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Mutual is a mutual fund and investment management platform that helps individuals and businesses manage their investment portfolios. It provides tools for fund analysis, portfolio tracking, and investment decision-making to support financial planning and wealth management.

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Configuring Mutual as a Source

In the Sources tab, click on the “Add source” button located on the top right of your screen. Then, select the Mutual option from the list of connectors. Click Next and you’ll be prompted to add your access.

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1. Add account access

You’ll need to provide your Mutual credentials to allow Nekt to extract your data. The following configurations are available:
  • Access Token: The API access token for authentication.
  • API Base URL: The base URL for the Mutual API endpoints.
Once you’re done, click Next.

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2. Select streams

Choose which data streams you want to sync. For faster extractions, select only the streams that are relevant to your analysis. You can select entire groups of streams or pick specific ones.
Tip: The stream can be found more easily by typing its name.
Select the streams and click Next.

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3. Configure data streams

Customize how you want your data to appear in your catalog. Select the desired layer where the data will be placed, a folder to organize it inside the layer, a name for each table (which will effectively contain the fetched data) and the type of sync.
  • Layer: choose between the existing layers on your catalog. This is where you will find your new extracted tables as the extraction runs successfully.
  • Folder: a folder can be created inside the selected layer to group all tables being created from this new data source.
  • Table name: we suggest a name, but feel free to customize it. You have the option to add a prefix to all tables at once and make this process faster!
  • Sync Type: The sync is always FULL_TABLE for Mutual sources.
    • Full table: every time the extraction happens, we’ll get the current state of the data - which is good if, for example, you don’t want to have deleted data in your catalog.
Once you are done configuring, click Next.

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4. Configure data source

Describe your data source for easy identification within your organization, not exceeding 140 characters. To define your Trigger, consider how often you want data to be extracted from this source. This decision usually depends on how frequently you need the new table data updated (every day, once a week, or only at specific times). Optionally, you can define some additional settings:
  • Configure Delta Log Retention and determine for how long we should store old states of this table as it gets updated. Read more about this resource here.
Once you are ready, click Next to finalize the setup.

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5. Check your new source

You can view your new source on the Sources page. If needed, manually trigger the source extraction by clicking on the arrow button. Once executed, your data will appear in your Catalog.
For you to be able to see it on your Catalog, you need at least one successful source run.

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Streams and Fields

The Mutual connector supports a wide range of streams, including Associated Person, Association Consultants, Contracts, Core Users, Events, Invoices, Quotations, Vehicles, and more. Below you’ll find details for some of the key data streams and their corresponding fields:
Stream for managing contracts.Key Fields:
FieldTypeDescription
uuidStringUnique identifier
total_installment_valueNumberTotal installment value
total_accession_valueNumberTotal accession value
previous_consultantStringPrevious consultant
previous_sales_teamStringPrevious sales team
previous_regionalStringPrevious regional
contract_negotion_typeStringContract negotiation type
referred_by_idIntegerReferred by ID
first_contract_activeDateTimeFirst contract active date
Stream for managing invoices.Key Fields:
FieldTypeDescription
uuidStringUnique identifier
transaction_feeNumberTransaction fee
payment_link_messageStringPayment link message
discount_amountNumberDiscount amount
payment_attemptsArray of StringsPayment attempts details
in_serasaBooleanIn Serasa indicator
billing_simulation_idIntegerBilling simulation ID
Stream for managing invoice billets.Key Fields:
FieldTypeDescription
codigo_do_bancoStringBank code
linha_digitavelStringTypeable line
especie_moedaStringCurrency type
informacoes_beneficiarioStringBeneficiary information
bancoStringBank name
codigo_de_barraStringBarcode
codigo_barras_base64StringBase64 encoded barcode
data_processamentoDateProcessing date
data_documentoDateDocument date
Stream for managing invoice products.Key Fields:
FieldTypeDescription
contract_object_idIntegerContract object ID
vehicle_idIntegerVehicle ID
vehicle_plateStringVehicle plate
implemento_idIntegerImplemento ID
invoice_billet_idIntegerInvoice billet ID
product_idIntegerProduct ID
product_amountNumberProduct amount
product_nameStringProduct name
invoice_payment_typeStringInvoice payment type
Stream for vehicle categories.Key Fields:
FieldTypeDescription
idIntegerUnique identifier
nameStringCategory name
Stream for vehicle colors.Key Fields:
FieldTypeDescription
idIntegerUnique identifier
nameStringColor name
Stream for vehicle types.Key Fields:
FieldTypeDescription
idIntegerUnique identifier
nameStringType name
Stream for vehicle use types.Key Fields:
FieldTypeDescription
idIntegerUnique identifier
nameStringUse type name

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Skills for agents

Download Mutual skills file

Mutual connector documentation as plain markdown, for use in AI agent contexts.