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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 authorize Nekt to access your Mutual data by providing your API credentials. The following configurations are available:
  • Access token: The token required to authenticate against the API service.
  • API base URL: The base URL to access the API services (e.g., https://<your-company>.mutualignit.com.br/public_api/v2).
  • Start date: Records created or updated after the start date will be extracted from the source.
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: You can choose between INCREMENTAL and FULL_TABLE.
    • Incremental: Every time the extraction happens, we’ll get only the new data - which is good if, for example, you want to keep every record ever fetched.
    • Full table: Every time the extraction happens, we’ll get the current state of the data - which is good if 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:
  • Delta Log Retention: Determine for how long we should store old states of this table as it gets updated. Read more about this resource here.
  • Additional Full Sync: Determine when to execute an additional full sync. This will complement the incremental data extractions, ensuring that your data is completely synchronized with your source every once in a while.
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

Below you’ll find the available data streams from Mutual and their corresponding fields:

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Skills for agents

Download Mutual skills file

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