# Orion Connector for Claude (Denali Gateway MCP): tools, setup, cost

> 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.

- Kind: Remote MCP server
- Status: Live
- First seen: Aug 2026
- Products: [Orion](https://wealthtech.dev/products/orion), [Redtail CRM](https://wealthtech.dev/products/redtail)
- Id: `orion-denali` · JSON: https://wealthtech.dev/mcp/orion-denali.json

## Facts

| Field | Value | Source and quote | Checked |
|---|---|---|---|
| Endpoint | https://gateway.oriondenali.ai/mcp | From a third-party page. [claude.com](https://claude.com/marketplace/connectors/orion-advisor-solutions) "https://gateway.oriondenali.ai/mcp" | 2026-10-17 |
| Transport | Not found | Not found. Neither the listing nor Orion's connector page states the transport. Neither the listing nor Orion's connector page states the transport. | 2026-10-17 |
| Tool count | 19 | From a third-party page. [claude.com](https://claude.com/marketplace/connectors/orion-advisor-solutions) "redtail_search_opportunities" | 2026-10-17 |
| Read or write | read-write | From a third-party page. [claude.com](https://claude.com/marketplace/connectors/orion-advisor-solutions) "redtail_add_activity" | 2026-10-17 |
| Authentication | Sign-in required; operates under each user's existing Orion Connect and Redtail permissions | Checked on the source's own page. [www.orion.com](https://www.orion.com/advisor-tech/orion-connector-for-claude) "The connector operates using each user's existing Orion Connect and Redtail permissions and does not create additional access to data." | 2026-10-17 |
| 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. [www.orion.com](https://www.orion.com/advisor-tech/orion-connector-for-claude) "Access requires a deliberate action by a firm's designated technical administrator through the Orion Denali Gateway Portal." | 2026-10-17 |
| Price | Not found | Not found. 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. 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. | 2026-10-17 |

## 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. |

## Listings

- https://claude.com/marketplace/connectors/orion-advisor-solutions: claude.com Connectors (checked 2026-10-17) "Bring Orion Connect portfolio data and Redtail CRM together in Claude"
- https://www.orion.com/advisor-tech/orion-connector-for-claude: Orion connector page (checked 2026-10-17) "Available in Anthropic's Claude connector directory now."

This page describes security facts (auth, read or write scope, who turns it on). It doesn't endorse the server.
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Source: https://wealthtech.dev/mcp/orion-denali · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it.