Orion

Finance and Trading · by Orion · Verified

Connector Bring Orion Connect portfolio data and Redtail CRM together in Claude — prep for client meetings, capture follow-ups, prioritize your pipeline, and turn reports into talking points.

Install

In Claude, open Settings, then Connectors.
Find Orion in the directory, or choose Add custom connector and paste the URL below.
Sign in to Orion and review what it asks to reach.

Connector URL

https://gateway.oriondenali.ai/mcp

Claude Code

claude mcp add --transport http orion-advisor-solutions https://gateway.oriondenali.ai/mcp

Run in a terminal, then run /mcp in Claude Code to sign in.

Add in Claude Open on claude.com

About

The Orion plugin connects Claude to Orion Connect, our portfolio accounting solution, and Redtail, our CRM, so that advisors can move from question to answer without leaving the conversation.

Instead of pulling reports, cross-referencing systems, and reconstructing context before every client touchpoint, advisors and their teams can simply ask.

Prepare for meetings and client interactions. Ask for a client update and get performance, holdings, recent activity, and relationship history pulled together into a meeting agenda with proposed talking points, grounded in the same data your firm already trusts.

Capture follow-ups. Turn meeting notes into a clean summary with clearly identified action items, owners, and next steps, so nothing is lost between the conversation and the CRM.

Understand business opportunities. Get a read on your opportunity pipeline where opportunities stand, what's stalled, what's close, and a prioritized list of prospects and clients worth reaching out to next.

Review a report. Point Claude at a report and get the notable activity called out, with talking points ready for your next client or team conversation.

Built for advisors, advisory teams, and operations staff who want less time assembling information and more time advising. The plugin respects your existing Orion and Redtail permissions.

Tools

orion_connect_generate_report_rb3
orion_connect_get_current_value
orion_connect_get_household_address
orion_connect_get_report_parameters
orion_connect_list_household_accounts
orion_connect_list_reports
orion_connect_lookup_account_owner
orion_connect_search_accounts
orion_connect_search_households
redtail_add_activity
redtail_add_opportunity
redtail_create_note
redtail_get_activity
redtail_get_contact
redtail_list_activity_reference_data
redtail_list_opportunity_reference_data
redtail_search_activities
redtail_search_contacts
redtail_search_opportunities

19 tools. The maker decides what the tools do and can change them. Add connectors only from makers you trust.

From the maker

Facts

Kind: Connector
Category: Finance and Trading
Made by: Orion
Runs: Remote server
Works in: Claude, Claude API, Claude Code, Claude Desktop
Sign-in: Required
Added: 2026-08-20
Source: Verified