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 4 APIs on the APIs.io network, including Health API, OAUTH API, Ready API, and 1 more. 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 32 more developer resources.

🌐 Visit website 📡 Source on GitHub

53.1/100 developing ▬ flat Agent 59/100 agent native open core · MIT Full breakdown ↓
scored 2026-09-14 · rubric v0.22.0

AccessPaidSelf serve

1 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 2026-09-14 · rubric v0.22.0

Composite quality — 53.1/100 · developing

Contract Quality 8.8 / 23

Developer Ergonomics 11.1 / 18

Access Clarity 15.4 / 18

Operational Transparency 6.5 / 12

Contract Governance 2.0 / 11

Discoverability 6.8 / 9

Open Source Surface 2.5 / 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

Delegated User Identity 6 / 6

Protected Resource Metadata 5 / 5

Registration Without a Human 6 / 6

Agentic Commerce Well-Known Document 0 / 5

Open Source Surface applies to this provider. This product is open source and we read its repository directly, so Open Source Surface carries 10 points of the composite. It is scored from what the repository actually publishes — a security policy, a contribution guide, a release history, a code of conduct — read live from the provider rather than inferred from our own catalog pointers. This facet adds; nothing was taken away to make room for it. An open-source project is not excused from the commercial facets, because exemption would strip it of the points it does earn. If we have the wrong repository, or this product is not open source, say so on your provider repo and we will drop the facet rather than have you publish against it.

Create-or-Update Ergonomics does not apply to this provider. The published contracts declare no write operations, and a read-only API cannot create-or-update. The facet is excluded from this provider's denominator entirely — not scored zero. A reference or data API is not deficient for being unable to upsert.

The six quality facets above are damped to 90 points between them, because the conditional facet above carries the other 10. That is why each facet's contribution is shown against a damped maximum: raising a quality facet moves the composite by 90% of its nominal weight, not 100%. The full arithmetic is at apis.io/rating/.

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. Every facet and dimension name above is a link: it opens that measurement's own page — what it means, the exact checks that feed it, how the whole catalog distributes on it, and the providers at the top of it. 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. Submit an artifact on GitHub — free → Manage your own listing — the Influence plan, $499/mo →

APIs 5

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

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...

Datarails Health API

The Health API from Datarails — 1 operation(s) for health.

Datarails OAUTH API

The Oauth API from Datarails — 1 operation(s) for oauth.

Datarails Ready API

The Ready API from Datarails — 1 operation(s) for ready.

Datarails .well Known API

The .well Known API from Datarails — 2 operation(s) for .well known.

Open Collections 1

Open, tool-agnostic API collections (OpenAPI-derived and Bruno).

Datarails Finance OS MCP Server

OPEN COLLECTION

MCP Servers 1

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

Datarails MCP Server

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

1 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 5

MCP servers, agent skills, and machine-readable catalogs

MCPServer

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 2

Properties that don't map to a standard resource type

Overlay

Overlay

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
deliveryModel:
  model: open-core
  license: MIT
  open_source: true
  commercial: true
  callable_host: false
  label: Open core · an OSS project plus a commercial hosted product
  confidence: high
  source:
  - license
  - pricing
  generated: '2026-08-28'
  method: derived
accessModel:
  pricing: paid
  onboarding: self-serve
  trial: false
  try_now: false
  public: false
  label: Paid · Self-serve signup
  confidence: high
  source:
  - plans
  - authentication
  - scopes
  - rate-limits
  - security
  - sandbox
  generated: '2026-09-02'
  method: derived
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: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
- aid: datarails:datarails-health-api
  name: Datarails Health API
  description: The Health API from Datarails — 1 operation(s) for health.
  humanURL: https://support.datarails.com/hc/en-us/articles/25849710214556-Datarails-FinanceOS-MCP-Server-Technical-Documentation
  baseURL: https://mcp.datarails.com/mcp
  tags:
  - Health
  properties:
  - type: OpenAPI
    url: openapi/datarails-health-api-openapi.yml
  - type: ToolCrosswalk
    url: mcp/datarails-tool-crosswalk.yml
  - 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:datarails-oauth-api
  name: Datarails OAUTH API
  description: The Oauth API from Datarails — 1 operation(s) for oauth.
  humanURL: https://support.datarails.com/hc/en-us/articles/25849710214556-Datarails-FinanceOS-MCP-Server-Technical-Documentation
  baseURL: https://mcp.datarails.com/mcp
  tags:
  - Authentication
  tags_raw:
  - Oauth
  properties:
  - type: OpenAPI
    url: openapi/datarails-oauth-api-openapi.yml
  - type: ToolCrosswalk
    url: mcp/datarails-tool-crosswalk.yml
  - 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:datarails-ready-api
  name: Datarails Ready API
  description: The Ready API from Datarails — 1 operation(s) for ready.
  humanURL: https://support.datarails.com/hc/en-us/articles/25849710214556-Datarails-FinanceOS-MCP-Server-Technical-Documentation
  baseURL: https://mcp.datarails.com/mcp
  tags:
  - Ready
  properties:
  - type: OpenAPI
    url: openapi/datarails-ready-api-openapi.yml
  - type: ToolCrosswalk
    url: mcp/datarails-tool-crosswalk.yml
  - 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:datarails-well-known-api
  name: Datarails .well Known API
  description: The .well Known API from Datarails — 2 operation(s) for .well known.
  humanURL: https://support.datarails.com/hc/en-us/articles/25849710214556-Datarails-FinanceOS-MCP-Server-Technical-Documentation
  baseURL: https://mcp.datarails.com/mcp
  tags:
  - .well Known
  properties:
  - type: OpenAPI
    url: openapi/datarails-well-known-api-openapi.yml
  - type: ToolCrosswalk
    url: mcp/datarails-tool-crosswalk.yml
  - 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
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: MCPServer
  url: mcp/datarails-mcp.yml
- type: Overlay
  url: overlays/datarails-financeos-mcp-overlay.yaml
- 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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