Addepar

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

OAuth38 tools

Connect Addepar

Three ways to use Addepar

Ask your specialist

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

Build a workflow

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

Power an app

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

Supported tools

Actions your AI agents can perform with Addepar.

Add Group Members

Add entities or sub-groups to an existing group.

Tool

Create Entity

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

Tool

Create Group

Create a new group of entities.

Tool

Create Position

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

Tool

Create Snapshot or Valuation

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

Tool

Create Transaction

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

Tool

Get started automating Addepar

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.

Addepar

Three ways to use Addepar

Ask your specialist

Build a workflow

Power an app

Supported tools

Add Group Members

Create Entity

Create Group

Create Position

Create Snapshot or Valuation

Create Transaction

Get started automating Addepar

Your Addepar workflows, on autopilot.