# Orion MCP: Use Orion in Slack and Email

Source: https://maito.app/integrations/orion

Connect the Orion MCP server to Maito with one sign-in, and your whole team can use it from Slack or email: “Prep me for my 2pm with the Garcias: holdings, performance, and open tasks.”

Orion brings together portfolio data from Orion Connect and client records from Redtail CRM. Connect the Orion MCP server to Maito once, and everyone on your team can use Orion from Slack, by email, or from Claude, ChatGPT, Cursor, Codex, Grok or Muse. Nobody else has to sign in.

-   Connects in one click
-   Sign in with Orion
-   One connection for the whole team
-   Server by [Orion](https://orion.com/)

Updated October 21, 2026

## What you can ask with Orion

Requests to Maito

![Dana](https://maito.app/marketing-avatars/dana.webp)

Dana in Slack

Prep me for my 2pm with the Garcias: holdings, performance, and open tasks.

![Sam](https://maito.app/marketing-avatars/sam.webp)

Sam by email

Log a follow-up to call Dan Miller about his IRA rollover next Tuesday.

Maito uses Orion to do the work and replies where you asked.

## How to connect Orion

Open Connections in your workspace and choose Connect next to Orion. You sign in to Orion in a new tab, and that's the whole setup. Name the account and choose Workspace under who can use it. That's the only time anyone signs in: your whole team, shared chats and Loops can use Orion from then on. Or skip ahead and ask for the work: Maito sends you a link if Orion isn't connected yet.

## Questions

### What is the Orion MCP server URL?

Orion publishes it at https://gateway.oriondenali.ai/mcp, and it signs in with OAuth, so there's no key to copy.

### Can I use the Orion MCP server from Slack?

Yes. Connect it to Maito once, then mention Maito in any Slack channel or send it a direct message. The same connection works by email and from Claude, ChatGPT, Cursor, Codex, Grok or Muse.

### Does everyone on my team have to connect Orion?

No. One person connects it once and chooses Workspace. Then everyone in the workspace, shared chats and Loops can use Orion, without signing in themselves. Choose Only me instead to keep it to your own chats.

### Do I have to connect Orion before I ask?

No. If a request needs Orion and it isn't connected yet, your agent sends you a link. Connect it, and the work picks up where it stopped.

### Can I limit what Maito does in Orion?

Yes. After you connect, turn off any Orion tools you don't want Maito to use, such as the ones that change data. Tools Orion adds later stay off until you turn them on.

## Also in CRM

-   [Salesforce Salesforce is your CRM: accounts, contacts, opportunities, flows and reports.](https://maito.app/integrations/salesforce)
-   [Attio Attio is a CRM built around your company's relationships and data.](https://maito.app/integrations/attio)
-   [Zoho CRM Zoho CRM holds your leads, contacts, deals and sales workflows.](https://maito.app/integrations/zoho-crm)
-   [Affinity Affinity is a relationship CRM for dealmakers: deals, contacts, and who knows whom.](https://maito.app/integrations/affinity)
-   [Crossbeam Crossbeam shows overlaps between your accounts and your partners' accounts.](https://maito.app/integrations/crossbeam)
-   [EULER EULER runs partner programs and holds partner data in one place.](https://maito.app/integrations/euler)

[See all integrations](https://maito.app/integrations)

## Put your AI employee to work.

Set it up in minutes. Connect Orion, then hand Maito the first job.

[Put Maito to work](https://maito.app/login?returnTo=%2Fintegrations%2Forion)[Book a demo](https://cal.com/ddubovetzky/chat-with-the-founder)