# Orion API: access, auth, sandbox and MCP (checked Oct 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.

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

## Developer surface

| Field | Value | Source and quote | Checked |
|---|---|---|---|
| API access | Partner-gated | Checked on the source's own page. [developers.orionadvisor.com](https://developers.orionadvisor.com/quick-start/) "To get the full api and integration documentation, you must have api credentials." | 2026-10-17 |
| Developer docs | https://developers.orionadvisor.com/ | Checked on the source's own page. [developers.orionadvisor.com](https://developers.orionadvisor.com/quick-start/) "The OrionApi is a fully functional api for the Orion Portfolio Accounting System." | 2026-10-17 |
| API style | Not found | Not found. 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. 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. | 2026-10-17 |
| Authentication | Partner credentials | Checked on the source's own page. [developers.orionadvisor.com](https://developers.orionadvisor.com/quick-start/) "Orion credentials are required for accessing the Orion API." | 2026-10-17 |
| 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. [developers.orionadvisor.com](https://developers.orionadvisor.com/quick-start/) "please reach out to your technical contact at Orion for assistance, or contact SME-Integrations@orion.com." | 2026-10-17 |
| Sandbox | Yes, on request | Checked on the source's own page. [developers.orionadvisor.com](https://developers.orionadvisor.com/quick-start/) "Test Orion Credentials Orion credentials are required for accessing the Orion API. These credentials are available upon request." | 2026-10-17 |
| Rate limits | Not found | Not found. Not stated on the developer home or quick-start pages; full documentation needs credentials. Not stated on the developer home or quick-start pages; full documentation needs credentials. | 2026-10-17 |
| Webhooks | Not found | Not found. Not stated on the public developer pages; full documentation needs credentials. Not stated on the public developer pages; full documentation needs credentials. | 2026-10-17 |
| SDKs | Not found | Not found. The quick-start page shows C# code samples; no SDK package is named. The quick-start page shows C# code samples; no SDK package is named. | 2026-10-17 |
| OpenAPI spec | Not found | Not found. No OpenAPI file or link on the public pages; the reference is behind the developer-portal login. No OpenAPI file or link on the public pages; the reference is behind the developer-portal login. | 2026-10-17 |
| Partner program | Not found | Not found. The developer home page has an 'Our Partners' heading and a 'GET STARTED' link but names no program terms in its text. The developer home page has an 'Our Partners' heading and a 'GET STARTED' link but names no program terms in its text. | 2026-10-17 |
| Public integration list | Not found | Not found. No partner or integration list in the text of https://developers.orionadvisor.com/ or the quick-start page. No partner or integration list in the text of https://developers.orionadvisor.com/ or the quick-start page. | 2026-10-17 |
| Ways to connect | Native API, MCP | Checked on the source's own page. [developers.orionadvisor.com](https://developers.orionadvisor.com/) "Pull information from Orion to a supported integration partner, or send information into Orion in the same way." | 2026-10-17 |

## MCP servers and AI connectors

- [Orion Connector for Claude (Denali Gateway MCP)](https://wealthtech.dev/mcp/orion-denali): Remote MCP server, Live

## What the docs don't say

- 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.

## Changes

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