Orbit Agent Builder
Orbit Agent Builder: A visual, finance-focused agent builder with chained workflows and MCP deployment. Ranked #29 of 29 in No Code Ai Agent Builder by our editors (6.1/10); pricing: Paid; best for finance teams chaining research-oriented agents.
At a glance
- Editor score6.1 / 10
- PricingPaid
- Best forFinance teams chaining research-oriented agents
- Free planNo
- Paid from£75/mo
- Visual builderYes
- Founded2015 · London, United Kingdom
- Facts checked24 Sep 2026
Where it wins
- Visual blocks and methodology documents speed agent design
- Chains focused agents into end-to-end research workflows
- Deploys agents as MCP endpoints for Claude, ChatGPT and other tools
Where it doesn't
- No free plan; paid access starts at £75 per month
- No verified handoff or custom-action features
- Focused on investment research rather than broad business automation
Our verdict on Orbit Agent Builder
Orbit Agent Builder is a no-code feature within Orbit Insight, an AI research platform for institutional investment teams. Analysts, portfolio managers and other investment professionals can describe a research process in plain language or upload a methodology document, then configure agents with visual building blocks. Agents connect to Orbit Knowledge Base, internal documents and live sources, while coverage universes, schedules and alert criteria shape recurring work. Focus areas include filings insights, portfolio news, summaries and data transformation.
Published plans show a paid-only model. Starter costs £75 per month and includes 750 credits, API and MCP access, and email support. Pro costs £200 per month with 2,250 credits, API and MCP access, priority email support and unlimited portfolio companies. Max costs £500 per month and adds 6,500 credits, API and MCP access, priority support and extended data retention. Enterprise uses volume-based pricing and adds custom workflows and automation, on-premise deployment and team licenses. This structure suits teams that can match credit allowances and support needs to recurring research volume.
Platform fit is a central strength: focused agents can be chained into end-to-end workflows, then deployed as MCP endpoints for use in Claude, ChatGPT and other external AI tools. Cloud and self-hosted deployment are available, with SSO/SAML listed for compliance. The trade-off is specialization. Orbit is designed around connected financial research data and investment workflows, and the published positioning does not include verified handoffs or custom actions. Finance teams seeking scheduled, methodology-driven research automation should consider it; buyers wanting a broad, general-purpose business automation builder should look elsewhere.
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Orbit Agent Builder pricing
All 4 Orbit Agent Builder plans and prices →
Orbit Agent Builder fact sheet
| Free plan | No |
|---|---|
| Paid from | £75/mo |
| Visual builder | Yes |
| Deployment options | MCP endpoint; on-premise deployment available for Enterprise |
| Knowledge sources | Orbit Knowledge Base, internal documents, live sources |
| Human handoff | Not verified |
| Listed integrations | Not verified |
| Custom actions | Not verified |
| Deployment | Cloud, Self-hosted |
| Platforms | Web |
| Compliance & security | SSO/SAML |
| Support | |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 2 integrations: Claude, ChatGPT |
| Pricing | Paid (source) |
| Website | orbitfin.ai |
| Facts checked | 24 Sep 2026 |
Orbit Agent Builder integrations
Orbit Agent Builder lists 2 integrations on its own site.
- Claude
- ChatGPT
Alternatives to Orbit Agent Builder
- Salesforce AgentforceA flexible agent builder with Salesforce tools and usage-based pricing to weigh.9.4
- IBM watsonx OrchestrateA governed agent platform with no-code and pro-code tools, priced for enterprise teams.9.2
- VoiceflowA visual agent builder for teams connecting customer conversations to business systems.8.8
See all Orbit Agent Builder alternatives →
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Featured on iTechGuides
Orbit Agent Builder is listed in our No Code Ai Agent Builder directory. Add the badge to your site — it links back to this page.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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