Addepar Client Portal: API, MCP and document access

Addepar Client Portal is an investor reporting platform from Addepar, Inc., used globally for private equity, venture capital, private credit, real estate and hedge funds. The registry rates investor document access 3 of 5 (exports, SFTP or email feeds, no investor-side API): the API is available for partners and fund administrators, and a vendor MCP server is in beta.

Vendor: Addepar, Inc.Unverified community researchUpdated 2026-11-07

Vendor: Addepar, Inc. United States
Category: Reporting platform
Regions: North America, Global, Europe
Asset classes: Private equity, Venture capital, Private credit, Real estate, Hedge funds, Other
Investor access difficulty: 3 / 5 Exports, SFTP or email feeds, no investor-side API
Automation policy: Unknown (terms not checked)
Verification: Unverified community research
Last updated: 2026-11-07

Access channels

Each way to get data out of Addepar Client Portal, as recorded in the registry. "Unknown" means nobody has checked yet, not that the channel is missing.

Channel	Status	Auth	Docs	Notes
Web portal	Available	SSO: None	Not recorded	Firm-branded Client Portal (firmdomain.addepar.com): clients sign in with email/password, view holdings, allocations, performance and files published by the advisor; file vault includes advisor- and client-uploaded files. MFA methods not confirmed in public docs; API Tracker lists SSO/social login without detail.
API	Available	Basic auth; OAuth 2.0 authorization code	Docs	Style: REST. Audience: partners and fund administrators. Sandbox available. JSON:API REST with published OpenAPI spec. Keys created by firm administrators (Firm Settings > API Access Key); OAuth clients via partners@addepar.com. Resources: portfolio query/views, transactions, positions, entities, Files (/v1/files list/download), Generated Reports, Client Portal publish (/v1/portal/publish_files, scopes FILE_WRITE, PUBLISH_FILE). Environments: firmdomain.addepar.com/api, api.addepar.com (3rd parties), clientdev, partner sandbox. End investors (portal users) cannot obtain keys; access is firm-level.
MCP server	Beta	OAuth 2.0	Docs	Maintained by the vendor. Endpoint: `https://mcp.addepar.com/`. Official Addepar MCP server, Anthropic-verified Claude connector added August 2026, documentation marks it closed beta. Sign in with an Addepar account; permission aware. 15 tools including get_private_fund_cash_movements and get_upcoming_private_fund_capital_activity (capital calls, distributions, NAVs, unfunded). Aimed at advisor firm users; end-client access not stated.
SFTP	Unknown	Not recorded	Not recorded	Not recorded
Webhooks	Unknown	Not recorded	Not recorded	Not recorded
Email notifications	Available	Not recorded	Not recorded	publish_files API can notify clients when files are published.

How an investor gets documents today

Fully documented REST API with OpenAPI, Files and Portfolio endpoints, but keys are issued only to the licensing firm; a Client Portal end user has no self-serve API or MCP; firm-level family offices rate 2. The research records no investor-side API.

The API is for partners and fund administrators, not for investors. Ask the GP or administrator to deliver documents to a nominated email address or SFTP folder, or to send a data feed from their side of the API. See Partner-only portal access explained.
MCP server. An MCP server is in beta. The registry has not confirmed that an investor account can connect to it, so check with Addepar, Inc. before relying on it.
Email notifications. Turn on notifications and route them to a monitored mailbox, so new notices trigger your own processing. See How to automate capital call notices.
Manual download. Download documents from the web portal (exports recorded: PDF, XLSX and JSON).
Check the terms. The registry has not reviewed the terms for automated access. Read them before automating anything.

Background: How to automate capital call notices and Partner-only portal access explained.

Capabilities and terms

What Addepar Client Portal exposes to investors, according to the research: documents, performance data, NAV, fund reports, tax documents (K-1 and similar) and other.

Export formats: PDF, XLSX, JSON
Standards: OpenAPI, OAuth 2.0
Terms of service: No terms link recorded
Automation policy: Unknown (terms not checked)

OIPP status

Not yet on the open protocol. Addepar Client Portal does not implement the Open Investor Portal Protocol (OIPP), the open API any portal can implement so investors reach every portal through one interface with their own key.

For Addepar, Inc.. If anything on this page is wrong or out of date, correct the entry by pull request to the registry or by email. A pull request from a vendor-owned domain marks the entry vendor verified. Implementing OIPP lets investors and their agents fetch documents without scraping, under your own access rules. See the registry badge for how to show your status.

For Addepar, Inc.: show your listing

If you operate Addepar Client Portal, you can link to this registry entry from your developer, security or integrations page with the badge below. It links back here, so investors and their operations teams can see how access works.

<a href="https://openinvestorportal.com/portals/addepar-client-portal/" title="Addepar Client Portal on OpenInvestorPortal"><img src="https://openinvestorportal.com/badge/addepar-client-portal.svg" alt="Addepar Client Portal: Listed on OpenInvestorPortal" width="220" height="28"></a>

This entry is not vendor verified yet. Confirm it with a pull request from an email on your company domain, or with a DNS TXT record. See how the badge and vendor verification work.

Sources and notes

Treated here as a portal (Client Portal), not as an aggregator. Confidence: high on API facts (vendor developer portal). The documented API is for the firm (advisor/family office) that licenses Addepar; the end investor viewing a Client Portal has no documented self-serve API or MCP. A family office that is itself the Addepar licensee gets full API access to positions and files. Rate limits unspecified (increase on request). Terms not reviewed. Correction 2026-11-07: vendor MCP server exists (closed beta), see access.mcp.

Sources checked for the assessment:

Questions

Does Addepar Client Portal have an API?

Yes. Addepar Client Portal has a REST API for partners and fund administrators. Public documentation is linked on this page. Investors are not listed among its users, so an LP usually cannot get credentials directly.

Does Addepar Client Portal have an MCP server?

An MCP server for Addepar Client Portal is in beta. Addepar, Inc. maintains it. The registry has not confirmed that an investor account can use it.

Can investors download documents from Addepar Client Portal programmatically?

The registry rates investor access 3 of 5: exports, SFTP or email feeds, no investor-side API. Fully documented REST API with OpenAPI, Files and Portfolio endpoints, but keys are issued only to the licensing firm; a Client Portal end user has no self-serve API or MCP; firm-level family offices rate 2. The research records no investor-side API. The usual route is delivery by the GP or administrator to a nominated email address, SFTP folder or data feed.

Independent community research. Not affiliated with Addepar, Inc.. Facts are unverified community research as of 2026-11-07.

Access channels

How an investor gets documents today

Capabilities and terms

OIPP status

For Addepar, Inc.: show your listing

Sources and notes

Questions

Comparisons

Other investor reporting platforms

Guides

More in the registry