How do I find my Addepar API credentials?

Log in to Addepar, go to **Firm Administration** > **API Access Key**. You can generate your API Key and Secret there. Also, note your **Addepar-Firm-Id** from your account settings.

Can I see detailed performance for a specific client group?

Yes! Use the `get_portfolio_data` tool and provide the Group ID. Your agent will retrieve aggregated performance metrics and analytics for that specific entity.

Does this server support transaction history?

Yes, you can use the `list_transactions` tool to retrieve and audit financial logs across your portfolios and accounts.

Addepar MCP Server for AutoGen 5 tools — connect in under 2 minutes

Name: Addepar
Availability: InStock
Author: Vinkius

microsoft.github.io/autogen/docs/tools/mcp-tools

Built by Vinkius GDPR 5 Tools Framework

Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Addepar as an MCP tool provider through Vinkius and every agent in the group can access live data and take action.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with McpWorkbench(
        server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
        transport="streamable_http",
    ) as workbench:
        tools = await workbench.list_tools()
        agent = AssistantAgent(
            name="addepar_agent",
            tools=tools,
            system_message=(
                "You help users with Addepar. "
                "5 tools available."
            ),
        )
        print(f"Agent ready with {len(tools)} tools")

asyncio.run(main())

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Addepar MCP Server

Connect your Addepar account to your AI agent to unlock enterprise-grade investment intelligence and reporting. From auditing portfolio performance to tracking granular transactions and managing complex ownership structures, your agent handles wealth management data through natural conversation.

AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Addepar tools. Connect 5 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.

What you can do

Portfolio Intelligence — Retrieve detailed performance and analytics for your clients and entity groups
Entity Management — List and audit clients, accounts, and investment groups to maintain organizational clarity
Position Tracking — View real-time holdings and ownership details across your entire investment landscape
Transaction Auditing — Retrieve and analyze financial transaction logs to ensure accuracy and transparency
Metadata Insights — Access deep technical metadata for any entity or account directly from your chat interface

The Addepar MCP Server exposes 5 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Addepar to AutoGen via MCP

Follow these steps to integrate the Addepar MCP Server with AutoGen.

Install AutoGen

Run pip install "autogen-ext[mcp]"

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Integrate into workflow

Use the agent in your AutoGen multi-agent orchestration

Explore tools

The workbench discovers 5 tools from Addepar automatically

Why Use AutoGen with the Addepar MCP Server

AutoGen provides unique advantages when paired with Addepar through the Model Context Protocol.

Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Addepar tools to solve complex tasks

Role-based architecture lets you assign Addepar tool access to specific agents. a data analyst queries while a reviewer validates

Human-in-the-loop support: agents can pause for human approval before executing sensitive Addepar tool calls

Code execution sandbox: AutoGen agents can write and run code that processes Addepar tool responses in an isolated environment

Addepar + AutoGen Use Cases

Practical scenarios where AutoGen combined with the Addepar MCP Server delivers measurable value.

Collaborative analysis: one agent queries Addepar while another validates results and a third generates the final report

Automated review pipelines: a researcher agent fetches data from Addepar, a critic agent evaluates quality, and a writer produces the output

Interactive planning: agents negotiate task allocation using Addepar data to make informed decisions about resource distribution

Code generation with live data: an AutoGen coder agent writes scripts that process Addepar responses in a sandboxed execution environment

Addepar MCP Tools for AutoGen (5)

These 5 tools become available when you connect Addepar to AutoGen via MCP:

get_entity_details

Get details for an entity

get_portfolio_analytics

Get portfolio performance data

get_position_details

View portfolio holdings

list_entities

List clients and accounts

list_transactions

List financial transactions

Example Prompts for Addepar in AutoGen

Ready-to-use prompts you can give your AutoGen agent to start working with Addepar immediately.

"List all active client entities in my Addepar account."

"Show me the performance for 'The Miller Family Office' for the last quarter."

"List the latest 10 transactions for account ID ACCT-123."

Troubleshooting Addepar MCP Server with AutoGen

Common issues when connecting Addepar to AutoGen through the Vinkius, and how to resolve them.

McpWorkbench not found

Install: pip install "autogen-ext[mcp]"

Addepar + AutoGen FAQ

Common questions about integrating Addepar MCP Server with AutoGen.

How does AutoGen connect to MCP servers?

Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call Addepar tools during their conversation turns.

Can different agents have different MCP tool access?

Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.