Addepar APIConnect Addepar without building on its API
Addepar has a REST API. A firm admin grants API access and creates keys in Addepar's Firm Administration. Apps that serve several firms register for OAuth. If you're reading the docs because you need Addepar to talk to the rest of your stack, Caddi does that without you writing or maintaining integration code: you show it the job once, and it runs it across Addepar and your other tools.
- APIREST (JSON:API)
- AuthAPI key or OAuth 2.0
- AccessSelf-serve for customers
What the Addepar API gives you
- Type
- REST (JSON:API)
- Authentication
- API key or OAuth 2.0
- Who can get access
- A firm admin grants API access and creates keys in Addepar's Firm Administration. Apps that serve several firms register for OAuth.
- What it covers
- Entities, groups, positions, portfolio queries, transactions, benchmarks, contacts, files, reports, billing, users and roles.
- Limits
- Limits are per firm and shared by every credential: 50 requests per 15 minutes and 1,000 per 24 hours, with a 60-second request timeout.
- Worth knowing
- API keys inherit the permissions of the user who created them, and portfolio queries that run past 60 seconds are cancelled.
Official docs: developers.addepar.com. Checked September 2026. Vendors change access terms, so confirm with Addepar before you build.
Building on the Addepar API vs. having Caddi run it
| The job | Build it on the API | With Caddi |
|---|---|---|
| Getting access | Register an app, get Addepar credentials, and manage tokens and refreshes. | Connect your Addepar account once. Caddi holds the connection. |
| Writing the integration | A developer maps fields, handles pagination, retries and rate limits, and writes the sync. | You show Caddi the Addepar task the way you'd train a new hire. It writes verified code for it. |
| Steps the API doesn't cover | Screens with no endpoint stay manual, or need a separate RPA tool. | Caddi uses a secure, audited browser session where there's no API, in the same automation. |
| The other systems in the loop | Each extra tool is another API, another set of credentials, another integration to own. | One automation runs across all the tools the job touches. |
| Keeping it running | Someone owns the code when the API version, fields or your process change. | Every automation is reviewed before it runs in production, and every run is logged. |
Building on the API is the right call when you have engineers and the integration is your product. When the goal is getting Addepar work off someone's desk, the build is the slow part.
What teams usually want the Addepar API for
Client review packet generation
Caddi pulls each household's positions and performance from Addepar, generates the review packet, files it in the document system with the right metadata, and notifies the advisor.
Custodian reconciliation
Caddi compares custodian feeds against Addepar positions, flags discrepancies, and writes the reconciled record back to the household in your CRM.
Quarterly billing prep
Caddi pulls billable AUM from Addepar, builds the invoice spreadsheet, runs validation against custodian and CRM data, and hands the file to operations for review.
Addepar API questions
Does Addepar have an API?
Yes. Addepar has a REST API, authenticated with API key or OAuth 2.0. The official documentation is at https://developers.addepar.com/.
How do I get access to the Addepar API?
A firm admin grants API access and creates keys in Addepar's Firm Administration. Apps that serve several firms register for OAuth.
Does the Addepar API have rate limits?
Limits are per firm and shared by every credential: 50 requests per 15 minutes and 1,000 per 24 hours, with a 60-second request timeout.
Can I connect Addepar to my other tools without writing code against its API?
Yes. With Caddi you show the Addepar task once, the way you'd train a new hire, and Caddi builds it as verified code that runs across Addepar and the other tools the job touches. Where a step has no API, Caddi uses a secure, audited browser session in the same automation.
Do I need a developer to automate Addepar with Caddi?
No. There is no integration code for you to write or maintain. Every automation Caddi builds for Addepar is reviewed before it runs in production, and every run is logged.
Connect Addepar without the build.
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