Setup

Follow the three steps below to ensure you're properly set up.

Step 1: Confirm Addepar API Access

Follow the steps below to confirm you have access to Addepar's API:

  1. Sign in to your Addepar account.
  2. Navigate to the Global Navigation Bar, and click on Firm Administration.
  3. Under Admin Tools, click API Access Key.
  4. Proceed with setting up API access.

If API Access Key isn't available, request access from your firm administrator.

Step 2: Organize Tools Around HTTP Methods

Using the Addepar API involves sending HTTP requests.

  • For testing purposes: Use a tool like Postman, or the command-line utility cURL.
  • For production applications: Use the cURL library, or a library for your preferred language such as jQuery.Ajax in JavaScript or Requests Library in Python.

Example of a GET request using cURL:

curl --request GET \
  --url https://examplefirm.addepar.com/api/v1/entities/123 \
  --header 'accept: application/vnd.api+json' \
  --header 'addepar-firm: 1'

Step 3: Request a Development Environment

Addepar offers development environments for clients and partners. To request a development environment, reach out to your Addepar contact.

Updated 6 months ago



Setup


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