wealthtech.dev

Redtail CRM API

Redtail Technology · Advisor CRM · www.redtailtechnology.com

Couldn't read automatically Last checked Oct 17, 2026

Redtail's public pages describe a flexible open API framework and 100+ integrations, but no developer documentation was readable (the API path returned 403). Orion's own page says its Claude MCP connector links Claude to Orion Connect and Redtail CRM once a firm's technical administrator enables it, and the connector's listing shows Redtail tools that both read records and create them (redtail_add_activity, redtail_add_opportunity, redtail_create_note).

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 Couldn't read automatically
Couldn't read automatically · Oct 17, 2026
Checked
Oct 17, 2026
Note
https://www.redtailtechnology.com/api returned HTTP 403 to automated reading. The readable pages (redtailtechnology.com/integrations/, /crm, support.redtailtechnology.com home) contain no API documentation or access instructions.
Developer docs Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
No developer docs link found on redtailtechnology.com/integrations/, /crm or the support home page; /api returned 403.
API style Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
No API description found on readable Redtail pages.
Authentication Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
Not stated on readable Redtail pages.
How to get access Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
Not stated on readable Redtail pages.
Sandbox Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
Not stated on readable Redtail pages.
Rate limits Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
Not stated on readable Redtail pages.
Webhooks Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
Not stated on readable Redtail pages.
SDKs Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
Not stated on readable Redtail pages.
OpenAPI spec Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
No spec found; developer docs page unreadable (403 at /api).
Partner program Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
No partner program page found on readable Redtail pages.
Public integration list www.redtailtechnology.com
Checked on the source's own page · Oct 17, 2026
“Connect your CRM to your existing tech stack with our wide range of robust integrations.”
Source
https://www.redtailtechnology.com/integrations/
Checked
Oct 17, 2026
Note
The page's integration category list rendered only 10 results in the capture, so the full list was not captured.
Ways to connect Native API, MCP
Checked on the source's own page · Oct 17, 2026
“With hundreds of deep integrations and a flexible open API framework, you can create the tech stack that works best for your business.”
Source
https://www.redtailtechnology.com/integrations/
Checked
Oct 17, 2026
Note
native-api rests on this marketing sentence only; no API docs were readable. mcp: Orion's page https://www.orion.com/advisor-tech/orion-connector-for-claude says its MCP connector links Claude to Orion Connect and Redtail CRM, and that Orion's MCP connector is available now in Anthropic's Claude connector directory. That connector is enabled by a firm's technical administrator through the Orion Denali Gateway Portal.

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.

Other advisor crms

Something wrong or out of date? Send a correction. We change facts only on public evidence.