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 APIs 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 documentation, API reference, getting-started guide, support, engineering blog, authentication, sandbox, and 23 more developer resources.

🌐 Visit website 📡 Source on GitHub

49.0/100 developing ▬ flat Agent 45/100 agent ready saas Full breakdown ↓
scored 2026-09-03 · rubric v0.18.2

AccessSelf serve

1 APIs 1 MCP Servers

Employee Benefits Benefits Administration Insurance Human Resources Payroll Health Insurance Enrollment HR Technology Evidence of InsurabilityACA ReportingEligibility Single Sign-On

What this lets a business do 1

Business capabilities this provider's published APIs can perform, derived from its own contracts. Browse all capabilities →

Human Capital Management

BC-300

ACACoverage

Kin Score

Kin Score How this is scored →
scored 2026-09-03 · rubric v0.18.2

Composite quality — 49.0/100 · developing

Contract Quality 11.9 / 21

Developer Ergonomics 8.4 / 17

Access Clarity 7.4 / 17

Operational Transparency 0.0 / 11

Contract Governance 1.9 / 10

Discoverability 6.5 / 9

Regulatory Posture 10.7 / 15

Agent readiness — 45/100 · agent ready

Machine-Readable Contract 18 / 18

Agentic Access Contract 10 / 10

Documented Reversibility 0 / 6

MCP Server 12 / 12

Machine-Readable Auth 10 / 10

Idempotency 0 / 9

Stable Error Semantics 8 / 8

Request/Response Examples 7 / 7

Rate-Limit Signaling 0 / 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 0 / 4

Delegated User Identity 0 / 6

Protected Resource Metadata 5 / 5

Registration Without a Human 0 / 6

Agentic Commerce Surface 0 / 5

Regulatory Posture applies to this provider. Its tags matched the Insurance regime, so Regulatory Posture carries 15 points of the composite. If this regime is wrong for your business, say so on your provider repo — the applicability map is public and we will correct it.

The six quality facets above are damped to 85 points between them, because the conditional facet above carries the other 15. That is why each facet's contribution is shown against a damped maximum: raising a quality facet moves the composite by 85% 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/plansource: 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 →

Something on this page wrong about PlanSource? Report it → Free, always, and read by a human — corrections are worked from the queue daily. Agents can file the same report through the report_correction tool on the apis.io MCP.

APIs 9

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

Open Collections 14

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

MCP Servers 1

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

Scopes 1

OAuth scopes governing access to this provider's APIs.

Plansource Scopes

8 scopes · clientCredentials/authorizationCode

8 scopes

SCOPES

Agentic Access 1

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

Plansource Agentic Access

80 operations · 44 acting · 10 human-in-the-loop

80 operations · 44 acting

AGENTIC

Resources

Get Started 4

Portal, sign-up, and the first successful call

DeveloperPortal

DeveloperPortal

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

LLMsTxt

WellKnown

MCPServer

AgentSkill

AgenticAccess

Design & Contract 5

Pagination, idempotency, versioning, errors, and events

Conformance

Lifecycle

Conventions

ErrorCatalog

DataModel

Build 2

SDKs, sample code, and the tooling you integrate with

Postman

Postman

Examples

Examples

Access & Security 5

Authentication, authorization, and security posture

TrustCenter

Compliance

DomainSecurity

Authentication

OAuthScopes

Operate 1

Status, limits, changes, and where to get help

Support

Support

Commercial 2

Pricing, plans, and the legal terms of use

TermsOfService

TermsOfService

PrivacyPolicy

PrivacyPolicy

Company 2

The organization behind the API

Website

Website

Blog

Blog

Other 2

Properties that don't map to a standard resource type

CapabilityMap

CapabilityMap

Overlay

Overlay

Source (apis.yml)

aid: plansource
name: PlanSource
description: 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.
url: https://raw.githubusercontent.com/api-evangelist/plansource/refs/heads/main/apis.yml
deliveryModel:
  model: saas
  open_source: false
  commercial: true
  callable_host: true
  label: Hosted service · you call their endpoint
  confidence: high
  source:
  - openapi
  - pricing
  generated: '2026-08-28'
  method: derived
accessModel:
  pricing: unknown
  onboarding: self-serve
  trial: false
  try_now: false
  public: false
  label: Self-serve signup
  confidence: medium
  source:
  - authentication
  - scopes
  - security
  - sandbox
  generated: '2026-09-02'
  method: derived
image: https://plansource.com/wp-content/uploads/2026/01/ps_social-share-img.webp
x-type: company
x-source: harvest:insurance-benefits-admin
specificationVersion: '0.23'
created: '2026-08-06'
modified: '2026-08-06'
tags:
- Employee Benefits
- Benefits Administration
- Insurance
- Human Resources
- Payroll
- Health Insurance
- Enrollment
- HR Technology
- Evidence of Insurability
- ACA Reporting
- Eligibility
- Single Sign-On
apis:
- aid: plansource:plansource-aca-api
  name: PlanSource ACA API
  description: Affordable Care Act data.
  humanURL: https://developer.plansource.com/v2.0/reference
  baseURL: https://api.plansource.com/admin/v2
  tags:
  - ACA
  properties:
  - type: OpenAPI
    url: openapi/plansource-aca-api-openapi.yml
  - type: Examples
    url: examples/plansource-examples.yml
  - type: Authentication
    url: authentication/plansource-authentication.yml
  - type: OAuthScopes
    url: scopes/plansource-scopes.yml
  - type: ErrorCatalog
    url: errors/plansource-problem-types.yml
  - type: Conventions
    url: conventions/plansource-conventions.yml
  - type: DataModel
    url: data-model/plansource-data-model.yml
  - type: Lifecycle
    url: lifecycle/plansource-lifecycle.yml
  - type: Sandbox
    url: sandbox/plansource-sandbox.yml
  - type: Conformance
    url: conformance/plansource-conformance.yml
  - type: AgenticAccess
    url: agentic-access/plansource-agentic-access.yml
  - type: ToolCrosswalk
    url: mcp/plansource-tool-crosswalk.yml
  - type: Postman
    url: https://www.getpostman.com/collections/93f063e64815e4122102
  - type: APIReference
    url: https://developer.plansource.com/v2.0/reference
  - type: Documentation
    url: https://developer.plansource.com/docs/plansource-administrative-api
- aid: plansource:plansource-administrators-api
  name: PlanSource Administrators API
  description: Administrator Management
  humanURL: https://developer.plansource.com/v2.0/reference
  baseURL: https://api.plansource.com/admin/v2
  tags:
  - Administrators
  properties:
  - type: OpenAPI
    url: openapi/plansource-administrators-api-openapi.yml
  - type: Examples
    url: examples/plansource-examples.yml
  - type: Authentication
    url: authentication/plansource-authentication.yml
  - type: OAuthScopes
    url: scopes/plansource-scopes.yml
  - type: ErrorCatalog
    url: errors/plansource-problem-types.yml
  - type: Conventions
    url: conventions/plansource-conventions.yml
  - type: DataModel
    url: data-model/plansource-data-model.yml
  - type: Lifecycle
    url: lifecycle/plansource-lifecycle.yml
  - type: Sandbox
    url: sandbox/plansource-sandbox.yml
  - type: Conformance
    url: conformance/plansource-conformance.yml
  - type: AgenticAccess
    url: agentic-access/plansource-agentic-access.yml
  - type: ToolCrosswalk
    url: mcp/plansource-tool-crosswalk.yml
  - type: Postman
    url: https://www.getpostman.com/collections/93f063e64815e4122102
  - type: APIReference
    url: https://developer.plansource.com/v2.0/reference
  - type: Documentation
    url: https://developer.plansource.com/docs/plansource-administrative-api
- aid: plansource:plansource-collections-api
  name: PlanSource Collections API
  description: Collections of objects.
  humanURL: https://developer.plansource.com/v2.0/reference
  baseURL: https://api.plansource.com/admin/v2
  tags:
  - Collection
  tags_raw:
  - Collections
  properties:
  - type: OpenAPI
    url: openapi/plansource-collections-api-openapi.yml
  - type: Examples
    url: examples/plansource-examples.yml
  - type: Authentication
    url: authentication/plansource-authentication.yml
  - type: OAuthScopes
    url: scopes/plansource-scopes.yml
  - type: ErrorCatalog
    url: errors/plansource-problem-types.yml
  - type: Conventions
    url: conventions/plansource-conventions.yml
  - type: DataModel
    url: data-model/plansource-data-model.yml
  - type: Lifecycle
    url: lifecycle/plansource-lifecycle.yml
  - type: Sandbox
    url: sandbox/plansource-sandbox.yml
  - type: Conformance
    url: conformance/plansource-conformance.yml
  - type: AgenticAccess
    url: agentic-access/plansource-agentic-access.yml
  - type: ToolCrosswalk
    url: mcp/plansource-tool-crosswalk.yml
  - type: Postman
    url: https://www.getpostman.com/collections/93f063e64815e4122102
  - type: APIReference
    url: https://developer.plansource.com/v2.0/reference
  - type: Documentation
    url: https://developer.plansource.com/docs/plansource-administrative-api
- aid: plansource:plansource-coverage-api
  name: PlanSource Coverage API
  description: Coverages, coverage lines, and dependent coverages.
  humanURL: https://developer.plansource.com/v2.0/reference
  baseURL: https://api.plansource.com/admin/v2
  tags:
  - Coverage
  properties:
  - type: OpenAPI
    url: openapi/plansource-coverage-api-openapi.yml
  - type: Examples
    url: examples/plansource-examples.yml
  - type: Authentication
    url: authentication/plansource-authentication.yml
  - type: OAuthScopes
    url: scopes/plansource-scopes.yml
  - type: ErrorCatalog
    url: errors/plansource-problem-types.yml
  - type: Conventions
    url: conventions/plansource-conventions.yml
  - type: DataModel
    url: data-model/plansource-data-model.yml
  - type: Lifecycle
    url: lifecycle/plansource-lifecycle.yml
  - type: Sandbox
    url: sandbox/plansource-sandbox.yml
  - type: Conformance
    url: conformance/plansource-conformance.yml
  - type: AgenticAccess
    url: agentic-access/plansource-agentic-access.yml
  - type: ToolCrosswalk
    url: mcp/plansource-tool-crosswalk.yml
  - type: Postman
    url: https://www.getpostman.com/collections/93f063e64815e4122102
  - type: APIReference
    url: https://developer.plansource.com/v2.0/reference
  - type: Documentation
    url: https://developer.plansource.com/docs/plansource-administrative-api
- aid: plansource:plansource-demographic-api
  name: PlanSource Demographic API
  description: Subscribers, their dependents and beneficiaries.
  humanURL: https://developer.plansource.com/v2.0/reference
  baseURL: https://api.plansource.com/admin/v2
  tags:
  - Demographic
  properties:
  - type: OpenAPI
    url: openapi/plansource-demographic-api-openapi.yml
  - type: Examples
    url: examples/plansource-examples.yml
  - type: Authentication
    url: authentication/plansource-authentication.yml
  - type: OAuthScopes
    url: scopes/plansource-scopes.yml
  - type: ErrorCatalog
    url: errors/plansource-problem-types.yml
  - type: Conventions
    url: conventions/plansource-conventions.yml
  - type: DataModel
    url: data-model/plansource-data-model.yml
  - type: Lifecycle
    url: lifecycle/plansource-lifecycle.yml
  - type: Sandbox
    url: sandbox/plansource-sandbox.yml
  - type: Conformance
    url: conformance/plansource-conformance.yml
  - type: AgenticAccess
    url: agentic-access/plansource-agentic-access.yml
  - type: ToolCrosswalk
    url: mcp/plansource-tool-crosswalk.yml
  - type: Postman
    url: https://www.getpostman.com/collections/93f063e64815e4122102
  - type: APIReference
    url: https://developer.plansource.com/v2.0/reference
  - type: Documentation
    url: https://developer.plansource.com/docs/plansource-administrative-api
- aid: plansource:plansource-eoi-api
  name: PlanSource EOI API
  description: Evidence of Insurability Processing.
  humanURL: https://developer.plansource.com/v2.0/reference
  baseURL: https://api.plansource.com/admin/v2
  tags:
  - EOI
  properties:
  - type: OpenAPI
    url: openapi/plansource-eoi-api-openapi.yml
  - type: Examples
    url: examples/plansource-examples.yml
  - type: Authentication
    url: authentication/plansource-authentication.yml
  - type: OAuthScopes
    url: scopes/plansource-scopes.yml
  - type: ErrorCatalog
    url: errors/plansource-problem-types.yml
  - type: Conventions
    url: conventions/plansource-conventions.yml
  - type: DataModel
    url: data-model/plansource-data-model.yml
  - type: Lifecycle
    url: lifecycle/plansource-lifecycle.yml
  - type: Sandbox
    url: sandbox/plansource-sandbox.yml
  - type: Conformance
    url: conformance/plansource-conformance.yml
  - type: AgenticAccess
    url: agentic-access/plansource-agentic-access.yml
  - type: ToolCrosswalk
    url: mcp/plansource-tool-crosswalk.yml
  - type: Postman
    url: https://www.getpostman.com/collections/93f063e64815e4122102
  - type: APIReference
    url: https://developer.plansource.com/v2.0/reference
  - type: Documentation
    url: https://developer.plansource.com/docs/plansource-administrative-api
- aid: plansource:plansource-page-content-api
  name: PlanSource Page Content API
  description: Organization page content data.
  humanURL: https://developer.plansource.com/v2.0/reference
  baseURL: https://api.plansource.com/admin/v2
  tags:
  - Page content
  tags_raw:
  - Page Content
  properties:
  - type: OpenAPI
    url: openapi/plansource-page-content-api-openapi.yml
  - type: Examples
    url: examples/plansource-examples.yml
  - type: Authentication
    url: authentication/plansource-authentication.yml
  - type: OAuthScopes
    url: scopes/plansource-scopes.yml
  - type: ErrorCatalog
    url: errors/plansource-problem-types.yml
  - type: Conventions
    url: conventions/plansource-conventions.yml
  - type: DataModel
    url: data-model/plansource-data-model.yml
  - type: Lifecycle
    url: lifecycle/plansource-lifecycle.yml
  - type: Sandbox
    url: sandbox/plansource-sandbox.yml
  - type: Conformance
    url: conformance/plansource-conformance.yml
  - type: AgenticAccess
    url: agentic-access/plansource-agentic-access.yml
  - type: ToolCrosswalk
    url: mcp/plansource-tool-crosswalk.yml
  - type: Postman
    url: https://www.getpostman.com/collections/93f063e64815e4122102
  - type: APIReference
    url: https://developer.plansource.com/v2.0/reference
  - type: Documentation
    url: https://developer.plansource.com/docs/plansource-administrative-api
- aid: plansource:plansource-payroll-api
  name: PlanSource Payroll API
  description: Payroll coverages data.
  humanURL: https://developer.plansource.com/v2.0/reference
  baseURL: https://api.plansource.com/admin/v2
  tags:
  - Payroll
  properties:
  - type: OpenAPI
    url: openapi/plansource-payroll-api-openapi.yml
  - type: Examples
    url: examples/plansource-examples.yml
  - type: Authentication
    url: authentication/plansource-authentication.yml
  - type: OAuthScopes
    url: scopes/plansource-scopes.yml
  - type: ErrorCatalog
    url: errors/plansource-problem-types.yml
  - type: Conventions
    url: conventions/plansource-conventions.yml
  - type: DataModel
    url: data-model/plansource-data-model.yml
  - type: Lifecycle
    url: lifecycle/plansource-lifecycle.yml
  - type: Sandbox
    url: sandbox/plansource-sandbox.yml
  - type: Conformance
    url: conformance/plansource-conformance.yml
  - type: AgenticAccess
    url: agentic-access/plansource-agentic-access.yml
  - type: ToolCrosswalk
    url: mcp/plansource-tool-crosswalk.yml
  - type: Postman
    url: https://www.getpostman.com/collections/93f063e64815e4122102
  - type: APIReference
    url: https://developer.plansource.com/v2.0/reference
  - type: Documentation
    url: https://developer.plansource.com/docs/plansource-administrative-api
- aid: plansource:plansource-security-api
  name: PlanSource Security API
  description: Security Functions
  humanURL: https://developer.plansource.com/v2.0/reference
  baseURL: https://api.plansource.com/admin/v2
  tags:
  - Security
  properties:
  - type: OpenAPI
    url: openapi/plansource-security-api-openapi.yml
  - type: Examples
    url: examples/plansource-examples.yml
  - type: Authentication
    url: authentication/plansource-authentication.yml
  - type: OAuthScopes
    url: scopes/plansource-scopes.yml
  - type: ErrorCatalog
    url: errors/plansource-problem-types.yml
  - type: Conventions
    url: conventions/plansource-conventions.yml
  - type: DataModel
    url: data-model/plansource-data-model.yml
  - type: Lifecycle
    url: lifecycle/plansource-lifecycle.yml
  - type: Sandbox
    url: sandbox/plansource-sandbox.yml
  - type: Conformance
    url: conformance/plansource-conformance.yml
  - type: AgenticAccess
    url: agentic-access/plansource-agentic-access.yml
  - type: ToolCrosswalk
    url: mcp/plansource-tool-crosswalk.yml
  - type: Postman
    url: https://www.getpostman.com/collections/93f063e64815e4122102
  - type: APIReference
    url: https://developer.plansource.com/v2.0/reference
  - type: Documentation
    url: https://developer.plansource.com/docs/plansource-administrative-api
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: CapabilityMap
  url: capabilities/plansource-capability-edges.yml
  name: PlanSource Business Capability Map
- type: Overlay
  url: overlays/plansource-admin-api-overlay.yaml
- type: Website
  url: https://plansource.com/
- type: DeveloperPortal
  url: https://developer.plansource.com/
- type: Documentation
  url: https://developer.plansource.com/docs/plansource-administrative-api
- type: APIReference
  url: https://developer.plansource.com/v2.0/reference
- type: GettingStarted
  url: https://developer.plansource.com/docs/utilize-postman
- type: Postman
  url: https://www.getpostman.com/collections/93f063e64815e4122102
- type: Support
  url: https://developer.plansource.com/docs/contact-support
- type: Blog
  url: https://plansource.com/blog/
- type: Login
  url: https://benefits.plansource.com/
- type: TermsOfService
  url: https://plansource.com/terms-of-use/
- type: PrivacyPolicy
  url: https://plansource.com/privacy/
- type: TrustCenter
  url: security/plansource-trust-center.yml
- type: Compliance
  url: https://trust.plansource.com/
- type: LLMsTxt
  url: llms/plansource-llms.txt
- type: WellKnown
  url: well-known/plansource-well-known.yml
- type: MCPServer
  url: mcp/plansource-mcp.yml
- type: AgentSkill
  url: skills/_index.yml
- type: DomainSecurity
  url: security/plansource-domain-security.yml
- type: Authentication
  url: authentication/plansource-authentication.yml
- type: OAuthScopes
  url: scopes/plansource-scopes.yml
- type: Conformance
  url: conformance/plansource-conformance.yml
- type: Lifecycle
  url: lifecycle/plansource-lifecycle.yml
- type: Sandbox
  url: sandbox/plansource-sandbox.yml
- type: Conventions
  url: conventions/plansource-conventions.yml
- type: ErrorCatalog
  url: errors/plansource-problem-types.yml
- type: DataModel
  url: data-model/plansource-data-model.yml
- type: Examples
  url: examples/plansource-examples.yml
- type: AgenticAccess
  url: agentic-access/plansource-agentic-access.yml
x-enrichment:
  date: '2026-08-06'
  status: enriched
  artifacts_added: 27
  pass: local-v1

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