Orion Advisor Solutions

Orion Advisor Solutions Portfolio/Business Lines API

The Portfolio/BusinessLines API from Orion Advisor Solutions — 4 operation(s) for portfolio/businesslines.

GitHub OpenAPI

Operations 7

GET /v1/Portfolio/BusinessLines Gets a list of business lines that the logged in user has access to. #
POST /v1/Portfolio/BusinessLines Used to create a new business line. #
GET /v1/Portfolio/BusinessLines/{key} Gets the business line that has the provided key. #
PUT /v1/Portfolio/BusinessLines/{key} Used to update an existing business line. #
DELETE /v1/Portfolio/BusinessLines/{key} Used to delete an existing business line. #
PUT /v1/Portfolio/BusinessLines/Action/Delete Business lines action delete #
GET /v1/Portfolio/BusinessLines/Simple Gets a simple list of business lines that the logged in user has access to #

Documentation

📖
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/

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-portfolio-businesslines-api-openapi.yml

Other Resources

🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

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-portfolio-businesslines-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

orion-advisor-solutions-portfolio-businesslines-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio/Business Lines API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Portfolio/BusinessLines
paths:
  /v1/Portfolio/BusinessLines:
    get:
      tags:
      - Portfolio/BusinessLines
      summary: Gets a list of business lines that the logged in user has access to.
      operationId: BusinessLines_Get
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
                xml:
                  name: BusinessLineDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
                xml:
                  name: BusinessLineDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
                xml:
                  name: BusinessLineDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
                xml:
                  name: BusinessLineDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
                xml:
                  name: BusinessLineDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
                xml:
                  name: BusinessLineDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
    post:
      tags:
      - Portfolio/BusinessLines
      summary: Used to create a new business line.
      operationId: BusinessLines_Create
      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.Portfolio.BusinessLineDto'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
          application/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
          text/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
        required: true
  /v1/Portfolio/BusinessLines/{key}:
    get:
      tags:
      - Portfolio/BusinessLines
      summary: Gets the business line that has the provided key.
      operationId: BusinessLines_GetByKey
      parameters:
      - name: key
        in: path
        description: Key of the desired return object.
        required: true
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
      security:
      - Authorization: []
    put:
      tags:
      - Portfolio/BusinessLines
      summary: Used to update an existing business line.
      operationId: BusinessLines_Update
      parameters:
      - name: key
        in: path
        description: Key of the desired return object.
        required: true
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
          application/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
          text/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BusinessLineDto'
        required: true
    delete:
      tags:
      - Portfolio/BusinessLines
      summary: Used to delete an existing business line.
      operationId: BusinessLines_Delete
      parameters:
      - name: key
        in: path
        description: Key of the desired return object.
        required: true
        schema:
          type: integer
          format: int32
      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: []
  /v1/Portfolio/BusinessLines/Action/Delete:
    put:
      tags:
      - Portfolio/BusinessLines
      operationId: BusinessLines_ActionDelete
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  type: integer
                  format: int32
                type: array
            application/json:
              schema:
                items:
                  type: integer
                  format: int32
                type: array
            text/json:
              schema:
                items:
                  type: integer
                  format: int32
                type: array
            application/xml:
              schema:
                items:
                  type: integer
                  format: int32
                type: array
            text/xml:
              schema:
                items:
                  type: integer
                  format: int32
                type: array
            multipart/form-data:
              schema:
                items:
                  type: integer
                  format: int32
                type: array
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              items:
                type: integer
                format: int32
              type: array
          application/json:
            schema:
              items:
                type: integer
                format: int32
              type: array
          text/json:
            schema:
              items:
                type: integer
                format: int32
              type: array
          application/xml:
            schema:
              items:
                type: integer
                format: int32
              type: array
          text/xml:
            schema:
              items:
                type: integer
                format: int32
              type: array
          application/x-www-form-urlencoded:
            schema:
              items:
                type: integer
                format: int32
              type: array
          multipart/form-data:
            schema:
              items:
                type: integer
                format: int32
              type: array
        required: true
      summary: Business lines action delete
      x-summary-source: derived
  /v1/Portfolio/BusinessLines/Simple:
    get:
      tags:
      - Portfolio/BusinessLines
      summary: Gets a simple list of business lines that the logged in user has access to
      operationId: BusinessLines_GetSimple
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.SimpleEntity'
                xml:
                  name: SimpleEntity
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.SimpleEntity'
                xml:
                  name: SimpleEntity
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.SimpleEntity'
                xml:
                  name: SimpleEntity
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.SimpleEntity'
                xml:
                  name: SimpleEntity
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.SimpleEntity'
                xml:
                  name: SimpleEntity
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.SimpleEntity'
                xml:
                  name: SimpleEntity
                  wrapped: true
                type: array
      security:
      - Authorization: []
components:
  schemas:
    OAS.DataModel.SimpleEntity:
      properties:
        id:
          type: integer
          format: int32
        name:
          type: string
      xml:
        name: SimpleEntity
      type: object
    OAS.WebApi.DTO.Portfolio.BusinessLineDto:
      properties:
        id:
          type: integer
          format: int32
        name:
          type: string
        employeeCount:
          type: integer
          format: int32
        startDate:
          type: string
          format: date-time
        company:
          type: string
        webAddress:
          type: string
        jobTitle:
          type: string
        email:
          type: string
        salutation:
          type: string
        address1:
          type: string
        address2:
          type: string
        address3:
          type: string
        city:
          type: string
        state:
          type: string
        zip:
          type: string
        homePhone:
          type: string
        homePhoneExt:
          type: string
        fax:
          type: string
        faxExt:
          type: string
        pager:
          type: string
        pagerExt:
          type: string
        mobilePhone:
          type: string
        businessPhone:
          type: string
        businessPhoneExt:
          type: string
        otherPhone:
          type: string
        otherPhoneExt:
          type: string
        ssN_TaxID:
          type: string
        gender:
          type: string
        dob:
          type: string
          format: date-time
      xml:
        name: BusinessLineDto
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header