CRM
Orion Connector for Claude
Published by Orion Advisor Solutions
Orion's first-party connector: Orion Connect portfolio and account data plus Redtail CRM households in one connection, governed by your firm's Orion entitlements.
Remote
OAuth
Vendor
What this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Assets under management
Drives: AUM Percentage
Expected annual growth
Drives: Discounted Cash Flow
Client households
Drives: Client Value
Client retention score (0-100)
Drives: Quality multiplier
What you approve
- 1.Sign in with your Orion credentials at the OAuth consent screen.
- 2.Access follows your firm's existing Orion entitlements.
How your agent connects it
- 1.Use the already-registered Orion connector in your assistant.
- 2.Ask the agent for Redtail household counts and client retention.
Figures, not records
Your agent reads Orion Connector for Claude directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms, and ValuationMCP never holds your platform credentials. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.