Orion Connector for Claude (Denali Gateway MCP)

Live Remote MCP server · first seen Aug 2026 · last checked Oct 17, 2026

Orion's connector links Claude to Orion Connect portfolio data and Redtail CRM through a gateway at https://gateway.oriondenali.ai/mcp. It is off by default: a firm's technical administrator must enable it in the Orion Denali Gateway Portal, and it uses each user's existing Orion Connect and Redtail permissions.

Facts

Orion Connector for Claude (Denali Gateway MCP) facts
Endpoint	gateway.oriondenali.ai From a third-party page · Oct 17, 2026 “https://gateway.oriondenali.ai/mcp” Source https://claude.com/marketplace/connectors/orion-advisor-solutions Checked Oct 17, 2026 Note Published on the Claude connector listing; Orion's own connector page read does not print the URL.
Transport	Not found Not found · Oct 17, 2026 Checked Oct 17, 2026 Note Neither the listing nor Orion's connector page states the transport.
Tool count	19 From a third-party page · Oct 17, 2026 “redtail_search_opportunities” Source https://claude.com/marketplace/connectors/orion-advisor-solutions Checked Oct 17, 2026 Note Counted from the 19 tool names the listing shows; the listing does not print a total.
Read or write	read-write From a third-party page · Oct 17, 2026 “redtail_add_activity” Source https://claude.com/marketplace/connectors/orion-advisor-solutions Checked Oct 17, 2026 Note Inferred from tool names on the listing (redtail_add_activity, redtail_add_opportunity, redtail_create_note); no page states a scope label.
Authentication	Sign-in required; operates under each user's existing Orion Connect and Redtail permissions Checked on the source's own page · Oct 17, 2026 “The connector operates using each user's existing Orion Connect and Redtail permissions and does not create additional access to data.” Source https://www.orion.com/advisor-tech/orion-connector-for-claude Checked Oct 17, 2026 Note The listing also shows 'Sign-in Required'.
Who turns it on	Not enabled by default; a firm's designated technical administrator enables it in the Orion Denali Gateway Portal Checked on the source's own page · Oct 17, 2026 “Access requires a deliberate action by a firm's designated technical administrator through the Orion Denali Gateway Portal.” Source https://www.orion.com/advisor-tech/orion-connector-for-claude Checked Oct 17, 2026
Price	Not found Not found · Oct 17, 2026 Checked Oct 17, 2026 Note Orion's connector page has a 'How much does it cost?' FAQ item whose answer is collapsed and not in the rendered page text. docs/research/03 gives $15/user/month for Redtail MCP; that figure was not reproduced on the page as captured.

Tools

Tool	Read or write	What it does
`orion_connect_generate_report_rb3`	unknown	Generates a report in Orion Connect.
`orion_connect_get_current_value`	read	Gets the current value of an account or household.
`orion_connect_get_household_address`	read	Gets a household's address.
`orion_connect_get_report_parameters`	read	Gets the parameters a report accepts.
`orion_connect_list_household_accounts`	read	Lists the accounts in a household.
`orion_connect_list_reports`	read	Lists available reports.
`orion_connect_lookup_account_owner`	read	Looks up who owns an account.
`orion_connect_search_accounts`	read	Searches accounts.
`orion_connect_search_households`	read	Searches households.
`redtail_add_activity`	write	Adds an activity in Redtail.
`redtail_add_opportunity`	write	Adds an opportunity in Redtail.
`redtail_create_note`	write	Creates a note in Redtail.
`redtail_get_activity`	read	Gets an activity.
`redtail_get_contact`	read	Gets a contact.
`redtail_list_activity_reference_data`	read	Lists activity reference values.
`redtail_list_opportunity_reference_data`	read	Lists opportunity reference values.
`redtail_search_activities`	read	Searches activities.
`redtail_search_contacts`	read	Searches contacts.
`redtail_search_opportunities`	read	Searches opportunities.

Where it's listed

claude.com: claude.com Connectors (From a third-party page, Oct 17, 2026)
www.orion.com: Orion connector page (Checked on the source's own page, Oct 17, 2026)

This page states security facts: how you sign in, whether the server can change data, and who has to switch it on. It doesn't endorse the server. Check your firm's policy before connecting an AI assistant to client data.

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