Get Indexa account details
indexa_get_accountRetrieve account details including product type, risk profile, holders, status, funding state, and currency for an Indexa account given its account number.
Instructions
Retrieve static information about a single Indexa account: product type (cartera de fondos / plan de pensiones), risk profile (1-10), holders, account status, funding state and currency.
This tool does NOT return the current portfolio value, holdings, or performance — for those use indexa_get_portfolio and indexa_get_performance.
Args:
account_number (string): Indexa account ID, obtained from indexa_get_me
response_format ('markdown' | 'json'): Output format (default: 'markdown')
Returns: For JSON format, the raw response from GET /accounts/{account_number}: { "account_number": string, "account_type": "personal" | "company" | "minor", "type": "mutual" | "pension", "currency": string, // typically "EUR" "status": string, // "active", "pending-contract", etc. "funding": "total" | "partial" | "no", "profile": { "selected_risk": 1-10, // user-selected risk level "risk": { "tolerance": 1-10, // questionnaire-derived "capacity": 1-10, "total": 1-10 // = min(tolerance, capacity) }, "is_outdated": boolean, "needs_to_be_updated": boolean }, "holders": [...], // titulares con nombre y DNI "platform_code": string }
Examples:
Use when: "What's my risk profile on account NK1NUTP1?"
Use when: "Is my pension account active?"
Don't use when: The user wants the current portfolio value (use indexa_get_portfolio) or returns (use indexa_get_performance).
Error handling:
404: account_number does not exist or you don't have access to it.
401/403: token invalid or revoked.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| account_number | Yes | Indexa account number (account_number field from indexa_get_me). Example: 'NK1NUTP1'. | |
| response_format | No | Output format: 'markdown' for human-readable summary or 'json' for full structured data. | markdown |