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 30 more developer resources.

🌐 Visit website 📡 Source on GitHub

57.7/100 strong ▬ flat Agent 59/100 agent native Full breakdown ↓
scored 2026-08-24 · rubric v0.13.0

2 APIs 1 MCP Servers

Company FP&A Financial Planning Finance Accounting Budgeting Forecasting Business Intelligence Reporting Data Integration MCP Artificial Intelligence Excel Software-as-a-Service

Kin Score

Kin Score How this is scored →
scored 2026-08-24 · rubric v0.13.0

Composite quality — 57.7/100 · strong

Contract Quality 8.7 / 25

Developer Ergonomics 12.4 / 20

Access Clarity 17.1 / 20

Operational Transparency 7.2 / 13

Contract Governance 3.6 / 12

Discoverability 8.7 / 10

Agent readiness — 59/100 · agent native

Machine-Readable Contract 18 / 18

Agentic Access Contract 10 / 10

Documented Reversibility 6 / 6

MCP Server 12 / 12

Machine-Readable Auth 10 / 10

Idempotency 9 / 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 0 / 4

Consent & Bot Identity 0 / 3

A2A Agent Card 0 / 8

Dry-Run / Simulate Mode 4 / 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.

MCP Servers 1

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

Rate Limits 1

Documented rate limits and quota policies.

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 6

Status, limits, changes, and where to get help

IssueTracker

Releases

Support

StatusPage

ChangeLog

RateLimits

Commercial 6

Pricing, plans, and the legal terms of use

License

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: '0.23'
created: '2026-08-01'
modified: '2026-08-01'
tags:
- Company
- FP&A
- Financial Planning
- Finance
- Accounting
- Budgeting
- Forecasting
- Business Intelligence
- Reporting
- Data Integration
- MCP
- Artificial Intelligence
- Excel
- Software-as-a-Service
tags_raw:
- 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:
  - MCP
  - Artificial Intelligence
  - Financial Data
  - FP&A
  - Authentication
  tags_raw:
  - 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: IssueTracker
  url: https://github.com/Datarails/dr-claude-code-plugins-re/issues
- type: Releases
  url: https://github.com/Datarails/dr-claude-code-plugins-re/releases
- type: License
  name: MIT
  url: https://github.com/Datarails/dr-claude-code-plugins-re/blob/main/LICENSE
- 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

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Datarails

Kin Score

APIs 2

Datarails FinanceOS MCP Server

Datarails Data Gateway Service (DGS)

Open Collections 1

Datarails Finance OS MCP Server