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Orion API

Orion Advisor Solutions · Portfolio management and reporting · orion.com

Partner-gated Last checked Oct 17, 2026

Orion's API is partner-gated: the full documentation requires API credentials, which you ask your technical contact at Orion for. A test environment (testapi.orionadvisor.com) is available on request, and Orion lists an MCP connector for Claude.

Developer surface

Open any row to see the page it came from, the exact words on that page and when we checked. "Not found" means we looked on the public pages listed in the note and the fact wasn't there.

API access Partner-gated
Checked on the source's own page · Oct 17, 2026
“To get the full api and integration documentation, you must have api credentials.”
Source
https://developers.orionadvisor.com/quick-start/
Checked
Oct 17, 2026
Developer docs developers.orionadvisor.com
Checked on the source's own page · Oct 17, 2026
“The OrionApi is a fully functional api for the Orion Portfolio Accounting System.”
Source
https://developers.orionadvisor.com/quick-start/
Checked
Oct 17, 2026
Note
Full API documentation and help guides are behind the developer-portal login; the public pages are an overview.
API style Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
The quick-start page shows versioned HTTP base URLs (https://api.orionadvisor.com/api/v1) and mentions real-time FIX trade connections, but does not name an API style.
Authentication Partner credentials
Checked on the source's own page · Oct 17, 2026
“Orion credentials are required for accessing the Orion API.”
Source
https://developers.orionadvisor.com/quick-start/
Checked
Oct 17, 2026
How to get access Ask your technical contact at Orion, or the Orion integrations mailbox listed on the quick-start page
Checked on the source's own page · Oct 17, 2026
“please reach out to your technical contact at Orion for assistance, or contact [email protected].”
Source
https://developers.orionadvisor.com/quick-start/
Checked
Oct 17, 2026
Sandbox Yes, on request
Checked on the source's own page · Oct 17, 2026
“Test Orion Credentials Orion credentials are required for accessing the Orion API. These credentials are available upon request.”
Source
https://developers.orionadvisor.com/quick-start/
Checked
Oct 17, 2026
Note
The page lists a test base URL, https://testapi.orionadvisor.com/api/v1, next to the production URL https://api.orionadvisor.com/api/v1.
Rate limits Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
Not stated on the developer home or quick-start pages; full documentation needs credentials.
Webhooks Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
Not stated on the public developer pages; full documentation needs credentials.
SDKs Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
The quick-start page shows C# code samples; no SDK package is named.
OpenAPI spec Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
No OpenAPI file or link on the public pages; the reference is behind the developer-portal login.
Partner program Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
The developer home page has an 'Our Partners' heading and a 'GET STARTED' link but names no program terms in its text.
Public integration list Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
No partner or integration list in the text of https://developers.orionadvisor.com/ or the quick-start page.
Ways to connect Native API, MCP
Checked on the source's own page · Oct 17, 2026
“Pull information from Orion to a supported integration partner, or send information into Orion in the same way.”
Source
https://developers.orionadvisor.com/
Checked
Oct 17, 2026
Note
Orion also lists an MCP connector on claude.com (Connector URL https://gateway.oriondenali.ai/mcp, sign-in required): https://claude.com/marketplace/connectors/orion-advisor-solutions. Quick-start also says trade orders go through custodial files or real-time FIX.

MCP servers and AI connectors

What the docs don't say

Changes

No changes recorded since this record was first published (Oct 17, 2026). Changes show up here and in the changelog.

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