Addepar · OAuth Scopes

Addepar OAuth Scopes

OAuth 2.0 searched

Addepar publishes 22 OAuth 2.0 scopes via the authorizationCode flow. Scopes are the fine-grained permissions an application requests at authorization time to act against the Addepar API on a user’s behalf.

Tokens are issued from https://api.addepar.com/public/oauth2/token.

This index is generated from the provider’s OpenAPI security definitions (and, where available, its documented scope reference) and refreshes on every APIs.io network build. Browse every provider’s scopes at scopes.apis.io.

CompanyFintechWealth ManagementPortfolio ManagementInvestment ManagementFinancial DataJSON:APIREST

Scopes: 22 Flows: authorizationCode Method: searched

OAuth endpoints

Token URL
https://api.addepar.com/public/oauth2/token

Flows
authorizationCode

Scopes (22)

Scope	Description	Flows
PROFILE	Access to the authorizing user's basic profile information.
PORTFOLIO	Read access to portfolio views, queries, and snapshots.
TRANSACTIONS	Read access to transactions.
TRANSACTIONS_WRITE	Create/update/delete transactions.
FILES	Read access to files.
FILES_WRITE	Upload and manage files.
GROUPS	Read access to groups.
GROUPS_WRITE	Create/update/delete groups.
ENTITIES	Read access to entities (ownership graph).
ENTITIES_WRITE	Create/update/delete entities.
POSITIONS	Read access to positions.
POSITIONS_WRITE	Create/update/delete positions.
USERS	Read access to users.
USERS_WRITE	Create/update/delete users.
TEAMS	Read access to teams.
TEAMS_WRITE	Create/update/delete teams.
AUDIT_TRAIL	Read access to the audit trail.
REPORTS_WRITE	Generate reports.
BENCHMARKS_READ	Read access to benchmarks.
BENCHMARKS_WRITE	Create/update/delete benchmarks.
BILLING_READ	Read access to billing (fees, fee schedules, billable portfolios).
BILLING_WRITE	Manage billing configuration.

📄 Provider scope reference: https://developers.addepar.com/docs/oauth

Source

OAuth Scopes

generated: '2026-07-17'
method: searched
source: https://developers.addepar.com/docs/oauth
aid: addepar
name: Addepar OAuth 2.0 Scopes
docs: https://developers.addepar.com/docs/oauth
flow: authorizationCode
token_url: https://api.addepar.com/public/oauth2/token
summary: >-
  Granular OAuth 2.0 scopes granted per integration by Addepar. Read scopes and
  paired *_WRITE scopes gate access to the corresponding resource domains.
scopes:
- name: PROFILE
  description: Access to the authorizing user's basic profile information.
- name: PORTFOLIO
  description: Read access to portfolio views, queries, and snapshots.
- name: TRANSACTIONS
  description: Read access to transactions.
- name: TRANSACTIONS_WRITE
  description: Create/update/delete transactions.
- name: FILES
  description: Read access to files.
- name: FILES_WRITE
  description: Upload and manage files.
- name: GROUPS
  description: Read access to groups.
- name: GROUPS_WRITE
  description: Create/update/delete groups.
- name: ENTITIES
  description: Read access to entities (ownership graph).
- name: ENTITIES_WRITE
  description: Create/update/delete entities.
- name: POSITIONS
  description: Read access to positions.
- name: POSITIONS_WRITE
  description: Create/update/delete positions.
- name: USERS
  description: Read access to users.
- name: USERS_WRITE
  description: Create/update/delete users.
- name: TEAMS
  description: Read access to teams.
- name: TEAMS_WRITE
  description: Create/update/delete teams.
- name: AUDIT_TRAIL
  description: Read access to the audit trail.
- name: REPORTS_WRITE
  description: Generate reports.
- name: BENCHMARKS_READ
  description: Read access to benchmarks.
- name: BENCHMARKS_WRITE
  description: Create/update/delete benchmarks.
- name: BILLING_READ
  description: Read access to billing (fees, fee schedules, billable portfolios).
- name: BILLING_WRITE
  description: Manage billing configuration.

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Tools for oauth scopes

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find_scopesBrowse and filter every scope set in the catalog.
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.

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