# Addepar integration

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

- Authentication: oauth2

## Tools (38)

- **Add Group Members**: Add entities or sub-groups to an existing group.
- **Create Entity**: Create one or many entities (clients, accounts, holdings, trusts) in Addepar.
- **Create Group**: Create a new group of entities.
- **Create Position**: Create an ownership position linking an owner entity to an owned entity.
- **Create Snapshot or Valuation**: Record a single-day value for an asset (snapshot for share/percent-based, valuation for value-based).
- **Create Transaction**: Create one or many transactions (up to 500 per request).
- **Create User**: Create a new Addepar user. Sends an invitation email.
- **Delete Entity**: Delete an entity. Cannot be used on entities that still own positions.
- **Delete Position**: Delete a position. Bulk delete via DELETE /v1/positions with an ids array.
- **Delete Snapshot or Valuation**: Delete a snapshot or valuation. Bulk delete up to 500 per request.
- **Delete Transaction**: Delete a transaction. Bulk delete up to 500 per request.
- **Delete User**: Remove a user from the firm. Revokes all portfolio access and role assignments.
- **Get Audit Trail**: Retrieve audit logs (login attempts, attribute changes, transaction edits, permission updates).
- **Get Current User**: Get the user record for the connected access token. Use to validate the credential.
- **Get Entity**: Get a single entity (client, account, holding, trust, asset) by ID with its attributes.
- **Get Portfolio View Results**: Run a saved Analysis view against a portfolio for a date range.
- **Get Position**: Get a single ownership position by ID.
- **Get Transaction**: Get a single transaction, including its owner entity, owned asset, and cash position.
- **Get User**: Get a single user by ID, including their roles and portfolio access.
- **List Arguments**: Discover the configurable arguments accepted by Addepar attributes (e.g. time_point, adjusted).
- **List Attributes**: Discover the column, grouping, and filter attributes available to the firm for Portfolio Query / View calls.
- **List Entities**: List entities (clients, accounts, holdings, trusts, etc.) accessible to the connected user.
- **List Entity Types**: Discover the entity types available to the firm (and their required attributes for entity creation).
- **List Groups**: List groups (named collections of entities) defined in Addepar.
- **List Portfolio Views**: List the Analysis views the connected user has access to.
- **List Positions**: List positions linking owner entities to owned entities.
- **List Snapshots**: Retrieve a snapshot/valuation by ID. There is no bulk-list endpoint — use Transactions Query or async Jobs to find them.
- **List Teams**: List teams (groups of users) sharing access to views and dashboards.
- **List Users**: List Addepar user accounts in the firm.
- **Look Up Users by Email**: Look up Addepar users by one or more email addresses.
- **Query Portfolio Data**: Run a dynamic portfolio analysis query without referencing a saved view.
- **Query Transactions**: Run a dynamic transactions query (filter and sort transactions across a portfolio over a date range).
- **Submit Async Portfolio Job**: Submit an asynchronous portfolio query or view job, poll for status, then download results. Use for runs over the 60-second sync timeout.
- **Update Entity**: Update standard or custom attributes on an existing entity.
- **Update Position**: Update inception details, display name, or custom attributes on a position.
- **Update Snapshot or Valuation**: Update one or many snapshots/valuations (up to 500 per request).
- **Update Transaction**: Update an existing transaction. Bulk update up to 500 in one call.
- **Update User**: Update profile info, admin access, or data access on an existing user. Role assignment uses a separate relationship endpoint.

## Related prompts

- [Friday allocation drift memos for every Addepar household](https://www.generalinput.com/prompts/friday-allocation-drift-memos-for-every-addepar-household.md)
- [Stand up Addepar households from every closed-won Salesforce deal](https://www.generalinput.com/prompts/stand-up-addepar-households-from-every-closed-won-salesforce-deal.md)
- [Weekly Addepar concentration watchlist to Notion and Gmail](https://www.generalinput.com/prompts/weekly-addepar-concentration-watchlist-to-notion-and-gmail.md)
- [Weekly Addepar AUM snapshot into an Airtable ops dashboard](https://www.generalinput.com/prompts/weekly-addepar-aum-snapshot-into-an-airtable-ops-dashboard.md)
- [Quarterly review decks in Google Slides for every top household](https://www.generalinput.com/prompts/quarterly-review-decks-in-google-slides-for-every-top-household.md)
- [Weekday Addepar compliance digest from the audit trail](https://www.generalinput.com/prompts/weekday-addepar-compliance-digest-from-the-audit-trail.md)
- [Sync new Addepar households into HubSpot every Monday](https://www.generalinput.com/prompts/sync-new-addepar-households-into-hubspot-every-monday.md)
- [Weekly Addepar capital call and distribution tracker](https://www.generalinput.com/prompts/weekly-addepar-capital-call-and-distribution-tracker.md)
- [Monday Addepar portfolio brief DM to each advisor](https://www.generalinput.com/prompts/monday-addepar-portfolio-brief-dm-to-each-advisor.md)
- [Nightly client meeting prep briefing from Addepar](https://www.generalinput.com/prompts/nightly-client-meeting-prep-briefing-from-addepar.md)
- [Monthly Addepar client letter drafts for advisor review](https://www.generalinput.com/prompts/monthly-addepar-client-letter-drafts-for-advisor-review.md)
- [Daily Addepar cash drift sweep to Sheets and Slack](https://www.generalinput.com/prompts/daily-addepar-cash-drift-sweep-to-sheets-and-slack.md)

Connect Addepar in General Input: https://www.generalinput.com/apps/addepar