# Redtail CRM API: access, auth, sandbox and MCP (checked Oct 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).

- Vendor: Redtail Technology (Redtail Technology)
- Website: https://www.redtailtechnology.com/
- Category: Advisor CRM (core)
- API access: Couldn't read automatically
- Last checked: 2026-10-17
- Id: `redtail` · JSON: https://wealthtech.dev/products/redtail.json

## Developer surface

| Field | Value | Source and quote | Checked |
|---|---|---|---|
| API access | Couldn't read automatically | Couldn't read automatically. 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. 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. | 2026-10-17 |
| Developer docs | Not found | Not found. No developer docs link found on redtailtechnology.com/integrations/, /crm or the support home page; /api returned 403. No developer docs link found on redtailtechnology.com/integrations/, /crm or the support home page; /api returned 403. | 2026-10-17 |
| API style | Not found | Not found. No API description found on readable Redtail pages. No API description found on readable Redtail pages. | 2026-10-17 |
| Authentication | Not found | Not found. Not stated on readable Redtail pages. Not stated on readable Redtail pages. | 2026-10-17 |
| How to get access | Not found | Not found. Not stated on readable Redtail pages. Not stated on readable Redtail pages. | 2026-10-17 |
| Sandbox | Not found | Not found. Not stated on readable Redtail pages. Not stated on readable Redtail pages. | 2026-10-17 |
| Rate limits | Not found | Not found. Not stated on readable Redtail pages. Not stated on readable Redtail pages. | 2026-10-17 |
| Webhooks | Not found | Not found. Not stated on readable Redtail pages. Not stated on readable Redtail pages. | 2026-10-17 |
| SDKs | Not found | Not found. Not stated on readable Redtail pages. Not stated on readable Redtail pages. | 2026-10-17 |
| OpenAPI spec | Not found | Not found. No spec found; developer docs page unreadable (403 at /api). No spec found; developer docs page unreadable (403 at /api). | 2026-10-17 |
| Partner program | Not found | Not found. No partner program page found on readable Redtail pages. No partner program page found on readable Redtail pages. | 2026-10-17 |
| Public integration list | https://www.redtailtechnology.com/integrations/ | Checked on the source's own page. [www.redtailtechnology.com](https://www.redtailtechnology.com/integrations/) "Connect your CRM to your existing tech stack with our wide range of robust integrations." | 2026-10-17 |
| Ways to connect | Native API, MCP | Checked on the source's own page. [www.redtailtechnology.com](https://www.redtailtechnology.com/integrations/) "With hundreds of deep integrations and a flexible open API framework, you can create the tech stack that works best for your business." | 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

- 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.

## Changes

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