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

> 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.

- Vendor: Altruist (Altruist)
- Website: https://altruist.com/
- Category: Custodians (core)
- API access: Open docs, keys by approval
- Last checked: 2026-10-17
- Id: `altruist` · JSON: https://wealthtech.dev/products/altruist.json

## Developer surface

| Field | Value | Source and quote | Checked |
|---|---|---|---|
| API access | Open docs, keys by approval | Checked on the source's own page. [developer.altruist.com](https://developer.altruist.com/docs/overview) "Third party partners looking to build a new integration with Altruist should fill out the Partner Interest Form." | 2026-10-17 |
| Developer docs | https://developer.altruist.com/ | Checked on the source's own page. [developer.altruist.com](https://developer.altruist.com/docs/overview) "This portal provides the official technical documentation for Altruist third-party partners and RIAs." | 2026-10-17 |
| API style | REST, Files over SFTP | Checked on the source's own page. [developer.altruist.com](https://developer.altruist.com/docs/flat-file-getting-started) "Files are delivered daily via SFTP and reflect the prior market day’s closing values." | 2026-10-17 |
| Authentication | OAuth 2.0 (authorization code) | Checked on the source's own page. [developer.altruist.com](https://developer.altruist.com/docs/open-api-authentication) "Altruist supports the OAuth 2.0 authorization code flow" | 2026-10-17 |
| How to get access | 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. | Checked on the source's own page. [developer.altruist.com](https://developer.altruist.com/docs/getting-started-with-open-api) "To request access to Altruist Open APIs, please fill out this form." | 2026-10-17 |
| Sandbox | Yes, on request | Checked on the source's own page. [developer.altruist.com](https://developer.altruist.com/docs/getting-started-with-open-api) "Altruist will provide credentials for accessing our sandbox and production environments as part of the onboarding process." | 2026-10-17 |
| Rate limits | Realtime API: reads 60 per minute and 1,000 per hour; writes 30 per minute and 500 per hour; per organization and per endpoint | Checked on the source's own page. [developer.altruist.com](https://developer.altruist.com/docs/rate-limiting) "Reads (GET) 60 1,000 Writes (POST, PUT, PATCH, DELETE) 30 500" | 2026-10-17 |
| Webhooks | Not found | Not found. No webhook documentation found in the Altruist guide pages read (overview, Open API, Realtime, flat files, rate limiting). No webhook documentation found in the Altruist guide pages read (overview, Open API, Realtime, flat files, rate limiting). | 2026-10-17 |
| SDKs | Not found | Not found. No SDK named on the guide pages read. No SDK named on the guide pages read. | 2026-10-17 |
| OpenAPI spec | Not found | Not found. 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. 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. | 2026-10-17 |
| Partner program | https://developer.altruist.com/docs/overview | Checked on the source's own page. [developer.altruist.com](https://developer.altruist.com/docs/overview) "Third party partners looking to build a new integration with Altruist should fill out the Partner Interest Form." | 2026-10-17 |
| Public integration list | Not found | Not found. No public integration list found; the overview page says RIAs find integration articles in the Altruist Advisor Portal. https://altruist.com/ returned 403. No public integration list found; the overview page says RIAs find integration articles in the Altruist Advisor Portal. https://altruist.com/ returned 403. | 2026-10-17 |
| Ways to connect | Native API, File exchange | Checked on the source's own page. [developer.altruist.com](https://developer.altruist.com/docs/altruist-custodial-flat-files) "Altruist Custodial Flat Files" | 2026-10-17 |

## MCP servers and AI connectors

None recorded on public pages we checked.

## What the docs don't say

- 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.

## Changes

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