> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nekt.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Mutual as a data source
> Bring data from Mutual to Nekt.
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.
## Configuring Mutual as a Source
In the [Sources](https://app.nekt.ai/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.
### 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://.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**.
### 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**.
### 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**.
### 4. Configure data source
Describe your data source for easy identification within your organization, not exceeding 140 characters.
To define your [Trigger](https://docs.nekt.com/runs/scheduling-and-triggers), 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](https://docs.nekt.com/get-started/core-concepts/resource-control).
* **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.
### 5. Check your new source
You can view your new source on the [Sources](https://app.nekt.ai/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](https://app.nekt.ai/catalog), you need at least one successful source run.
## Streams and Fields
Below you'll find the available data streams from Mutual and their corresponding fields:
| Field | Type | Description |
| :------------------------- | :------ | :------------------------------------------------ |
| `address_id` | Integer | Address ID |
| `know_option_id` | Integer | Know option ID |
| `regional_id` | Integer | Regional ID |
| `uuid` | String | Unique identifier |
| `marital_status` | String | Marital status |
| `mother_name` | String | Mother's name |
| `is_referral_eligible` | Boolean | Indicates if the person is eligible for referrals |
| `invoice_unification_type` | String | Invoice unification type |
| Field | Type | Description |
| :----------- | :------- | :-------------------- |
| `id` | Integer | Unique identifier |
| `created_at` | DateTime | Creation timestamp |
| `updated_at` | DateTime | Last update timestamp |
| `name` | String | Name |
| `uuid` | String | Unique identifier |
| Field | Type | Description |
| :--------------------------------------- | :------ | :------------------------------------- |
| `can_assign_inspection` | Boolean | Can assign inspection |
| `can_type_accession` | Boolean | Can type accession |
| `status_discount` | Boolean | Status discount |
| `uuid` | String | Unique identifier |
| `person_type` | String | Person type |
| `consultant_origin` | String | Consultant origin |
| `can_generate_accession_monthly_payment` | Boolean | Can generate accession monthly payment |
| `can_generate_accession` | Boolean | Can generate accession |
| `can_generate_product_fee` | Boolean | Can generate product fee |
| `can_edit_pending_contracts_in_analysis` | Boolean | Can edit pending contracts in analysis |
| `classification_id` | Integer | Classification ID |
| Field | Type | Description |
| :--------------- | :------ | :---------------- |
| `sms_name` | String | SMS name |
| `cpf_cnpj` | String | CPF or CNPJ |
| `address_id` | Integer | Address ID |
| `uuid` | String | Unique identifier |
| `association_id` | Integer | Association ID |
| Field | Type | Description |
| :------------ | :------ | :---------------- |
| `cpf_cnpj` | String | CPF or CNPJ |
| `regional_id` | Integer | Regional ID |
| `licensed_id` | Integer | Licensed ID |
| `uuid` | String | Unique identifier |
| Field | Type | Description |
| :------------------------- | :------- | :------------------------------ |
| `bank_id` | Integer | Bank ID |
| `total_installment_value` | Number | Total installment value |
| `total_accession_value` | Number | Total accession value |
| `uuid` | String | Unique identifier |
| `previous_consultant` | Integer | Previous consultant ID |
| `previous_sales_team` | Integer | Previous sales team ID |
| `previous_regional` | Integer | Previous regional ID |
| `contract_negotion_type` | String | Contract negotiation type |
| `referred_by_id` | Integer | Referred by ID |
| `first_contract_active` | DateTime | First contract active timestamp |
| `date_inspection_contract` | Date | Date of inspection contract |
| Field | Type | Description |
| :------------------ | :--------------- | :----------------------- |
| `final_total_value` | Number | Final total value |
| `implementos_ids` | Array of Integer | Array of implementos IDs |
| `contract_status` | String | Contract status |
| `uuid` | String | Unique identifier |
| `recommended_by_id` | Integer | Recommended by ID |
| `sub_status_id` | Integer | Sub status ID |
| `is_fixed_cota` | Boolean | Is fixed cota |
| `consultant_id` | Integer | Consultant ID |
| `sales_team_id` | Integer | Sales team ID |
| `regional_id` | Integer | Regional ID |
| `due_day` | String | Due day |
| Field | Type | Description |
| :----------- | :----- | :----------------- |
| `city` | String | City name |
| `number` | String | Address number |
| `complement` | String | Address complement |
| `uuid` | String | Unique identifier |
| Field | Type | Description |
| :---------------- | :------ | :---------------------------- |
| `all_consultants` | Boolean | Has access to all consultants |
| `edit_quota` | Boolean | Can edit quota |
| `uuid` | String | Unique identifier |
| Field | Type | Description |
| :------------------- | :-------------- | :------------------ |
| `sindicancia_status` | String | Sindicancia status |
| `address_id` | Integer | Address ID |
| `event_status` | String | Event status |
| `value_event_types` | Array of String | Types of events |
| `protocol` | String | Protocol |
| `sub_status_id` | Integer | Sub status ID |
| `type_involvement` | String | Type of involvement |
| Field | Type | Description |
| :----------------------------- | :------ | :-------------------------------- |
| `address_id` | Integer | Address ID |
| `workshop_id` | Integer | Workshop ID |
| `sub_status_id` | Integer | Sub status ID |
| `uuid` | String | Unique identifier |
| `documentation_delivery_date` | Date | Documentation delivery date |
| `date_analysis_documentation` | Date | Date analysis documentation |
| `workshop_direction_date` | Date | Workshop direction date |
| `regulation_schedule_date` | Date | Regulation schedule date |
| `return_date_regulation` | Date | Return date regulation |
| `budget_authorization_date` | Date | Budget authorization date |
| `supervision_inspection_one` | Date | Supervision inspection one date |
| `supervision_inspection_two` | Date | Supervision inspection two date |
| `supervision_inspection_three` | Date | Supervision inspection three date |
| `supervision_inspection_four` | Date | Supervision inspection four date |
| `quality_inspection_request` | Date | Quality inspection request date |
| `repair_completion_date` | Date | Repair completion date |
| `parts_quote_date` | Date | Parts quote date |
| `parts_purchase_date` | Date | Parts purchase date |
| `parts_delivery_forecast` | Date | Parts delivery forecast date |
| `parts_delivery_date` | Date | Parts delivery date |
| `reason` | String | Reason |
| Field | Type | Description |
| :-------- | :------ | :---------------- |
| `deleted` | Boolean | Is deleted |
| `label` | String | Label |
| `hide` | Boolean | Is hidden |
| `uuid` | String | Unique identifier |
| Field | Type | Description |
| :------------------- | :------ | :----------------- |
| `model_year` | String | Model year |
| `implemento_price` | Number | Implemento price |
| `renavam` | String | Renavam |
| `uuid` | String | Unique identifier |
| `implement_color_id` | Integer | Implement color ID |
| `external_id` | String | External ID |
| Field | Type | Description |
| :----------- | :------- | :-------------------- |
| `updated_at` | DateTime | Last update timestamp |
| `deleted` | Boolean | Is deleted |
| `name` | String | Name |
| `uuid` | String | Unique identifier |
| Field | Type | Description |
| :----------------------- | :-------------- | :------------------------------------------ |
| `payment_attempts` | Array of String | Payment attempts |
| `in_serasa` | Boolean | In Serasa |
| `uuid` | String | Unique identifier |
| `billing_simulation_id` | Integer | Billing simulation ID |
| `payment_limit_date` | Date | Payment limit date |
| `days_pro_rata` | Integer | Days pro rata |
| `daily_pro_rata_value` | Number | Daily pro rata value |
| `accession_amount` | Number | Accession amount |
| `monthly_payment_amount` | Number | Monthly payment amount |
| `linha_digitavel` | String | Linha digitável (typeable line for payment) |
| `codigo_de_barra` | String | Código de barra (barcode) |
| `invoice_billet_token` | String | Invoice billet token |
| `invoice_billet_url` | String | Invoice billet URL |
| `checkout_link` | String | Checkout link |
| `pix_qrcode` | String | PIX QR Code |
| Field | Type | Description |
| :----------------- | :------- | :----------------------- |
| `pix_emv` | String | PIX EMV |
| `pix_qrcode` | String | PIX QR Code |
| `pix_paid` | Boolean | Is PIX paid |
| `uuid` | String | Unique identifier |
| `pix_generated_at` | DateTime | PIX generation timestamp |
| `shorten_url` | String | Shortened URL |
| Field | Type | Description |
| :---------------------------- | :-------------- | :-------------------------- |
| `invoice_billet_id` | Integer | Invoice billet ID |
| `contract_object_type` | String | Contract object type |
| `uuid` | String | Unique identifier |
| `plan_name` | String | Plan name |
| `plate` | String | License plate |
| `chassi` | String | Chassi |
| `assembler` | String | Assembler |
| `model` | String | Model |
| `vehicle_type_name` | String | Vehicle type name |
| `vehicle_category_name` | String | Vehicle category name |
| `vehicle_use_type_name` | String | Vehicle use type name |
| `fabrication_year` | String | Fabrication year |
| `model_year` | String | Model year |
| `renavam` | String | Renavam |
| `vehicle_color_name` | String | Vehicle color name |
| `plate_implements` | Array of String | Plate implements |
| `chassi_implements` | Array of String | Chassi implements |
| `model_implements` | Array of String | Model implements |
| `assembler_implements` | Array of String | Assembler implements |
| `fabrication_year_implements` | Array of String | Fabrication year implements |
| `model_year_implements` | Array of String | Model year implements |
| `types_implements` | Array of String | Types implements |
| `renavam_implements` | Array of String | Renavam implements |
| `implement_color_names` | Array of String | Implement color names |
| Field | Type | Description |
| :------- | :----- | :---------------- |
| `emv` | String | EMV string |
| `qrcode` | String | QR Code |
| `uuid` | String | Unique identifier |
| Field | Type | Description |
| :--------------------- | :------ | :------------------- |
| `invoice_status` | String | Invoice status |
| `contract_object_type` | String | Contract object type |
| `uuid` | String | Unique identifier |
| `wallet_uid` | String | Wallet UID |
| `implemento_type_id` | Integer | Implemento type ID |
| `vehicle_type_id` | Integer | Vehicle type ID |
| `vehicle_type_name` | String | Vehicle type name |
| Field | Type | Description |
| :------------------ | :----- | :------------------- |
| `fuel_type` | String | Fuel type |
| `external_id` | String | External ID |
| `uuid` | String | Unique identifier |
| `km` | Number | Kilometers (mileage) |
| `transmission_type` | String | Transmission type |
## Skills for agents
Mutual connector documentation as plain markdown, for use in AI agent contexts.