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BlueLeaf website screenshot

BlueLeaf

Blueleaf is a wealth management software platform for financial advisors and enterprise RIAs that combines a branded client portal, automated investment performance reporting, account aggregation across custodians and institutions, automated billing, and portfolio rebalancing into one system. Its data-access API lets partners pull householded account balances, holdings, and transactions without handling end-user banking credentials, and it operates an OAuth 2.0 / OpenID Connect identity provider at secure.blueleaf.com. Blueleaf is backed by 500 Global and Anthemis and was added to the API Evangelist network and enriched from its public developer, security, and OIDC discovery surfaces.

human only

More than an index entry, but the surface is still mostly links rather than artifacts — the cohort most likely to move a full band from modest, well-targeted work.

Kin Score

API Evangelist profiles BlueLeaf the way a machine reads it — 4 machine-readable artifacts, pulled from the provider's own public surface and indexed so a developer, an analyst, or an AI agent can evaluate it against every other provider on the network.

Every provider in the network is reduced to the same set of machine-readable artifacts — OpenAPI contracts, event specifications, GraphQL schemas, runnable collections, pricing and rate-limit signals, security posture, OAuth scopes, and the agent surfaces (MCP servers and skills) that let software drive the API on its own. We profile them because the interface is the part of a company you can actually inspect: it is a truer signal of what a provider does than any marketing page. From those artifacts we compute the Kin Score — BlueLeaf scores 27.2/100 (emerging), with a separate agent-readiness read of 14/100 (human only). The full breakdown is below, followed by every artifact we hold — each card links through to its machine-readable definition on apis.io.

Kin Score

This is the API Evangelist rating — a single, repeatable read computed from the artifacts on this page. Green fill is points earned; the red track is points possible, so every bar shows earned-versus-possible at a glance.

Kin Score Kin Score How this is scored →
scored 2026-07-27 · rubric v0.5
Composite quality — 27.2/100 · emerging
Contract Quality 0.0 / 25
Developer Ergonomics 7.0 / 20
Commercial Clarity 12.1 / 20
Operational Transparency 1.4 / 13
Governance 0.0 / 12
Discoverability 6.8 / 10
Agent readiness — 14/100 · human only
Machine-Readable Contract 0 / 18
Agentic Access Contract 0 / 15
MCP Server 0 / 12
Machine-Readable Auth 10 / 10
Idempotency 0 / 9
Stable Error Semantics 0 / 8
Request/Response Examples 0 / 7
Rate-Limit Signaling 0 / 7
Typed Event Surface 0 / 6
Agent Skills 0 / 5
Well-Known Catalog 4 / 4
Consent & Bot Identity 0 / 3

How we profile BlueLeaf

Each block below is one kind of artifact we hold for BlueLeaf. For each we say what it is and why it earns a place in the profile, then list every one we've indexed — capped at two rows, scroll within the panel for the rest.

Security Posture 3

Authentication, domain security, vulnerability disclosure, and trust-center signals — the evidence that a provider takes security seriously enough to document it. We profile it because you can't govern what you can't see.

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Blueleaf Authentication

oauth2/openIdConnect · 2 schemes

SECURITY

Blueleaf Domain Security

TLSv1.3 · DMARC

SECURITY

Blueleaf Trust Center

SOC 2, ISO 27001

SECURITY

Scopes 1

OAuth scopes are the vocabulary of least-privilege access. Profiling them shows exactly what an integration — or an agent acting on a user's behalf — is allowed to do.

OAuth scopes governing access to this provider's APIs.

Blueleaf Scopes

3 scopes · authorizationCode

3 scopes

SCOPES

Resources

Every other property we hold for BlueLeaf — documentation, portals, status pages, policies, and corporate surface — grouped by the job it does, following the integrator's arc from getting started to running in production.

Get Started 2

Portal, sign-up, and the first successful call

Documentation 1

Reference material describing how the API behaves

Agent Surfaces 2

MCP servers, agent skills, and machine-readable catalogs

Design & Contract 1

Pagination, idempotency, versioning, errors, and events

Operate 1

Status, limits, changes, and where to get help

Commercial 3

Pricing, plans, and the legal terms of use

Company 2

The organization behind the API

← All providers · Data indexed from github.com/api-evangelist/blueleaf · machine-readable index on apis.io