Orion Advisor Solutions Portfolio/Client Categories API

The Portfolio/ClientCategories API from Orion Advisor Solutions — 2 operation(s) for portfolio/clientcategories.

Documentation GitHub OpenAPI

Operations 2

GET /v1/Portfolio/ClientCategories Gets a simple list of client categories that the logged in user has access to. #

GET /v1/Portfolio/ClientCategories/Simple Gets a simple list of client categories that the logged in user has access to. #

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-clientcategories-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 Portfolio/Client Categories API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Portfolio/ClientCategories
paths:
  /v1/Portfolio/ClientCategories:
    get:
      tags:
      - Portfolio/ClientCategories
      summary: Gets a simple list of client categories that the logged in user has access to.
      operationId: ClientCategories_GetCategories
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Portfolio.SimpleClientCategory'
                xml:
                  name: SimpleClientCategory
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Portfolio.SimpleClientCategory'
                xml:
                  name: SimpleClientCategory
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Portfolio.SimpleClientCategory'
                xml:
                  name: SimpleClientCategory
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Portfolio.SimpleClientCategory'
                xml:
                  name: SimpleClientCategory
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Portfolio.SimpleClientCategory'
                xml:
                  name: SimpleClientCategory
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Portfolio.SimpleClientCategory'
                xml:
                  name: SimpleClientCategory
                  wrapped: true
                type: array
      security:
      - Authorization: []
  /v1/Portfolio/ClientCategories/Simple:
    get:
      tags:
      - Portfolio/ClientCategories
      summary: Gets a simple list of client categories that the logged in user has access to.
      operationId: ClientCategories_GetV1PortfolioClientCategoriesSimple
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Portfolio.SimpleClientCategory'
                xml:
                  name: SimpleClientCategory
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Portfolio.SimpleClientCategory'
                xml:
                  name: SimpleClientCategory
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Portfolio.SimpleClientCategory'
                xml:
                  name: SimpleClientCategory
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Portfolio.SimpleClientCategory'
                xml:
                  name: SimpleClientCategory
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Portfolio.SimpleClientCategory'
                xml:
                  name: SimpleClientCategory
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Portfolio.SimpleClientCategory'
                xml:
                  name: SimpleClientCategory
                  wrapped: true
                type: array
      security:
      - Authorization: []
components:
  schemas:
    OAS.DataModel.Portfolio.SimpleClientCategory:
      properties:
        abbreviation:
          type: string
        isDefault:
          type: boolean
        id:
          type: integer
          format: int32
        name:
          type: string
      xml:
        name: SimpleClientCategory
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header