API Evangelist conversational phrasing for Mx Technologies investment holdings API

# Generated by API Evangelist (build-phrasing.py). Our phrasing, not observed demand.
overlay: 1.0.0
info:
  title: API Evangelist conversational phrasing for Mx Technologies investment holdings API
  version: 1.0.0
extends: openapi/mx-technologies-investment-holdings-api-openapi.yml
actions:
- target: $.info
  update:
    x-apievangelist-phrasing:
      method: generated
      generated: '2026-09-26'
      generator: build-phrasing.py
      label: Generated by API Evangelist
      operations: 5
- target: $.paths['/users/{user_guid}/members/{member_guid}/investment_holdings'].get
  update:
    x-apievangelist-phrasing:
      intent: List investment holdings for one member
      effect: read
      questions:
      - What stocks and funds are held across the accounts of one connected institution?
      - Can I see holdings for a single member rather than the whole user?
      instructions:
      - text: List holdings for member {member} of user {user}.
        slots:
          member: path.member_guid
          user: path.user_guid
      - text: Show the investments pulled in from member {member} for {user}.
        slots:
          member: path.member_guid
          user: path.user_guid
      method: generated
      generated: '2026-09-26'
- target: $.paths['/users/{user_guid}/investment_holdings'].get
  update:
    x-apievangelist-phrasing:
      intent: List all investment holdings for a user
      effect: read
      questions:
      - What investments does a user hold across every account?
      - Can I page through a user's full portfolio of holdings?
      instructions:
      - text: List all investment holdings for user {user}.
        slots:
          user: path.user_guid
      - text: Show {user}'s whole portfolio, {per_page} holdings per page.
        slots:
          user: path.user_guid
          per_page: query.records_per_page
      method: generated
      generated: '2026-09-26'
- target: $.paths['/users/{user_guid}/investment_holdings/{holding_guid}'].get
  update:
    x-apievangelist-phrasing:
      intent: Read one investment holding
      effect: read
      questions:
      - What are the details of one specific holding, like shares and market value?
      - Can I fetch a single holding by its GUID?
      instructions:
      - text: Get holding {holding} for user {user}.
        slots:
          holding: path.holding_guid
          user: path.user_guid
      - text: Show the attributes of {user}'s holding {holding}.
        slots:
          holding: path.holding_guid
          user: path.user_guid
      method: generated
      generated: '2026-09-26'
- target: $.paths['/users/{user_guid}/accounts/{account_guid}/investment_holdings'].get
  update:
    x-apievangelist-phrasing:
      intent: List holdings in one investment account
      effect: read
      questions:
      - What's held inside a particular brokerage or retirement account?
      - Can I limit holdings to just one account?
      instructions:
      - text: List holdings in account {account} of user {user}.
        slots:
          account: path.account_guid
          user: path.user_guid
      - text: Show what investments sit in {user}'s account {account}.
        slots:
          account: path.account_guid
          user: path.user_guid
      method: generated
      generated: '2026-09-26'
- target: $.paths['/users/{user_guid}/investment_holdings_deactivate'].get
  update:
    x-apievangelist-phrasing:
      intent: Turn off Investment Holdings for a user
      effect: write
      questions:
      - How do I stop a user from being enrolled in the investment holdings product?
      - If I deactivate a user from holdings, how do they get reactivated?
      instructions:
      - text: Deactivate user {user} from Investment Holdings.
        slots:
          user: path.user_guid
      - text: Remove {user} from the holdings product.
        slots:
          user: path.user_guid
      method: generated
      generated: '2026-09-26'