{
  "page": "https://wealthtech.dev/products/orion",
  "title": "Orion API: access, auth, sandbox and MCP (checked Oct 2026)",
  "description": "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.",
  "updated": "2026-10-17",
  "data": {
    "$schema": "https://wealthtech.dev/schema/product.schema.json",
    "url": "https://wealthtech.dev/products/orion",
    "title": "Orion API: access, auth, sandbox and MCP (checked Oct 2026)",
    "lastChecked": "2026-10-17",
    "id": "orion",
    "name": "Orion",
    "vendor": "Orion Advisor Solutions",
    "website": "https://orion.com/",
    "category": "portfolio-reporting",
    "tier": "core",
    "company": "orion-advisor-solutions",
    "access": {
      "value": "partner-gated",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developers.orionadvisor.com/quick-start/",
      "evidence": "To get the full api and integration documentation, you must have api credentials.",
      "capture": "evidence/orion/developers-orionadvisor-com-quick-start.txt",
      "note": null
    },
    "docsUrl": {
      "value": "https://developers.orionadvisor.com/",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developers.orionadvisor.com/quick-start/",
      "evidence": "The OrionApi is a fully functional api for the Orion Portfolio Accounting System.",
      "capture": "evidence/orion/developers-orionadvisor-com-quick-start.txt",
      "note": "Full API documentation and help guides are behind the developer-portal login; the public pages are an overview."
    },
    "style": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "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."
    },
    "auth": {
      "value": [
        "partner-credentials"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developers.orionadvisor.com/quick-start/",
      "evidence": "Orion credentials are required for accessing the Orion API.",
      "capture": "evidence/orion/developers-orionadvisor-com-quick-start.txt",
      "note": null
    },
    "howToGetAccess": {
      "value": "Ask your technical contact at Orion, or the Orion integrations mailbox listed on the quick-start page",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developers.orionadvisor.com/quick-start/",
      "evidence": "please reach out to your technical contact at Orion for assistance, or contact SME-Integrations@orion.com.",
      "capture": "evidence/orion/developers-orionadvisor-com-quick-start.txt",
      "note": null
    },
    "sandbox": {
      "value": "yes-on-request",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developers.orionadvisor.com/quick-start/",
      "evidence": "Test Orion Credentials Orion credentials are required for accessing the Orion API. These credentials are available upon request.",
      "capture": "evidence/orion/developers-orionadvisor-com-quick-start.txt",
      "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."
    },
    "rateLimits": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on the developer home or quick-start pages; full documentation needs credentials."
    },
    "webhooks": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on the public developer pages; full documentation needs credentials."
    },
    "sdks": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "The quick-start page shows C# code samples; no SDK package is named."
    },
    "openapi": {
      "value": "none",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No OpenAPI file or link on the public pages; the reference is behind the developer-portal login."
    },
    "partnerProgram": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "The developer home page has an 'Our Partners' heading and a 'GET STARTED' link but names no program terms in its text."
    },
    "publicIntegrationList": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No partner or integration list in the text of https://developers.orionadvisor.com/ or the quick-start page."
    },
    "connectionMechanisms": {
      "value": [
        "native-api",
        "mcp"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://developers.orionadvisor.com/",
      "evidence": "Pull information from Orion to a supported integration partner, or send information into Orion in the same way.",
      "capture": "evidence/orion/developers-orionadvisor-com.txt",
      "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": [
      "orion-denali"
    ],
    "whatDocsDontSay": [
      "Public pages state no rate limits, webhooks, SDK packages or OpenAPI file; the full documentation is behind a login that needs API credentials.",
      "The quick-start page does not name the API style or the token mechanism."
    ],
    "summary": "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.",
    "changelog": [],
    "listed": true,
    "license": "CC BY 4.0",
    "attribution": "wealthtech.dev",
    "publisher": "wealthtech.dev"
  }
}