# Luminary

**Canonical:** https://apis.io/providers/luminary/  
**Website:** https://withluminary.com  
**APIs profiled:** 6

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.

## Kin Score — 41.6 / 100 (developing)

Scored 2026-08-20 under rubric 0.12.0. Trend: flat (+1.1 from 40.5).

| Facet | Score |
|---|---|
| Discoverability | 92.6 |
| Contract Quality | 54.5 |
| Governance | 16.7 |
| Contract Governance | 16.7 |
| Operational Transparency | 2.6 |
| Developer Ergonomics | 28.0 |
| Commercial Clarity | 53.9 |
| Access Clarity | 53.9 |

## Agent readiness — 30.6 (agent-aware)

| Dimension | Value |
|---|---|
| Spec Presence | yes |
| Agentic Access | derived |
| Reversibility Documented | no |
| MCP Server | no |
| Auth Clarity | yes |
| Idempotency | no |
| Error Semantics | documented |
| OpenAPI Examples | no |
| Rate Limit Signal | no |
| Event Surface Described | no |
| Agent Skills | derived |
| Well Known Catalog | no |
| Consent Identity | no |
| Agent Card | no |
| Dry Run Mode | no |

## Access

Self-serve signup — onboarding: self-serve, pricing: unknown, trial: no (confidence: medium).

## APIs (6)

- **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)

- **Luminary MCP Server**

## Agentic access (1)

- **Luminary Agentic Access** — 31 operations · 12 acting

## Security (3)

- **Luminary Authentication** — oauth2 · 1 scheme
- **Luminary Domain Security** — TLSv1.3 · HSTS · DMARC
- **Luminary Trust Center** — SOC 2

## Tags

Company, Estate Planning, Wealth Management, Financial-Services, Legal Tech, Document AI, Family Office, Authentication

---

Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/providers/luminary/). Scores are computed from the provider's own public artifacts under a published rubric.