Integrate the Addepar API.Caddi writes and runs the integration for you.
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.
- 99%of agent runs complete successfully
- ~45 minon average to build your first agent
- 1M+back-office tasks completed
The connection is a project before it does anything.
Before the first record moves: an app registration, credentials, token refresh, and somewhere to host and monitor the code. 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.
Register an app, store Addepar credentials, refresh tokens and code around the rate limits.
Connect your Addepar account once. Caddi holds the connection.
The job doesn't stop at Addepar.
An intake, a filing or a client update also runs through email, documents and the other systems your team works in. The Addepar API only reaches Addepar.
Each extra system is another API, another set of credentials, another integration to own.
One automation runs across every tool the job touches, each through its API.
Someone has to own the code.
API versions change, fields get added and your process moves. API keys inherit the permissions of the user who created them, and portfolio queries that run past 60 seconds are cancelled.
A developer patches and redeploys the integration each time.
The person who does the work updates it by showing or describing the change. Every automation is reviewed before it runs in production, and every run is logged.
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.
When to build the Addepar integration in-house
When you have engineers and the integration is your product, or you need one narrow sync between two systems and someone to own it. When the goal is getting Addepar work off someone's desk, the build is the slow part, and Caddi does it for you.
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.
Everything Caddi does with Addepar.
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. Steps that need a person's judgment are handed to Copilot or Claude, and Caddi monitors those too.
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.