Orion Advisor Solutions · OpenAPI Overlay 1.0.0

API Evangelist enhancements for Orion Connect Portfolio/Clients API

6 actions 6 updates update extends openapi/orion-advisor-solutions-portfolio-clients-api-openapi.yml

Derived by API Evangelist Built from the contracts Orion Advisor Solutions publishes. Orion Advisor Solutions did not publish this file.

View Overlay File View on GitHub Overlay Specification

What the actions change

x-mcp-toolcontactx-apievangelist

Targets 6

$.info

$.paths['/v1/Portfolio/Clients/Simple/Search'].get

$.paths['/v1/Portfolio/Clients/Simple/Search/{search}'].get

$.paths['/v1/Portfolio/Clients/{key}/Accounts'].get

$.paths['/v1/Portfolio/Clients/{key}'].get

$.paths['/v1/Portfolio/Clients/{key}/Value'].get

OpenAPI Overlay

overlay: 1.0.0
info:
  title: API Evangelist enhancements for Orion Connect Portfolio/Clients API
  version: 1.0.0
extends: openapi/orion-advisor-solutions-portfolio-clients-api-openapi.yml
x-provenance:
  generated: '2026-11-11'
  method: generated
actions:
- target: $.info
  update:
    contact:
      name: Orion API integrations
      email: SME-Integrations@orion.com
      url: https://developers.orionadvisor.com/
    x-apievangelist:
      provider: orion-advisor-solutions
      harvested_from: https://api.orionadvisor.com/api/swagger/docs/v1
      test_environment: https://testapi.orionadvisor.com/api/v1
      status_page: https://status.orionadvisor.com/
      mcp_server: https://gateway.oriondenali.ai/mcp
- target: $.paths['/v1/Portfolio/Clients/Simple/Search'].get
  update:
    x-mcp-tool:
      name: orion_connect_search_households
      server: https://gateway.oriondenali.ai/mcp
      confidence: medium
      source: mcp/orion-advisor-solutions-tool-crosswalk.yml
- target: $.paths['/v1/Portfolio/Clients/Simple/Search/{search}'].get
  update:
    x-mcp-tool:
      name: orion_connect_search_households
      server: https://gateway.oriondenali.ai/mcp
      confidence: medium
      source: mcp/orion-advisor-solutions-tool-crosswalk.yml
- target: $.paths['/v1/Portfolio/Clients/{key}/Accounts'].get
  update:
    x-mcp-tool:
      name: orion_connect_list_household_accounts
      server: https://gateway.oriondenali.ai/mcp
      confidence: medium
      source: mcp/orion-advisor-solutions-tool-crosswalk.yml
- target: $.paths['/v1/Portfolio/Clients/{key}'].get
  update:
    x-mcp-tool:
      name: orion_connect_get_household_address
      server: https://gateway.oriondenali.ai/mcp
      confidence: low
      source: mcp/orion-advisor-solutions-tool-crosswalk.yml
- target: $.paths['/v1/Portfolio/Clients/{key}/Value'].get
  update:
    x-mcp-tool:
      name: orion_connect_get_current_value
      server: https://gateway.oriondenali.ai/mcp
      confidence: medium
      source: mcp/orion-advisor-solutions-tool-crosswalk.yml

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