Addepar Authentication

generated: '2026-07-17'
method: searched
source: https://developers.addepar.com/docs/basic-authentication + https://developers.addepar.com/docs/oauth
aid: addepar
name: Addepar API Authentication
docs: https://developers.addepar.com/docs/basic-authentication
summary: >-
  The Addepar API supports two authentication mechanisms over HTTPS: HTTP Basic
  authentication using an API key/secret pair scoped to the creating user's
  permissions plus an Addepar-Firm header, and OAuth 2.0 authorization-code flow
  for third-party integrations acting on behalf of a user.
schemes:
- id: basic
  type: http
  scheme: basic
  description: >-
    Base64-encode "Key:Secret" and send as Authorization: Basic <encoded>.
    Credentials respect the tool and data permissions of the user who created
    the key. Requires the API Access permission granted by a firm administrator.
  headers:
  - name: Authorization
    value: 'Basic <base64(Key:Secret)>'
    required: true
  - name: Addepar-Firm
    value: '<Firm ID>'
    required: true
    description: Identifies the firm/organization for the request.
  - name: Content-Type
    value: application/vnd.api+json
    required: false
    description: Required on POST/PATCH requests (JSON:API media type).
- id: oauth2
  type: oauth2
  flow: authorizationCode
  description: >-
    OAuth 2.0 authorization-code grant for third-party apps accessing user data
    with limited, granted scopes. Addepar issues client_id, client_secret, and
    approved scopes; the app supplies redirect URIs and ToS/privacy URLs.
  token_url: https://api.addepar.com/public/oauth2/token
  token_url_dev: https://examplefirm.clientdev.addepar.com/api/public/oauth2/token
  authorization_url: provided per-integration by Addepar contact
  supports_refresh_token: true
  scopes_ref: ../scopes/addepar-scopes.yml
notes:
- No downloadable OpenAPI found (ReadMe-hosted docs + llms.txt index); profile derived from official docs prose.