PlanSource
PlanSource is a benefits administration and employee-benefits engagement platform used by employers, brokers, carriers and HR/payroll partners to run enrollment, eligibility, billing and benefits communication. Its public developer surface is the PlanSource Benefits Administration API (Admin API v2), a RESTful HTTPS API of 80 operations across 62 paths covering employee (subscriber) demographics, dependents, beneficiaries, coverages and stacked coverage lines, payroll deductions with lookup codes and pre-tax/post-tax/employer/imputed amounts, Evidence of Insurability decisions and form completions, ACA offer and enrollee reporting data, administrator accounts, and organization portal page content. It is designed to replace fixed-schedule EDI files with near real-time sync between an HCM/payroll system of record and PlanSource. Authentication is OAuth 2.0 client credentials (scope admin_api_v2) or a legacy AuthenticationString + Signature header pair, with OpenID Connect and SAML 2.0 available for end-user single sign-on. The API is documented on a ReadMe developer portal that publishes llms.txt, an agent-skills manifest and an OAuth-gated MCP server, and PlanSource maintains a SafeBase trust center listing SOC 2 Type 2, ISO/IEC 27001:2022, HIPAA, CCPA and 23 NYCRR 500.
PlanSource publishes 9 API contracts indexed on the APIs.io network, including ACA API, Administrators API, Collections API, and 6 more. Tagged areas include Employee Benefits, Benefits Administration, Insurance, Human Resources, and Payroll.
PlanSource’s developer surface includes engineering blog, documentation, API reference, getting-started guide, support, authentication, sandbox, and 25 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
Standards implemented 1
Standards this provider implements or carries. De facto ones are profiled and measured by the API Commons; formal ones come from the standards directory and are linked by the provider's own tags. The evidence column says how each claim was established — not that it was made.
APIs 9
Individual APIs this provider publishes, each with its own machine-readable definition.
PlanSource ACA API
Affordable Care Act data.
PlanSource Administrators API
Administrator Management
PlanSource Collections API
Collections of objects.
PlanSource Coverage API
Coverages, coverage lines, and dependent coverages.
PlanSource Demographic API
Subscribers, their dependents and beneficiaries.
PlanSource EOI API
Evidence of Insurability Processing.
PlanSource Page Content API
Organization page content data.
PlanSource Payroll API
Payroll coverages data.
PlanSource Security API
Security Functions
Scroll for all 9
Open Collections 14
Open, tool-agnostic API collections (OpenAPI-derived and Bruno).
API Collection
OPEN COLLECTIONPlansource Admin ACA API
OPEN COLLECTIONPlansource Admin Administrators API
OPEN COLLECTIONPlansource Admin All API
OPEN COLLECTIONPlansource Admin Collections API
OPEN COLLECTIONPlansource Admin Composites API
OPEN COLLECTIONPlansource Admin Coverage API
OPEN COLLECTIONPlansource Admin Demographic API
OPEN COLLECTIONPlansource Admin EOI API
OPEN COLLECTIONPlansource Admin Page Content API
OPEN COLLECTIONPlansource Admin Payroll API
OPEN COLLECTIONPlansource Admin Processing API
OPEN COLLECTIONPlansource Admin Resources API
OPEN COLLECTIONPlansource Admin Security API
OPEN COLLECTIONScroll for all 14
MCP Servers 1
Model Context Protocol servers that expose these APIs to AI agents.
OpenAPI Overlays 1
Overlays applied on top of this provider's contracts. Each card says who wrote it: a document the provider publishes, or one API Evangelist derived or generated.
Plansource Admin Api Overlay
GENERATEDSecurity Posture 3
Authentication, domain security, vulnerability disclosure, and trust-center signals.
Scopes 1
OAuth scopes governing access to this provider's APIs.
Agentic Access 1
Recommended x-agentic-access execution contracts for AI agents.
Resources
Get Started 4
Portal, sign-up, and the first successful call
Documentation 2
Reference material describing how the API behaves
Agent Surfaces 5
MCP servers, agent skills, and machine-readable catalogs
Design & Contract 5
Pagination, idempotency, versioning, errors, and events
Build 2
SDKs, sample code, and the tooling you integrate with
Access & Security 5
Authentication, authorization, and security posture
Operate 1
Status, limits, changes, and where to get help
Commercial 2
Pricing, plans, and the legal terms of use
Company 4
The organization behind the API
Other 2
Properties that don't map to a standard resource type
Source (apis.yml)
Work with this as data
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