AI-native automation
Connect Addepar and Neos with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
Practical ways to use Addepar and Neos together
- 01
Add notes in Neos when check job status in Addepar.
Caddi watches Addepar for check job status and add notes in Neos — no copy-paste, no missed records.
- 02
Generate report in Addepar when download document in Neos.
Caddi watches Neos for download document and generate report in Addepar so the two systems stay in lockstep.
- 03
Create message in Neos from Addepar events.
When check transaction job status happens in Addepar, Caddi create message in Neos with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Addepar and Neos
- Addepar
Check job status
Returns the current status, progress, and metadata of a portfolio job Poll until status is terminal before calling AddeparDownloadJobResults.
- Addepar
Check transaction job status
Returns the current status, progress, and metadata of a transaction job Poll until status is terminal before calling AddeparDownloadTransactionJobResults.
- Addepar
Download file
Downloads a file binary from Addepar by file ID and persists it to S3 Returns the S3 object key for use by subsequent activities.
- Addepar
Download generated report
Downloads the zipped binary bundle for a completed generated report and persists it to S3 The S3 object key is returned for use by subsequent activities (e.g., email attachments, document parsers).
- Addepar
Download job results
Downloads the result file from a completed portfolio job and persists it to S3 Use after AddeparCheckJobStatus reports a terminal completed status.
- Addepar
Download transaction job results
Downloads the result file from a completed transaction job and persists it to S3 Use after AddeparCheckTransactionJobStatus reports a terminal completed status.
- Addepar
Find arguments
Lists all shared Addepar argument definitions, or returns a specific argument by key Use to discover valid argument keys to pass into AddeparListAttributeArguments or AddeparRunPortfolioQuery.
- Addepar
Find attributes
Lists Addepar attributes filtered by name/category/usage/output_type (paged) or fetches a specific subset by attribute_keys Use before AddeparRunPortfolioQuery to discover valid column keys.
- Addepar
Find entity by external ID
Resolves an (external_type_key, external_id) pair to its Addepar entity ID Critical for CRM/custodian integrations where the workflow starts from a non-Addepar identifier.
- Addepar
Find generated reports
Lists generated reports filtered by report_id, entity, group, or creation date (paged) or fetches one by generated_report_id Use to poll completion before AddeparDownloadGeneratedReport.
- Addepar
Find groups
Lists Addepar groups filtered by group_type/IDs/creation/modification dates (paged), or resolves group IDs from display_names/external_ids Use to identify groups for portfolio inputs to AddeparRunP…
- Addepar
Get entity
Returns the entity record including all standard attributes, custom attributes, and relationship references for a given entity ID.
- Addepar
Get group members
Lists all entity records that belong to a given group ID Use to expand a group into its constituent entities before per-entity operations.
- Addepar
Get snapshot
Retrieves a position snapshot record by ID, returning the owner/owned references and attributes captured at the snapshot's effective date.
- Addepar
Get transaction
Returns the full record for one Addepar transaction by ID.
- Addepar
List attribute arguments
Lists all argument definitions for a specific attribute Required when calling AddeparRunPortfolioQuery with attributes that take arguments (e.g., time periods, benchmarks).
- Addepar
List contacts for entity
Lists contact records linked to a given entity (e.g., trustees, advisors, beneficiaries) Returns emails and contact metadata for downstream Client Portal publishing or notifications.
- Addepar
List portfolio views
Returns all portfolio analysis views the user has access to, with id and metadata for each view Used to discover which pre-built views can be run via AddeparRunPortfolioView.
- Addepar
List positions for entity
Lists position records held by a given entity Returns holdings detail (security id, units, market value) suitable for portfolio composition reporting.
- Addepar
List reports
Returns a list of saved report templates, optionally filtered by associated entity/group and creation/modification dates Used to discover which reports can be generated via AddeparGenerateReport.
- Addepar
List transactions for entity
Lists raw transaction records for a specific entity over a date range, optionally filtered by transaction type Use when you need transaction-level detail rather than aggregated analytics.
- Addepar
Search entities
Returns a list of Addepar entities filtered by name, model type, or other attributes Used to resolve a human name or partial identifier to an Addepar entity ID before running portfolio queries.
- Addepar
Generate report
Initiates asynchronous generation of a saved report for one or more portfolios, returning a job ID.
- Addepar
Publish files to portal
Publishes one or more previously uploaded Addepar files to the Client Portal, optionally scoped to a portfolio and notifying associated contacts.
- Addepar
Run portfolio query
Runs a dynamic portfolio query with caller-supplied columns, groupings, date range, and portfolio reference Pair with AddeparFindAttributes for safe attribute/argument discovery.
- Addepar
Run portfolio view
Runs a pre-configured portfolio view by ID for a given portfolio (entity, group, or firm-level) over a specified date range, returning hierarchical analysis results.
- Addepar
Run transactions query
Runs a dynamic transactions query with caller-supplied columns, groupings, date range, and portfolio reference.
- Addepar
Run transactions view
Runs a pre-configured transactions view by ID for a given portfolio over a date range, returning hierarchical transaction analysis results.
- Addepar
Submit portfolio job
Submits a portfolio analytics job for asynchronous server-side processing, returning a job ID.
- Addepar
Submit transaction job
Submits a transactions job for asynchronous server-side processing, returning a job ID.
- Addepar
Upload file
Uploads a file (previously written to S3 by another activity) into Addepar and optionally associates it with the supplied entity and group IDs.
- Neos
Download document
Downloads a document from Neos using the document ID, retrieves the download URL, downloads the file content, and uploads it to S3 with proper metadata.
- Neos
Get case available tabs
Retrieves all available tabs for a case including standard tabs, user-defined tabs, and their visibility settings.
- Neos
Get case data
Retrieves comprehensive case data including all case information, user-defined fields, metadata, and related entities.
- Neos
Get case general information
Retrieves comprehensive case information including metadata, staff assignments, dates, and case details.
- Neos
Get case note topics
Retrieves all available case note topic categories for message classification, with optional case-level filtering.
- Neos
Get case summary
Retrieves comprehensive case summary including all case information, parties, staff, dates, and case type details.
- Neos
Get document categories
Retrieves all available document categories with their active status, title, and ID.
- Neos
Get document types
Retrieves all available document types with their description, label color, title, active status, and type category.
- Neos
Get documents
Retrieves all documents for a specific case/group including file details, metadata, analysis state, and document information.
- Neos
Get email addresses
Retrieves all email addresses associated with a specific name/contact in Neos.
- Neos
Get events
Retrieves calendar events for specified staff members within a date range, with sorting and pagination support.
- Neos
Get existing payments
Retrieves comprehensive payment history for a value including payment amounts, dates, references, payer/payee information, and payment status with full audit trail.
- Neos
Get intake layout
Retrieves the complete layout structure for an intake form including all sections, rows, fields, and their configurations.
- Neos
Get message
Retrieves detailed information about a specific message including all metadata, flags, and associated case information.
- Neos
Get messages
Retrieves comprehensive message history using advanced search with flexible filtering, pagination, and column selection.
- Neos
Get parties
Retrieves all parties associated with a case including their personal details, contact information, roles, and relationships.
- Neos
Get party addresses
Retrieves all addresses associated with a party including home, business, and other address types.
- Neos
Get party basic information
Retrieves comprehensive party information including personal details, contact information, and status flags.
- Neos
Get phone numbers
Searches for phone numbers associated with a specific name ID in Neos and returns all phone details including number, title, extension, and call permission status.
- Neos
Get staff
Retrieves comprehensive list of all staff members including their status, login information, contact details, and system metadata.
- Neos
Get template prompts
Retrieves template prompts, AI tags, and sections for a specific template and case.
- Neos
Get templates
Retrieves all available templates with filtering options including active status, AI enhancement capability, merge target, and OneDrive availability.
- Neos
Get times and values
Retrieves comprehensive times and values information for a case including billing details, provider information, and value codes with optional type and filter type parameters.
- Neos
Get user dashboards
Retrieves comprehensive list of user dashboards including dashboard metadata, ownership information, sharing status, and associated firm modules.
- Neos
Get user fields
Retrieves user field definitions including field types, controls, lengths, and mini directories for a specific case type and screen type.
- Neos
Get user preferences
Retrieves comprehensive user preferences including billing settings, calendar preferences, time tracking settings, and UI customization options.
- Neos
Get user tab details
Retrieves detailed information about a specific user tab within a case, including all tab-specific data and configurations.
- Neos
Get value
Retrieves comprehensive value details including billing information, payment history, provider details, and metadata with full audit trail and status information.
- Neos
Search
Executes advanced searches in Neos with complex query filters and field selection.
- Neos
Search case details
Searches for case details in Neos by case number and retrieves trial date, party information, and address details.
- Neos
Search case notes
Searches for case notes in Neos by case number and retrieves all note details including entry date, topic, staff information, and note text.
- Neos
Search events
Searches calendar events by staff, subject, case, date range, or iCal UID with sorting and pagination support.
- Neos
Search intakes by status
Searches for intakes in Neos by status filter and retrieves comprehensive intake details including case information, staff assignments, and dates.
- Neos
Search value items
Searches for value items in Neos by case number and calculates the total amount due by summing all items.
- Neos
Add notes
Creates a new case note with staff association and topic categorization, with optional subject update.
- Neos
Create message
Creates a new message (phone message, internal note) in Neos with recipient routing, case linking, and topic categorization.
- Neos
Create payment
Creates payment records with amount, payer/payee information, payment dates, and reference numbers with automatic validation and audit trail creation.
- Neos
Create staff
Creates a new staff member with comprehensive profile information including contact details, authentication settings, and system preferences.
- Neos
Generate document
Generates documents from templates with merge data, AI enhancements, and recipient management.
- Neos
Send text message
Sends text messages to one or more phone numbers with case and contact association tracking.
- Neos
Update user tabs
Updates user tabs data including case data items, pick list selections, and name objects for a specific case tab.
- Neos
Upload document from S3
Downloads a document from S3, uploads it to SharePoint, and creates the document record in Neos with specified author.
Common questions
How does Caddi connect Addepar and Neos?
Addepar and Neos just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Addepar and Neos end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Addepar and Neos to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Addepar + Neos loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Addepar and Neos?
Drop your work email and we'll show you Caddi running end-to-end against Addepar, Neos, and the rest of your stack.