{
  "page": "https://wealthtech.dev/products/envestnet-tamarac",
  "title": "Envestnet Tamarac API: access, auth, sandbox and MCP (checked Oct 2026)",
  "description": "Envestnet Tamarac has two APIs described publicly: a REST Batch API for bulk reports and an External API for real-time client, household and group data. Reference, documentation and credentials require Envestnet Developer Portal credentials, requested through your Account Manager.",
  "updated": "2026-10-17",
  "data": {
    "$schema": "https://wealthtech.dev/schema/product.schema.json",
    "url": "https://wealthtech.dev/products/envestnet-tamarac",
    "title": "Envestnet Tamarac API: access, auth, sandbox and MCP (checked Oct 2026)",
    "lastChecked": "2026-10-17",
    "id": "envestnet-tamarac",
    "name": "Envestnet Tamarac",
    "vendor": "Envestnet",
    "website": "https://www.envestnet.com/tamarac",
    "category": "portfolio-reporting",
    "tier": "core",
    "company": "envestnet",
    "access": {
      "value": "partner-gated",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.envestnet.com/products/tamarac/batch-api",
      "evidence": "To access the API reference, documentation, and credentials, you’ll need Envestnet Developer Portal credentials.",
      "capture": "evidence/envestnet-tamarac/developer-envestnet-com-products-tamarac-batch-api.txt",
      "note": null
    },
    "docsUrl": {
      "value": "https://developer.envestnet.com/products/tamarac",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.envestnet.com/products/tamarac",
      "evidence": "Retrieve real-time data directly from Tamarac to report on your clients.",
      "capture": "evidence/envestnet-tamarac/developer-envestnet-com-products-tamarac.txt",
      "note": "Two Tamarac APIs are described publicly: the Batch API and the External API. Their reference and documentation links are behind portal credentials."
    },
    "style": {
      "value": [
        "rest"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.envestnet.com/products/tamarac/batch-api",
      "evidence": "Queue your custom report using the REST Batch API and select from previously created report templates.",
      "capture": "evidence/envestnet-tamarac/developer-envestnet-com-products-tamarac-batch-api.txt",
      "note": null
    },
    "auth": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Authentication scheme not stated on the public Tamarac developer pages."
    },
    "howToGetAccess": {
      "value": "Contact your Envestnet Account Manager to discuss business requirements; an Integrations Team discovery session is offered",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.envestnet.com/products/tamarac/batch-api",
      "evidence": "Please reach out to your Account Manager to discuss your business requirements.",
      "capture": "evidence/envestnet-tamarac/developer-envestnet-com-products-tamarac-batch-api.txt",
      "note": null
    },
    "sandbox": {
      "value": "unknown",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on the public Tamarac developer pages."
    },
    "rateLimits": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on the public Tamarac developer pages."
    },
    "webhooks": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on the public Tamarac developer pages."
    },
    "sdks": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on the public Tamarac developer pages."
    },
    "openapi": {
      "value": "none",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "The pages link an 'API REFERENCE' but the reference requires portal credentials; format not stated."
    },
    "partnerProgram": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No partner program page found on developer.envestnet.com pages read."
    },
    "publicIntegrationList": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No public Tamarac integration list found on the pages read."
    },
    "connectionMechanisms": {
      "value": [
        "native-api",
        "file"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developer.envestnet.com/products/tamarac/external-api",
      "evidence": "Use the External API to efficiently retrieve real-time access real-time Tamarac client, household, and group data",
      "capture": "evidence/envestnet-tamarac/developer-envestnet-com-products-tamarac-external-api.txt",
      "note": "The Batch API page says completed reports download through a presigned S3 URL ('Once the report status is “Succeeded,” download the report using the provided presigned S3 URL.')."
    },
    "mcp": [
      "envestnet-connector"
    ],
    "whatDocsDontSay": [
      "Authentication method, rate limits, sandbox, webhooks and OpenAPI status are not stated on the public pages; the reference needs Developer Portal credentials.",
      "An Envestnet connector for Claude was mentioned in research but no listing page was found."
    ],
    "summary": "Envestnet Tamarac has two APIs described publicly: a REST Batch API for bulk reports and an External API for real-time client, household and group data. Reference, documentation and credentials require Envestnet Developer Portal credentials, requested through your Account Manager.",
    "changelog": [],
    "listed": true,
    "license": "CC BY 4.0",
    "attribution": "wealthtech.dev",
    "publisher": "wealthtech.dev"
  }
}