Orion Advisor Solutions

Orion Advisor Solutions Integrations/openai API

The integrations/openai API from Orion Advisor Solutions — 2 operation(s) for integrations/openai.

Documentation GitHub OpenAPI

Operations 2

POST /v1/integrations/openai/chat/completions Open AI get chat completion async #

POST /v1/integrations/openai/portfolioview/{clientId}/meetingagenda Open AI create meeting agenda async #

Work with this as data

Every API here is available over the APIs.io API and to AI agents over MCP.

MCP server

One button, every client — Claude, Cursor, VS Code and the rest.

https://apis.io/mcp

Tools for apis

7 MCP tools reach this

find_apisBrowse and filter every API in the catalog.
get_api_artifactsOne API's artifacts, grouped by type.
get_openapiThe primary OpenAPI for this API.
find_similar_apisAPIs that look like this one.
apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.
resolveTurn a domain, URL or GitHub org into the provider it belongs to.
find_cohortsEvery scored population of providers in the catalog.

All 92 tools →

Call it yourself

curl for this page

This API

curl "https://apis.io/api/v1/apis/orion-advisor-solutions-integrations-openai-api"

All apis

curl "https://apis.io/api/v1/apis?limit=25"

Discovery needs no key. Ratings and market analysis are Pro.

Get an API key

Free tier, no form to fill in. Signing in shares your email address with us — we store it to create your key and to recognise you if you sign in with another provider. See our Privacy Policy and Terms.

GitHub Google LinkedIn

A second provider on the same verified email joins the account you already have.

OpenAPI Specification

openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Integrations/openai API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: integrations/openai
paths:
  /v1/integrations/openai/chat/completions:
    post:
      tags:
      - integrations/openai
      operationId: OpenAI_GetChatCompletionAsync
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              items:
                $ref: '#/components/schemas/OpenAI_API.Chat.ChatMessage'
              xml:
                name: ChatMessage
                wrapped: true
              type: array
          application/json:
            schema:
              items:
                $ref: '#/components/schemas/OpenAI_API.Chat.ChatMessage'
              xml:
                name: ChatMessage
                wrapped: true
              type: array
          text/json:
            schema:
              items:
                $ref: '#/components/schemas/OpenAI_API.Chat.ChatMessage'
              xml:
                name: ChatMessage
                wrapped: true
              type: array
          application/x-www-form-urlencoded:
            schema:
              items:
                $ref: '#/components/schemas/OpenAI_API.Chat.ChatMessage'
              xml:
                name: ChatMessage
                wrapped: true
              type: array
          multipart/form-data:
            schema:
              items:
                $ref: '#/components/schemas/OpenAI_API.Chat.ChatMessage'
              xml:
                name: ChatMessage
                wrapped: true
              type: array
        required: true
      summary: Open AI get chat completion async
      x-summary-source: derived
  /v1/integrations/openai/portfolioview/{clientId}/meetingagenda:
    post:
      tags:
      - integrations/openai
      operationId: OpenAI_CreateMeetingAgendaAsync
      parameters:
      - name: clientId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      - name: cancellationToken
        in: header
        required: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.EnvisionReportDto'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.EnvisionReportDto'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.EnvisionReportDto'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.EnvisionReportDto'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.EnvisionReportDto'
        required: true
      summary: Open AI create meeting agenda async
      x-summary-source: derived
components:
  schemas:
    OAS.DataModel.Reporting.ReportOptionCategory:
      required:
      - category
      - options
      properties:
        category:
          type: string
        options:
          items:
            $ref: '#/components/schemas/OAS.DataModel.Reporting.ReportOption'
          xml:
            name: ReportOption
            wrapped: true
          type: array
      xml:
        name: ReportOptionCategory
      type: object
    OAS.DataModel.Reporting.ReportOption:
      required:
      - id
      - $type
      properties:
        id:
          type: string
        $type:
          readOnly: true
          type: string
        optionGuid:
          example: 00000000-0000-0000-0000-000000000000
          type: string
          format: uuid
        optionId:
          type: integer
          format: int32
        isDisabled:
          type: boolean
        isGlobal:
          type: boolean
        isIgnored:
          type: boolean
        name:
          type: string
        useInception:
          type: boolean
        prompt:
          type: string
          enum:
          - Never
          - Always
      xml:
        name: ReportOption
      type: object
    OpenAI_API.Chat.ChatMessage:
      properties:
        role:
          type: string
        content:
          type: string
        name:
          type: string
      xml:
        name: ChatMessage
      type: object
    OAS.DataModel.Reporting.Engine.IGroupingOptionOverrider:
      properties:
        allowExpireClientsToStorePerformance:
          type: boolean
        ensureAssetsUpdated:
          type: boolean
        groupCustodialCashTogether:
          type: boolean
        groupLinksTogether:
          type: boolean
        returnActiveLinkedEntity:
          type: boolean
        useAccountChange:
          type: boolean
        useSmaSettings:
          type: boolean
        accountInclusion:
          type: string
        includeHistoricalLinks:
          type: string
      xml:
        name: IGroupingOptionOverrider
      type: object
    OAS.WebApi.DTO.Reporting.Envision.EnvisionReportDto:
      properties:
        id:
          example: 00000000-0000-0000-0000-000000000000
          type: string
          format: uuid
        requiredOptions:
          items:
            $ref: '#/components/schemas/OAS.DataModel.Reporting.ReportOption'
          xml:
            name: ReportOption
            wrapped: true
          type: array
        additionalOptions:
          items:
            $ref: '#/components/schemas/OAS.DataModel.Reporting.ReportOptionCategory'
          xml:
            name: ReportOptionCategory
            wrapped: true
          type: array
        deliveryOptions:
          items:
            $ref: '#/components/schemas/OAS.DataModel.Reporting.ReportOption'
          xml:
            name: ReportOption
            wrapped: true
          type: array
        hasAdditionalOptions:
          type: boolean
        featureFlagOverrides:
          $ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IReportFeatureFlagOverrider'
        groupingOptionOverrider:
          $ref: '#/components/schemas/OAS.DataModel.Reporting.Engine.IGroupingOptionOverrider'
        isFavorite:
          type: boolean
        reportName:
          type: string
        reportDescription:
          type: string
        parentCategory:
          type: string
        category:
          type: string
        runAssignedVersion:
          type: boolean
      xml:
        name: EnvisionReportDto
      type: object
    OAS.DataModel.Reporting.Interfaces.IReportFeatureFlagOverrider:
      properties:
        dynamicBenchmarkProcessType:
          readOnly: true
          type: string
          enum:
          - Cloud
          - LocalService
        forceAssetGroupingIntraDayPerformance:
          readOnly: true
          type: boolean
        activityProcessType:
          readOnly: true
          type: string
          enum:
          - Cloud
          - LocalService
        costBasisProcessType:
          type: string
          enum:
          - Old
          - Cloud
          - LocalService
        morningstarLevel2Assignment:
          type: boolean
        localPriceCutOverDate:
          type: string
          format: date-time
        noScope:
          type: boolean
        ensureAssetsUpdated:
          type: boolean
        storeReportDataCompressed:
          type: boolean
        showEInModelNames:
          type: boolean
        performanceProcessType:
          type: string
          enum:
          - Cloud
          - LocalService
        forceNonSummaryPerformanceToUseTwr:
          type: boolean
        forceNetOfFeesPerformance:
          type: boolean
        costBasisStoredSource:
          type: string
          enum:
          - Orion
          - Custodian
        tradingWithParentGrouping:
          type: boolean
        useGlobalSettingsUniqueIds:
          type: boolean
        showEquations:
          type: boolean
        isReportCompare:
          type: boolean
        useBenchmarksInAccountChangeHistory:
          type: boolean
        benchmarkAssignmentOverride:
          type: string
        useAsOfDateForAdvizr:
          type: boolean
        accountNumbersToShow:
          type: integer
          format: int32
        useBatchSettingsBulkCopy:
          type: boolean
        showExcludedFromRebalance:
          type: boolean
        useInMemoryForModelVsActual:
          type: boolean
        useNewLineChartRenderer:
          type: boolean
        useNewScatterPlotChartRenderer:
          type: boolean
        useInMemoryIncomeCalculation:
          type: boolean
        useModelAllocationHistory:
          type: boolean
        useDisclaimerShadowDom:
          type: boolean
      xml:
        name: IReportFeatureFlagOverrider
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header