# Orion Advisor Solutions Integrations/Money Guide Pro API

**Canonical:** https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-integrations-moneyguidepro-api/  
**Provider:** Orion Advisor Solutions — https://apis.io/providers/orion-advisor-solutions/  
**Base URL:** https://api.orionadvisor.com/api/v1  
**Documentation:** https://developers.orionadvisor.com/

Orion Advisor Solutions Integrations/Money Guide Pro API is one of 573 APIs that [Orion Advisor Solutions](https://apis.io/providers/orion-advisor-solutions/) publishes on the [APIs.io](https://apis.io/) network, described by a machine-readable OpenAPI specification. Tagged areas include Integrations/MoneyGuidePro. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and a getting-started guide.

The Integrations/MoneyGuidePro API from Orion Advisor Solutions — 12 operation(s) for integrations/moneyguidepro.

## Operations (17)

| Method | Path | Summary |
|---|---|---|
| GET | `/v1/Integrations/MoneyGuidePro/Configuration` | Retrieves MoneyGuidePro Integration details |
| PUT | `/v1/Integrations/MoneyGuidePro/Configuration` | Saves MoneyGuidePro integration settings |
| GET | `/v1/Integrations/MoneyGuidePro/Configuration/Client` | Retrieves MoneyGuidePro Integration details |
| PUT | `/v1/Integrations/MoneyGuidePro/Configuration/Client` | Saves MoneyGuidePro Client-level integration settings |
| POST | `/v1/Integrations/MoneyGuidePro/Configuration/Client` | Saves MoneyGuidePro Client-level integration settings |
| GET | `/v1/Integrations/MoneyGuidePro/Household/{clientId}` | Get the household data for the specified client ID, and return it as an… |
| GET | `/v1/Integrations/MoneyGuidePro/InsurancePolicies/Client/{clientId}` | Used to download the MoneyGuidePro Insurance Policies |
| GET | `/v1/Integrations/MoneyGuidePro/MonteCarloMeter/Client/{clientId}` | Used to download the MoneyGuidePro Monte Carlo Dial |
| GET | `/v1/Integrations/MoneyGuidePro/Networth/Client/{clientId}` | Used to download the MoneyGuidePro Networth |
| GET | `/v1/Integrations/MoneyGuidePro/PlanSummary/Client/{clientId}` | Used to download the MoneyGuidePro Plan Summary |
| POST | `/v1/Integrations/MoneyGuidePro/PlanSummary/Client/{clientId}` | Money guide pro post V1 integrations money guide pro plan summary client by… |
| POST | `/v1/Integrations/MoneyGuidePro/Remove` | Sets up MoneyGuidePro integration for the current user |
| GET | `/v1/Integrations/MoneyGuidePro/Settings` | Money guide pro get settings async |
| PUT | `/v1/Integrations/MoneyGuidePro/Settings` | Money guide pro update settings async |
| POST | `/v1/Integrations/MoneyGuidePro/Setup` | Sets up MoneyGuidePro integration for the current user |
| GET | `/v1/Integrations/MoneyGuidePro/SSO/AccessPlan/{clientId}` | Money guide pro access plan SAML async |
| GET | `/v1/Integrations/MoneyGuidePro/SSO/Client/{clientId}` | Money guide pro sso async |

## Machine-readable artifacts (6)

- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-integrations-moneyguidepro-api-openapi.yml
- **Documentation** — https://developers.orionadvisor.com/quick-start/
- **Documentation** — https://developers.orionadvisor.com/guides/
- **APIReference** — https://api.orionadvisor.com/api/swagger/ui/index
- **GettingStarted** — https://developers.orionadvisor.com/quick-start/
- **Webhooks** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

## Other Orion Advisor Solutions APIs (12)

- [Orion Advisor Solutions Advisor Trading/Buy Sell API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-buysell-api/)
- [Orion Advisor Solutions Advisor Trading/Core API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-core-api/)
- [Orion Advisor Solutions Advisor Trading/Instances API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-instances-api/)
- [Orion Advisor Solutions Advisor Trading/Sleeve Assignment API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-sleeveassignment-api/)
- [Orion Advisor Solutions Aggregator/Access Token API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-accesstoken-api/)
- [Orion Advisor Solutions Aggregator/Accounts API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-accounts-api/)
- [Orion Advisor Solutions Aggregator API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-api/)
- [Orion Advisor Solutions Aggregator/Holdings API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-holdings-api/)
- [Orion Advisor Solutions Aggregator/Token API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-token-api/)
- [Orion Advisor Solutions Aggregator/Transactions API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-transactions-api/)
- [Orion Advisor Solutions Authorization/Databases API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-authorization-databases-api/)
- [Orion Advisor Solutions Authorization/Profiles API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-authorization-profiles-api/)

## Tags

Integrations/MoneyGuidePro

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-integrations-moneyguidepro-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/orion-advisor-solutions/.