# Addepar API: access, auth, sandbox and MCP (checked Oct 2026)

> 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.

- Vendor: Addepar (Addepar)
- Website: https://addepar.com/
- Category: Portfolio management and reporting (core)
- API access: Open docs, keys by approval
- Last checked: 2026-10-17
- Id: `addepar` · JSON: https://wealthtech.dev/products/addepar.json

## Developer surface

| Field | Value | Source and quote | Checked |
|---|---|---|---|
| API access | Open docs, keys by approval | Checked on the source's own page. [developers.addepar.com](https://developers.addepar.com/docs/basic-authentication) "To request an API key and secret, contact your firm administrator." | 2026-10-17 |
| Developer docs | https://developers.addepar.com/ | Checked on the source's own page. [developers.addepar.com](https://developers.addepar.com/docs/welcome) "With our APIs and developer resources, you can amplify your existing systems and workflows." | 2026-10-17 |
| API style | REST | Checked on the source's own page. [developers.addepar.com](https://developers.addepar.com/docs/get-setup) "Using the Addepar API involves sending HTTP requests." | 2026-10-17 |
| Authentication | Basic auth, OAuth 2.0 (authorization code) | Checked on the source's own page. [developers.addepar.com](https://developers.addepar.com/docs/basic-authentication) "The Addepar API uses HTTP Basic Auth to authenticate API requests." | 2026-10-17 |
| How to get access | 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. | Checked on the source's own page. [developers.addepar.com](https://developers.addepar.com/docs/basic-authentication) "To request an API key and secret, contact your firm administrator." | 2026-10-17 |
| Sandbox | Yes, on request | Checked on the source's own page. [developers.addepar.com](https://developers.addepar.com/docs/get-setup) "Addepar offers development environments for clients and partners. To request a development environment, reach out to your Addepar contact." | 2026-10-17 |
| Rate limits | Firm level: 50 requests per 15 minutes, 1,000 requests per 24 hours, 60 seconds maximum runtime per request | Checked on the source's own page. [developers.addepar.com](https://developers.addepar.com/docs/rate-limiting-1) "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" | 2026-10-17 |
| Webhooks | Not found | Not found. Not found in the Addepar developer pages read (welcome, setup, access, OAuth, rate limiting, Addepar 101). Not found in the Addepar developer pages read (welcome, setup, access, OAuth, rate limiting, Addepar 101). | 2026-10-17 |
| SDKs | Postman, cURL | Checked on the source's own page. [developers.addepar.com](https://developers.addepar.com/docs/get-setup) "For testing purposes: Use a tool like Postman, or the command-line utility cURL." | 2026-10-17 |
| OpenAPI spec | Not found | Not found. No OpenAPI file or link found in the developer pages read. No OpenAPI file or link found in the developer pages read. | 2026-10-17 |
| Partner program | https://www.addepar.com/partners | Checked on the source's own page. [www.addepar.com](https://www.addepar.com/partners) "Please contact your Client Success Manager or the Addepar Partnerships Team for more information." | 2026-10-17 |
| Public integration list | https://integrations.addepar.com/ | Checked on the source's own page. [integrations.addepar.com](https://integrations.addepar.com/) "Aggregate your data and optimize your workflows through the Addepar Integration Center." | 2026-10-17 |
| Ways to connect | Native API, MCP | Checked on the source's own page. [developers.addepar.com](https://developers.addepar.com/docs/welcome) "With our APIs and developer resources, you can amplify your existing systems and workflows." | 2026-10-17 |

## MCP servers and AI connectors

- [Addepar MCP](https://wealthtech.dev/mcp/addepar-mcp): Remote MCP server, Live

## What the docs don't say

- 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.

## Changes

No changes recorded since this record was first published.
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Source: https://wealthtech.dev/products/addepar · 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.