Heron
Heron (Heron Data) is a financial-services document-automation and cashflow-underwriting platform. Its API and AI platform handle document intake, classification, parsing and validation, enrichment, policy/rule evaluation, and CRM sync across 50+ document types (bank statements, tax returns, financial statements, ACORD forms). Lenders, MCA funders, brokers, and insurers upload documents for an "end user" (company), then read back parsed transactions, a Heron Score, scorecards, cashflow P&L, anomaly/fraud checks, and decline analytics. Heron publishes an OpenAPI 3.0 contract at app.herondata.io/swagger covering 226 paths and 272 operations, a conformant A2A agent card and a published Agent Skill on its documentation host, and a live unauthenticated MCP endpoint for documentation retrieval. The REST API authenticates with an x-api-key header, signals rate limits via x-ratelimit-* headers, and pushes async progress through webhooks. Backed by Insight Partners.
Solid contracts, transparent operations, and an easy start — typically complete on four or five facets with one clear soft spot.
API Evangelist profiles Heron the way a machine reads it — 56 machine-readable artifacts across 1 API, 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 — Heron scores 64.8/100 (strong), with a separate agent-readiness read of 28/100 (agent aware). 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. Every facet and dimension name is a link: it opens that measurement's page on APIs.io, where the rating runs across the whole catalog — the exact checks that feed it, how every profiled provider distributes on it, and who is at the top of it.
Kin Score
How this is scored →scored 2026-09-08 · rubric v0.20.0
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How we profile Heron
Each block below is one kind of artifact we hold for Heron. 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.
APIs 48
Each API is captured as its own OpenAPI definition — every operation, parameter, and response. This is the single most useful machine-readable description of what an API does, and it's what lets us score, lint, mock, and generate against it without asking the provider for anything.
Individual APIs this provider publishes, each with its own machine-readable definition.
Heron Analytics API
The Analytics API from Heron — 1 operation(s) for analytics.
Heron App Store API
The AppStore API from Heron — 1 operation(s) for appstore.
Heron Authentication API
The Authentication API from Heron — 1 operation(s) for authentication.
Heron Broker Funder Policies API
The Broker Funder Policies API from Heron — 10 operation(s) for broker funder policies.
Heron Broker Submissions API
The BrokerSubmissions API from Heron — 6 operation(s) for brokersubmissions.
Heron Categories API
The Categories API from Heron — 1 operation(s) for categories.
Heron Clear API
The Clear API from Heron — 2 operation(s) for clear.
Heron Credentials API
The Credentials API from Heron — 4 operation(s) for credentials.
Heron CRM Integrations API
The CrmIntegrations API from Heron — 2 operation(s) for crmintegrations.
Heron Email Templates API
The EmailTemplates API from Heron — 2 operation(s) for emailtemplates.
Heron End Users API
The End Users API from Heron — 3 operation(s) for end users.
Heron End User Accounts API
The EndUserAccounts API from Heron — 1 operation(s) for enduseraccounts.
Heron End User Attributes API
The EndUserAttributes API from Heron — 1 operation(s) for enduserattributes.
Heron End User Calculations API
The EndUserCalculations API from Heron — 18 operation(s) for endusercalculations.
Heron End User Data Source Accounts API
The EndUserDataSourceAccounts API from Heron — 3 operation(s) for enduserdatasourceaccounts.
Heron End User Data Sources API
The EndUserDataSources API from Heron — 3 operation(s) for enduserdatasources.
Heron End User Emails API
The EndUserEmails API from Heron — 1 operation(s) for enduseremails.
Heron End User Enrichers API
The EndUserEnrichers API from Heron — 5 operation(s) for enduserenrichers.
Heron End User Entity API
The EndUserEntity API from Heron — 14 operation(s) for enduserentity.
Heron End User Files API
The EndUserFiles API from Heron — 18 operation(s) for enduserfiles.
Heron End User Financials API
The EndUserFinancials API from Heron — 1 operation(s) for enduserfinancials.
Heron End User Integrations API
The EndUserIntegrations API from Heron — 15 operation(s) for enduserintegrations.
Heron End User Queries API
The EndUserQueries API from Heron — 1 operation(s) for enduserqueries.
Heron End User Rules API
The EndUserRules API from Heron — 1 operation(s) for enduserrules.
Heron End Users API
The EndUsers API from Heron — 20 operation(s) for endusers.
Heron Enriched Transactions API
The EnrichedTransactions API from Heron — 2 operation(s) for enrichedtransactions.
Heron Enrichment Feedback API
The EnrichmentFeedback API from Heron — 4 operation(s) for enrichmentfeedback.
Heron File Class API
The FileClass API from Heron — 4 operation(s) for fileclass.
Heron Funder Integrations API
The Funder Integrations API from Heron — 4 operation(s) for funder integrations.
Heron Funder Submissions API
The Funder Submissions API from Heron — 3 operation(s) for funder submissions.
Heron Funders API
The Funders API from Heron — 4 operation(s) for funders.
Heron Ingestion API
The Ingestion API from Heron — 1 operation(s) for ingestion.
Heron Integrations API
The Integrations API from Heron — 9 operation(s) for integrations.
Heron Interaction Logs API
The Interaction Logs API from Heron — 1 operation(s) for interaction logs.
Heron ISO Application API
The ISOApplication API from Heron — 6 operation(s) for isoapplication.
Heron Merchants API
The Merchants API from Heron — 6 operation(s) for merchants.
Heron Parsed End User Submission API
The ParsedEndUserSubmission API from Heron — 1 operation(s) for parsedendusersubmission.
Heron Policy API
The Policy API from Heron — 3 operation(s) for policy.
Heron Positions API
The Positions API from Heron — 2 operation(s) for positions.
Heron Rules API
The Rules API from Heron — 3 operation(s) for rules.
Heron Tags API
The Tags API from Heron — 4 operation(s) for tags.
Heron Testing API
The Testing API from Heron — 2 operation(s) for testing.
Heron Transactions API
The Transactions API from Heron — 2 operation(s) for transactions.
Heron User Merchant Groups API
The UserMerchantGroups API from Heron — 1 operation(s) for usermerchantgroups.
Heron Users API
The Users API from Heron — 4 operation(s) for users.
Heron Watermarks API
The Watermarks API from Heron — 1 operation(s) for watermarks.
Heron Webhooks API
The Webhooks API from Heron — 3 operation(s) for webhooks.
Heron Workflows API
The Workflows API from Heron — 22 operation(s) for workflows.
Scroll within the panel for all 48 ·
MCP Servers 1
Model Context Protocol servers expose these APIs directly to AI agents. We profile them because agent-native access is the fastest-growing way this provider's capabilities actually get used.
Model Context Protocol servers that expose these APIs to AI agents.
Heron MCP Server
Heron ships a hosted, remote MCP server for its DOCUMENTATION, not for its REST API. The three published tools search, read and give feedback on docs.herondata.io — they do not ...
MCP SERVERPricing Plans 1
Pricing is part of the interface. Machine-readable plans tell you what a tier costs and includes before you commit — one of the things the Kin Score reads for access clarity — renamed from commercial clarity in rubric 0.12, because a free statutory interface has access terms and no commercial ones.
Published pricing tiers and plan structures.
Heron Plans Pricing
PLANSRate Limits 1
Rate limits are the difference between a demo that works and a production integration that doesn't fall over. Publishing them is an operational-transparency signal — and a hard requirement for any agent that plans its own throughput.
Documented rate limits and quota policies.
Heron Rate Limits
RATE LIMITSEvent Specifications 1
Not every API is request/response. AsyncAPI describes the event-driven and streaming side — the webhooks and channels — so the asynchronous half of the interface is documented the same way the synchronous half is.
AsyncAPI definitions for this provider's event-driven and streaming APIs.
Heron Webhooks
Heron sends webhook notifications about the progress of asynchronous processes (end-user processing/review and PDF document parsing) to a URL you configure in the Heron dashboar...
ASYNCAPISecurity Posture 4
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.
Resources
Every other property we hold for Heron — 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 4
Portal, sign-up, and the first successful call
Documentation 4
Reference material describing how the API behaves
Agent Surfaces 5
MCP servers, agent skills, and machine-readable catalogs
Design & Contract 7
Pagination, idempotency, versioning, errors, and events
Scroll within the panel for all 7 ·
Build 4
SDKs, sample code, and the tooling you integrate with
Access & Security 6
Authentication, authorization, and security posture
Operate 5
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
Other 3
Properties that don't map to a standard resource type
← All providers · Data indexed from github.com/api-evangelist/heron · machine-readable index on apis.io
This is an independent, third-party profile of Heron, published by API Evangelist. We do not operate, host, resell, or support these APIs, and we are not affiliated with or endorsed by the company unless stated above. Everything here is built from publicly available information — the company's own site, developer portal, documentation, public repositories, and the specifications it publishes for public use. Nothing is obtained by breaching a system, defeating an access control, or using credentials.
The Kin Score and Agent Readiness rating are independently calculated assessments of a company's public API artifacts, scored against a published rubric. They are not certifications, endorsements, security assessments, or audits.
Corrections, re-scores, and removal are free — no partnership or purchase required, and you do not need to justify the request. A removed company is recorded as unrated, never scored zero for having asked. Acknowledgement within one business day; removal within two.
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