Heron
Heron (Heron Data) is a financial-services document-automation and cashflow-underwriting platform. Its API and AI platform handle document intake, classification, parsing and validation, enrichment, policy/rule evaluation, and CRM sync across 50+ document types (bank statements, tax returns, financial statements, ACORD forms). Lenders, MCA funders, brokers, and insurers upload documents for an "end user" (company), then read back parsed transactions, a Heron Score, scorecards, cashflow P&L, anomaly/fraud checks, and decline analytics. Heron publishes an OpenAPI 3.0 contract at app.herondata.io/swagger covering 226 paths and 272 operations, a conformant A2A agent card and a published Agent Skill on its documentation host, and a live unauthenticated MCP endpoint for documentation retrieval. The REST API authenticates with an x-api-key header, signals rate limits via x-ratelimit-* headers, and pushes async progress through webhooks. Backed by Insight Partners.
Heron publishes 48 APIs on the APIs.io network, including Analytics API, App Store API, Authentication API, and 45 more. Tagged areas include Company, Financial-Services, Document Automation, Underwriting, and Lending.
The Heron catalog on APIs.io includes 1 event-driven AsyncAPI specification.
Heron’s developer surface includes documentation, API reference, getting-started guide, engineering blog, support, authentication, changelog, and 36 more developer resources.
What this lets a business do 1
Business capabilities this provider's published APIs can perform, derived from its own contracts. Browse all capabilities →
Kin Score
APIs 48
Individual APIs this provider publishes, each with its own machine-readable definition.
Heron Analytics API
The Analytics API from Heron — 1 operation(s) for analytics.
Heron App Store API
The AppStore API from Heron — 1 operation(s) for appstore.
Heron Authentication API
The Authentication API from Heron — 1 operation(s) for authentication.
Heron Broker Funder Policies API
The Broker Funder Policies API from Heron — 10 operation(s) for broker funder policies.
Heron Broker Submissions API
The BrokerSubmissions API from Heron — 6 operation(s) for brokersubmissions.
Heron Categories API
The Categories API from Heron — 1 operation(s) for categories.
Heron Clear API
The Clear API from Heron — 2 operation(s) for clear.
Heron Credentials API
The Credentials API from Heron — 4 operation(s) for credentials.
Heron CRM Integrations API
The CrmIntegrations API from Heron — 2 operation(s) for crmintegrations.
Heron Email Templates API
The EmailTemplates API from Heron — 2 operation(s) for emailtemplates.
Heron End Users API
The End Users API from Heron — 3 operation(s) for end users.
Heron End User Accounts API
The EndUserAccounts API from Heron — 1 operation(s) for enduseraccounts.
Heron End User Attributes API
The EndUserAttributes API from Heron — 1 operation(s) for enduserattributes.
Heron End User Calculations API
The EndUserCalculations API from Heron — 18 operation(s) for endusercalculations.
Heron End User Data Source Accounts API
The EndUserDataSourceAccounts API from Heron — 3 operation(s) for enduserdatasourceaccounts.
Heron End User Data Sources API
The EndUserDataSources API from Heron — 3 operation(s) for enduserdatasources.
Heron End User Emails API
The EndUserEmails API from Heron — 1 operation(s) for enduseremails.
Heron End User Enrichers API
The EndUserEnrichers API from Heron — 5 operation(s) for enduserenrichers.
Heron End User Entity API
The EndUserEntity API from Heron — 14 operation(s) for enduserentity.
Heron End User Files API
The EndUserFiles API from Heron — 18 operation(s) for enduserfiles.
Heron End User Financials API
The EndUserFinancials API from Heron — 1 operation(s) for enduserfinancials.
Heron End User Integrations API
The EndUserIntegrations API from Heron — 15 operation(s) for enduserintegrations.
Heron End User Queries API
The EndUserQueries API from Heron — 1 operation(s) for enduserqueries.
Heron End User Rules API
The EndUserRules API from Heron — 1 operation(s) for enduserrules.
Heron End Users API
The EndUsers API from Heron — 20 operation(s) for endusers.
Heron Enriched Transactions API
The EnrichedTransactions API from Heron — 2 operation(s) for enrichedtransactions.
Heron Enrichment Feedback API
The EnrichmentFeedback API from Heron — 4 operation(s) for enrichmentfeedback.
Heron File Class API
The FileClass API from Heron — 4 operation(s) for fileclass.
Heron Funder Integrations API
The Funder Integrations API from Heron — 4 operation(s) for funder integrations.
Heron Funder Submissions API
The Funder Submissions API from Heron — 3 operation(s) for funder submissions.
Heron Funders API
The Funders API from Heron — 4 operation(s) for funders.
Heron Ingestion API
The Ingestion API from Heron — 1 operation(s) for ingestion.
Heron Integrations API
The Integrations API from Heron — 9 operation(s) for integrations.
Heron Interaction Logs API
The Interaction Logs API from Heron — 1 operation(s) for interaction logs.
Heron ISO Application API
The ISOApplication API from Heron — 6 operation(s) for isoapplication.
Heron Merchants API
The Merchants API from Heron — 6 operation(s) for merchants.
Heron Parsed End User Submission API
The ParsedEndUserSubmission API from Heron — 1 operation(s) for parsedendusersubmission.
Heron Policy API
The Policy API from Heron — 3 operation(s) for policy.
Heron Positions API
The Positions API from Heron — 2 operation(s) for positions.
Heron Rules API
The Rules API from Heron — 3 operation(s) for rules.
Heron Tags API
The Tags API from Heron — 4 operation(s) for tags.
Heron Testing API
The Testing API from Heron — 2 operation(s) for testing.
Heron Transactions API
The Transactions API from Heron — 2 operation(s) for transactions.
Heron User Merchant Groups API
The UserMerchantGroups API from Heron — 1 operation(s) for usermerchantgroups.
Heron Users API
The Users API from Heron — 4 operation(s) for users.
Heron Watermarks API
The Watermarks API from Heron — 1 operation(s) for watermarks.
Heron Webhooks API
The Webhooks API from Heron — 3 operation(s) for webhooks.
Heron Workflows API
The Workflows API from Heron — 22 operation(s) for workflows.
Scroll for all 48
MCP Servers 1
Model Context Protocol servers that expose these APIs to AI agents.
Heron MCP Server
Heron ships a hosted, remote MCP server for its DOCUMENTATION, not for its REST API. The three published tools search, read and give feedback on docs.herondata.io — they do not ...
MCP SERVERPricing Plans 1
Published pricing tiers and plan structures.
Heron Plans Pricing
PLANSRate Limits 1
Documented rate limits and quota policies.
Heron Rate Limits
RATE LIMITSEvent Specifications 1
AsyncAPI definitions for this provider's event-driven and streaming APIs.
Heron Webhooks
Heron sends webhook notifications about the progress of asynchronous processes (end-user processing/review and PDF document parsing) to a URL you configure in the Heron dashboar...
ASYNCAPISecurity Posture 4
Authentication, domain security, vulnerability disclosure, and trust-center signals.
Resources
Get Started 4
Portal, sign-up, and the first successful call
Documentation 4
Reference material describing how the API behaves
Agent Surfaces 5
MCP servers, agent skills, and machine-readable catalogs
Design & Contract 7
Pagination, idempotency, versioning, errors, and events
Scroll for all 7
Build 4
SDKs, sample code, and the tooling you integrate with
Access & Security 6
Authentication, authorization, and security posture
Operate 5
Status, limits, changes, and where to get help
Commercial 3
Pricing, plans, and the legal terms of use
Company 2
The organization behind the API
Other 3
Properties that don't map to a standard resource type
Source (apis.yml)
Work with this as data
Every provider here is available over the APIs.io API and to AI agents over MCP.