Orion
Partner, reviewedBring Orion Connect portfolio data and Redtail CRM together in Claude — prep for client meetings, capture follow-ups, prioritize your pipeline, and turn reports into talking points.
A connector: add it in the Claude app under Settings, Connectors; Claude Code signed in to the same account can use it too. There is nothing to install from a terminal.
The Orion plugin connects Claude to Orion Connect, our portfolio accounting solution, and Redtail, our CRM, so that advisors can move from question to answer without leaving the conversation. Instead of pulling reports, cross-referencing systems, and reconstructing context before every client touchpoint, advisors and their teams can simply ask. Prepare for meetings and client interactions. Ask for a client update and get performance, holdings, recent activity, and relationship history pulled together into a meeting agenda with proposed talking points, grounded in the same data your firm…
From Anthropic's public plugin directory, read on 2026-10-15. Find a skill by task.