Orion Advisor Solutions · Agentic Access

Orion Advisor Solutions Agentic Access

x-agentic-access generated

Orion Advisor Solutions exposes 5460 API operations that an AI agent could call, of which 2425 are state-changing ‘acting’ operations. This is a recommended x-agentic-access execution contract — the scope, audience, consequence tier, short-lived token constraints, and escalation each action should carry before it is handed to an autonomous agent.

By consequence: 3035 read, 2197 write, 179 physical, and 49 safety-critical.

49 operations are classed safety-critical and should require human-in-the-loop approval at runtime.

Contracts are classified heuristically from the provider’s OpenAPI and refresh on every APIs.io network build; audience is bound per deployment. The model follows Curity’s Access Intelligence (apidays Munich 2026). Browse every provider’s agent contracts at agentic-access.apis.io.

Wealth ManagementFintechFinancial Advisorsportfolio-accountingtrading-rebalancingFinancial PlanningBillingReportingRisk ManagementRIA-technology
Operations: 5460 Acting: 2425 Human-in-the-loop: 49 Method: generated

API Evangelist recommendations, not provider rules. These classifications are generated heuristically from each operation's method, path and name. They suggest how an agent's access could be scoped. They are not authorization, approval or human-in-the-loop requirements that the provider enforces.

By consequence

read 3035 write 2197 physical 179 safety-critical 49

Highest-consequence actions

The physical and safety-critical operations an agent could invoke — the ones that most warrant scoped tokens, tight TTLs, and escalation. Full per-operation contracts are in the source below.

MethodPathConsequenceRecommended human-in-loop
PUT /v1/Authorization/User/Reset safety-critical required
POST /v1/Billing/Instances/{id}/Action/ResetFeeFile safety-critical required
PUT /v1/Compliance/Disclose/AdvCategories/ResetAdvAssetCategories safety-critical required
PUT /v1/Compliance/Inform/Connections/Disable safety-critical required
PUT /v1/Confirm/AccountRestoreBatch/Action/Retry/{accountRestoreId} safety-critical required
PUT /v1/Confirm/DownloadFiles/Action/ResetPositionFile/{downloadFileId} safety-critical required
PUT /v1/DataMaintenance/DataProvider/Setup/{id} safety-critical required
POST /v1/Integrations/Akoya/DeleteAndRevokeTokens safety-critical required
POST /v1/Integrations/CustodialIntegrator/PlaidUnitBalanceOverrides safety-critical required
PUT /v1/Integrations/CustodialIntegrator/PlaidUnitBalanceOverrides/Action/Delete safety-critical required
PUT /v1/Integrations/CustodialIntegrator/PlaidUnitBalanceOverrides/{key} safety-critical required
PUT /v1/Integrations/Eclipse/ClientPortal/DeleteTradeInstance safety-critical required
DELETE /v1/Performance/Batch/{performanceBatchId}/Entities/Action/Generate safety-critical required
POST /v1/Performance/Batch/{performanceBatchId}/Entities/Action/Reset safety-critical required
DELETE /v1/Performance/Compare/{performanceCompareId}/Details/Action/Generate safety-critical required
POST /v1/Performance/Compare/{performanceCompareId}/Details/Action/Reset safety-critical required
POST /v1/Performance/StoredPerformanceImport/Entities/Actions/GenerationStatus/Reset safety-critical required
POST /v1/Performance/StoredPerformanceImport/Entities/Actions/GenerationStatus/Reset/All/{storedPerformanceImportId} safety-critical required
POST /v1/Portfolio/ProductClassAutoAssignOverride safety-critical required
POST /v1/Portfolio/ProductClassAutoAssignOverride/List safety-critical required
POST /v1/Portfolio/ProductClassAutoAssignOverride/List/Id safety-critical required
PUT /v1/Portfolio/ProductClasses/Reset safety-critical required
POST /v1/Portfolio/Registrations/Action/ValidateRepPayouts/{registrationId} safety-critical required
POST /v1/Portfolio/RiskCategoryAutoAssignOverride safety-critical required
POST /v1/Portfolio/RiskCategoryAutoAssignOverride/List safety-critical required

Source

Agentic Access

Raw ↑ 
generated: '2026-11-11'
method: generated
source: openapi/orion-advisor-solutions-advisortrading-buysell-api-openapi.yml, openapi/orion-advisor-solutions-advisortrading-core-api-openapi.yml,
  openapi/orion-advisor-solutions-advisortrading-instances-api-openapi.yml, openapi/orion-advisor-solutions-advisortrading-sleeveassignment-api-openapi.yml,
  openapi/orion-advisor-solutions-aggregator-accesstoken-api-openapi.yml, openapi/orion-advisor-solutions-aggregator-accounts-api-openapi.yml,
  openapi/orion-advisor-solutions-aggregator-api-openapi.yml, openapi/orion-advisor-solutions-aggregator-holdings-api-openapi.yml,
  openapi/orion-advisor-solutions-aggregator-token-api-openapi.yml, openapi/orion-advisor-solutions-aggregator-transactions-api-openapi.yml,
  openapi/orion-advisor-solutions-authorization-databases-api-openapi.yml, openapi/orion-advisor-solutions-authorization-profiles-api-openapi.yml,
  openapi/orion-advisor-solutions-authorization-user-api-openapi.yml, openapi/orion-advisor-solutions-billing-accounts-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-accountspaidbyfor-api-openapi.yml, openapi/orion-advisor-solutions-billing-accountstatustypes-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-adjustmenttypes-api-openapi.yml, openapi/orion-advisor-solutions-billing-assets-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-audit-api-openapi.yml, openapi/orion-advisor-solutions-billing-billassetitem-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-billcomparedashboard-api-openapi.yml, openapi/orion-advisor-solutions-billing-billdataexport-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-billgenerator-api-openapi.yml, openapi/orion-advisor-solutions-billing-billingcompare-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-billingentities-api-openapi.yml, openapi/orion-advisor-solutions-billing-billingsummary-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-billpaymethods-api-openapi.yml, openapi/orion-advisor-solutions-billing-billproductgroup-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-bills-api-openapi.yml, openapi/orion-advisor-solutions-billing-billscheduleelementrestrictions-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-billtransmitmethods-api-openapi.yml, openapi/orion-advisor-solutions-billing-cancellationfeeadjdefault-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-cashfunding-api-openapi.yml, openapi/orion-advisor-solutions-billing-clients-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-clientstatuses-api-openapi.yml, openapi/orion-advisor-solutions-billing-consolidation-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-counts-api-openapi.yml, openapi/orion-advisor-solutions-billing-createnewbillaccountitemadj-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-createnewpayableitemadj-api-openapi.yml, openapi/orion-advisor-solutions-billing-deletenotes-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-entities-api-openapi.yml, openapi/orion-advisor-solutions-billing-enums-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-featureflags-api-openapi.yml, openapi/orion-advisor-solutions-billing-feecollection-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-feefile-api-openapi.yml, openapi/orion-advisor-solutions-billing-feetype-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-finalbills-api-openapi.yml, openapi/orion-advisor-solutions-billing-financialplanningfee-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-generatemockbills-api-openapi.yml, openapi/orion-advisor-solutions-billing-hierarchy-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-householdsummary-api-openapi.yml, openapi/orion-advisor-solutions-billing-indirectscript-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-instances-api-openapi.yml, openapi/orion-advisor-solutions-billing-invoices-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-managementfeesnotposted-api-openapi.yml, openapi/orion-advisor-solutions-billing-masterpayoutschedule-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-payablesbyrep-api-openapi.yml, openapi/orion-advisor-solutions-billing-payablessummary-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-payees-api-openapi.yml, openapi/orion-advisor-solutions-billing-paymethods-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-payoutdashboard-api-openapi.yml, openapi/orion-advisor-solutions-billing-payouts-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-personalizedportfolio-api-openapi.yml, openapi/orion-advisor-solutions-billing-postauditfiles-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-postedpayments-api-openapi.yml, openapi/orion-advisor-solutions-billing-postmanagementfees-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-postpayments-api-openapi.yml, openapi/orion-advisor-solutions-billing-products-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-recalcprocess-api-openapi.yml, openapi/orion-advisor-solutions-billing-receiveablesummary-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-referralpayments-api-openapi.yml, openapi/orion-advisor-solutions-billing-referralpayouts-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-relatedbillingclient-api-openapi.yml, openapi/orion-advisor-solutions-billing-revenuepayout-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-run-api-openapi.yml, openapi/orion-advisor-solutions-billing-schedules-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-synccashtoeclipse-api-openapi.yml, openapi/orion-advisor-solutions-billing-transactions-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-updatebillaccountitem-api-openapi.yml, openapi/orion-advisor-solutions-billing-updatenotes-api-openapi.yml,
  openapi/orion-advisor-solutions-billing-validateimport-api-openapi.yml, openapi/orion-advisor-solutions-blogging-blogs-api-openapi.yml,
  openapi/orion-advisor-solutions-blogging-emails-api-openapi.yml, openapi/orion-advisor-solutions-blogging-newsfeed-api-openapi.yml,
  openapi/orion-advisor-solutions-compliance-archive-api-openapi.yml, openapi/orion-advisor-solutions-compliance-auditrequests-api-openapi.yml,
  openapi/orion-advisor-solutions-compliance-audittests-api-openapi.yml, openapi/orion-advisor-solutions-compliance-bcc-api-openapi.yml,
  openapi/orion-advisor-solutions-compliance-dashboard-api-openapi.yml, openapi/orion-advisor-solutions-compliance-disclose-api-openapi.yml,
  openapi/orion-advisor-solutions-compliance-filter-api-openapi.yml, openapi/orion-advisor-solutions-compliance-inform-api-openapi.yml,
  openapi/orion-advisor-solutions-compliance-informemail-api-openapi.yml, openapi/orion-advisor-solutions-compliance-riskdashboard-api-openapi.yml,
  openapi/orion-advisor-solutions-configuration-configuration-api-openapi.yml, openapi/orion-advisor-solutions-configuration-raw-api-openapi.yml,
  openapi/orion-advisor-solutions-confirm-abcompare-api-openapi.yml, openapi/orion-advisor-solutions-confirm-accountmergebatch-api-openapi.yml,
  openapi/orion-advisor-solutions-confirm-accountmergebatchdetail-api-openapi.yml, openapi/orion-advisor-solutions-confirm-accountrestore-api-openapi.yml,
  openapi/orion-advisor-solutions-confirm-accountrestorebatch-api-openapi.yml, openapi/orion-advisor-solutions-confirm-alternative-api-openapi.yml,
  openapi/orion-advisor-solutions-confirm-corporateaction-api-openapi.yml, openapi/orion-advisor-solutions-confirm-customimportfiles-api-openapi.yml,
  openapi/orion-advisor-solutions-confirm-customimports-api-openapi.yml, openapi/orion-advisor-solutions-confirm-databasebackupfilerestore-api-openapi.yml,
  openapi/orion-advisor-solutions-confirm-dataqueryentityexcludes-api-openapi.yml, openapi/orion-advisor-solutions-confirm-downloadfiles-api-openapi.yml,
  openapi/orion-advisor-solutions-confirm-downloadformat-api-openapi.yml, openapi/orion-advisor-solutions-confirm-downloadformats-api-openapi.yml,
  openapi/orion-advisor-solutions-confirm-downloadformatsourcedefault-api-openapi.yml, openapi/orion-advisor-solutions-confirm-downloadformatversion-api-openapi.yml,
  openapi/orion-advisor-solutions-confirm-downloadmap-api-openapi.yml, openapi/orion-advisor-solutions-confirm-downloadpositionprocess-api-openapi.yml,
  openapi/orion-advisor-solutions-confirm-downloadprocess-api-openapi.yml, openapi/orion-advisor-solutions-confirm-downloadscrubautomation-api-openapi.yml,
  openapi/orion-advisor-solutions-confirm-downloadsourcenote-api-openapi.yml, openapi/orion-advisor-solutions-confirm-downloadsources-api-openapi.yml,
  openapi/orion-advisor-solutions-confirm-downloadtextmodification-api-openapi.yml, openapi/orion-advisor-solutions-confirm-duplicateaccountmapping-api-openapi.yml,
  openapi/orion-advisor-solutions-confirm-exclusions-api-openapi.yml, openapi/orion-advisor-solutions-confirm-exclusionsync-api-openapi.yml,
  openapi/orion-advisor-solutions-confirm-fileexports-api-openapi.yml, openapi/orion-advisor-solutions-confirm-groups-api-openapi.yml,
  openapi/orion-advisor-solutions-confirm-heldaway-api-openapi.yml, openapi/orion-advisor-solutions-confirm-interfacereconciliations-api-openapi.yml,
  openapi/orion-advisor-solutions-confirm-interfacesyncs-api-openapi.yml, openapi/orion-advisor-solutions-confirm-localexclusion-api-openapi.yml,
  openapi/orion-advisor-solutions-confirm-matrixcashactivitygemini-api-openapi.yml, openapi/orion-advisor-solutions-confirm-missingpricesyncs-api-openapi.yml,
  openapi/orion-advisor-solutions-confirm-overview-api-openapi.yml, openapi/orion-advisor-solutions-confirm-pgp-api-openapi.yml,
  openapi/orion-advisor-solutions-confirm-recon-api-openapi.yml, openapi/orion-advisor-solutions-confirm-reconjobstatuses-api-openapi.yml,
  openapi/orion-advisor-solutions-confirm-recordtypes-api-openapi.yml, openapi/orion-advisor-solutions-confirm-results-api-openapi.yml,
  openapi/orion-advisor-solutions-confirm-rules-api-openapi.yml, openapi/orion-advisor-solutions-confirm-schedulermaintenance-api-openapi.yml,
  openapi/orion-advisor-solutions-confirm-signoffs-api-openapi.yml, openapi/orion-advisor-solutions-confirm-sleevesettings-api-openapi.yml,
  openapi/orion-advisor-solutions-confirm-statustypes-api-openapi.yml, openapi/orion-advisor-solutions-confirm-syncdashboard-api-openapi.yml,
  openapi/orion-advisor-solutions-confirm-synctypes-api-openapi.yml, openapi/orion-advisor-solutions-confirm-taxcenter-api-openapi.yml,
  openapi/orion-advisor-solutions-confirm-taxerror-api-openapi.yml, openapi/orion-advisor-solutions-confirm-uploadformats-api-openapi.yml,
  openapi/orion-advisor-solutions-confirm-uploadtarget-api-openapi.yml, openapi/orion-advisor-solutions-dashboards-cards-api-openapi.yml,
  openapi/orion-advisor-solutions-datamaintenance-dataprovider-api-openapi.yml, openapi/orion-advisor-solutions-email-clients-api-openapi.yml,
  openapi/orion-advisor-solutions-fileimport-instance-api-openapi.yml, openapi/orion-advisor-solutions-fileimport-key-api-openapi.yml,
  openapi/orion-advisor-solutions-fileimport-log-api-openapi.yml, openapi/orion-advisor-solutions-fileimport-upload-api-openapi.yml,
  openapi/orion-advisor-solutions-fuse-config-api-openapi.yml, openapi/orion-advisor-solutions-fuse-notifications-api-openapi.yml,
  openapi/orion-advisor-solutions-fuse-partnerapps-api-openapi.yml, openapi/orion-advisor-solutions-fuse-slack-api-openapi.yml,
  openapi/orion-advisor-solutions-fuse-users-api-openapi.yml, openapi/orion-advisor-solutions-global-corporateactions-api-openapi.yml,
  openapi/orion-advisor-solutions-global-custodians-api-openapi.yml, openapi/orion-advisor-solutions-global-dividends-api-openapi.yml,
  openapi/orion-advisor-solutions-global-downloadsymbols-api-openapi.yml, openapi/orion-advisor-solutions-global-fundfamilies-api-openapi.yml,
  openapi/orion-advisor-solutions-global-prices-api-openapi.yml, openapi/orion-advisor-solutions-global-products-api-openapi.yml,
  openapi/orion-advisor-solutions-global-serviceteammembers-api-openapi.yml, openapi/orion-advisor-solutions-global-serviceteams-api-openapi.yml,
  openapi/orion-advisor-solutions-global-statesmunicipalbondtax-api-openapi.yml, openapi/orion-advisor-solutions-global-staticfiles-api-openapi.yml,
  openapi/orion-advisor-solutions-global-subholdings-api-openapi.yml, openapi/orion-advisor-solutions-global-userfeedback-api-openapi.yml,
  openapi/orion-advisor-solutions-homepage-action-api-openapi.yml, openapi/orion-advisor-solutions-homepage-beneficiaries-api-openapi.yml,
  openapi/orion-advisor-solutions-homepage-dashboards-api-openapi.yml, openapi/orion-advisor-solutions-homepage-odataqueries-api-openapi.yml,
  openapi/orion-advisor-solutions-homepage-performance-api-openapi.yml, openapi/orion-advisor-solutions-homepage-portfoliotree-api-openapi.yml,
  openapi/orion-advisor-solutions-homepage-portfolioview-api-openapi.yml, openapi/orion-advisor-solutions-homepage-portfolioviews-api-openapi.yml,
  openapi/orion-advisor-solutions-homepage-roles-api-openapi.yml, openapi/orion-advisor-solutions-homepage-setting-api-openapi.yml,
  openapi/orion-advisor-solutions-homepage-userdashboard-api-openapi.yml, openapi/orion-advisor-solutions-homepage-users-api-openapi.yml,
  openapi/orion-advisor-solutions-integration-certs-api-openapi.yml, openapi/orion-advisor-solutions-integration-rolesforcode-api-openapi.yml,
  openapi/orion-advisor-solutions-integration-rolesforkey-api-openapi.yml, openapi/orion-advisor-solutions-integration-updateroles-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-adviceworks-api-openapi.yml, openapi/orion-advisor-solutions-integrations-advisorcloudstorage-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-advisoryworld-api-openapi.yml, openapi/orion-advisor-solutions-integrations-advizr-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-akoya-api-openapi.yml, openapi/orion-advisor-solutions-integrations-apex-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-apps-api-openapi.yml, openapi/orion-advisor-solutions-integrations-ascent-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-assetmap-api-openapi.yml, openapi/orion-advisor-solutions-integrations-astro-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-axos-api-openapi.yml, openapi/orion-advisor-solutions-integrations-basiscode-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-bizequity-api-openapi.yml, openapi/orion-advisor-solutions-integrations-blackrock-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-blaze-api-openapi.yml, openapi/orion-advisor-solutions-integrations-bluepay-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-byallaccounts-api-openapi.yml, openapi/orion-advisor-solutions-integrations-cais-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-capitalnetwork-api-openapi.yml, openapi/orion-advisor-solutions-integrations-cetera-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-cheetah-api-openapi.yml, openapi/orion-advisor-solutions-integrations-chicagoclearing-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-cleverdome-api-openapi.yml, openapi/orion-advisor-solutions-integrations-clientboxfolder-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-cloudstorage-api-openapi.yml, openapi/orion-advisor-solutions-integrations-communities-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-configuration-api-openapi.yml, openapi/orion-advisor-solutions-integrations-custodialintegrator-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-custodian-api-openapi.yml, openapi/orion-advisor-solutions-integrations-custodiandashboard-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-custodiandocuments-api-openapi.yml, openapi/orion-advisor-solutions-integrations-datatransmissionservice-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-dimensional-api-openapi.yml, openapi/orion-advisor-solutions-integrations-docusign-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-dpl-api-openapi.yml, openapi/orion-advisor-solutions-integrations-eclipse-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-element-api-openapi.yml, openapi/orion-advisor-solutions-integrations-elementtrading-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-emoney-api-openapi.yml, openapi/orion-advisor-solutions-integrations-fcs-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-fidelity-api-openapi.yml, openapi/orion-advisor-solutions-integrations-finametrica-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-finmason-api-openapi.yml, openapi/orion-advisor-solutions-integrations-flourish-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-fpalpha-api-openapi.yml, openapi/orion-advisor-solutions-integrations-hiddenlevers-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-instream-api-openapi.yml, openapi/orion-advisor-solutions-integrations-integrationsync-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-intuit-api-openapi.yml, openapi/orion-advisor-solutions-integrations-irebal-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-junxure-api-openapi.yml, openapi/orion-advisor-solutions-integrations-laserapp-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-lexisnexis-api-openapi.yml, openapi/orion-advisor-solutions-integrations-marketor-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-mfe-api-openapi.yml, openapi/orion-advisor-solutions-integrations-mindflash-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-mindtouchcls-api-openapi.yml, openapi/orion-advisor-solutions-integrations-moneyguidepro-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-newaccount-api-openapi.yml, openapi/orion-advisor-solutions-integrations-notifications-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-onboarding-api-openapi.yml, openapi/orion-advisor-solutions-integrations-openai-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-orionelement-api-openapi.yml, openapi/orion-advisor-solutions-integrations-outboxsync-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-paperwork-api-openapi.yml, openapi/orion-advisor-solutions-integrations-pershing-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-plaid-api-openapi.yml, openapi/orion-advisor-solutions-integrations-quantum-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-querysmith-api-openapi.yml, openapi/orion-advisor-solutions-integrations-quik-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-redtail-api-openapi.yml, openapi/orion-advisor-solutions-integrations-rightcapital-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-riskalyze-api-openapi.yml, openapi/orion-advisor-solutions-integrations-riskanalytics-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-riskscores-api-openapi.yml, openapi/orion-advisor-solutions-integrations-salemove-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-salesforce-api-openapi.yml, openapi/orion-advisor-solutions-integrations-salesforcesync-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-saml-api-openapi.yml, openapi/orion-advisor-solutions-integrations-schwaballiance-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-schwabbatch-api-openapi.yml, openapi/orion-advisor-solutions-integrations-schwabservicerequest-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-schwabsii-api-openapi.yml, openapi/orion-advisor-solutions-integrations-schwabstatus-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-sharefile-api-openapi.yml, openapi/orion-advisor-solutions-integrations-smartiq-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-support-api-openapi.yml, openapi/orion-advisor-solutions-integrations-synchistory-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-tdameritrade-api-openapi.yml, openapi/orion-advisor-solutions-integrations-tolerisk-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-trx-api-openapi.yml, openapi/orion-advisor-solutions-integrations-vanilla-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-vision-api-openapi.yml, openapi/orion-advisor-solutions-integrations-wealthaccess-api-openapi.yml,
  openapi/orion-advisor-solutions-integrations-wealthsite-api-openapi.yml, openapi/orion-advisor-solutions-integrations-yahoofinance-api-openapi.yml,
  openapi/orion-advisor-solutions-marketproperties-bullbeardates-api-openapi.yml, openapi/orion-advisor-solutions-mobile-clients-api-openapi.yml,
  openapi/orion-advisor-solutions-mobile-register-api-openapi.yml, openapi/orion-advisor-solutions-monitor-api-openapi.yml,
  openapi/orion-advisor-solutions-orionstored-compare-api-openapi.yml, openapi/orion-advisor-solutions-orionstored-runasset-api-openapi.yml,
  openapi/orion-advisor-solutions-performance-attributionassignment-api-openapi.yml, openapi/orion-advisor-solutions-performance-attributiondetails-api-openapi.yml,
  openapi/orion-advisor-solutions-performance-batch-api-openapi.yml, openapi/orion-advisor-solutions-performance-compare-api-openapi.yml,
  openapi/orion-advisor-solutions-performance-maintenance-api-openapi.yml, openapi/orion-advisor-solutions-performance-overview-api-openapi.yml,
  openapi/orion-advisor-solutions-performance-storedperformanceimport-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-accountcancellationsubjects-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-accountcustodialinfo-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-accounts-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-accountstatuses-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-alclientops-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-assetlevelstrategies-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-assets-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-availableaccountnumbers-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-benchmarks-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-bondratings-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-brokerdealers-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-businesslines-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-clientcategories-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-clientchanges-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-clients-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-comparetool-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-corporateactionnotifications-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-costbasis-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-counts-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-crmdocuments-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-custodianrealized-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-custodians-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-custodianunrealized-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-element-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-esg-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-fundfamilies-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-genders-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-goals-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-householdmembertypes-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-indexblends-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-investmentobjectives-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-locale-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-managers-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-matrixb50-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-notecategories-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-ofacchecks-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-ofacfiles-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-orionrealized-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-orionunrealized-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-parentcategories-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-participants-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-planadministrators-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-plans-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-plansponsors-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-platforms-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-platformtypes-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-portfolioaudit-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-portfoliogroupautomation-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-portfoliogroups-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-productcategories-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-productclassautoassignoverride-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-productclasses-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-productdescriptionprovider-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-productexpenseratio-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-products-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-producttypes-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-propertytypes-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-qpenonmanaged-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-regions-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-registrationchanges-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-registrations-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-reportgroup-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-representativechanges-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-representatives-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-returnobjectives-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-rias-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-riskcategories-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-riskcategoryautoassignoverride-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-securityclassification-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-shareclasses-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-sleevetransfer-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-states-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-subadvisors-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-systematicaccount-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-taxlotassignments-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-thirdpartyadministrators-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-timehorizons-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-transactions-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-trinterfaceformats-api-openapi.yml, openapi/orion-advisor-solutions-portfolio-validateimport-api-openapi.yml,
  openapi/orion-advisor-solutions-portfolio-wholesalers-api-openapi.yml, openapi/orion-advisor-solutions-portfoliodatasync-datasharing-api-openapi.yml,
  openapi/orion-advisor-solutions-product-createproducts-api-openapi.yml, openapi/orion-advisor-solutions-public-database-api-openapi.yml,
  openapi/orion-advisor-solutions-public-databases-api-openapi.yml, openapi/orion-advisor-solutions-public-partners-api-openapi.yml,
  openapi/orion-advisor-solutions-public-requestforgotpassword-api-openapi.yml, openapi/orion-advisor-solutions-public-securityquestion-api-openapi.yml,
  openapi/orion-advisor-solutions-public-sms-api-openapi.yml, openapi/orion-advisor-solutions-public-urlshortener-api-openapi.yml,
  openapi/orion-advisor-solutions-public-user-api-openapi.yml, openapi/orion-advisor-solutions-querystudio-naturallanguage-api-openapi.yml,
  openapi/orion-advisor-solutions-querystudio-queries-api-openapi.yml, openapi/orion-advisor-solutions-querystudio-querytags-api-openapi.yml,
  openapi/orion-advisor-solutions-querystudio-querytagsources-api-openapi.yml, openapi/orion-advisor-solutions-querystudio-relatedcolumns-api-openapi.yml,
  openapi/orion-advisor-solutions-remove-api-openapi.yml, openapi/orion-advisor-solutions-repexptrading-entity-api-openapi.yml,
  openapi/orion-advisor-solutions-repexptrading-entityenum-api-openapi.yml, openapi/orion-advisor-solutions-reportadministration-reports-api-openapi.yml,
  openapi/orion-advisor-solutions-reportbuilder-coverpages-api-openapi.yml, openapi/orion-advisor-solutions-reportbuilder-reports-api-openapi.yml,
  openapi/orion-advisor-solutions-reportbuilder-sections-api-openapi.yml, openapi/orion-advisor-solutions-reportbuilder-themes-api-openapi.yml,
  openapi/orion-advisor-solutions-reportbuilder-webmenuoptions-api-openapi.yml, openapi/orion-advisor-solutions-reporting-activity-api-openapi.yml,
  openapi/orion-advisor-solutions-reporting-admin-api-openapi.yml, openapi/orion-advisor-solutions-reporting-assistant-api-openapi.yml,
  openapi/orion-advisor-solutions-reporting-automatedcompares-api-openapi.yml, openapi/orion-advisor-solutions-reporting-batch-api-openapi.yml,
  openapi/orion-advisor-solutions-reporting-bi-api-openapi.yml, openapi/orion-advisor-solutions-reporting-billing-api-openapi.yml,
  openapi/orion-advisor-solutions-reporting-calculate-api-openapi.yml, openapi/orion-advisor-solutions-reporting-compares-api-openapi.yml,
  openapi/orion-advisor-solutions-reporting-composite-api-openapi.yml, openapi/orion-advisor-solutions-reporting-custom-api-openapi.yml,
  openapi/orion-advisor-solutions-reporting-dashboards-api-openapi.yml, openapi/orion-advisor-solutions-reporting-data-api-openapi.yml,
  openapi/orion-advisor-solutions-reporting-deliver-api-openapi.yml, openapi/orion-advisor-solutions-reporting-element-api-openapi.yml,
  openapi/orion-advisor-solutions-reporting-envision-api-openapi.yml, openapi/orion-advisor-solutions-reporting-extracts-api-openapi.yml,
  openapi/orion-advisor-solutions-reporting-fundperformance-api-openapi.yml, openapi/orion-advisor-solutions-reporting-fuse-api-openapi.yml,
  openapi/orion-advisor-solutions-reporting-gainloss-api-openapi.yml, openapi/orion-advisor-solutions-reporting-implementation-api-openapi.yml,
  openapi/orion-advisor-solutions-reporting-interfacesetup-api-openapi.yml, openapi/orion-advisor-solutions-reporting-notificationgroups-api-openapi.yml,
  openapi/orion-advisor-solutions-reporting-notifications-api-openapi.yml, openapi/orion-advisor-solutions-reporting-notificationtypes-api-openapi.yml,
  openapi/orion-advisor-solutions-reporting-performance-api-openapi.yml, openapi/orion-advisor-solutions-reporting-portalprototype-api-openapi.yml,
  openapi/orion-advisor-solutions-reporting-portaltask-api-openapi.yml, openapi/orion-advisor-solutions-reporting-preview-api-openapi.yml,
  openapi/orion-advisor-solutions-reporting-processmanager-api-openapi.yml, openapi/orion-advisor-solutions-reporting-proto-api-openapi.yml,
  openapi/orion-advisor-solutions-reporting-qpe-api-openapi.yml, openapi/orion-advisor-solutions-reporting-reportgroups-api-openapi.yml,
  openapi/orion-advisor-solutions-reporting-reportinbox-api-openapi.yml, openapi/orion-advisor-solutions-reporting-reportpackages-api-openapi.yml,
  openapi/orion-advisor-solutions-reporting-reports-api-openapi.yml, openapi/orion-advisor-solutions-reporting-reporttemplates-api-openapi.yml,
  openapi/orion-advisor-solutions-reporting-requiredminimumdistribution-api-openapi.yml, openapi/orion-advisor-solutions-reporting-scope-api-openapi.yml,
  openapi/orion-advisor-solutions-reporting-scrubschedules-api-openapi.yml, openapi/orion-advisor-solutions-reporting-staticfiles-api-openapi.yml,
  openapi/orion-advisor-solutions-reporting-videostatements-api-openapi.yml, openapi/orion-advisor-solutions-reporting-widgets-api-openapi.yml,
  openapi/orion-advisor-solutions-rollups-assetvaluedaily-api-openapi.yml, openapi/orion-advisor-solutions-rollups-invalidatetodaysstoredperformancecheck-api-openapi.yml,
  openapi/orion-advisor-solutions-rollups-rollupcompares-api-openapi.yml, openapi/orion-advisor-solutions-scheduler-jobs-api-openapi.yml,
  openapi/orion-advisor-solutions-scheduler-j

# --- truncated at 32 KB (1729 KB total) ---
# Full source: https://artifacts.apis.io/orion-advisor-solutions/agentic-access/orion-advisor-solutions-agentic-access.yml

Work with this as data

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