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
image: https://plansource.com/wp-content/uploads/2026/01/ps_social-share-img.webp
x-type: company
x-source: harvest:insurance-benefits-admin
specificationVersion: '0.20'
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-all-api
  name: PlanSource All API
  description: The All API from PlanSource — 62 operation(s) for all.
  humanURL: https://developer.plansource.com/v2.0/reference
  baseURL: https://api.plansource.com/admin/v2
  tags:
  - All
  properties:
  - type: OpenAPI
    url: openapi/plansource-all-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:
  - 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-composites-api
  name: PlanSource Composites API
  description: Objects composed of resources.
  humanURL: https://developer.plansource.com/v2.0/reference
  baseURL: https://api.plansource.com/admin/v2
  tags:
  - Composites
  properties:
  - type: OpenAPI
    url: openapi/plansource-composites-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
  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-processing-api
  name: PlanSource Processing API
  description: >-
    Endpoints used for processing data, producing a result, and/or running a sequence of actions.
  humanURL: https://developer.plansource.com/v2.0/reference
  baseURL: https://api.plansource.com/admin/v2
  tags:
  - Processing
  properties:
  - type: OpenAPI
    url: openapi/plansource-processing-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-resources-api
  name: PlanSource Resources API
  description: Individual objects.
  humanURL: https://developer.plansource.com/v2.0/reference
  baseURL: https://api.plansource.com/admin/v2
  tags:
  - Resources
  properties:
  - type: OpenAPI
    url: openapi/plansource-resources-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: 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