Addepar

Addepar API

JSON:API-based REST API for portfolio management, transactions, positions, the ownership graph (entities/groups), attributes, benchmarks, files, jobs, billing, reporting, and administration on the Addepar platform.

GitHub

Documentation

📖
Documentation
https://developers.addepar.com/docs/welcome
📖
APIReference
https://developers.addepar.com/reference
📖
Authentication
https://raw.githubusercontent.com/api-evangelist/addepar/refs/heads/main/authentication/addepar-authentication.yml
📖
RateLimits
https://raw.githubusercontent.com/api-evangelist/addepar/refs/heads/main/rate-limits/addepar-rate-limits.yml

Other Resources

🔗
OAuthScopes
https://raw.githubusercontent.com/api-evangelist/addepar/refs/heads/main/scopes/addepar-scopes.yml
🔗
Conventions
https://raw.githubusercontent.com/api-evangelist/addepar/refs/heads/main/conventions/addepar-conventions.yml
🔗
ErrorCatalog
https://raw.githubusercontent.com/api-evangelist/addepar/refs/heads/main/errors/addepar-problem-types.yml
🔗
DataModel
https://raw.githubusercontent.com/api-evangelist/addepar/refs/heads/main/data-model/addepar-data-model.yml
🔗
Packages
https://raw.githubusercontent.com/api-evangelist/addepar/refs/heads/main/packages/addepar-packages.yml
🔗
Lifecycle
https://raw.githubusercontent.com/api-evangelist/addepar/refs/heads/main/lifecycle/addepar-lifecycle.yml
🔗
Deprecation
https://raw.githubusercontent.com/api-evangelist/addepar/refs/heads/main/lifecycle/addepar-lifecycle.yml
🔗
ChangeLog
https://raw.githubusercontent.com/api-evangelist/addepar/refs/heads/main/changelog/addepar-changelog.yml
🔗
Conformance
https://raw.githubusercontent.com/api-evangelist/addepar/refs/heads/main/conformance/addepar-conformance.yml
🔗
Sandbox
https://raw.githubusercontent.com/api-evangelist/addepar/refs/heads/main/sandbox/addepar-sandbox.yml
🔗
X-MCPServerCandidate
https://raw.githubusercontent.com/api-evangelist/addepar/refs/heads/main/mcp/addepar-mcp.yml
🔗
LLMsTxt
https://raw.githubusercontent.com/api-evangelist/addepar/refs/heads/main/llms/addepar-llms.txt
🔗
APIsJSON
https://raw.githubusercontent.com/api-evangelist/addepar/refs/heads/main/apis.yml

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API entry from apis.yml

apis.yml Raw ↑ 
name: Addepar API
description: JSON:API-based REST API for portfolio management, transactions, positions, the ownership
  graph (entities/groups), attributes, benchmarks, files, jobs, billing, reporting, and administration
  on the Addepar platform.
humanURL: https://developers.addepar.com/
baseURL: https://api.addepar.com/v1/
tags:
- Wealth Management
- Portfolio-Management
- JSON:API
tags_raw:
- Wealth Management
- Portfolio Management
- JSON:API
properties:
- type: Documentation
  url: https://developers.addepar.com/docs/welcome
- type: APIReference
  url: https://developers.addepar.com/reference
- type: Authentication
  url: authentication/addepar-authentication.yml
- type: OAuthScopes
  url: scopes/addepar-scopes.yml
- type: Conventions
  url: conventions/addepar-conventions.yml
- type: ErrorCatalog
  url: errors/addepar-problem-types.yml
- type: RateLimits
  url: rate-limits/addepar-rate-limits.yml
- type: DataModel
  url: data-model/addepar-data-model.yml
- type: Packages
  url: packages/addepar-packages.yml
- type: Lifecycle
  url: lifecycle/addepar-lifecycle.yml
- type: Deprecation
  url: lifecycle/addepar-lifecycle.yml
- type: ChangeLog
  url: changelog/addepar-changelog.yml
- type: Conformance
  url: conformance/addepar-conformance.yml
- type: Sandbox
  url: sandbox/addepar-sandbox.yml
- type: X-MCPServerCandidate
  url: mcp/addepar-mcp.yml
  note: 'Renamed from MCPServer 2026-09-03 (roadmap#247): the manifest self-describes as status: candidate
    — a tool list derived from the published API contracts, not an existing server. The scorer already
    read the manifest and reported mcp_server correctly; the MCPServer type was crediting the artifact-type
    surfaces with a server that does not exist.'
- type: LLMsTxt
  url: llms/addepar-llms.txt