Addepar

🚀 Quickstart
🧑‍💻 OAuth app setup
🔗 Useful links
🚨 API gotchas

Create an integration

In Nango (free signup), go to Integrations -> Configure New Integration -> Addepar. Nango doesn’t provide a test OAuth app for Addepar yet. You’ll need to set up your own by following these instructions. After that, make sure to add the OAuth client ID, secret, and scopes in the integration settings in Nango.

Authorize Addepar

Go to Connections -> Add Test Connection -> Authorize, then log in to Addepar. Later, you’ll let your users do the same directly from your app.

Call the Addepar API

Let’s make your first request to the Addepar API (fetch a list of all entities). Replace the placeholders below with your secret key, integration ID, and connection ID:

cURL
Node

curl -X GET "https://api.nango.dev/v1/entities" \
  -H "Authorization: Bearer <NANGO-SECRET-KEY>" \
  -H "Provider-Config-Key: <INTEGRATION-ID>" \
  -H "Connection-Id: <CONNECTION-ID>" \

Install Nango’s backend SDK with npm i @nangohq/node. Then run:

import { Nango } from '@nangohq/node';

const nango = new Nango({ secretKey: '<NANGO-SECRET-KEY>' });

// Lists all entities.
const res = await nango.get({
  // https://developers.addepar.com/docs/entities#get-all-entities
  endpoint: '/v1/entities',
  providerConfigKey: '<INTEGRATION-ID>',
  connectionId: '<CONNECTION-ID>',
});

console.log(res.data);

Or fetch credentials dynamically via the Node SDK or API.

✅ You’re connected! Check the Logs tab in Nango to inspect requests.

Next step: Embed the auth flow in your app to let your users connect their Addepar accounts.

Setup your OAuth client

To set up your OAuth client, reach out to your Addepar contact for assistance.

Follow the Quickstart.

Common Scopes

Scope	Description
`PROFILE`	Read-only access to your name, email, unique user ID, and Addepar firm ID (used to identify your account)
`PORTFOLIO`	Read-only access to client portfolio data including name, quantity, and value of clients, legal entities, accounts, and securities
`TRANSACTIONS` or `TRANSACTIONS_WRITE`	Read or read/write access to client transactions data (e.g., transaction type, owner, and value)
`FILES` or `FILES_WRITE`	Read or read/write access to files and their contents associated with each client
`GROUPS` or `GROUPS_WRITE`	Read or read/write access to group details and attributes such as name, date created, and memberships
`USERS` or `USERS_WRITE`	Read or read/write access to user details (name, email, roles) including contacts and affiliations
`TEAMS` or `TEAMS_WRITE`	Read or read/write access to team details and team memberships

Topic	Links
Authorization	Guide to connect to Addepar using Connect UI
General	Addepar Website
Developer	Addepar API docs
	OAuth Authentication
	OAuth scope lists
	URLs
	Rate limiting

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Overview

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Common Scopes

​Common Scopes

Common Scopes