Addepar
Generally AvailableAfter OAuth2 authorization an agent can pull household holdings, asset allocation, performance attribution, alternatives exposure, upcoming private-fund capital activity and transaction history.
- Portfolio Analytics
- Wealth Management
- Private Markets
- Authentication
- OAuth 2.0
- Hosting
- Vendor-hosted endpoint
- Required scopes
- 1
How it works
Every agent request passes through Ferentin policy before it reaches Addepar.
- AI agentAsks for something
- Ferentin policies
- OAuth 2.0 consent
- Permission aware access
- Audit logging
- Addepar MCP serverAuthorized connection
- Governed resultMasked, logged, returned
What you can do with Addepar
- Get portfolio data
- Get exposure
- Get performance attribution
- Get transactions
- Search entities
Permissions requested
The OAuth 2.0 scopes Addepar asks you to approve when you connect.
| Scope | Access |
|---|---|
| mcp | Not rated |
Before you connect
- An active Addepar account is required — the connector surfaces only data that account is already entitled to see.
- User mode only. Addepar binds every call to the signed-in user's Addepar entitlements, so there is no tenant-wide service credential to configure.
- Dynamic Client Registration is open at https://mcp.addepar.com/oauth/register (verified 2026-09-20), so credential inheritance is ALLOW_INHERIT.
- The single scope advertised by the protected-resource metadata is 'mcp'; Addepar enforces granularity inside its own permission model, not through OAuth scopes.
1 more technical note
- Tool and resource catalogs populate on the first authenticated connection.
About Addepar
Addepar is a wealth management platform for portfolio reporting and analytics across public and private assets, used by RIAs, family offices and private banks.
Frequently asked about Addepar
- What can AI agents do with Addepar through Ferentin?
- Through Ferentin, agents can use Addepar for get portfolio data, get exposure, get performance attribution, get transactions and search entities. Every call is checked against your Ferentin policies first.
- How is Addepar access secured?
- Requests through the Addepar integration are covered by OAuth 2.0 consent, permission aware access and audit logging. These controls are applied by Ferentin, not by Addepar, so they hold across every connected agent.
- What permissions does the Addepar integration require?
- The Addepar integration requests 1 OAuth 2.0 scope: mcp
- How do I connect Addepar to Ferentin?
- Open the Ferentin admin console, add Addepar as a new connection and authenticate with OAuth 2.0. You then choose which permissions and which tools your agents may use, and the connection goes live for everyone covered by your policies.
- Is the Addepar integration generally available?
- Yes. The Addepar integration is generally available on Ferentin, including the free tier.
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