-claim
              method: POST
    - type: http
      namespace: servicenow
      baseUri: "https://northwesternmutual.service-now.com/api/now"
      authentication:
        type: basic
        username: "$secrets.servicenow_user"
        password: "$secrets.servicenow_password"
      resources:
        - name: cases
          path: "/table/sn_customerservice_case"
          operations:
            - name: create-case
              method: POST
    - type: http
      namespace: sharepoint
      baseUri: "https://graph.microsoft.com/v1.0/sites"
      authentication:
        type: bearer
        token: "$secrets.msgraph_token"
      resources:
        - name: drive-items
          path: "/{{site_id}}/drive/root:/{{folder_path}}"
          inputParameters:
            - name: site_id
              in: path
            - name: folder_path
              in: path
          operations:
            - name: create-folder
              method: POST
    - type: http
      namespace: msteams
      baseUri: "https://graph.microsoft.com/v1.0"
      authentication:
        type: bearer
        token: "$secrets.msgraph_token"
      resources:
        - name: channel-messages
          path: "/teams/{{team_id}}/channels/{{channel_id}}/messages"
          inputParameters:
            - name: team_id
              in: path
            - name: channel_id
              in: path
          operations:
            - name: send-message
              method: POST

Cloudflare CDN Performance Check ▼

infrastructure cloudflare cdn

Queries Cloudflare analytics for Northwestern Mutual web properties.

naftiko: "0.5"
info:
  label: "Cloudflare CDN Performance Check"
  description: "Queries Cloudflare analytics for Northwestern Mutual web properties."
  tags:
    - infrastructure
    - cloudflare
    - cdn
capability:
  exposes:
    - type: mcp
      namespace: cdn
      port: 8080
      tools:
        - name: get-cdn-performance
          description: "Retrieve Cloudflare CDN performance metrics for a given zone."
          inputParameters:
            - name: zone_id
              in: body
              type: string
              description: "The Cloudflare zone identifier."
          call: "cloudflare.get-zone-analytics"
          with:
            zone_id: "{{zone_id}}"
          outputParameters:
            - name: bandwidth
              type: string
              mapping: "$.result.totals.bandwidth.all"
            - name: cache_hit_ratio
              type: string
              mapping: "$.result.totals.bandwidth.cached"
  consumes:
    - type: http
      namespace: cloudflare
      baseUri: "https://api.cloudflare.com/client/v4"
      authentication:
        type: bearer
        token: "$secrets.cloudflare_token"
      resources:
        - name: zone-analytics
          path: "/zones/{{zone_id}}/analytics/dashboard"
          inputParameters:
            - name: zone_id
              in: path
          operations:
            - name: get-zone-analytics
              method: GET

Compliance Audit Trail Generator ▼

compliance audit salesforce bloomberg-aim workday sharepoint

Generates a compliance audit trail by pulling policy transactions from Salesforce, investment activities from Bloomberg AIM, and employee actions from Workday, then storing the report in SharePoint.

naftiko: "0.5"
info:
  label: "Compliance Audit Trail Generator"
  description: "Generates a compliance audit trail by pulling policy transactions from Salesforce, investment activities from Bloomberg AIM, and employee actions from Workday, then storing the report in SharePoint."
  tags:
    - compliance
    - audit
    - salesforce
    - bloomberg-aim
    - workday
    - sharepoint
capability:
  exposes:
    - type: mcp
      namespace: compliance-audit
      port: 8080
      tools:
        - name: generate-audit-trail
          description: "Given a date range, pull data from all systems and generate a consolidated audit report."
          inputParameters:
            - name: start_date
              in: body
              type: string
              description: "Audit period start date."
            - name: end_date
              in: body
              type: string
              description: "Audit period end date."
            - name: audit_scope
              in: body
              type: string
              description: "Scope of audit."
          steps:
            - name: fetch-policy-data
              type: call
              call: "salesforce.query-transactions"
              with:
                start_date: "{{start_date}}"
                end_date: "{{end_date}}"
            - name: fetch-investment-data
              type: call
              call: "bloomberg-aim.get-activity-log"
              with:
                start_date: "{{start_date}}"
                end_date: "{{end_date}}"
            - name: fetch-employee-data
              type: call
              call: "workday.get-audit-log"
              with:
                start_date: "{{start_date}}"
                end_date: "{{end_date}}"
            - name: store-report
              type: call
              call: "sharepoint.upload-file"
              with:
                site_id: "compliance_site"
                folder_path: "AuditTrails/{{start_date}}_{{end_date}}"
                file_name: "audit_trail.json"
                content: "Policies: {{fetch-policy-data.records}} | Investments: {{fetch-investment-data.activities}} | Employee: {{fetch-employee-data.events}}"
  consumes:
    - type: http
      namespace: salesforce
      baseUri: "https://northwesternmutual.my.salesforce.com/services/data/v58.0"
      authentication:
        type: bearer
        token: "$secrets.salesforce_token"
      resources:
        - name: transactions
          path: "/query/?q=SELECT+Id,Type,Amount,CreatedDate+FROM+Transaction__c+WHERE+CreatedDate>={{start_date}}+AND+CreatedDate<={{end_date}}"
          inputParameters:
            - name: start_date
              in: query
            - name: end_date
              in: query
          operations:
            - name: query-transactions
              method: GET
    - type: http
      namespace: bloomberg-aim
      baseUri: "https://aim.bloomberg.com/api/v1"
      authentication:
        type: bearer
        token: "$secrets.bloomberg_aim_token"
      resources:
        - name: activity-log
          path: "/activity"
          operations:
            - name: get-activity-log
              method: GET
    - type: http
      namespace: workday
      baseUri: "https://wd2-impl-services1.workday.com/ccx/api/v1"
      authentication:
        type: bearer
        token: "$secrets.workday_token"
      resources:
        - name: audit-log
          path: "/auditLogs"
          operations:
            - name: get-audit-log
              method: GET
    - type: http
      namespace: sharepoint
      baseUri: "https://graph.microsoft.com/v1.0/sites"
      authentication:
        type: bearer
        token: "$secrets.msgraph_token"
      resources:
        - name: drive-items
          path: "/{{site_id}}/drive/root:/{{folder_path}}/{{file_name}}:/content"
          inputParameters:
            - name: site_id
              in: path
            - name: folder_path
              in: path
            - name: file_name
              in: path
          operations:
            - name: upload-file
              method: PUT

Comprehensive Financial Plan Generator ▼

financial-planning wealth-management salesforce azure-machine-learning bloomberg-aim sharepoint microsoft-outlook

Generates a comprehensive financial plan by pulling client data from Salesforce, running Monte Carlo projections in Azure ML, fetching portfolio performance from Bloomberg AIM, and delivering the plan via SharePoint and Microsoft Outlook.

naftiko: "0.5"
info:
  label: "Comprehensive Financial Plan Generator"
  description: "Generates a comprehensive financial plan by pulling client data from Salesforce, running Monte Carlo projections in Azure ML, fetching portfolio performance from Bloomberg AIM, and delivering the plan via SharePoint and Microsoft Outlook."
  tags:
    - financial-planning
    - wealth-management
    - salesforce
    - azure-machine-learning
    - bloomberg-aim
    - sharepoint
    - microsoft-outlook
capability:
  exposes:
    - type: mcp
      namespace: financial-plan-gen
      port: 8080
      tools:
        - name: generate-financial-plan
          description: "Given a client ID and planning horizon, pull data, run projections, and deliver the plan."
          inputParameters:
            - name: client_id
              in: body
              type: string
              description: "The client identifier."
            - name: planning_horizon
              in: body
              type: string
              description: "Planning horizon in years."
            - name: advisor_email
              in: body
              type: string
              description: "The financial advisor's email."
          steps:
            - name: get-client-data
              type: call
              call: "salesforce.get-client-profile"
              with:
                client_id: "{{client_id}}"
            - name: get-portfolio
              type: call
              call: "bloomberg-aim.get-portfolio"
              with:
                account_id: "{{get-client-data.account_id}}"
            - name: run-projections
              type: call
              call: "azureml.project-financial-plan"
              with:
                client_data: "{{get-client-data}}"
                portfolio: "{{get-portfolio}}"
                horizon: "{{planning_horizon}}"
            - name: store-plan
              type: call
              call: "sharepoint.upload-file"
              with:
                site_id: "financial_plans_site"
                folder_path: "Plans/{{client_id}}"
                file_name: "financial_plan_{{planning_horizon}}yr.pdf"
                content: "{{run-projections.plan_content}}"
            - name: email-advisor
              type: call
              call: "outlook.send-mail"
              with:
                recipient: "{{advisor_email}}"
                subject: "Financial Plan Ready: {{get-client-data.client_name}}"
                body: "The {{planning_horizon}}-year plan for {{get-client-data.client_name}} is ready. Portfolio: ${{get-portfolio.market_value}}. Projected growth: {{run-projections.projected_growth}}. Download: {{store-plan.url}}"
  consumes:
    - type: http
      namespace: salesforce
      baseUri: "https://northwesternmutual.my.salesforce.com/services/data/v58.0"
      authentication:
        type: bearer
        token: "$secrets.salesforce_token"
      resources:
        - name: clients
          path: "/sobjects/Client__c/{{client_id}}"
          inputParameters:
            - name: client_id
              in: path
          operations:
            - name: get-client-profile
              method: GET
    - type: http
      namespace: bloomberg-aim
      baseUri: "https://aim.bloomberg.com/api/v1"
      authentication:
        type: bearer
        token: "$secrets.bloomberg_aim_token"
      resources:
        - name: portfolios
          path: "/portfolios/{{account_id}}"
          inputParameters:
            - name: account_id
              in: path
          operations:
            - name: get-portfolio
              method: GET
    - type: http
      namespace: azureml
      baseUri: "https://northwesternmutual-ml.eastus.inference.ml.azure.com"
      authentication:
        type: bearer
        token: "$secrets.azureml_token"
      resources:
        - name: projections
          path: "/score"
          operations:
            - name: project-financial-plan
              method: POST
    - type: http
      namespace: sharepoint
      baseUri: "https://graph.microsoft.com/v1.0/sites"
      authentication:
        type: bearer
        token: "$secrets.msgraph_token"
      resources:
        - name: drive-items
          path: "/{{site_id}}/drive/root:/{{folder_path}}/{{file_name}}:/content"
          inputParameters:
            - name: site_id
              in: path
            - name: folder_path
              in: path
            - name: file_name
              in: path
          operations:
            - name: upload-file
              method: PUT
    - type: http
      namespace: outlook
      baseUri: "https://graph.microsoft.com/v1.0"
      authentication:
        type: bearer
        token: "$secrets.msgraph_token"
      resources:
        - name: send-mail
          path: "/me/sendMail"
          operations:
            - name: send-mail
              method: POST

Confluence Knowledge Base Search ▼

knowledge-management confluence

Searches the Northwestern Mutual Confluence knowledge base by keyword.

naftiko: "0.5"
info:
  label: "Confluence Knowledge Base Search"
  description: "Searches the Northwestern Mutual Confluence knowledge base by keyword."
  tags:
    - knowledge-management
    - confluence
capability:
  exposes:
    - type: mcp
      namespace: knowledge
      port: 8080
      tools:
        - name: search-knowledge-base
          description: "Search Confluence knowledge base by keyword."
          inputParameters:
            - name: query
              in: body
              type: string
              description: "The search query."
          call: "confluence.search"
          with:
            query: "{{query}}"
          outputParameters:
            - name: results
              type: array
              mapping: "$.results"
            - name: total_count
              type: string
              mapping: "$.totalSize"
  consumes:
    - type: http
      namespace: confluence
      baseUri: "https://northwesternmutual.atlassian.net/wiki/rest/api"
      authentication:
        type: basic
        username: "$secrets.confluence_user"
        password: "$secrets.confluence_api_token"
      resources:
        - name: search
          path: "/search?cql=text~'{{query}}'"
          inputParameters:
            - name: query
              in: query
          operations:
            - name: search
              method: GET

Databricks ML Pipeline Status ▼

data-science databricks machine-learning

Checks the status of a Databricks ML pipeline run.

naftiko: "0.5"
info:
  label: "Databricks ML Pipeline Status"
  description: "Checks the status of a Databricks ML pipeline run."
  tags:
    - data-science
    - databricks
    - machine-learning
capability:
  exposes:
    - type: mcp
      namespace: ml-ops
      port: 8080
      tools:
        - name: get-pipeline-status
          description: "Check Databricks pipeline run status by run ID."
          inputParameters:
            - name: run_id
              in: body
              type: string
              description: "The Databricks run identifier."
          call: "databricks.get-run"
          with:
            run_id: "{{run_id}}"
          outputParameters:
            - name: state
              type: string
              mapping: "$.state.life_cycle_state"
            - name: result_state
              type: string
              mapping: "$.state.result_state"
  consumes:
    - type: http
      namespace: databricks
      baseUri: "https://northwesternmutual.cloud.databricks.com/api/2.1"
      authentication:
        type: bearer
        token: "$secrets.databricks_token"
      resources:
        - name: runs
          path: "/jobs/runs/get?run_id={{run_id}}"
          inputParameters:
            - name: run_id
              in: query
          operations:
            - name: get-run
              method: GET

Datadog Infrastructure Health Check ▼

infrastructure monitoring datadog

Queries Datadog for current infrastructure health, returning host count, alert counts, and critical monitors.

naftiko: "0.5"
info:
  label: "Datadog Infrastructure Health Check"
  description: "Queries Datadog for current infrastructure health, returning host count, alert counts, and critical monitors."
  tags:
    - infrastructure
    - monitoring
    - datadog
capability:
  exposes:
    - type: mcp
      namespace: infra-monitoring
      port: 8080
      tools:
        - name: get-infra-health
          description: "Retrieve Datadog infrastructure health summary."
          inputParameters:
            - name: environment
              in: body
              type: string
              description: "The environment (production, staging)."
          call: "datadog.get-monitors"
          with:
            environment: "{{environment}}"
          outputParameters:
            - name: total_hosts
              type: string
              mapping: "$.total_hosts"
            - name: active_alerts
              type: string
              mapping: "$.alert_count"
  consumes:
    - type: http
      namespace: datadog
      baseUri: "https://api.datadoghq.com/api/v1"
      authentication:
        type: apiKey
        key: "$secrets.datadog_api_key"
      resources:
        - name: monitors
          path: "/monitor"
          operations:
            - name: get-monitors
              method: GET

Disability Insurance Claim Assessment Pipeline ▼

insurance disability claims azure-machine-learning sharepoint servicenow

Assesses disability insurance claims by pulling medical data from the claims system, running the disability assessment model in Azure ML, creating the assessment report in SharePoint, and routing for adjudicator review in ServiceNow.

naftiko: "0.5"
info:
  label: "Disability Insurance Claim Assessment Pipeline"
  description: "Assesses disability insurance claims by pulling medical data from the claims system, running the disability assessment model in Azure ML, creating the assessment report in SharePoint, and routing for adjudicator review in ServiceNow."
  tags:
    - insurance
    - disability
    - claims
    - azure-machine-learning
    - sharepoint
    - servicenow
capability:
  exposes:
    - type: mcp
      namespace: disability-claims
      port: 8080
      tools:
        - name: assess-disability-claim
          description: "Given a claim ID and policy number, run the disability assessment model and route for review."
          inputParameters:
            - name: claim_id
              in: body
              type: string
              description: "The claim identifier."
            - name: policy_number
              in: body
              type: string
              description: "The associated policy number."
          steps:
            - name: get-claim-data
              type: call
              call: "salesforce.get-claim"
              with:
                claim_id: "{{claim_id}}"
            - name: run-assessment
              type: call
              call: "azureml.assess-disability"
              with:
                claim_data: "{{get-claim-data}}"
                policy_number: "{{policy_number}}"
            - name: store-assessment
              type: call
              call: "sharepoint.upload-file"
              with:
                site_id: "claims_site"
                folder_path: "DisabilityAssessments/{{claim_id}}"
                file_name: "assessment_report.pdf"
                content: "{{run-assessment.report}}"
            - name: route-review
              type: call
              call: "servicenow.create-case"
              with:
                short_description: "Disability Claim Review: {{claim_id}}"
                category: "disability_claims"
                description: "Assessment score: {{run-assessment.score}}. Recommendation: {{run-assessment.recommendation}}. Report: {{store-assessment.url}}"
  consumes:
    - type: http
      namespace: salesforce
      baseUri: "https://northwesternmutual.my.salesforce.com/services/data/v58.0"
      authentication:
        type: bearer
        token: "$secrets.salesforce_token"
      resources:
        - name: claims
          path: "/sobjects/Claim__c/{{claim_id}}"
          inputParameters:
            - name: claim_id
              in: path
          operations:
            - name: get-claim
              method: GET
    - type: http
      namespace: azureml
      baseUri: "https://northwesternmutual-ml.eastus.inference.ml.azure.com"
      authentication:
        type: bearer
        token: "$secrets.azureml_token"
      resources:
        - name: assessments
          path: "/score"
          operations:
            - name: assess-disability
              method: POST
    - type: http
      namespace: sharepoint
      baseUri: "https://graph.microsoft.com/v1.0/sites"
      authentication:
        type: bearer
        token: "$secrets.msgraph_token"
      resources:
        - name: drive-items
          path: "/{{site_id}}/drive/root:/{{folder_path}}/{{file_name}}:/content"
          inputParameters:
            - name: site_id
              in: path
            - name: folder_path
              in: path
            - name: file_name
              in: path
          operations:
            - name: upload-file
              method: PUT
    - type: http
      namespace: servicenow
      baseUri: "https://northwesternmutual.service-now.com/api/now"
      authentication:
        type: basic
        username: "$secrets.servicenow_user"
        password: "$secrets.servicenow_password"
      resources:
        - name: cases
          path: "/table/sn_customerservice_case"
          operations:
            - name: create-case
              method: POST

Dynatrace Application Health Check ▼

monitoring dynatrace application-health

Queries Dynatrace for application health metrics.

naftiko: "0.5"
info:
  label: "Dynatrace Application Health Check"
  description: "Queries Dynatrace for application health metrics."
  tags:
    - monitoring
    - dynatrace
    - application-health
capability:
  exposes:
    - type: mcp
      namespace: app-health
      port: 8080
      tools:
        - name: get-dynatrace-health
          description: "Retrieve Dynatrace application health metrics by entity ID."
          inputParameters:
            - name: entity_id
              in: body
              type: string
              description: "The Dynatrace application entity ID."
          call: "dynatrace.get-app-health"
          with:
            entity_id: "{{entity_id}}"
          outputParameters:
            - name: availability
              type: string
              mapping: "$.result[0].data[0].values[0]"
            - name: response_time
              type: string
              mapping: "$.result[1].data[0].values[0]"
            - name: failure_rate
              type: string
              mapping: "$.result[2].data[0].values[0]"
  consumes:
    - type: http
      namespace: dynatrace
      baseUri: "https://northwesternmutual.live.dynatrace.com/api/v2"
      authentication:
        type: bearer
        token: "$secrets.dynatrace_token"
      resources:
        - name: metrics
          path: "/metrics/query"
          operations:
            - name: get-app-health
              method: POST

EC2 Instance Status Check ▼

cloud ec2 infrastructure

Retrieves the status of an AWS EC2 instance, returning instance state, type, and public IP.

naftiko: "0.5"
info:
  label: "EC2 Instance Status Check"
  description: "Retrieves the status of an AWS EC2 instance, returning instance state, type, and public IP."
  tags:
    - cloud
    - ec2
    - infrastructure
capability:
  exposes:
    - type: mcp
      namespace: cloud-infra
      port: 8080
      tools:
        - name: get-ec2-status
          description: "Check the status of an EC2 instance by instance ID."
          inputParameters:
            - name: instance_id
              in: body
              type: string
              description: "The EC2 instance identifier."
          call: "ec2.describe-instance"
          with:
            instance_id: "{{instance_id}}"
          outputParameters:
            - name: state
              type: string
              mapping: "$.Reservations[0].Instances[0].State.Name"
            - name: instance_type
              type: string
              mapping: "$.Reservations[0].Instances[0].InstanceType"
            - name: public_ip
              type: string
              mapping: "$.Reservations[0].Instances[0].PublicIpAddress"
  consumes:
    - type: http
      namespace: ec2
      baseUri: "https://ec2.us-east-1.amazonaws.com"
      authentication:
        type: aws
        accessKeyId: "$secrets.aws_access_key"
        secretAccessKey: "$secrets.aws_secret_key"
      resources:
        - name: instances
          path: "/?Action=DescribeInstances&InstanceId.1={{instance_id}}"
          inputParameters:
            - name: instance_id
              in: query
          operations:
            - name: describe-instance
              method: GET

Employee Onboarding Orchestrator ▼

hr onboarding workday servicenow sharepoint microsoft-teams

On new hire creation in Workday, opens a ServiceNow onboarding ticket, provisions a SharePoint folder, and sends a Microsoft Teams welcome message.

naftiko: "0.5"
info:
  label: "Employee Onboarding Orchestrator"
  description: "On new hire creation in Workday, opens a ServiceNow onboarding ticket, provisions a SharePoint folder, and sends a Microsoft Teams welcome message."
  tags:
    - hr
    - onboarding
    - workday
    - servicenow
    - sharepoint
    - microsoft-teams
capability:
  exposes:
    - type: mcp
      namespace: hr-onboarding
      port: 8080
      tools:
        - name: trigger-onboarding
          description: "Given a Workday employee ID and start date, orchestrate onboarding."
          inputParameters:
            - name: workday_employee_id
              in: body
              type: string
              description: "The Workday worker ID."
            - name: start_date
              in: body
              type: string
              description: "Employee start date in YYYY-MM-DD format."
            - name: department
              in: body
              type: string
              description: "The department."
          steps:
            - name: get-employee
              type: call
              call: "workday.get-worker"
              with:
                worker_id: "{{workday_employee_id}}"
            - name: open-ticket
              type: call
              call: "servicenow.create-incident"
              with:
                short_description: "New hire onboarding: {{get-employee.full_name}}"
                category: "hr_onboarding"
            - name: provision-folder
              type: call
              call: "sharepoint.create-folder"
              with:
                site_id: "hr_onboarding_site"
                folder_path: "OnboardingDocs/{{get-employee.full_name}}_{{start_date}}"
            - name: send-welcome
              type: call
              call: "msteams.send-message"
              with:
                recipient_upn: "{{get-employee.work_email}}"
                text: "Welcome to Northwestern Mutual, {{get-employee.first_name}}! Your onboarding ticket is {{open-ticket.number}}."
  consumes:
    - type: http
      namespace: workday
      baseUri: "https://wd2-impl-services1.workday.com/ccx/api/v1"
      authentication:
        type: bearer
        token: "$secrets.workday_token"
      resources:
        - name: workers
          path: "/workers/{{worker_id}}"
          inputParameters:
            - name: worker_id
              in: path
          operations:
            - name: get-worker
              method: GET
    - type: http
      namespace: servicenow
      baseUri: "https://northwesternmutual.service-now.com/api/now"
      authentication:
        type: basic
        username: "$secrets.servicenow_user"
        password: "$secrets.servicenow_password"
      resources:
        - name: incidents
          path: "/table/incident"
          operations:
            - name: create-incident
              method: POST
    - type: http
      namespace: sharepoint
      baseUri: "https://graph.microsoft.com/v1.0/sites"
      authentication:
        type: bearer
        token: "$secrets.msgraph_token"
      resources:
        - name: drive-items
          path: "/{{site_id}}/drive/root:/{{folder_path}}"
          inputParameters:
            - name: site_id
              in: path
            - name: folder_path
              in: path
          operations:
            - name: create-folder
              method: POST
    - type: http
      namespace: msteams
      baseUri: "https://graph.microsoft.com/v1.0"
      authentication:
        type: bearer
        token: "$secrets.msgraph_token"
      resources:
        - name: messages
          path: "/users/{{recipient_upn}}/sendMail"
          inputParameters:
            - name: recipient_upn
              in: path
          operations:
            - name: send-message
              method: POST

Estate Planning Document Generator ▼

financial-planning estate-planning salesforce azure-machine-learning sharepoint microsoft-outlook

Generates estate planning documents by pulling client estate data from Salesforce, running tax projection models in Azure ML, creating the document package in SharePoint, and emailing the advisor via Microsoft Outlook.

naftiko: "0.5"
info:
  label: "Estate Planning Document Generator"
  description: "Generates estate planning documents by pulling client estate data from Salesforce, running tax projection models in Azure ML, creating the document package in SharePoint, and emailing the advisor via Microsoft Outlook."
  tags:
    - financial-planning
    - estate-planning
    - salesforce
    - azure-machine-learning
    - sharepoint
    - microsoft-outlook
capability:
  exposes:
    - type: mcp
      namespace: estate-planning
      port: 8080
      tools:
        - name: generate-estate-plan
          description: "Given a client ID and estate value, generate tax projections and estate planning documents."
          inputParameters:
            - name: client_id
              in: body
              type: string
              description: "The client identifier."
            - name: estate_value
              in: body
              type: string
              description: "Estimated estate value."
            - name: advisor_email
              in: body
              type: string
              description: "The advisor's email."
          steps:
            - name: get-estate-data
              type: call
              call: "salesforce.get-estate-profile"
              with:
                client_id: "{{client_id}}"
            - name: run-tax-projection
              type: call
              call: "azureml.project-estate-tax"
              with:
                estate_value: "{{estate_value}}"
                beneficiaries: "{{get-estate-data.beneficiaries}}"
            - name: create-documents
              type: call
              call: "sharepoint.upload-file"
              with:
                site_id: "estate_planning_site"
                folder_path: "EstatePlans/{{client_id}}"
                file_name: "estate_plan.pdf"
                content: "{{run-tax-projection.plan_content}}"
            - name: email-advisor
              type: call
              call: "outlook.send-mail"
              with:
                recipient: "{{advisor_email}}"
                subject: "Estate Plan Ready: {{get-estate-data.client_name}}"
                body: "Estate plan for {{get-estate-data.client_name}} is ready. Estate value: ${{estate_value}}. Projected tax: ${{run-tax-projection.estimated_tax}}. Download: {{create-documents.url}}"
  consumes:
    - type: http
      namespace: salesforce
      baseUri: "https://northwesternmutual.my.salesforce.com/services/data/v58.0"
      authentication:
        type: bearer
        token: "$secrets.salesforce_token"
      resources:
        - name: estate-profiles
          path: "/sobjects/Estate_Profile__c/{{client_id}}"
          inputParameters:
            - name: client_id
              in: path
          operations:
            - name: get-estate-profile
              method: GET
    - type: http
      namespace: azureml
      baseUri: "https://northwesternmutual-ml.eastus.inference.ml.azure.com"
      authentication:
        type: bearer
        token: "$secrets.azureml_token"
      resources:
        - name: projections
          path: "/score"
          operations:
            - name: project-estate-tax
              method: POST
    - type: http
      namespace: sharepoint
      baseUri: "https://graph.microsoft.com/v1.0/sites"
      authentication:
        type: bearer
        token: "$secrets.msgraph_token"
      resources:
        - name: drive-items
          path: "/{{site_id}}/drive/root:/{{folder_path}}/{{file_name}}:/content"
          inputParameters:
            - name: site_id
              in: path
            - name: folder_path
              in: path
            - name: file_name
              in: path
          operations:
            - name: upload-file
              method: PUT
    - type: http
      namespace: outlook
      baseUri: "https://graph.microsoft.com/v1.0"
      authentication:
        type: bearer
        token: "$secrets.msgraph_token"
      resources:
        - name: send-mail
          path: "/me/sendMail"
          operations:
            - name: send-mail
              method: POST

FactSet Investment Research Lookup ▼

wealth-management research factset

Retrieves investment research data from FactSet for a given security.

naftiko: "0.5"
info:
  label: "FactSet Investment Research Lookup"
  description: "Retrieves investment research data from FactSet for a given security."
  tags:
    - wealth-management
    - research
    - factset
capability:
  exposes:
    - type: mcp
      namespace: investment-research
      port: 8080
      tools:
        - name: get-factset-research
          description: "Look up FactSet research data by security identifier."
          inputParameters:
            - name: security_id
              in: body
              type: string
              description: "The FactSet security identifier."
          call: "factset.get-research"
          with:
            security_id: "{{security_id}}"
          outputParameters:
            - name: analyst_rating
              type: string
              mapping: "$.data.consensus_rating"
            - name: price_target
              type: string
              mapping: "$.data.mean_price_target"
            - name: pe_ratio
              type: string
              mapping: "$.data.pe_ratio"
  consumes:
    - type: http
      namespace: factset
      baseUri: "https://api.factset.com/content/factset-estimates/v2"
      authentication:
        type: basic
        username: "$secrets.factset_user"
        password: "$secrets.factset_password"
      resources:
        - name: estimates
          path: "/consensus-estimates"
          operations:
            - name: get-research
              method: POST

Financial Planning Goal Tracker ▼

financial-planning goals salesforce

Retrieves a client's financial planning goals from Salesforce, returning goal name, target amount, current progress, and target date.

naftiko: "0.5"
info:
  label: "Financial Planning Goal Tracker"
  description: "Retrieves a client's financial planning goals from Salesforce, returning goal name, target amount, current progress, and target date."
  tags:
    - financial-planning
    - goals
    - salesforce
capability:
  exposes:
    - type: mcp
      namespace: financial-planning
      port: 8080
      tools:
        - name: get-client-goals
          description: "Look up a client's financial planning goals by client ID."
          inputParameters:
            - name: client_id
              in: body
              type: string
              description: "The client identifier."
          call: "salesforce.get-goals"
          with:
            client_id: "{{client_id}}"
          outputParameters:
            - name: goals
              type: array
              mapping: "$.records"
            - name: total_goals
              type: string
              mapping: "$.totalSize"
  consumes:
    - type: http
      namespace: salesforce
      baseUri: "https://northwesternmutual.my.salesforce.com/services/data/v58.0"
      authentication:
        type: bearer
        token: "$secrets.salesforce_token"
      resources:
        - name: goals
          path: "/query/?q=SELECT+Id,Goal_Name__c,Target_Amount__c,Current_Progress__c,Target_Date__c+FROM+Financial_Goal__c+WHERE+Client_Id__c='{{client_id}}'"
          inputParameters:
            - name: client_id
              in: query
          operations:
            - name: get-goals
              method: GET

GitHub Repository Status ▼

development github

Retrieves the current status of a Northwestern Mutual GitHub repository.

naftiko: "0.5"
info:
  label: "GitHub Repository Status"
  description: "Retrieves the current status of a Northwestern Mutual GitHub repository."
  tags:
    - development
    - github
capability:
  exposes:
    - type: mcp
      namespace: dev-ops
      port: 8080
      tools:
        - name: get-repo-status
          description: "Look up GitHub repository status by repo name."
          inputParameters:
            - name: repo_name
              in: body
              type: string
              description: "The GitHub repository name."
          call: "github.get-repo"
          with:
            repo: "{{repo_name}}"
          outputParameters:
            - name: open_prs
              type: string
              mapping: "$.open_issues_count"
            - name: default_branch
              type: string
              mapping: "$.default_branch"
            - name: last_push
              type: string
              mapping: "$.pushed_at"
  consumes:
    - type: http
      namespace: github
      baseUri: "https://api.github.com"
      authentication:
        type: bearer
        token: "$secrets.github_token"
      resources:
        - name: repos
          path: "/repos/northwesternmutual/{{repo}}"
          inputParameters:
            - name: repo
              in: path
          operations:
            - name: get-repo
              method: GET

Informatica Data Integration Status ▼

data-engineering informatica integration

Checks the status of an Informatica data integration job.

naftiko: "0.5"
info:
  label: "Informatica Data Integration Status"
  description: "Checks the status of an Informatica data integration job."
  tags:
    - data-engineering
    - informatica
    - integration
capability:
  exposes:
    - type: mcp
      namespace: data-integration
      port: 8080
      tools:
        - name: get-integration-status
          description: "Check Informatica job status by run ID."
          inputParameters:
            - name: run_id
              in: body
              type: string
              description: "The Informatica run identifier."
          call: "informatica.get-job-status"
          with:
            run_id: "{{run_id}}"
          outputParameters:
            - name: status
              type: string
              mapping: "$.status"
            - name: rows_processed
              type: string
              mapping: "$.targetRowsInserted"
  consumes:
    - type: http
      namespace: informatica
      baseUri: "https://na1.dm-us.informaticacloud.com/saas/api/v2"
      authentication:
        type: bearer
        token: "$secrets.informatica_token"
      resources:
        - name: jobs
          path: "/activity/activityLog/{{run_id}}"
          inputParameters:
            - name: run_id
              in: path
          operations:
            - name: get-job-status
              method: GET

Northwestern Mutual Workflow 1 ▼

insurance operations salesforce