{
  "page": "https://wealthtech.dev/products/redtail",
  "title": "Redtail CRM API: access, auth, sandbox and MCP (checked Oct 2026)",
  "description": "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).",
  "updated": "2026-10-17",
  "data": {
    "$schema": "https://wealthtech.dev/schema/product.schema.json",
    "url": "https://wealthtech.dev/products/redtail",
    "title": "Redtail CRM API: access, auth, sandbox and MCP (checked Oct 2026)",
    "lastChecked": "2026-10-17",
    "listed": true,
    "changelog": [],
    "mcp": [
      "orion-denali"
    ],
    "id": "redtail",
    "name": "Redtail CRM",
    "vendor": "Redtail Technology",
    "website": "https://www.redtailtechnology.com/",
    "category": "crm",
    "tier": "core",
    "company": "redtail-technology",
    "access": {
      "value": "unreadable",
      "state": "unreadable",
      "checked": "2026-10-17",
      "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."
    },
    "docsUrl": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No developer docs link found on redtailtechnology.com/integrations/, /crm or the support home page; /api returned 403."
    },
    "style": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No API description found on readable Redtail pages."
    },
    "auth": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on readable Redtail pages."
    },
    "howToGetAccess": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on readable Redtail pages."
    },
    "sandbox": {
      "value": "unknown",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on readable Redtail pages."
    },
    "rateLimits": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on readable Redtail pages."
    },
    "webhooks": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on readable Redtail pages."
    },
    "sdks": {
      "value": [],
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on readable Redtail pages."
    },
    "openapi": {
      "value": "none",
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No spec found; developer docs page unreadable (403 at /api)."
    },
    "partnerProgram": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No partner program page found on readable Redtail pages."
    },
    "publicIntegrationList": {
      "value": "https://www.redtailtechnology.com/integrations/",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.redtailtechnology.com/integrations/",
      "evidence": "Connect your CRM to your existing tech stack with our wide range of robust integrations.",
      "capture": "evidence/redtail/redtailtechnology-com-integrations.txt",
      "note": "The page's integration category list rendered only 10 results in the capture, so the full list was not captured."
    },
    "connectionMechanisms": {
      "value": [
        "native-api",
        "mcp"
      ],
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://www.redtailtechnology.com/integrations/",
      "evidence": "With hundreds of deep integrations and a flexible open API framework, you can create the tech stack that works best for your business.",
      "capture": "evidence/redtail/redtailtechnology-com-integrations.txt",
      "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."
    },
    "whatDocsDontSay": [
      "No public developer documentation, API access process, sandbox, rate limits or spec was readable on Redtail's own pages.",
      "Redtail's support site home loads, but no API article was reachable without logging in."
    ],
    "summary": "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).",
    "license": "CC BY 4.0",
    "attribution": "wealthtech.dev",
    "publisher": "wealthtech.dev"
  }
}