{"generated_at":"2026-10-14T20:07:22+00:00","item":{"added_at":"2026-08-20","analysis_method":"independent_manual_review_2026-10-10","assessment_status":"provisional","auth_posture":"auth_required","category":"Web Connector","confidence":"medium","description":"Orion combines portfolio-accounting information with Redtail CRM context. Research households and accounts, generate reports, and prepare client conversations. Create Redtail activities, notes, or opportunities using your existing permissions.","did":"ae7131fa-f9e7-4f96-b776-b582c7fa09a1","documentation_url":"https://orion.com/Claude","editorial_description":{"extended_description":"Retrieve account values and report parameters, inspect contacts or meeting activities, and search the opportunity pipeline. The connector respects both Orion and Redtail access boundaries.","schema_version":1,"summary":"Orion combines portfolio-accounting information with Redtail CRM context.\nResearch households and accounts, generate reports, and prepare client conversations.\nCreate Redtail activities, notes, or opportunities using your existing permissions."},"homepage_url":"","icon":"https://resources.swsapp.com/shared/orion.svg","id":"ae7131fa-f9e7-4f96-b776-b582c7fa09a1","installs":0,"last_scanned":"","license":"","long_description":"Retrieve account values and report parameters, inspect contacts or meeting activities, and search the opportunity pipeline. The connector respects both Orion and Redtail access boundaries.","manual_assessment":"medium","manual_review":{"all_findings":[{"evidence":"These tools persist shared advisor/client workflow records.","reasoning":"They modify CRM state but do not send client communications.","risk_type":"data_modification","severity":"medium","title":"Creates CRM activities, opportunities and notes","triggering_tools_or_skills":["redtail_add_activity","redtail_add_opportunity","redtail_create_note"]},{"evidence":"The tool creates a report artifact from private holdings.","reasoning":"It persists/returns a generated financial document.","risk_type":"file_write","severity":"medium","title":"Generates Orion portfolio reports","triggering_tools_or_skills":["orion_connect_generate_report_rb3"]},{"evidence":"The tools expose sensitive client data.","reasoning":"They are read-only.","risk_type":"private_data_read","severity":"low","title":"Reads household/accounts/contacts/opportunities","triggering_tools_or_skills":["orion_connect_list_household_accounts","redtail_get_contact","redtail_search_opportunities"]}],"assessment_status":"provisional","auth_and_scopes":"Authentication scopes Orion portfolio accounting and Redtail CRM.","blocked_missing_evidence":null,"confidence":"medium","displayed_risk":"medium","evidence_completeness":"partial","manual_overall_risk":"medium","official_sources":[{"accessed_at":"2026-10-10T20:24:37Z","url_or_path":"plutosecurity/plutonium@b749c8dc43536c794409be9805edd48063f045e2:app/data/conn/claudesec/ae7131fa-f9e7-4f96-b776-b582c7fa09a1.json","what_it_proves":"Candidate PR #125 record identity (name \"Orion\", publisher, type web_connector) and 19 stored tool names; no tool descriptions stored"},{"accessed_at":"2026-09-22T10:46:07Z","url_or_path":"https://api.anthropic.com/api/directory/servers?verified_tier=anthropic,partner,community (snapshot claude-directory-all-tiers-2026-09-22.json)","what_it_proves":"Official Claude Directory listing https://claude.ai/directory/ae7131fa-f9e7-4f96-b776-b582c7fa09a1: complete tool_names inventory (19 tools), remote streamable-http endpoint https://gateway.oriondenali.ai/mcp, auth_posture auth_required, directory tier partner"}],"primary_reason":"Orion writes CRM records and generates portfolio reports without trading.","provisional_risk":null,"publication_recommendation":"accept","requires_runtime_verification":true,"review_key":"claude:ae7131fa-f9e7-4f96-b776-b582c7fa09a1","reviewed_at":"2026-10-10","reviewer_notes":"Reviewed all 19 tools.","risk_domains":{"arbitrary_network_access":"false","authz_ambiguity":"false","browser_control":"false","credential_or_admin_actions":"false","deletes_data":"false","deployment_or_infrastructure":"false","dynamic_hidden_actions":"false","filesystem_or_repo_access":"true","forwards_data_to_third_party":"true","modifies_data":"true","persistent_credentials":"true","prompt_injection_exposure":"true","provenance_uncertainty":"true","reads_private_data":"true","runs_code_or_queries":"false","sends_messages_as_user":"false","spends_or_moves_money":"false"},"tools_or_skills_reviewed":19,"tools_or_skills_total":19},"name":"Orion","needs_runtime_verification":true,"plutonium_url":"https://plutonium.pluto.security/detail.html?planet=claudesec&did=ae7131fa-f9e7-4f96-b776-b582c7fa09a1&utm_source=plutonium_analysis_skill&utm_medium=claude_skill&utm_campaign=connector_risk_assessment","privacy_policy_url":"https://orion.com/privacy","provisional_risk":null,"publication_recommendation":"accept","publisher":"Orion","publisher_url":"https://orion.com/","remote_url":"https://gateway.oriondenali.ai/mcp","repository_url":"","risk":"medium","risk_severity":"medium","security_risks":[{"description":"This connector can create, update, configure, or otherwise change connected resources. 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