niche · 0.0 capability action

Financial Planning

Score 19.2 / 100 39 providers +4 via APIs 11 APIs Search apis.io →

Providers using this tag (39)

Ranked by API Evangelist rating — Exemplar and Strong are expanded by default.

Strong 2 Solid coverage with minor gaps
Developing 8 Usable, with meaningful gaps to close
Thin 2 Limited public surface area
Emerging 16 Early or largely undocumented
Minimal 10 Almost no public developer surface
Unrated 1 Not yet scored

APIs with this tag (9)

Ranked by the provider's API Evangelist rating — the Kin Score is scored per provider, not per API, so every API of a provider shares its band. How the rating works →

Strong 1 Solid coverage with minor gaps
Developing 3 Usable, with meaningful gaps to close
Thin 2 Limited public surface area
Emerging 3 Early or largely undocumented

Companies reaching this through an API (4)

These companies publish an API, specification or operation carrying “Financial Planning” but do not classify their business under it. Listed unranked and kept out of the count above, because one tagged operation is not a statement about what a company does.

Morningstar SAP Concur Workday Workday Finance

Score breakdown

Frequency
46.4
log-scaled weighted occurrences
Breadth
1.0
spread across providers
Quality lift
28.3
mean composite of providers using it
Cohesion
11.1
strength of nearest seed neighbor

Related tags

FP&A 11 co-occurrences Budgeting 11 co-occurrences Forecasting 11 co-occurrences Wealth Management 16 co-occurrences Retirement 6 co-occurrences Investment Management 6 co-occurrences Personal Finance 5 co-occurrences Business Intelligence 5 co-occurrences

Where this tag comes from

Provider tag39
Api tag11

Cohort brief

Auto-generated

The 37 providers in the APIs.io catalog tagged Financial Planning, scored on the Kin Score. Every figure below is computed from the catalog — nothing here is written.

Providers
37
of 39 in the catalog
Mean Kin Score
23.8
+0.9 vs catalog 22.9
Mean Agent Readiness
11.7
-0.2 vs catalog 11.9
Spread
0–60.2
median 17.8 · σ 17.2
How the 37 split by band
Exemplar 0Strong 2Developing 6Thin 4Emerging 16Minimal 9
Facet averages, against the whole catalog
FacetThis cohortCatalogDifferenceScored
Access Clarity 38.9 26.5 +12.4 37
Contract Governance 7.2 6.3 +0.9 37
Discoverability 57.9 58.1 -0.2 37
Operational Transparency 13.4 13.7 -0.3 37
Developer Ergonomics 21.3 23.2 -1.9 37
Contract Quality 11.2 17.6 -6.4 37

A facet is averaged over the members that carry it, not over the whole cohort — the “Scored” column is that count. Averaging an absent facet as zero would score our own coverage gaps as the providers’ posture.

What this cohort publishes
ArtifactThis cohortCatalogDifference
MCP server (any) 24% 14% +10
MCP server (first-party) 24% 12% +12
Agent Skills 0% 0% 0
OAuth scopes 13% 11% +2
Security 100% 98% +2
Arazzo workflows 0% 2% -2
Governance rules 3% 14% -11

mcp_pct counts any mcp/ artifact including ones API Evangelist derived from the provider OpenAPI; mcp_first_party_pct counts only servers the provider publishes. Prefer the latter.

Top by Kin Score
  1. 1 Cube 60.2
  2. 2 Datarails 55.3
  3. 3 Orion Advisor Solutions 53.5
  4. 4 OptionsAhoy 51.7
  5. 5 Tellius 50.8
  6. 6 AdvicePay 50.4
  7. 7 Pigment 48.7
  8. 8 Runway Financial 44.2
  9. 9 CCH Tagetik 39
  10. 10 Oracle Planning 36.6
Top by Agent Readiness
  1. 1 Datarails 56.7
  2. 2 Runway Financial 53.5
  3. 3 OptionsAhoy 49.1
  4. 4 Tellius 44.2
  5. 5 Cube 36.4
  6. 6 Orion Advisor Solutions 31
  7. 7 Pigment 29.3
  8. 8 CCH Tagetik 26.3
  9. 9 Prevedere 22.1
  10. 10 Oracle Planning 18
All 39 members of this roster resolve to a provider in the catalog; 37 carry a score (95%). The figures above describe the scored members only.
Coverage caveat. 34 of 37 scored members had under half their catalog-attributable points satisfied at all (catalog_earned / catalog_max < 0.5). They are INCLUDED in the mean above. A large share here means the cohort mean is partly a measurement of how far our enrichment reached, not only of how these providers publish.Generated from the catalog build of 5 October 2026, across 29093 providers, using the same computation served by the APIs.io cohort API. Briefs are published for rosters of 5 or more scored providers; below that a distribution is not meaningful.

Work with this as data

Every tag here is available over the APIs.io API and to AI agents over MCP.

MCP server

One button, every client — Claude, Cursor, VS Code and the rest.

https://apis.io/mcp

Tools for tags

7 MCP tools reach this
  • find_tagsBrowse and filter every tag in the catalog.
  • get_cohortThis tag as a scored cohort — every provider carrying it, with scores.
  • cohort_statsPRO — the distribution across this tag: mean, median, band split, adoption rates.
  • cohort_rankingsPRO — the leaderboard, on composite AND agent-readiness axes.
  • apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.
  • resolveTurn a domain, URL or GitHub org into the provider it belongs to.
  • find_cohortsEvery scored population of providers in the catalog.
All 92 tools →

Call it yourself

curl for this page
This tag
curl "https://apis.io/api/v1/tags/financial-planning"
All tags
curl "https://apis.io/api/v1/tags?limit=25"
As a scored cohort
curl "https://apis.io/api/v1/cohorts/tag/financial-planning"
The distribution (Pro)
curl "https://apis.io/api/v1/cohorts/tag/financial-planning/stats" \
  -H "X-API-Key: $APIS_IO_KEY"

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