{
  "page": "https://wealthtech.dev/products/addepar",
  "title": "Addepar API: access, auth, sandbox and MCP (checked Oct 2026)",
  "description": "Addepar's API documentation is public, but keys come from a client firm's administrator, who creates a key and secret inside Addepar. Limits are 50 requests per 15 minutes and 1,000 per 24 hours at the firm level; development environments are available through your Addepar contact.",
  "updated": "2026-10-17",
  "data": {
    "$schema": "https://wealthtech.dev/schema/product.schema.json",
    "url": "https://wealthtech.dev/products/addepar",
    "title": "Addepar API: access, auth, sandbox and MCP (checked Oct 2026)",
    "lastChecked": "2026-10-17",
    "id": "addepar",
    "name": "Addepar",
    "vendor": "Addepar",
    "website": "https://addepar.com/",
    "category": "portfolio-reporting",
    "tier": "core",
    "company": "addepar",
    "access": {
      "value": "open-docs-gated-keys",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developers.addepar.com/docs/basic-authentication",
      "evidence": "To request an API key and secret, contact your firm administrator.",
      "capture": "evidence/addepar/developers-addepar-com-docs-basic-authentication.txt",
      "note": "Developer docs are public. API keys are created inside a client firm's Addepar account by an administrator."
    },
    "docsUrl": {
      "value": "https://developers.addepar.com/",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developers.addepar.com/docs/welcome",
      "evidence": "With our APIs and developer resources, you can amplify your existing systems and workflows.",
      "capture": "evidence/addepar/developers-addepar-com-docs-welcome.txt",
      "note": null
    },
    "style": {
      "value": [
        "rest"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developers.addepar.com/docs/get-setup",
      "evidence": "Using the Addepar API involves sending HTTP requests.",
      "capture": "evidence/addepar/developers-addepar-com-docs-get-setup.txt",
      "note": "The setup page's example request uses the header accept: application/vnd.api+json."
    },
    "auth": {
      "value": [
        "basic",
        "oauth2-auth-code"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developers.addepar.com/docs/basic-authentication",
      "evidence": "The Addepar API uses HTTP Basic Auth to authenticate API requests.",
      "capture": "evidence/addepar/developers-addepar-com-docs-basic-authentication.txt",
      "note": "OAuth 2.0 authorization code grant is documented at https://developers.addepar.com/docs/oauth ('Authorization code grant flow'); the access token is valid for 60 minutes."
    },
    "howToGetAccess": {
      "value": "Firm administrator creates an API key and secret in Firm Administration; third-party developers ask the client firm's administrator. OAuth clients are set up through your Addepar contact.",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developers.addepar.com/docs/basic-authentication",
      "evidence": "To request an API key and secret, contact your firm administrator.",
      "capture": "evidence/addepar/developers-addepar-com-docs-basic-authentication.txt",
      "note": null
    },
    "sandbox": {
      "value": "yes-on-request",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developers.addepar.com/docs/get-setup",
      "evidence": "Addepar offers development environments for clients and partners. To request a development environment, reach out to your Addepar contact.",
      "capture": "evidence/addepar/developers-addepar-com-docs-get-setup.txt",
      "note": null
    },
    "rateLimits": {
      "value": "Firm level: 50 requests per 15 minutes, 1,000 requests per 24 hours, 60 seconds maximum runtime per request",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developers.addepar.com/docs/rate-limiting-1",
      "evidence": "Maximum number of requests in a 15-minute window is 50 Maximum number of requests in 24-hour window is 1000 Maximum runtime per request is 60 sec",
      "capture": "evidence/addepar/developers-addepar-com-docs-rate-limiting-1.txt",
      "note": "Breaches return 429 with an X-RateLimit-Retry-After header; increases are requested through Addepar Support."
    },
    "webhooks": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not found in the Addepar developer pages read (welcome, setup, access, OAuth, rate limiting, Addepar 101)."
    },
    "sdks": {
      "value": [
        "Postman",
        "cURL"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developers.addepar.com/docs/get-setup",
      "evidence": "For testing purposes: Use a tool like Postman, or the command-line utility cURL.",
      "capture": "evidence/addepar/developers-addepar-com-docs-get-setup.txt",
      "note": "No language SDK is named on the pages read."
    },
    "openapi": {
      "value": "none",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No OpenAPI file or link found in the developer pages read."
    },
    "partnerProgram": {
      "value": "https://www.addepar.com/partners",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.addepar.com/partners",
      "evidence": "Please contact your Client Success Manager or the Addepar Partnerships Team for more information.",
      "capture": "evidence/addepar/addepar-com-partners.txt",
      "note": null
    },
    "publicIntegrationList": {
      "value": "https://integrations.addepar.com/",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://integrations.addepar.com/",
      "evidence": "Aggregate your data and optimize your workflows through the Addepar Integration Center.",
      "capture": "evidence/addepar/integrations-addepar-com.txt",
      "note": null
    },
    "connectionMechanisms": {
      "value": [
        "native-api",
        "mcp"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developers.addepar.com/docs/welcome",
      "evidence": "With our APIs and developer resources, you can amplify your existing systems and workflows.",
      "capture": "evidence/addepar/developers-addepar-com-docs-welcome.txt",
      "note": "Addepar's MCP connector is listed on claude.com (Connector URL https://mcp.addepar.com/): https://claude.com/marketplace/connectors/addepar. Addepar's own pages read say 'Join the Addepar MCP beta waitlist!'"
    },
    "mcp": [
      "addepar-mcp"
    ],
    "whatDocsDontSay": [
      "The public docs state no webhooks and publish no OpenAPI file.",
      "The docs are open to read, but a key needs an Addepar firm account with API access permission; a third-party developer has to ask a client firm's administrator.",
      "Addepar's own pages describe its MCP server as a beta with a waitlist."
    ],
    "summary": "Addepar's API documentation is public, but keys come from a client firm's administrator, who creates a key and secret inside Addepar. Limits are 50 requests per 15 minutes and 1,000 per 24 hours at the firm level; development environments are available through your Addepar contact.",
    "changelog": [],
    "listed": true,
    "license": "CC BY 4.0",
    "attribution": "wealthtech.dev",
    "publisher": "wealthtech.dev"
  }
}