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

> 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.

- Vendor: Envestnet (Envestnet)
- Website: https://www.envestnet.com/tamarac
- Category: Portfolio management and reporting (core)
- API access: Partner-gated
- Last checked: 2026-10-17
- Id: `envestnet-tamarac` · JSON: https://wealthtech.dev/products/envestnet-tamarac.json

## Developer surface

| Field | Value | Source and quote | Checked |
|---|---|---|---|
| API access | Partner-gated | Checked on the source's own page. [developer.envestnet.com](https://developer.envestnet.com/products/tamarac/batch-api) "To access the API reference, documentation, and credentials, you’ll need Envestnet Developer Portal credentials." | 2026-10-17 |
| Developer docs | https://developer.envestnet.com/products/tamarac | Checked on the source's own page. [developer.envestnet.com](https://developer.envestnet.com/products/tamarac) "Retrieve real-time data directly from Tamarac to report on your clients." | 2026-10-17 |
| API style | REST | Checked on the source's own page. [developer.envestnet.com](https://developer.envestnet.com/products/tamarac/batch-api) "Queue your custom report using the REST Batch API and select from previously created report templates." | 2026-10-17 |
| Authentication | Not found | Not found. Authentication scheme not stated on the public Tamarac developer pages. Authentication scheme not stated on the public Tamarac developer pages. | 2026-10-17 |
| How to get access | Contact your Envestnet Account Manager to discuss business requirements; an Integrations Team discovery session is offered | Checked on the source's own page. [developer.envestnet.com](https://developer.envestnet.com/products/tamarac/batch-api) "Please reach out to your Account Manager to discuss your business requirements." | 2026-10-17 |
| Sandbox | Not found | Not found. Not stated on the public Tamarac developer pages. Not stated on the public Tamarac developer pages. | 2026-10-17 |
| Rate limits | Not found | Not found. Not stated on the public Tamarac developer pages. Not stated on the public Tamarac developer pages. | 2026-10-17 |
| Webhooks | Not found | Not found. Not stated on the public Tamarac developer pages. Not stated on the public Tamarac developer pages. | 2026-10-17 |
| SDKs | Not found | Not found. Not stated on the public Tamarac developer pages. Not stated on the public Tamarac developer pages. | 2026-10-17 |
| OpenAPI spec | Not found | Not found. The pages link an 'API REFERENCE' but the reference requires portal credentials; format not stated. The pages link an 'API REFERENCE' but the reference requires portal credentials; format not stated. | 2026-10-17 |
| Partner program | Not found | Not found. No partner program page found on developer.envestnet.com pages read. No partner program page found on developer.envestnet.com pages read. | 2026-10-17 |
| Public integration list | Not found | Not found. No public Tamarac integration list found on the pages read. No public Tamarac integration list found on the pages read. | 2026-10-17 |
| Ways to connect | Native API, File exchange | Checked on the source's own page. [developer.envestnet.com](https://developer.envestnet.com/products/tamarac/external-api) "Use the External API to efficiently retrieve real-time access real-time Tamarac client, household, and group data" | 2026-10-17 |

## MCP servers and AI connectors

- [Envestnet connector (Tamarac and MoneyGuide)](https://wealthtech.dev/mcp/envestnet-connector): Vendor AI connector (not MCP), Announced

## What the docs don't say

- 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.

## Changes

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