⏱ 19 min read

Searching for "OpenClaw Orion"? You're in the right place. Orion is the wealth-tech operating system behind roughly 2,400 RIA firms — about 100,000 wealth professionals running performance reporting, billing, Eclipse rebalancing, Redtail CRM, and the newer Denali AI layer across more than $5.9 trillion in assets under administration. Orion exposes data through three surfaces depending on audience: Orion Advisor for the wealth professional, Orion API for developers building integrations, and Orion Advisor Client Access for end clients seeing what their advisor manages.

By Scott Blandford, Founder & CEO of Truthifi | Reviewed by Mike Young

Truthifi connects all three to OpenClaw. This guide walks through the OpenClaw Orion connection for advisors using portfolio.orionadvisor.com, the developer path at developer.orion.com, and the client portal at client.orionadvisor.com. Each path produces the same outcome: read-only, live Orion data exposed to OpenClaw through MCP, with no credential storage and no ability to move money. Truthifi rebuilds historical data on connection, normalizing tickers, reconciling cost basis, and filling Yodlee-side gaps so OpenClaw Orion analysis starts from clean data.

Because OpenClaw is open source and free to use, this pairing is particularly attractive to self-hosting developers, privacy-focused RIAs, and technically inclined end clients who want the AI side of their stack to run in environments they fully control.

What You Need

Requirements depend on which Orion variant matches your role. The OpenClaw side is constant: a free Truthifi account and an OpenClaw installation, which is open source and free.

• Orion Advisor — Active advisor login at portfolio.orionadvisor.com or orion.com, MFA enabled, and authority to authorize third-party read access. Catalog source: BAA #98548.

• Orion API — Developer account at developer.orion.com, OAuth 2.0 client ID and secret, and a registered redirect URI. Catalog source: BAA #110527.

• Orion Advisor (Client Access) — Client portal credentials at client.orionadvisor.com, MFA enabled, and an invitation from your advisor. Catalog source: Yodlee #14154.

• OpenClaw Open Source distribution at Free with MCP client support enabled

• Free Truthifi account at truthifi.com

• About 5 minutes per variant for setup (plus OpenClaw install time if not already running)

• Looking for ChatGPT or Claude? See chatgpt-orion and claude-orion. Comparing platforms? See openclaw-envestnet and openclaw-tamarac.

Connecting Orion Advisor (for advisors)

The Orion Advisor path is the primary route for RIAs and wealth managers running their book on Orion Advisor Solutions. This is the path mapped to "orion ai" and "orion connect" search demand — but the OpenClaw twist is that advisors who want OpenClaw self-hosted infrastructure can run the AI layer entirely on their own servers, with no third-party LLM provider in the data path. Truthifi pulls this through BAA (catalog #98548), covering Orion Advisor including Eclipse rebalancing context and Redtail CRM data where exposed.

1. Sign in to Truthifi — Open truthifi.com and sign in. From your dashboard, click Add Institution and search for "Orion Advisor."

2. Authenticate at Orion — You'll be redirected to portfolio.orionadvisor.com. Sign in with your advisor credentials and complete MFA. Truthifi never sees your username or password.

3. Authorize read-only access — On the Orion consent screen, confirm read scopes for accounts, positions, performance, and transactions. Firms with role-based controls may need compliance approval first.

4. Select households — In Truthifi, pick which households or rep codes OpenClaw can see. Multi-branch firms can scope by office.

5. Connect OpenClaw — In your OpenClaw config file (typically ~/.openclaw/config.yaml), add an MCP server entry: name: truthifi, url: https://api.truthifi.com/mcp, auth: oauth. Restart OpenClaw and complete the OAuth flow in your browser when prompted.

6. Verify — In a new OpenClaw session: /mcp enable truthifi. Ask: "Summarize AUA across my Orion households and flag any portfolio with allocation drift over 5%." A real answer with real numbers confirms the link is live.

The OpenClaw advantage on this path is compliance posture. For RIAs subject to strict data residency rules — or firms whose compliance officers won't approve commercial LLM endpoints — OpenClaw can be paired with a self-hosted Llama 3, Mistral, or Qwen model so that no portfolio data ever leaves infrastructure the firm controls. Truthifi's read-only MCP layer is the boundary; everything past that point can run in your data center. That's a posture Envestnet, Tamarac, and Black Diamond integrations rarely match.

Connecting Orion API (for developers)

The Orion API path is for engineers building against developer.orion.com — RIA-internal teams, ISVs, fintech developers. This is where "orion api," "orion advisor api," and "orion connect login" search intent converges, and where OpenClaw shines particularly bright: as an open-source MCP client, OpenClaw is the natural choice for developers building MCP-aware tooling against the Orion API.

1. Register at developer.orion.com — Sign up for a developer account and complete firm association. API access is tied to a sponsoring firm; solo developers need an RIA or ISV sponsor.

2. Create an OAuth 2.0 client — In the developer portal, create a new application, generate client ID and secret, and register https://api.truthifi.com/oauth/callback/orion-api as the redirect URI.

3. Request scopes — Truthifi needs read-only scopes covering accounts, holdings, performance, and transactions. Sandbox grants are immediate; production grants typically require Orion partner review.

4. Bind credentials in Truthifi — In your Truthifi dashboard, choose Add Institution → Orion API, paste your client ID and secret, and complete the OAuth 2.0 flow. Truthifi stores the refresh token in a hardware-backed key vault.

5. Connect OpenClaw — Add the Truthifi MCP server to your OpenClaw config. Because OpenClaw is open source, you can fork the MCP client to add custom logging, replay buffers, or schema validators tailored to how your team uses Orion API data.

6. Verify with a developer prompt — "Show the API call distribution by endpoint over the past 24 hours and identify any anomalous patterns versus the prior 7 days." If the answer matches your developer dashboard, the integration is live.

Worth knowing: OpenClaw's open-source posture makes it the right choice for teams building Orion API observability tooling that needs to interrogate every byte of the MCP exchange. Where ChatGPT, Claude, Grok, and Perplexity present black-box AI APIs, OpenClaw lets you inspect, log, replay, and modify the AI client itself. For ISV teams building products on top of Orion API, that flexibility is often decisive.

Connecting Orion Client Access (for end clients)

The Orion Client Access path is for end clients whose advisor has provisioned a login at client.orionadvisor.com. Search demand here is concentrated in "orion client portal" — clients trying to find sign-in instructions, often wanting more from their data than the advisor PDF allows. Truthifi pulls Client Access through Yodlee (catalog #14154), which is the appropriate aggregator for end-client logins.

1. Confirm portal access — Make sure you can sign in to client.orionadvisor.com with credentials from your advisor. If you've never logged in, ask your advisor to re-send the invitation. Truthifi cannot provision Client Access for you.

2. Sign in to Truthifi — At truthifi.com, click Add Institution and search for "Orion Advisor Client Access." Pick the Yodlee result.

3. Enter credentials at Yodlee — Yodlee presents Orion's login form inside a secure aggregation flow. Enter username and password and complete MFA. Credentials pass to Orion, not Truthifi.

4. Pick accounts for OpenClaw — Most clients see investment accounts custodied at Schwab, Fidelity, or Pershing through their Orion login. Choose which to expose; revoke individual accounts at any time.

5. Connect OpenClaw — Add the Truthifi MCP server to your local OpenClaw config and complete the OAuth flow. If you're running OpenClaw against a local LLM (Ollama, LM Studio, or similar), your Orion data is analyzed entirely on hardware you own.

6. Verify — "What is my total portfolio value across my Orion-managed accounts as of yesterday's close, and how does it compare to one year ago?" A correct answer confirms the link is live.

For technically inclined end clients — especially those who already self-host their personal AI stack — OpenClaw + Truthifi + a local LLM produces something genuinely rare: an AI financial assistant where your portfolio data flows through infrastructure you fully control, with no commercial AI provider in the loop. That's a posture worth the configuration effort for privacy-conscious users.

Example Prompts for OpenClaw

Prompts are split by variant. Pick the section matching your role.

Advisor prompts (Orion Advisor)

• Household Review Memo — "Build a meeting prep memo for the 'Bennett Family Trust' household. Pull allocation by asset class and account, flag drift greater than 3% from IPS target, summarize realized vs. unrealized gains YTD, and end with three talking points."

• Self-Hosted Compliance Scan — "Across my Orion book, flag any household with concentration above 10% in any single position. Output as a CSV my self-hosted compliance system can ingest."

• Local Model Fee Audit — "Calculate effective advisory fee weighted by AUA across my book. Break down by service tier. Output structured JSON suitable for downstream processing."

• Rebalancing Candidates — "List all Orion-managed accounts where Eclipse has flagged drift beyond tolerance bands. For each, calculate the estimated tax cost of the rebalance in taxable accounts."

Developer prompts (Orion API)

• Schema Inspection — "List every field returned by the Orion API accounts endpoint, with type, sample value, and observed cardinality. Use only data Truthifi has cached in the past 24 hours."

• Raw API Replay — "Show me the last 10 Orion API requests Truthifi made on my behalf, with full request and response payloads. Output structured for replay through my staging environment."

• Local Anomaly Detection — "Using my Orion API call volume by endpoint over the past 30 days, train a simple anomaly detector that flags days deviating by more than 2 standard deviations. Output the model parameters as JSON."

Client prompts (Orion Client Access)

• Private Performance Review — "Explain my Orion portfolio performance over the past 12 months. Compare to a 60/40 benchmark. Run the analysis entirely against my local LLM with no external calls."

• Local Fee Audit — "Calculate everything I paid through my Orion-managed accounts last year — advisory fees, fund expense ratios, platform fees, transaction costs. Show the dollar total and percentage."

• Question Set for Advisor — "Based on my current Orion allocation and the gap to my retirement target, draft 5 specific questions for my next advisor meeting. Keep the analysis local."

Why Truthifi?

7.1. Security

Your Orion username and password never touch Truthifi's servers, regardless of variant. For Orion Advisor and Client Access, you authenticate directly on Orion's domain through the aggregator's OAuth flow. For Orion API, you supply OAuth 2.0 credentials that produce a refresh token Truthifi stores in a hardware-backed key vault. Each variant produces a read-only, protocol-enforced connection secured with AES-256 encryption. OpenClaw receives only scoped data tokens. You maintain complete control and can revoke access anytime from Orion or your Truthifi dashboard.

7.2. Privacy

Your Orion data stays under your complete control when using Truthifi. We never store login credentials from portfolio.orionadvisor.com, developer.orion.com, or client.orionadvisor.com. You decide which households, applications, or accounts OpenClaw can access. Data is never sold to third parties. The OpenClaw advantage is uniquely strong here: when paired with a self-hosted LLM, no commercial AI provider sees your Orion data at any point — the entire chain from Orion API through Truthifi to model is yours.

7.3. Audit Trail

Every MCP data request is logged with session details — which Orion variant served the data, which scope was used, which accounts were touched, and what OpenClaw asked for. Because OpenClaw is open source, you can add your own logging at the client side and reconcile against Truthifi's server-side logs for full end-to-end provenance. Advisors get an audit trail their compliance team can review; developers get observability they fully control; clients get a simple history of every time OpenClaw looked at their accounts.

7.4. Data Quality

Orion's raw data is cleaner than most aggregator output — Eclipse reconciles performance, and household roll-ups are pre-computed. Truthifi still normalizes across the three variants so OpenClaw sees one consistent schema. Cost basis is reconciled across custodians, ticker mismatches between Orion-managed and outside accounts are resolved, and Yodlee-side historical gaps are filled. OpenClaw operates on uniform data regardless of source.

About OpenClaw

OpenClaw is the open-source MCP-aware AI client gaining traction with developers, self-hosting enthusiasts, and privacy-focused users. Distributed under a permissive open-source license at no cost, OpenClaw runs on your own infrastructure and supports pluggable LLM backends — commercial APIs (OpenAI, Anthropic, xAI) for users who want them, and local models (Llama, Mistral, Qwen via Ollama or LM Studio) for users who want full control of the AI layer.

The OpenClaw + Truthifi pairing is uniquely powerful for Orion users who care about data sovereignty. The Truthifi MCP layer provides the safe, scoped, read-only gateway to your Orion data; OpenClaw provides the AI client; the LLM behind OpenClaw can be whatever you trust. For compliance-conscious RIAs, technical end clients, and ISVs building products that need fully observable AI behavior, OpenClaw is often the right answer.

About Orion

Orion Advisor Solutions, headquartered in Omaha, Nebraska, has been the connective tissue of independent wealth management since Eric Clarke founded the company in 1999. What started as a portfolio accounting platform has expanded into a full wealth-tech stack: Orion Advisor for performance reporting and billing, Eclipse for rebalancing, Redtail CRM (acquired 2022) serving more than 100,000 wealth professionals, and Orion Risk Intelligence for risk analytics. As of 2026, Orion supports approximately $5.9 trillion in AUA across roughly 2,400 advisory firms.

Orion's 2025 launch of Denali AI marked an inflection point. Denali is positioned as advisor-facing generative AI built on Orion's own data, with a publicly stated commitment that client data is not used to train third-party models. That stance distinguishes Orion from several competing wealth platforms that retain broader training rights — and aligns naturally with OpenClaw's open, self-hostable architecture, since both prioritize keeping client data out of external training corpora. The Orion API has driven a partner ecosystem of hundreds of fintech ISVs. Within the competitive set — Envestnet's Tamarac, Advent's Black Diamond, Addepar — Orion is generally seen as the most extensible thanks to its open API posture.

Orion website → · About Orion → · Orion developer portal →

Frequently Asked Questions

Which Orion variant should I use through Truthifi?

If you are an advisor running a book of business on Orion Advisor Solutions, use the Orion Advisor variant (BAA #98548). If you are a developer building against the Orion API, use Orion API (BAA #110527) — the OAuth 2.0 client path gives you the deepest data scope. If you are an end client logging in at client.orionadvisor.com, use Orion Client Access (Yodlee #14154). You can run more than one variant from the same Truthifi account.

Can advisors and clients both use Truthifi against the same Orion data?

Yes. The advisor and client connections are independent. An advisor can connect through Orion Advisor; the client can separately connect through Orion Client Access. Scopes do not bleed across.

Is it safe to connect my Orion account through Truthifi?

Authentication happens directly on Orion's domains — portfolio.orionadvisor.com, developer.orion.com, or client.orionadvisor.com — depending on variant. Credentials never traverse Truthifi servers. The resulting tokens are read-only and protocol-enforced; OpenClaw cannot move money, place trades, change advisory agreements, or modify Eclipse rebalancing rules. Every request is logged. Complete security details at https://truthifi.com/security.

Truthifi security overview →

What does Truthifi allow with my Orion data — and what does it block?

Allowed: reading accounts, holdings, performance, transactions, billing data, model assignments, and (for API users) integration metadata. Blocked: trading, money movement, advisor-of-record changes, fee schedule changes, household creation or merging, and any write operation against the Orion API. The read-only architecture is enforced at the token level.

What about my Orion-affiliated advisor?

OpenClaw is a complement, not a replacement. Clients use it to analyze their portfolio against their own questions. Advisors use it to scale their own analytical work — especially when compliance constraints rule out commercial LLM endpoints. In neither case does OpenClaw take the place of fiduciary advice.

What Orion account types does Truthifi support?

Across all three variants, Truthifi supports investment accounts (taxable, IRA, Roth, SEP, 401(k) rollover), trust accounts, advisor-managed model portfolios, and the related billing and performance data. For Orion API users, custom report definitions and batch job histories are also surfaced.

How does Truthifi compare to other options?

How do I disconnect OpenClaw from Truthifi?

Remove the Truthifi MCP server from your OpenClaw config (~/.openclaw/config.yaml) and restart. You can also revoke access from Orion: portfolio.orionadvisor.com → Settings → Connected Apps; developer.orion.com → your application → Revoke; client.orionadvisor.com → Profile → Linked Apps.

Do I need a paid OpenClaw plan?

No. OpenClaw is open source and Free. The optional cost is whatever LLM backend you choose — local models are free; commercial APIs (OpenAI, Anthropic, etc.) cost what those providers charge.

Where is my data stored?

OpenClaw does not persist your Orion portfolio data between sessions unless you explicitly configure it to. Data flows through the MCP connector to the active OpenClaw session. Truthifi maintains a normalized cache for performance but cannot read or share it outside your scoped authorization.

How do I enable the OpenClaw connection with Truthifi?

In any new OpenClaw session, use /mcp enable truthifi (or whatever your client's equivalent command is). The MCP server stays available across sessions once configured.

Does this replace my Orion-affiliated advisor?

No. Truthifi delivers data; advisors deliver advice. OpenClaw can analyze data your advisor manages through Orion, but it does not replace fiduciary judgment.

What is Truthifi?

Truthifi is an independent financial data platform that connects AI assistants — OpenClaw, ChatGPT, Claude, Perplexity, Grok — to your financial accounts through a read-only MCP layer. We earn revenue through subscriptions only.

Who can see my Orion data?

Only OpenClaw during an authorized session, within the scope you granted. Truthifi staff cannot read your portfolio. Your Orion advisor (where applicable) sees the same data they always have through their normal access. With a self-hosted LLM, no external AI provider sees the data at all.

Subject to OpenClaw license terms.

Can I connect both OpenClaw and Claude to my Orion account?

Yes. Each AI connection through Truthifi is independent. Connecting OpenClaw does not expose data to Claude, and revoking one does not affect the other. See claude-orion.

How does OpenClaw compare to Denali AI?

Denali AI is Orion's native, advisor-facing assistant — tightly coupled to Orion data, embedded in the advisor workflow, trained without third-party data leakage. OpenClaw through Truthifi serves a different purpose: it's an open-source AI client that lets you pair Orion data with any LLM backend you trust, including fully local models. Many advisors run Denali for in-platform tasks and OpenClaw for compliance-sensitive analysis.

Can OpenClaw help with tax-loss harvesting against my Orion accounts?

OpenClaw can surface candidates — positions with unrealized losses, wash-sale risk, and estimated tax savings. The actual trades happen through Eclipse, your advisor, or your custodian, not OpenClaw.

What types of accounts can I connect beyond Orion?

Truthifi supports over 18,000 US financial institutions plus the major wealth platforms — Envestnet, Tamarac, Black Diamond, Addepar, Advent — and crypto wallets where API access is available. OpenClaw can then analyze your Orion accounts alongside everything else, all through infrastructure you control.

Continue learning

For developers, the Orion API + MCP + OpenClaw stack is the most architecturally interesting combination on offer. Model Context Protocol is becoming the standard way AI assistants connect to live data, Orion's open API posture makes it one of the cleaner wealth platforms to expose through an MCP server, and OpenClaw's open-source MCP client lets you observe, log, and customize every byte of the AI-side exchange.

Truthifi's MCP layer wraps the Orion API into a normalized, read-only schema. Any MCP-compatible client can consume it — ChatGPT, Claude, Perplexity, Grok — but OpenClaw is the only one whose source you can read line by line. This is what "mcp api" search intent often turns out to be about: developers building MCP servers and clients want to see the wire format, the error handling, the retry logic. Truthifi provides the server; OpenClaw provides the client; together they give Orion API consumers a fully open AI stack.

For ISVs building their own MCP connector against Orion data, practical patterns: cache aggressively at the household level, expose data at the granularity OpenClaw can reason about, gate every endpoint at the OAuth scope level rather than via application logic. The Orion API's rate limits reward connectors that batch reads. OpenClaw's open-source nature means you can fork it to add custom request fingerprinting, replay buffers, or schema validators — patterns you can't build against ChatGPT, Claude, Grok, or Perplexity because those clients are closed.

For internal RIA developer teams, the MCP integration path enables OpenClaw-driven internal tooling that no compliance officer can rule out: a Slack bot answering AUA questions where the LLM call goes to a model running in the firm's data center, a CRM overlay surfacing household alerts with no external AI provider in the data path, a compliance dashboard where every byte of the AI pipeline is observable. These are mcp connector and mcp integration use cases where OpenClaw's open architecture is decisive.

Worth flagging: Orion's developer.orion.com terms require partner review for production scopes, so plan for review time beyond sandbox. Truthifi's existing BAA aggregator relationship covers most read scopes without separate partner approval for end users.

Connecting OpenClaw to your Orion account through Truthifi turns a reporting platform into a fully controllable AI surface. Advisors with compliance constraints get an AI workflow their CCO can approve. Developers get an MCP stack they can read end to end. Privacy-focused clients get portfolio analysis that never touches a commercial AI provider. As OpenClaw matures and Orion's API surface continues to grow, this fully open pattern becomes increasingly valuable.

Congratulations! With your Orion account connected through Truthifi, OpenClaw can analyze real portfolio data on infrastructure you control. Start with a simple question — "What is my current asset allocation?" or "Summarize my Orion AUA by household" — and grow from there. Data flows through a read-only MCP connector that cannot trade, move money, or alter your Orion configuration.

Note: OpenClaw is open source and free.

⚠️ Important note about AI accuracy OpenClaw inherits the strengths and weaknesses of whatever LLM you point it at. Always verify important financial information independently. Consider sharing OpenClaw's analysis with your financial advisor for a second opinion. Read OpenClaw's documentation →

• How to Ask AI About Your Real Investment Accounts

• How to Track Your Investments Like a Pro

• AI Portfolio Analysis: Expense Ratios, Asset Allocation & Retirement

• Are Your Financial Firms Working Together?

• Getting Everything in One Place

• The Fear of Linking Accounts

Informational only. Not financial advice. Consult a qualified financial advisor before making investment decisions. Truthifi is an independent platform. This guide reflects current product functionality as of June 2026.

About the author

Scott Blandford is Founder & CEO of Truthifi, where he leads the company’s vision for transparent, AI-powered financial intelligence. Before founding Truthifi, Scott spent 25+ years in financial services, including senior roles at Fidelity Investments, Merrill Lynch, Bank of America, and TIAA, building the data infrastructure that institutions rely on to manage wealth at scale. He writes about the technology reshaping how people connect with and understand their financial lives.

Reviewed by Mike Young, Head of Product at Truthifi. Mike has 20+ years building digital investment platforms at Merrill Lynch, TIAA, JP Morgan, and Vanguard.