generated: '2026-07-17'
method: derived
source: https://developers.addepar.com/docs/resource-overview (no official MCP server found)
aid: addepar
name: Addepar MCP (candidate)
status: candidate
official_server: none
note: >-
  No official hosted/remote Addepar MCP server was found. The tools below are a
  CANDIDATE surface derived from the documented JSON:API resource families; they
  are not published by Addepar and no OpenAPI operationIds were available to
  ground them precisely.
transport: none
candidate_tools:
- name: list_portfolio_view
  description: Query portfolio views/snapshots (Portfolio API).
- name: run_portfolio_query
  description: Run an Addepar Portfolio Query.
- name: list_transactions
  description: List/query transactions.
- name: list_positions
  description: List positions in the ownership graph.
- name: list_entities
  description: List entities (ownership graph).
- name: list_groups
  description: List groups.
- name: list_attributes
  description: List Addepar attributes.
- name: list_benchmarks
  description: List benchmarks.
- name: list_files
  description: List files.
- name: get_job
  description: Poll async job status (Jobs API).
- name: list_users
  description: List users.