Addepar

Wealth management platform API for portfolio data, entities, positions, transactions, snapshots, and reporting.

OAuth38 tools

Free account. No credit card required.

Three ways to use Addepar

Pull data, take actions, or answer questions with this integration, right in a conversation.

Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.

Use this integration as a data source or action layer behind a dashboard, form, or internal tool.

Actions your AI agents can perform with Addepar.

Add entities or sub-groups to an existing group.

Tool

Create one or many entities (clients, accounts, holdings, trusts) in Addepar.

Tool

Create a new group of entities.

Tool

Create an ownership position linking an owner entity to an owned entity.

Tool

Record a single-day value for an asset (snapshot for share/percent-based, valuation for value-based).

Tool

Create one or many transactions (up to 500 per request).

Tool

01Connect your accountLink your account securely with OAuth or an API key.

02Choose a trigger or toolPick the events and actions your workflow should use.

03Configure the workflowDescribe what you want and your specialist wires it up for you.

04Refine the processTest runs, review output, and tweak until it's right.

05Turn it onSet it live and it runs on a schedule or on events.

Ready-to-use workflows