First-party Orion MCP connector for Claude for Financial Advisors, announced September 14, 2026 at Future Proof and listed in Anthropic's Claude connector directory. Links Claude to two Orion systems at once: Orion Connect for portfolio and account data, and Redtail CRM for contacts, activities and opportunities. An advisor asks in plain language for a client update, meeting prep or a pipeline read, and the answer is assembled from live Orion and Redtail records without exports or system switching. Access is governed through the Orion Gateway Portal, where a firm administrator sees which MCP tools each product includes, which are read-only versus write, and the per-minute rate limits and daily quotas that apply. Entitlements are derived from the firm's product catalog, so an advisor reaches only what they are already entitled to see. The same connection is offered as a front door for firms building their own AI against Orion rather than using the Claude connector.
Orion ConnectRedtail CRMClaude for Financial Advisorsmeeting preppipelineGateway Portal
Provides one system's data and actions. Reads and writes inside a single product of record; it can act, but only within its own walls. More on System servers →All seven roles →
No public MCP endpoint. Orion publishes no connector URL or install command: you enable it from Claude's connector directory and request access through Orion's form, so hosting and endpoint are unconfirmed here.
Vendor-verified only. Everything above comes from Orion's own release and product page. Nothing has been independently verified, and no live endpoint was confirmed.
Orion customers only, and gated per firm. Entitlements follow the firm's Orion product catalog, so what the connector can reach differs firm to firm. Confirm your own entitlements rather than assuming the demo scope.
Not read-only by default. Orion's own entitlement screens distinguish read-only from write tools, so a connection can include writes. Start with read-only scopes and confirm what your firm has enabled.
Two systems, one grant. The connector reaches both portfolio data and CRM records, which is a wider surface than either alone. Audit it as such.
Distinct from the Truthifi bridge listing, which is a third-party read-only route into Orion rather than Orion's own connector.
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How to connect Orion Connector for Claude
Step 1
Check the vendor's documentation
This listing does not publish a public endpoint or install command yet. Open the vendor documentation above for access details, then follow the general steps in our connection guide.
Step 2
Authenticate with OAuth
Your client opens a browser sign-in with the vendor. Approve only the scopes you need, and use a read-only account first when the platform offers one.
Step 3
Verify, then widen access
Restart your client, confirm the server's tools appear, and run one read-only question first. Keep client-side approval prompts on for any tool that can write, trade or send. Confirm with your firm's compliance policy before connecting systems holding client data.
Everything you need on one page before you walk in.
Client Review Meeting PrepCRMWealth Platforms
Read-only: build a pre-meeting brief for <client name>: current portfolio summary, allocation vs. target, YTD performance, open service items, last three CRM interactions, and any commitments I made previously. Mask account numbers to the last four digits, cite the source tool for each figure, and do not update CRM, place trades or send anything.
Guardrail · Read-only. Verify performance numbers against the system of record before presenting.
Market context talking points
Three to five neutral talking points on recent market moves.
Client Review Meeting PrepWealth PlatformsMarket & Financial Data
Read-only: pull <client name>'s current holdings and sector or asset-class weights from the wealth platform, then use market-data tools to explain what moved those specific exposures over the last quarter. Return three to five neutral talking points, each tied to a holding or weight and to the market data behind it. No forecasts, no recommendations to buy or sell, no performance promises. Cite the source and date for both the holdings figure and the market figure so I can verify before I use it with a client.
Guardrail · Educational framing only. Avoid forward-looking or promissory language.
Read-only: compare current allocations against target models across my accounts, using the wealth platform for targets and modelled positions and the custodial feed for actual settled holdings and cash. List every position or sleeve drifted beyond <tolerance, e.g. 3%> as Account / Sleeve / Target / Actual / Drift / Estimated trade size, and separately flag any holding or cash balance where the platform and the custodian disagree, since that breaks the drift math. Do not place, stage, cancel or modify any order. Cite the tool behind each figure.
Guardrail · Read-only. Never grant trading scopes to a tool that only needs to report.
