aid: datarails
name: Datarails
description: >-
  Datarails is an Excel-native financial planning and analysis (FP&A) platform
  for the office of the CFO, marketed as FinanceOS. It consolidates data from
  ERP, CRM, HRIS, billing and operational systems into a single finance data
  model, then lets finance teams budget, forecast, consolidate, report and build
  dashboards while continuing to work in Excel through the Datarails Flex
  add-in. Its API surface is deliberately narrow and unusually agent-first: the
  primary programmatic interface is a hosted Model Context Protocol server at
  mcp.datarails.com, secured with OAuth 2.1 and PKCE, exposing roughly two dozen
  read-only tools for discovering data models, profiling fields, running
  filtered queries and asynchronous aggregations, and extracting validated
  financials into Excel. Datarails also ships a first-party Claude Code plugin
  carrying nineteen published Agent Skills, plus connectors for ChatGPT,
  Microsoft 365 Copilot and Lovable. The only documented conventional REST
  operation is the Data Gateway Service file-upload endpoint used to push CSV
  and Excel files into a Filebox.
url: https://raw.githubusercontent.com/api-evangelist/datarails/refs/heads/main/apis.yml
image: https://www.datarails.com/wp-content/uploads/2024/10/datarails-logo-1.png
x-type: company
x-source: harvest:secondary-market
x-tier: profiled
x-tier-reason: enrichment-pipeline
specificationVersion: '0.20'
created: '2026-08-01'
modified: '2026-08-01'
tags:
- Company
- FP&A
- Financial Planning
- Finance
- Accounting
- Budgeting
- Forecasting
- Business Intelligence
- Reporting
- Data Integration
- Model Context Protocol
- Artificial Intelligence
- Excel
- SaaS

apis:
- aid: datarails:financeos-mcp
  name: Datarails FinanceOS MCP Server
  description: >-
    Hosted Model Context Protocol server that connects an AI assistant to a
    tenant's Datarails financial data. Exposes read-only tools for discovering
    data models and fields, profiling numeric and categorical columns, fetching
    filtered rows, running asynchronous grouped aggregations, listing business
    metrics, and generating Excel intelligence workbooks. Authenticated with
    OAuth 2.1 (authorization code + PKCE, dynamic client registration); access
    is bounded server-side by the caller's existing Datarails permissions. A
    paid, per-tenant entitlement.
  humanURL: https://support.datarails.com/hc/en-us/articles/25849710214556-Datarails-FinanceOS-MCP-Server-Technical-Documentation
  baseURL: https://mcp.datarails.com/mcp
  tags:
  - Model Context Protocol
  - Artificial Intelligence
  - Financial Data
  - FP&A
  - OAuth
  properties:
  - type: OpenAPI
    url: openapi/datarails-financeos-mcp-openapi.json
  - type: MCPServer
    url: mcp/datarails-mcp.yml
  - type: ToolCrosswalk
    url: mcp/datarails-tool-crosswalk.yml
  - type: Overlay
    url: overlays/datarails-financeos-mcp-overlay.yaml
  - type: Documentation
    url: https://support.datarails.com/hc/en-us/articles/25849710214556-Datarails-FinanceOS-MCP-Server-Technical-Documentation
  - type: SourceCode
    url: https://github.com/Datarails/dr-claude-code-plugins-re

- aid: datarails:data-gateway-service
  name: Datarails Data Gateway Service (DGS)
  description: >-
    REST file-upload endpoint used to push a CSV or Excel file into a Datarails
    Filebox. Authenticated with HTTP Basic using a base64-encoded Datarails sync
    user (which must not have MFA enabled). The target Filebox must have "Upload
    via API" enabled and the caller supplies its UUID along with the file,
    version name and version tags. Documented in prose only; Datarails publishes
    no OpenAPI for this surface.
  humanURL: https://support.datarails.com/hc/en-us/articles/14616773038620-Data-Gateway-Service-DGS-API-Documentation
  baseURL: https://app.datarails.com/api/v1
  tags:
  - File Upload
  - Data Integration
  - Financial Data
  properties:
  - type: Documentation
    url: https://support.datarails.com/hc/en-us/articles/14616773038620-Data-Gateway-Service-DGS-API-Documentation
  - type: Authentication
    url: authentication/datarails-authentication.yml

maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io

common:
- type: Website
  url: https://www.datarails.com/
- type: Integrations
  url: https://support.datarails.com/hc/en-us/categories/10319624281500-Integrations
- type: Documentation
  url: https://support.datarails.com/hc/en-us
- type: APIReference
  url: https://support.datarails.com/hc/en-us/articles/14616773038620-Data-Gateway-Service-DGS-API-Documentation
- type: GettingStarted
  url: https://support.datarails.com/hc/en-us/articles/25873904696860-Getting-Started-with-Datarails-on-Claude-Desktop
- type: Support
  url: https://support.datarails.com/hc/en-us
- type: Blog
  url: https://www.datarails.com/blog/
- type: GitHubOrganization
  url: https://github.com/Datarails
- type: Pricing
  url: https://www.datarails.com/datarails-pricing/
- type: Login
  url: https://auth.datarails.com/
- type: PrivacyPolicy
  url: https://www.datarails.com/privacy-policy/
- type: TermsOfService
  url: https://www.datarails.com/terms-of-service/
- type: AITerms
  url: https://www.datarails.com/datarails-ai-terms/
- type: StatusPage
  url: https://datarails.statuspage.io/
- type: Compliance
  url: https://trust.datarails.com/
- type: TrustCenter
  url: security/datarails-trust-center.yml
- type: DomainSecurity
  url: security/datarails-domain-security.yml
- type: Authentication
  url: authentication/datarails-authentication.yml
- type: OAuthScopes
  url: scopes/datarails-scopes.yml
- type: WellKnown
  url: well-known/datarails-well-known.yml
- type: LLMsTxt
  url: llms/datarails-llms.txt
- type: AgentSkill
  url: skills/_index.yml
- type: AgenticAccess
  url: agentic-access/datarails-agentic-access.yml
- type: Conventions
  url: conventions/datarails-conventions.yml
- type: Conformance
  url: conformance/datarails-conformance.yml
- type: ErrorCatalog
  url: errors/datarails-problem-types.yml
- type: Lifecycle
  url: lifecycle/datarails-lifecycle.yml
- type: ChangeLog
  url: changelog/datarails-changelog.yml
- type: DataModel
  url: data-model/datarails-data-model.yml
- type: Packages
  url: packages/datarails-packages.yml
- type: Components
  url: components/datarails-components.yml
- type: RateLimits
  url: rate-limits/datarails-rate-limits.yml
- type: Sandbox
  url: sandbox/datarails-sandbox.yml
- type: Plans
  url: plans/datarails-plans.yml
- type: Integrations
  url: https://www.datarails.com/integrations/
- type: SecondaryMarketListing
  url: https://forgeglobal.com/datarails_stock/

x-enrichment:
  date: '2026-08-01'
  status: enriched
  artifacts_added: 58
  pass: local-v1