Datarails

Datarails is an Excel-native financial planning and analysis (FP&A) platform for the office of the CFO, marketed as FinanceOS. It consolidates data from ERP, CRM, HRIS, billing and operational systems into a single finance data model, then lets finance teams budget, forecast, consolidate, report and build dashboards while continuing to work in Excel through the Datarails Flex add-in. Its API surface is deliberately narrow and unusually agent-first: the primary programmatic interface is a hosted Model Context Protocol server at mcp.datarails.com, secured with OAuth 2.1 and PKCE, exposing roughly two dozen read-only tools for discovering data models, profiling fields, running filtered queries and asynchronous aggregations, and extracting validated financials into Excel. Datarails also ships a first-party Claude Code plugin carrying nineteen published Agent Skills, plus connectors for ChatGPT, Microsoft 365 Copilot and Lovable. The only documented conventional REST operation is the Data Gateway Service file-upload endpoint used to push CSV and Excel files into a Filebox.

Datarails publishes 1 API on the APIs.io network: FinanceOS MCP Server. Tagged areas include Company, FP&A, Financial Planning, Finance, and Accounting.

Datarails’ developer surface includes documentation, API reference, getting-started guide, support, engineering blog, pricing, authentication, and 27 more developer resources.

🌐 Visit website 📡 Source on GitHub

55.6/100 developing Agent 42/100 agent ready Full breakdown ↓
scored 2026-08-03 · rubric v0.9

2 APIs 1 MCP Servers

CompanyFP&AFinancial PlanningFinanceAccountingBudgetingForecastingBusiness IntelligenceReportingData IntegrationModel Context ProtocolArtificial IntelligenceExcelSaaS

Kin Score

Kin Score How this is scored →
scored 2026-08-03 · rubric v0.9

Composite quality — 55.6/100 · developing

Contract Quality 9.9 / 25

Developer Ergonomics 11.3 / 20

Commercial Clarity 18.4 / 20

Operational Transparency 4.8 / 13

Governance 2.5 / 12

Discoverability 8.7 / 10

Agent readiness — 42/100 · agent ready

Machine-Readable Contract 18 / 18

Agentic Access Contract 10 / 10

MCP Server 0 / 12

Machine-Readable Auth 10 / 10

Idempotency 0 / 9

Stable Error Semantics 8 / 8

Request/Response Examples 0 / 7

Rate-Limit Signaling 7 / 7

Typed Event Surface 0 / 6

Agent Skills 5 / 5

Well-Known Catalog 4 / 4

Consent & Bot Identity 0 / 3

A2A Agent Card 0 / 8

Dry-Run / Simulate Mode 0 / 4

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. This rating is computed from github.com/api-evangelist/datarails: open an issue to ask a question, or submit a pull request to add artifacts. Want it done for you? Prioritized profiling — $2,500 →

APIs 2

Individual APIs this provider publishes, each with its own machine-readable definition.

Datarails FinanceOS MCP Server

Hosted Model Context Protocol server that connects an AI assistant to a tenant's Datarails financial data. Exposes read-only tools for discovering data models and fields, profil...

Datarails Data Gateway Service (DGS)

REST file-upload endpoint used to push a CSV or Excel file into a Datarails Filebox. Authenticated with HTTP Basic using a base64-encoded Datarails sync user (which must not hav...

MCP Servers 1

Model Context Protocol servers that expose these APIs to AI agents.

datarails-mcp.yml

MCP SERVER

Pricing Plans 1

Published pricing tiers and plan structures.

Datarails Plans

3 plans

PLANS

Rate Limits 1

Documented rate limits and quota policies.

Datarails Rate Limits

0 limits

RATE LIMITS

Security Posture 3

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Datarails Authentication

oauth2/http · 3 schemes

SECURITY

Datarails Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Datarails Trust Center

SOC 2 Type II, ISO 27001, GDPR

SECURITY

Scopes 1

OAuth scopes governing access to this provider's APIs.

Datarails Scopes

1 scope · authorizationCode

1 scopes

SCOPES

Agentic Access 1

Recommended x-agentic-access execution contracts for AI agents.

Datarails Agentic Access

5 operations

5 operations · 0 acting

AGENTIC

Resources

Get Started 3

Portal, sign-up, and the first successful call

GettingStarted

GettingStarted

Login

Sandbox

Sandbox

Documentation 2

Reference material describing how the API behaves

Documentation

Documentation

APIReference

APIReference

Agent Surfaces 4

MCP servers, agent skills, and machine-readable catalogs

WellKnown

LLMsTxt

AgentSkill

AgenticAccess

Design & Contract 6

Pagination, idempotency, versioning, errors, and events

Conventions

Conformance

ErrorCatalog

Lifecycle

DataModel

Components

Build 2

SDKs, sample code, and the tooling you integrate with

GitHubOrganization

GitHubOrganization

Packages

Packages

Access & Security 5

Authentication, authorization, and security posture

Compliance

TrustCenter

DomainSecurity

Authentication

OAuthScopes

Operate 4

Status, limits, changes, and where to get help

Support

StatusPage

ChangeLog

RateLimits

Commercial 5

Pricing, plans, and the legal terms of use

Pricing

PrivacyPolicy

TermsOfService

AITerms

Plans

Company 2

The organization behind the API

Website

Website

Blog

Blog

Other 1

Properties that don't map to a standard resource type

SecondaryMarketListing

SecondaryMarketListing

Source (apis.yml)

aid: datarails
name: Datarails
description: 'Datarails is an Excel-native financial planning and analysis (FP&A) platform for the office of the CFO, marketed
  as FinanceOS. It consolidates data from ERP, CRM, HRIS, billing and operational systems into a single finance data model,
  then lets finance teams budget, forecast, consolidate, report and build dashboards while continuing to work in Excel through
  the Datarails Flex add-in. Its API surface is deliberately narrow and unusually agent-first: the primary programmatic interface
  is a hosted Model Context Protocol server at mcp.datarails.com, secured with OAuth 2.1 and PKCE, exposing roughly two dozen
  read-only tools for discovering data models, profiling fields, running filtered queries and asynchronous aggregations, and
  extracting validated financials into Excel. Datarails also ships a first-party Claude Code plugin carrying nineteen published
  Agent Skills, plus connectors for ChatGPT, Microsoft 365 Copilot and Lovable. The only documented conventional REST operation
  is the Data Gateway Service file-upload endpoint used to push CSV and Excel files into a Filebox.'
url: https://raw.githubusercontent.com/api-evangelist/datarails/refs/heads/main/apis.yml
image: https://www.datarails.com/wp-content/uploads/2024/10/datarails-logo-1.png
x-type: company
x-source: harvest:secondary-market
x-tier: profiled
x-tier-reason: enrichment-pipeline
specificationVersion: '0.20'
created: '2026-08-01'
modified: '2026-08-01'
tags:
- Company
- FP&A
- Financial Planning
- Finance
- Accounting
- Budgeting
- Forecasting
- Business Intelligence
- Reporting
- Data Integration
- Model Context Protocol
- Artificial Intelligence
- Excel
- SaaS
apis:
- aid: datarails:financeos-mcp
  name: Datarails FinanceOS MCP Server
  description: Hosted Model Context Protocol server that connects an AI assistant to a tenant's Datarails financial data.
    Exposes read-only tools for discovering data models and fields, profiling numeric and categorical columns, fetching filtered
    rows, running asynchronous grouped aggregations, listing business metrics, and generating Excel intelligence workbooks.
    Authenticated with OAuth 2.1 (authorization code + PKCE, dynamic client registration); access is bounded server-side by
    the caller's existing Datarails permissions. A paid, per-tenant entitlement.
  humanURL: https://support.datarails.com/hc/en-us/articles/25849710214556-Datarails-FinanceOS-MCP-Server-Technical-Documentation
  baseURL: https://mcp.datarails.com/mcp
  tags:
  - Model Context Protocol
  - Artificial Intelligence
  - Financial Data
  - FP&A
  - OAuth
  properties:
  - type: OpenAPI
    url: openapi/datarails-financeos-mcp-openapi.json
  - type: MCPServer
    url: mcp/datarails-mcp.yml
  - type: ToolCrosswalk
    url: mcp/datarails-tool-crosswalk.yml
  - type: Overlay
    url: overlays/datarails-financeos-mcp-overlay.yaml
  - type: Documentation
    url: https://support.datarails.com/hc/en-us/articles/25849710214556-Datarails-FinanceOS-MCP-Server-Technical-Documentation
  - type: SourceCode
    url: https://github.com/Datarails/dr-claude-code-plugins-re
- aid: datarails:data-gateway-service
  name: Datarails Data Gateway Service (DGS)
  description: REST file-upload endpoint used to push a CSV or Excel file into a Datarails Filebox. Authenticated with HTTP
    Basic using a base64-encoded Datarails sync user (which must not have MFA enabled). The target Filebox must have "Upload
    via API" enabled and the caller supplies its UUID along with the file, version name and version tags. Documented in prose
    only; Datarails publishes no OpenAPI for this surface.
  humanURL: https://support.datarails.com/hc/en-us/articles/14616773038620-Data-Gateway-Service-DGS-API-Documentation
  baseURL: https://app.datarails.com/api/v1
  tags:
  - File Upload
  - Data Integration
  - Financial Data
  properties:
  - type: Documentation
    url: https://support.datarails.com/hc/en-us/articles/14616773038620-Data-Gateway-Service-DGS-API-Documentation
  - type: Authentication
    url: authentication/datarails-authentication.yml
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: Website
  url: https://www.datarails.com/
- type: Integrations
  url: https://support.datarails.com/hc/en-us/categories/10319624281500-Integrations
- type: Documentation
  url: https://support.datarails.com/hc/en-us
- type: APIReference
  url: https://support.datarails.com/hc/en-us/articles/14616773038620-Data-Gateway-Service-DGS-API-Documentation
- type: GettingStarted
  url: https://support.datarails.com/hc/en-us/articles/25873904696860-Getting-Started-with-Datarails-on-Claude-Desktop
- type: Support
  url: https://support.datarails.com/hc/en-us
- type: Blog
  url: https://www.datarails.com/blog/
- type: GitHubOrganization
  url: https://github.com/Datarails
- type: Pricing
  url: https://www.datarails.com/datarails-pricing/
- type: Login
  url: https://auth.datarails.com/
- type: PrivacyPolicy
  url: https://www.datarails.com/privacy-policy/
- type: TermsOfService
  url: https://www.datarails.com/terms-of-service/
- type: AITerms
  url: https://www.datarails.com/datarails-ai-terms/
- type: StatusPage
  url: https://datarails.statuspage.io/
- type: Compliance
  url: https://trust.datarails.com/
- type: TrustCenter
  url: security/datarails-trust-center.yml
- type: DomainSecurity
  url: security/datarails-domain-security.yml
- type: Authentication
  url: authentication/datarails-authentication.yml
- type: OAuthScopes
  url: scopes/datarails-scopes.yml
- type: WellKnown
  url: well-known/datarails-well-known.yml
- type: LLMsTxt
  url: llms/datarails-llms.txt
- type: AgentSkill
  url: skills/_index.yml
- type: AgenticAccess
  url: agentic-access/datarails-agentic-access.yml
- type: Conventions
  url: conventions/datarails-conventions.yml
- type: Conformance
  url: conformance/datarails-conformance.yml
- type: ErrorCatalog
  url: errors/datarails-problem-types.yml
- type: Lifecycle
  url: lifecycle/datarails-lifecycle.yml
- type: ChangeLog
  url: changelog/datarails-changelog.yml
- type: DataModel
  url: data-model/datarails-data-model.yml
- type: Packages
  url: packages/datarails-packages.yml
- type: Components
  url: components/datarails-components.yml
- type: RateLimits
  url: rate-limits/datarails-rate-limits.yml
- type: Sandbox
  url: sandbox/datarails-sandbox.yml
- type: Plans
  url: plans/datarails-plans.yml
- type: Integrations
  url: https://www.datarails.com/integrations/
- type: SecondaryMarketListing
  url: https://forgeglobal.com/datarails_stock/
x-enrichment:
  date: '2026-08-01'
  status: enriched
  artifacts_added: 58
  pass: local-v1

Where this information came from

This is an independent, third-party profile of Datarails, published by API Evangelist. We do not operate, host, resell, or support these APIs, and we are not affiliated with or endorsed by the company unless stated above. Everything here is built from publicly available information — the company's own site, developer portal, documentation, public repositories, and the specifications it publishes for public use. Nothing is obtained by breaching a system, defeating an access control, or using credentials.

The Kin Score and Agent Readiness rating are independently calculated assessments of a company's public API artifacts, scored against a published rubric. They are not certifications, endorsements, security assessments, or audits.

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