ORION — Ingénierie Patrimoniale & Fiducie
RemoteAbout ORION — Ingénierie Patrimoniale & Fiducie
ORION is a wealth-planning platform for wealth management advisors, Family Offices, and accountants that connects to AI agents for analysis of asset structures and trusts. Its examples cover consolidated asset summaries, ownership structures, and beneficiary shares.
Key features
- 01View consolidated assets and category breakdowns
- 02Analyze ownership structures and holding companies
- 03Review active trusts and beneficiary shares
Use cases
- 01Summarize real estate, securities, and cash assets
- 02Map company ownership and holding percentages
- 03Check trusts and beneficiary allocations
MCP support
ORION connects to AI agents through MCP with OAuth 2.1 authorization; the README also describes generating an MCP token in account settings.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://www.orion-finance.eu/api/mcpclaude mcp add --transport http eu-orion-finance-orion https://www.orion-finance.eu/api/mcp{"mcpServers":{"eu-orion-finance-orion":{"type":"http","url":"https://www.orion-finance.eu/api/mcp"}}}Open in Cursor{"servers":{"eu-orion-finance-orion":{"type":"http","url":"https://www.orion-finance.eu/api/mcp"}}}Open in VS Code{"mcpServers":{"eu-orion-finance-orion":{"type":"http","url":"https://www.orion-finance.eu/api/mcp"}}}{"mcpServers":{"eu-orion-finance-orion":{"serverUrl":"https://www.orion-finance.eu/api/mcp"}}}Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.
Tools
Details
From the project READMEORION Wealth Management — Plugin Google Antigravity & MCP
Connectez ORION (https://www.orion-finance.eu), la plateforme souveraine d'ingénierie patrimoniale pour Conseillers en Gestion de Patrimoine (CGP), Family Offices et Experts-Comptables, directement à votre agent IA.
Installation & Création de Compte
- OAuth 2.1 automatique : À la première requête, Antigravity (ou Claude / ChatGPT / Codex) ouvre la page sécurisée
https://www.orion-finance.eu/api/oauth/authorize. - Nouveau sur ORION ? Cliquez sur Créer un compte ORION (
https://www.orion-finance.eu/inscription) pour ouvrir votre espace Cabinet en quelques secondes. - Jeton MCP : Générez une clé
orion_mcp_...depuis Paramètres → API & MCP (https://www.orion-finance.eu/advisor/api-mcp) et validez l'autorisation OAuth 2.1.
Exemples de prompts
- "Affiche la synthèse consolidée du patrimoine et la répartition entre immobilier, titres financiers et liquidités."
- "Analyse l'organigramme de détention et liste les sociétés holdings ainsi que leurs quotes-parts."
- "Vérifie les fiducies actives et la répartition des quotes-parts entre les bénéficiaires."
Comments
New to MCP?
From what the protocol is to installing your first server, these answers cover most first questions.
An open protocol that defines how AI applications connect to external tools and data in a uniform way. Clients talk to the model; MCP servers provide tools, resources and prompt templates. They exchange standard messages, so one server can be reused by many clients.