> ## Documentation Index
> Fetch the complete documentation index at: https://nango.dev/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Addepar

> Access the Addepar API in 2 minutes 💨

<Tabs>
  <Tab title="🚀 Quickstart">
    <Steps>
      <Step title="Create an integration">
        In Nango ([free signup](https://app.nango.dev)), go to [Integrations](https://app.nango.dev/dev/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](#🧑%E2%80%8D💻-oauth-app-setup). After that, make sure to add the OAuth client ID, secret, and [scopes](https://developers.addepar.com/docs/oauth#scopes) in the integration settings in Nango.
      </Step>

      <Step title="Authorize Addepar">
        Go to [Connections](https://app.nango.dev/dev/connections) -> *Add Test Connection* -> *Authorize*, then log in to Addepar. Later, you'll let your users do the same directly from your app.
      </Step>

      <Step title="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](https://app.nango.dev/dev/environment-settings), [integration ID](https://app.nango.dev/dev/integrations), and [connection ID](https://app.nango.dev/dev/connections):

        <Tabs>
          <Tab title="cURL">
            ```bash theme={null}
            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>" \
            ```
          </Tab>

          <Tab title="Node">
            Install Nango's backend SDK with `npm i @nangohq/node`. Then run:

            ```typescript theme={null}
            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);
            ```
          </Tab>
        </Tabs>

        Or fetch credentials dynamically via the [Node SDK](/reference/sdks/node#get-a-connection-with-credentials) or [API](/reference/api/connection/get).
      </Step>
    </Steps>

    ✅ You're connected! Check the [Logs](https://app.nango.dev/dev/logs) tab in Nango to inspect requests.

    <Tip>
      Next step: [Embed the auth flow](/guides/primitives/auth) in your app to let your users connect their Addepar accounts.
    </Tip>
  </Tab>

  <Tab title="🧑‍💻 OAuth app setup">
    <Steps>
      <Step title="Setup your OAuth client">
        To set up your OAuth client, reach out to your Addepar contact for assistance.
      </Step>

      <Step title="Next">
        Follow the [*Quickstart*](/getting-started/quickstart).
      </Step>
    </Steps>

    ## 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                                                                     |
  </Tab>

  <Tab title="🔗 Useful links">
    | Topic         | Links                                                                             |
    | ------------- | --------------------------------------------------------------------------------- |
    | Authorization | [Guide to connect to Addepar using Connect UI](/integrations/all/addepar/connect) |
    | General       | [Addepar Website](https://addepar.com/)                                           |
    | Developer     | [Addepar API docs](https://developers.addepar.com/docs/welcome)                   |
    |               | [OAuth Authentication](https://developers.addepar.com/docs/oauth)                 |
    |               | [OAuth scope lists](https://developers.addepar.com/docs/oauth#scopes)             |
    |               | [URLs](https://developers.addepar.com/docs/urls)                                  |
    |               | [Rate limiting](https://developers.addepar.com/docs/rate-limiting-1)              |

    <Note>Contribute useful links by [editing this page](https://github.com/nangohq/nango/tree/master/docs/integrations/all/addepar.mdx)</Note>
  </Tab>

  <Tab title="🚨 API gotchas">
    *None yet, add yours!*

    <Note>Contribute API gotchas by [editing this page](https://github.com/nangohq/nango/tree/master/docs/integrations/all/addepar.mdx)</Note>
  </Tab>
</Tabs>

<Info>
  Questions? Join us in the [Slack community](https://nango.dev/slack).
</Info>
