Can HumDay connect to Naviplancentral NaviPlan?

Yes. HumDay reads Naviplancentral NaviPlan's own published API description and derives the operations from it, so there is no hand-built connector to wait for. 64 operations are documented.

Do I need to write code to automate Naviplancentral NaviPlan?

No. You describe the outcome you want in plain words. HumDay agrees a contract with you, writes the program, and shows you a test run before anything touches your Naviplancentral NaviPlan account.

What can HumDay do in Naviplancentral NaviPlan?

10 of the 64 documented operations change something in Naviplancentral NaviPlan, and 54 read from it. HumDay only ever uses the specific operations your approved contract needs.

Is my Naviplancentral NaviPlan account safe?

Your credentials are stored encrypted and are never shown in chat, code, or logs. Every run is limited to the operations you explicitly approved, and anything that writes to Naviplancentral NaviPlan is held behind that approval.

Automate Naviplancentral NaviPlan

HumDay reads Naviplancentral NaviPlan’s own published API description and derives 64 operations from it. Describe the outcome you want in plain words — you get a program that is written, proven on real data, and run for you.

What Naviplancentral NaviPlan is

An API for accessing NaviPlan plan data for a client.

API host: demo.uat.naviplancentral.com

What HumDay can do in Naviplancentral NaviPlan

10 documented operations change something in Naviplancentral NaviPlan.

POSTStart a session with the DomainProviders user store/api/auth/Login
POSTSets the password for the currently logged in user/api/Password/Set
POSTResets the password for the supplied user name/api/Password/Reset
POSTDetermines if the currently logged in user has set their own password/api/Password/HasUserSetPassword
POSTAccepts the EULA/api/Eula/Accept
POSTValidate and extend the duration of a session/api/auth/ResumeSession
POSTPerform calculations/api/GoalAdjustments/Retirement/Calculations
POSTPerform calculations/api/GoalAdjustments/Education/{id}/Calculations
POSTPerform calculations/api/GoalAdjustments/MajorPurchase/{id}/Calculations
POSTUpdate Logout/api/auth/Logout

What HumDay can read from Naviplancentral NaviPlan

These are the operations a schedule or a trigger can watch.

GETRetrieve all Households associated with the user/api/Households
GETReturns a list of goal adjustment restrictions./api/GoalAdjustments/Restrictions
GETReturns a list of goals with their relevant success rates./api/GoalAdjustments/GoalSuccessRates
GETRetrieve a list of funding accounts/api/LivePlan/Goals/Funding
GETRetrieve goals/api/Goals
GETRetrieve family/api/Family
GETRetrieve Advisors/api/Advisors
GETRetrieve net worth/api/NetWorth
GETRetrieve plan assumptions/api/Assumptions
GETRetrieve liabilities/api/Liabilities
GETRetrieve plan data statuses/api/PlanStatuses
GETRetrieve stock options/api/StockOptions
GETRetrieve lifestyle assets/api/LifestyleAssets
GETRetrieve plan information/api/PlanInformation
GETRetrieve business entities/api/BusinessEntities
GETRetrieve holding companies/api/HoldingCompanies
GETRetrieve restricted stocks/api/RestrictedStocks
GETRetrieve portfolio accounts/api/PortfolioAccounts
GETRetrieve projected cash flow/api/ProjectedCashFlow
GETRetrieve projected net worth/api/ProjectedNetWorth
GETRetrieve defined benefit pensions/api/DefinedBenefitPensions
GETRetrieve projected annual summaries/api/ProjectedAnnualSummary
GETRetrieves all goals from the live plan/api/LivePlan/Goals
GETGets the login rules/api/auth/LoginConfiguration
GETRetrieve Monte Carlo results from standalone calc service/api/Calculations/MonteCarlo
GETRetrieve goals/api/Goals/{id}
GETRetrieve an Advisor/api/Advisors/{id}
GETGets the password complexity requirements/api/Password/PasswordRequirements
GETThis resource can be used to check the status of the service./api/ServiceInformation/Statistics
GETRetrieve a liability/api/Liabilities/{id}
GETRetrieve needs vs abilities data/api/ProjectedGoals/NeedsVsAbilities
GETRetrieve a stock option/api/StockOptions/{id}
GETRetrieve assets funding goals over time/api/ProjectedGoals/AssetsFundingGoals
GETRetrieve lifestyle assets/api/LifestyleAssets/{id}
GETRetrieve a business entity/api/BusinessEntities/{id}
GETRetrieve a holding company/api/HoldingCompanies/{id}
GETRetrieve a restricted stock/api/RestrictedStocks/{id}
GETRetrieve a portfolio account/api/PortfolioAccounts/{id}
GETRetrieve projected cash flow by id/api/ProjectedCashFlow/{id}
GETRetrieve projected net worth by id/api/ProjectedNetWorth/{id}
GETRetrieve a definedBenefitPension/api/DefinedBenefitPensions/{id}
GETRetrieve projected annual summary by id/api/ProjectedAnnualSummary/{id}
GETRetrieves accounts for a given plan/api/LivePlan/NetWorth/Accounts
GETRetrieves real estate accounts for a given plan/api/LivePlan/NetWorth/RealEstate
GETRetrieves liabilities for a given plan/api/LivePlan/NetWorth/Liabilities
GETRetrieves net worth projections/api/LivePlan/Projections/NetWorth
GETRetrieves lifestyle assets for a given plan/api/LivePlan/NetWorth/LifestyleAssets
GETRetrieve the adjustments/api/GoalAdjustments/Retirement/Adjustments
GETReturns WAMO values for current goal/api/GoalAdjustments/{id}/WhatAreMyOptions
GETRetrieve Advisors for a Client/api/Advisors/{householdId}/{clientId}
GETRetrieve WAMO values for a given goal/api/LivePlan/Goals/{id}/WhatAreMyOptions
GETRetrieve the adjustments/api/GoalAdjustments/Education/{id}/Adjustments
GETRetrieves needs vs abilities projections/api/LivePlan/Projections/{id}/NeedsVsAbilities
GETRetrieve the adjustments/api/GoalAdjustments/MajorPurchase/{id}/Adjustments

How automating Naviplancentral NaviPlan works

Describe the outcome. Say what you want to happen, in your own words. No node graphs, no field mapping.
Approve the contract. HumDay writes down exactly what it will do, what it will touch, and what it will never do. You approve it before anything is built.
See it proven. The program runs and shows you the result before it is allowed near your live Naviplancentral NaviPlan account.
Grant access, then go live. You approve the specific Naviplancentral NaviPlan operations it may use — and only those.