ORION — Ingénierie Patrimoniale & Fiducie

eu.orion-financePublished by orion-finance.euOfficial publisherv1.0.1Updated Nov 4, 2026

Ingénierie patrimoniale, fiducies, organigrammes et fiscalité pour CGP et Family Offices.

VerifiedStreamable HTTPWeb executableFinanceBusiness & Commerce

Overview

AI-generated overview

ORION connects an AI assistant to a French wealth-engineering platform for consolidated asset summaries, holding structures, trusts and tax data.

What you can do
  • Show consolidated wealth summaries and the split between real estate, securities and cash
  • Analyse ownership charts and list holding companies with their shares
  • Check active trusts and how shares are distributed among beneficiaries
  • Work with tax and estate-planning data for advisory practices
When to use it
Useful for wealth advisers, family offices and accountants who already work on ORION and want an assistant to read client wealth structures, holdings and trusts without leaving the chat.
Requirements
Remote MCP endpoint reached over streamable HTTP; OAuth 2.1 authorization is required, and an ORION account plus an MCP token generated in the platform's API & MCP settings are needed.
Before you install
The server handles sensitive client wealth, tax and trust data; access is granted through OAuth and a personal MCP token, so keep that token private and review which client files the assistant can reach. No tool list is published, so confirm what it can read or change before use.

Installation

In SourceWeft

  1. Open ORION — Ingénierie Patrimoniale & Fiducie in the dashboard and add it to a workspace.
  2. Connect the required credentials. They are stored privately and never shown on public pages.
  3. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/eu.orion-finance%2Forion/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.

{
  "mcpServers": {
    "orion-ing-nierie-patrimoniale-fiducie": {
      "type": "http",
      "url": "https://www.orion-finance.eu/api/mcp"
    }
  }
}

README

ORION 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

  1. 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.
  2. Nouveau sur ORION ? Cliquez sur Créer un compte ORION (https://www.orion-finance.eu/inscription) pour ouvrir votre espace Cabinet en quelques secondes.
  3. 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."

Source: README.md at commit 2c6926d

Tools

0
This server asks you to sign in, so SourceWeft could not read its tools without an account and has not indexed them. What a connected account sees can depend on that account and its permissions.

Version history

1
  1. v1.0.1LatestNov 4, 2026

Score

85% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts