{
  "page": "https://wealthtech.dev/products/altruist",
  "title": "Altruist API: access, auth, sandbox and MCP (checked Oct 2026)",
  "description": "Altruist publishes its developer documentation openly, but credentials need approval: a request form for the Open API (OAuth 2.0 authorization code, sandbox with mock data), a limited beta for the Realtime APIs (60 reads and 30 writes per minute), and SFTP flat files delivered daily.",
  "updated": "2026-10-17",
  "data": {
    "$schema": "https://wealthtech.dev/schema/product.schema.json",
    "url": "https://wealthtech.dev/products/altruist",
    "title": "Altruist API: access, auth, sandbox and MCP (checked Oct 2026)",
    "lastChecked": "2026-10-17",
    "id": "altruist",
    "name": "Altruist",
    "vendor": "Altruist",
    "website": "https://altruist.com/",
    "category": "custodian",
    "tier": "core",
    "company": "altruist",
    "access": {
      "value": "open-docs-gated-keys",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.altruist.com/docs/overview",
      "evidence": "Third party partners looking to build a new integration with Altruist should fill out the Partner Interest Form.",
      "capture": "evidence/altruist/developer-altruist-com-docs-overview.txt",
      "note": "Docs are public. Open API credentials come through a request form; Realtime API access is a limited beta by email application; both need approval. https://altruist.com/ returned HTTP 403 to the capture tool."
    },
    "docsUrl": {
      "value": "https://developer.altruist.com/",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.altruist.com/docs/overview",
      "evidence": "This portal provides the official technical documentation for Altruist third-party partners and RIAs.",
      "capture": "evidence/altruist/developer-altruist-com-docs-overview.txt",
      "note": null
    },
    "style": {
      "value": [
        "rest",
        "file-sftp"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.altruist.com/docs/flat-file-getting-started",
      "evidence": "Files are delivered daily via SFTP and reflect the prior market day’s closing values.",
      "capture": "evidence/altruist/developer-altruist-com-docs-flat-file-getting-started.txt",
      "note": "Three surfaces are documented: Open API (end of prior business day data), Realtime APIs, and SFTP flat files."
    },
    "auth": {
      "value": [
        "oauth2-auth-code"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.altruist.com/docs/open-api-authentication",
      "evidence": "Altruist supports the OAuth 2.0 authorization code flow",
      "capture": "evidence/altruist/developer-altruist-com-docs-open-api-authentication.txt",
      "note": "Open API uses the authorization code flow. The Realtime APIs 'currently support the OAuth 2.0 Password Grant flow' (https://developer.altruist.com/docs/authentication-1), which the auth enum does not list."
    },
    "howToGetAccess": {
      "value": "Open API: submit the request form with OAuth redirect URIs. Realtime API: email Altruist to apply to the limited beta. SFTP flat files: email Altruist for an SFTP application.",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.altruist.com/docs/getting-started-with-open-api",
      "evidence": "To request access to Altruist Open APIs, please fill out this form.",
      "capture": "evidence/altruist/developer-altruist-com-docs-getting-started-with-open-api.txt",
      "note": null
    },
    "sandbox": {
      "value": "yes-on-request",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.altruist.com/docs/getting-started-with-open-api",
      "evidence": "Altruist will provide credentials for accessing our sandbox and production environments as part of the onboarding process.",
      "capture": "evidence/altruist/developer-altruist-com-docs-getting-started-with-open-api.txt",
      "note": "The Open API sandbox uses mock data and is available Monday-Friday during market open hours."
    },
    "rateLimits": {
      "value": "Realtime API: reads 60 per minute and 1,000 per hour; writes 30 per minute and 500 per hour; per organization and per endpoint",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.altruist.com/docs/rate-limiting",
      "evidence": "Reads (GET) 60 1,000 Writes (POST, PUT, PATCH, DELETE) 30 500",
      "capture": "evidence/altruist/developer-altruist-com-docs-rate-limiting.txt",
      "note": "Open API limits were not found on the pages read."
    },
    "webhooks": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No webhook documentation found in the Altruist guide pages read (overview, Open API, Realtime, flat files, rate limiting)."
    },
    "sdks": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No SDK named on the guide pages read."
    },
    "openapi": {
      "value": "none",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "The documentation site has a 'Specification' section (https://developer.altruist.com/reference) rendering an API reference; no downloadable OpenAPI file was seen in the captured text."
    },
    "partnerProgram": {
      "value": "https://developer.altruist.com/docs/overview",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.altruist.com/docs/overview",
      "evidence": "Third party partners looking to build a new integration with Altruist should fill out the Partner Interest Form.",
      "capture": "evidence/altruist/developer-altruist-com-docs-overview.txt",
      "note": null
    },
    "publicIntegrationList": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No public integration list found; the overview page says RIAs find integration articles in the Altruist Advisor Portal. https://altruist.com/ returned 403."
    },
    "connectionMechanisms": {
      "value": [
        "native-api",
        "file"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.altruist.com/docs/altruist-custodial-flat-files",
      "evidence": "Altruist Custodial Flat Files",
      "capture": "evidence/altruist/developer-altruist-com-docs-altruist-custodial-flat-files.txt",
      "note": "See the flat-file Getting Started page: 'Altruist’s standard custodial data feed delivers end-of-day flat files for core data sets to RIAs and integration partners.'"
    },
    "mcp": [],
    "whatDocsDontSay": [
      "The Open API returns end of prior business day data; real-time access is the Realtime API, which is a limited beta.",
      "The Open API and Realtime API use different OAuth flows (authorization code versus password grant) and different hosts.",
      "No webhooks, SDKs or downloadable OpenAPI file are stated in the guide pages read."
    ],
    "summary": "Altruist publishes its developer documentation openly, but credentials need approval: a request form for the Open API (OAuth 2.0 authorization code, sandbox with mock data), a limited beta for the Realtime APIs (60 reads and 30 writes per minute), and SFTP flat files delivered daily.",
    "changelog": [],
    "listed": true,
    "license": "CC BY 4.0",
    "attribution": "wealthtech.dev",
    "publisher": "wealthtech.dev"
  }
}