Luminary website screenshot

Luminary

Luminary is AI-powered estate planning software for wealth advisors, family offices, attorneys, and professional services firms. It turns static estate planning documents into organized, digital records — with AI document digitization and summarization, dynamic estate flowcharts and waterfalls, scenario modeling, and role-based collaboration. Its public REST API (v1) exposes households, individuals, entities, documents, AI document summaries, and entity valuations so estate data can sync with CRMs, client portals, and planning tools. First-party TypeScript and Go SDKs are published on GitHub. OAuth2-secured (authorizationCode + clientCredentials) and SOC 2 Type II audited. Backed by 8vc.

Luminary publishes 6 APIs on the APIs.io network, including Documents API, Entities API, Households API, and 3 more. Tagged areas include Company, Estate Planning, Wealth Management, Financial Services, and Legal Tech.

Luminary’s developer surface includes engineering blog, pricing, support, authentication, and 21 more developer resources.

🌐 Visit website 📡 Source on GitHub
44.3/100 thin ▬ flat Agent 69/100 agent native Full breakdown ↓
scored 2026-07-27 · rubric v0.5
AccessSelf serve
6 APIs 1 MCP Servers
CompanyEstate PlanningWealth ManagementFinancial ServicesLegal TechDocument AIFamily OfficeOAuth2

Kin Score

Kin Score Kin Score How this is scored →
scored 2026-07-27 · rubric v0.5
Composite quality — 44.3/100 · thin
Contract Quality 13.7 / 25
Developer Ergonomics 7.8 / 20
Commercial Clarity 12.1 / 20
Operational Transparency 0.7 / 13
Governance 0.0 / 12
Discoverability 10.0 / 10
Agent readiness — 69/100 · agent native
Machine-Readable Contract 18 / 18
Agentic Access Contract 15 / 15
MCP Server 12 / 12
Machine-Readable Auth 10 / 10
Idempotency 0 / 9
Stable Error Semantics 8 / 8
Request/Response Examples 0 / 7
Rate-Limit Signaling 0 / 7
Typed Event Surface 0 / 6
Agent Skills 5 / 5
Well-Known Catalog 4 / 4
Consent & Bot Identity 0 / 3
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/luminary: 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 6

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

Luminary Documents API

The Documents API from Luminary — 8 operation(s) for documents.

Luminary Entities API

The Entities API from Luminary — 4 operation(s) for entities.

Luminary Households API

The Households API from Luminary — 5 operation(s) for households.

Luminary Individuals API

The Individuals API from Luminary — 3 operation(s) for individuals.

Luminary Users API

The Users API from Luminary — 2 operation(s) for users.

Luminary Valuations API

The Valuations API from Luminary — 1 operation(s) for valuations.

MCP Servers 1

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

luminary-mcp.yml

MCP SERVER

Security Posture 3

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

Luminary Authentication

oauth2 · 1 scheme

SECURITY

Luminary Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Luminary Trust Center

SOC 2

SECURITY

Scopes 1

OAuth scopes governing access to this provider's APIs.

Luminary Scopes

4 scopes · authorizationCode/clientCredentials

4 scopes

SCOPES

Agentic Access 1

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

Luminary Agentic Access

31 operations · 12 acting

31 operations · 12 acting

AGENTIC

Resources

Get Started 1

Portal, sign-up, and the first successful call

Login
Login

Agent Surfaces 5

MCP servers, agent skills, and machine-readable catalogs

WellKnown
WellKnown
 MCPServer
MCPServer
 LLMsTxt
LLMsTxt
 AgenticAccess
AgenticAccess
 AgentSkill
AgentSkill

Design & Contract 5

Pagination, idempotency, versioning, errors, and events

Conformance
Conformance
 ErrorCatalog
ErrorCatalog
 Lifecycle
Lifecycle
 Conventions
Conventions
 DataModel
DataModel

Build 3

SDKs, sample code, and the tooling you integrate with

GitHubOrganization
GitHubOrganization
 Packages
Packages
 SDKs
SDKs

Access & Security 5

Authentication, authorization, and security posture

Compliance
Compliance
 TrustCenter
TrustCenter
 DomainSecurity
DomainSecurity
 Authentication
Authentication
 OAuthScopes
OAuthScopes

Operate 1

Status, limits, changes, and where to get help

Support
Support

Commercial 3

Pricing, plans, and the legal terms of use

Pricing
Pricing
 TermsOfService
TermsOfService
 PrivacyPolicy
PrivacyPolicy

Company 2

The organization behind the API

Website
Website
 Blog
Blog

Source (apis.yml)

apis.yml Raw ↑ 
aid: luminary
accessModel:
  pricing: unknown
  onboarding: self-serve
  trial: false
  try_now: false
  public: false
  label: Self-serve signup
  confidence: medium
  source:
  - authentication
  generated: '2026-07-22'
  method: derived
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/icons/luminary.png
name: Luminary
description: Luminary is AI-powered estate planning software for wealth advisors, family offices, attorneys, and professional
  services firms. It turns static estate planning documents into organized, digital records — with AI document digitization
  and summarization, dynamic estate flowcharts and waterfalls, scenario modeling, and role-based collaboration. Its public
  REST API (v1) exposes households, individuals, entities, documents, AI document summaries, and entity valuations so estate
  data can sync with CRMs, client portals, and planning tools. First-party TypeScript and Go SDKs are published on GitHub.
  OAuth2-secured (authorizationCode + clientCredentials) and SOC 2 Type II audited. Backed by 8vc.
url: https://raw.githubusercontent.com/api-evangelist/luminary/refs/heads/main/apis.yml
x-type: company
x-source: vc-portfolio
x-backed-by:
- 8vc
x-tier: active
x-tier-reason: public-api-found
specificationVersion: '0.20'
created: '2026-07-17'
modified: '2026-07-20'
tags:
- Company
- Estate Planning
- Wealth Management
- Financial Services
- Legal Tech
- Document AI
- Family Office
- OAuth2
apis:
- aid: luminary:luminary-documents-api
  name: Luminary Documents API
  description: The Documents API from Luminary — 8 operation(s) for documents.
  humanURL: https://withluminary.com/integrations
  baseURL: https://lum.withluminary.com/api/public/v1
  tags:
  - Documents
  properties:
  - type: OpenAPI
    url: openapi/luminary-documents-api-openapi.yml
- aid: luminary:luminary-entities-api
  name: Luminary Entities API
  description: The Entities API from Luminary — 4 operation(s) for entities.
  humanURL: https://withluminary.com/integrations
  baseURL: https://lum.withluminary.com/api/public/v1
  tags:
  - Entities
  properties:
  - type: OpenAPI
    url: openapi/luminary-entities-api-openapi.yml
- aid: luminary:luminary-households-api
  name: Luminary Households API
  description: The Households API from Luminary — 5 operation(s) for households.
  humanURL: https://withluminary.com/integrations
  baseURL: https://lum.withluminary.com/api/public/v1
  tags:
  - Households
  properties:
  - type: OpenAPI
    url: openapi/luminary-households-api-openapi.yml
- aid: luminary:luminary-individuals-api
  name: Luminary Individuals API
  description: The Individuals API from Luminary — 3 operation(s) for individuals.
  humanURL: https://withluminary.com/integrations
  baseURL: https://lum.withluminary.com/api/public/v1
  tags:
  - Individuals
  properties:
  - type: OpenAPI
    url: openapi/luminary-individuals-api-openapi.yml
- aid: luminary:luminary-users-api
  name: Luminary Users API
  description: The Users API from Luminary — 2 operation(s) for users.
  humanURL: https://withluminary.com/integrations
  baseURL: https://lum.withluminary.com/api/public/v1
  tags:
  - Users
  properties:
  - type: OpenAPI
    url: openapi/luminary-users-api-openapi.yml
- aid: luminary:luminary-valuations-api
  name: Luminary Valuations API
  description: The Valuations API from Luminary — 1 operation(s) for valuations.
  humanURL: https://withluminary.com/integrations
  baseURL: https://lum.withluminary.com/api/public/v1
  tags:
  - Valuations
  properties:
  - type: OpenAPI
    url: openapi/luminary-valuations-api-openapi.yml
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: Website
  url: https://withluminary.com
- type: GitHubOrganization
  url: https://github.com/withluminary
- type: Blog
  url: https://withluminary.com/resources
- type: Pricing
  url: https://withluminary.com/pricing
- type: Login
  url: https://app.withluminary.com
- type: Support
  url: https://withluminary.com/contact
- type: TermsOfService
  url: https://withluminary.com/terms
- type: PrivacyPolicy
  url: https://withluminary.com/privacy
- type: Compliance
  url: https://withluminary.com/security
- type: TrustCenter
  url: security/luminary-trust-center.yml
- type: DomainSecurity
  url: security/luminary-domain-security.yml
- type: Authentication
  url: authentication/luminary-authentication.yml
- type: OAuthScopes
  url: scopes/luminary-scopes.yml
- type: WellKnown
  url: well-known/luminary-well-known.yml
- type: Packages
  url: packages/luminary-packages.yml
- type: SDKs
  url: packages/luminary-packages.yml
- type: MCPServer
  url: mcp/luminary-mcp.yml
- type: LLMsTxt
  url: llms/luminary-llms.txt
- type: Conformance
  url: conformance/luminary-conformance.yml
- type: ErrorCatalog
  url: errors/luminary-problem-types.yml
- type: Lifecycle
  url: lifecycle/luminary-lifecycle.yml
- type: Conventions
  url: conventions/luminary-conventions.yml
- type: DataModel
  url: data-model/luminary-data-model.yml
- type: AgenticAccess
  url: agentic-access/luminary-agentic-access.yml
- type: AgentSkill
  url: skills/_index.yml
x-enrichment:
  date: '2026-07-20'
  status: enriched
  artifacts_added: 22
  pass: local-v1