{
  "page": "https://wealthtech.dev/mcp/orion-denali",
  "title": "Orion Connector for Claude (Denali Gateway MCP): tools, setup, cost",
  "description": "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.",
  "updated": "2026-10-17",
  "data": {
    "$schema": "https://wealthtech.dev/schema/mcp.schema.json",
    "url": "https://wealthtech.dev/mcp/orion-denali",
    "title": "Orion Connector for Claude (Denali Gateway MCP): tools, setup, cost",
    "lastChecked": "2026-10-17",
    "id": "orion-denali",
    "name": "Orion Connector for Claude (Denali Gateway MCP)",
    "productIds": [
      "orion",
      "redtail"
    ],
    "kind": "remote-mcp",
    "status": "live",
    "firstSeen": "2026-08-01",
    "endpoint": {
      "value": "https://gateway.oriondenali.ai/mcp",
      "state": "third",
      "checked": "2026-10-17",
      "source": "registry",
      "url": "https://claude.com/marketplace/connectors/orion-advisor-solutions",
      "evidence": "https://gateway.oriondenali.ai/mcp",
      "capture": "evidence/mcp-orion-denali/claude-com-marketplace-connectors-orion-advisor-solutions.txt",
      "note": "Published on the Claude connector listing; Orion's own connector page read does not print the URL."
    },
    "transport": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Neither the listing nor Orion's connector page states the transport."
    },
    "toolCount": {
      "value": 19,
      "state": "third",
      "checked": "2026-10-17",
      "source": "registry",
      "url": "https://claude.com/marketplace/connectors/orion-advisor-solutions",
      "evidence": "redtail_search_opportunities",
      "capture": "evidence/mcp-orion-denali/claude-com-marketplace-connectors-orion-advisor-solutions.txt",
      "note": "Counted from the 19 tool names the listing shows; the listing does not print a total."
    },
    "tools": [
      {
        "name": "orion_connect_generate_report_rb3",
        "readWrite": "unknown",
        "description": "Generates a report in Orion Connect."
      },
      {
        "name": "orion_connect_get_current_value",
        "readWrite": "read",
        "description": "Gets the current value of an account or household."
      },
      {
        "name": "orion_connect_get_household_address",
        "readWrite": "read",
        "description": "Gets a household's address."
      },
      {
        "name": "orion_connect_get_report_parameters",
        "readWrite": "read",
        "description": "Gets the parameters a report accepts."
      },
      {
        "name": "orion_connect_list_household_accounts",
        "readWrite": "read",
        "description": "Lists the accounts in a household."
      },
      {
        "name": "orion_connect_list_reports",
        "readWrite": "read",
        "description": "Lists available reports."
      },
      {
        "name": "orion_connect_lookup_account_owner",
        "readWrite": "read",
        "description": "Looks up who owns an account."
      },
      {
        "name": "orion_connect_search_accounts",
        "readWrite": "read",
        "description": "Searches accounts."
      },
      {
        "name": "orion_connect_search_households",
        "readWrite": "read",
        "description": "Searches households."
      },
      {
        "name": "redtail_add_activity",
        "readWrite": "write",
        "description": "Adds an activity in Redtail."
      },
      {
        "name": "redtail_add_opportunity",
        "readWrite": "write",
        "description": "Adds an opportunity in Redtail."
      },
      {
        "name": "redtail_create_note",
        "readWrite": "write",
        "description": "Creates a note in Redtail."
      },
      {
        "name": "redtail_get_activity",
        "readWrite": "read",
        "description": "Gets an activity."
      },
      {
        "name": "redtail_get_contact",
        "readWrite": "read",
        "description": "Gets a contact."
      },
      {
        "name": "redtail_list_activity_reference_data",
        "readWrite": "read",
        "description": "Lists activity reference values."
      },
      {
        "name": "redtail_list_opportunity_reference_data",
        "readWrite": "read",
        "description": "Lists opportunity reference values."
      },
      {
        "name": "redtail_search_activities",
        "readWrite": "read",
        "description": "Searches activities."
      },
      {
        "name": "redtail_search_contacts",
        "readWrite": "read",
        "description": "Searches contacts."
      },
      {
        "name": "redtail_search_opportunities",
        "readWrite": "read",
        "description": "Searches opportunities."
      }
    ],
    "scope": {
      "value": "read-write",
      "state": "third",
      "checked": "2026-10-17",
      "source": "registry",
      "url": "https://claude.com/marketplace/connectors/orion-advisor-solutions",
      "evidence": "redtail_add_activity",
      "capture": "evidence/mcp-orion-denali/claude-com-marketplace-connectors-orion-advisor-solutions.txt",
      "note": "Inferred from tool names on the listing (redtail_add_activity, redtail_add_opportunity, redtail_create_note); no page states a scope label."
    },
    "auth": {
      "value": "Sign-in required; operates under each user's existing Orion Connect and Redtail permissions",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.orion.com/advisor-tech/orion-connector-for-claude",
      "evidence": "The connector operates using each user's existing Orion Connect and Redtail permissions and does not create additional access to data.",
      "capture": "evidence/mcp-orion-denali/orion-com-advisor-tech-orion-connector-for-claude.txt",
      "note": "The listing also shows 'Sign-in Required'."
    },
    "enablement": {
      "value": "Not enabled by default; a firm's designated technical administrator enables it in the Orion Denali Gateway Portal",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.orion.com/advisor-tech/orion-connector-for-claude",
      "evidence": "Access requires a deliberate action by a firm's designated technical administrator through the Orion Denali Gateway Portal.",
      "capture": "evidence/mcp-orion-denali/orion-com-advisor-tech-orion-connector-for-claude.txt",
      "note": null
    },
    "price": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "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."
    },
    "listings": [
      {
        "value": "claude.com Connectors",
        "state": "third",
        "checked": "2026-10-17",
        "source": "registry",
        "url": "https://claude.com/marketplace/connectors/orion-advisor-solutions",
        "evidence": "Bring Orion Connect portfolio data and Redtail CRM together in Claude",
        "capture": "evidence/mcp-orion-denali/claude-com-marketplace-connectors-orion-advisor-solutions.txt",
        "note": "Listing says 'Made by Orion' and 'Added August 2026'."
      },
      {
        "value": "Orion connector page",
        "state": "verified",
        "checked": "2026-10-17",
        "source": "vendor",
        "url": "https://www.orion.com/advisor-tech/orion-connector-for-claude",
        "evidence": "Available in Anthropic's Claude connector directory now.",
        "capture": "evidence/mcp-orion-denali/orion-com-advisor-tech-orion-connector-for-claude.txt",
        "note": "Vendor's own page; offers 'Request Connector Access' and refers to a February 2026 Orion and Anthropic collaboration announcement."
      }
    ],
    "summary": "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.",
    "license": "CC BY 4.0",
    "attribution": "wealthtech.dev"
  }
}