Luminary
Luminary is AI-powered estate planning software for wealth advisors, family offices, attorneys, and professional services firms. It turns static estate planning documents into organized, digital records — with AI document digitization and summarization, dynamic estate flowcharts and waterfalls, scenario modeling, and role-based collaboration. Its public REST API (v1) exposes households, individuals, entities, documents, AI document summaries, and entity valuations so estate data can sync with CRMs, client portals, and planning tools. First-party TypeScript and Go SDKs are published on GitHub. OAuth2-secured (authorizationCode + clientCredentials) and SOC 2 Type II audited. Backed by 8vc.
Limited machine-readable signal and partial portal coverage — documentation a human can read, but little a machine or agent can consume without scraping.
API Evangelist profiles Luminary the way a machine reads it — 12 machine-readable artifacts across 6 APIs, 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 — Luminary scores 44.3/100 (thin), with a separate agent-readiness read of 69/100 (agent native). 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
How this is scored →scored 2026-07-27 · rubric v0.5
How we profile Luminary
Each block below is one kind of artifact we hold for Luminary. 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 6
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.
Luminary Documents API
The Documents API from Luminary — 8 operation(s) for documents.
Luminary Entities API
The Entities API from Luminary — 4 operation(s) for entities.
Luminary Households API
The Households API from Luminary — 5 operation(s) for households.
Luminary Individuals API
The Individuals API from Luminary — 3 operation(s) for individuals.
Luminary Users API
The Users API from Luminary — 2 operation(s) for users.
Luminary Valuations API
The Valuations API from Luminary — 1 operation(s) for valuations.
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.
luminary-mcp.yml
MCP SERVERSecurity 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.
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.
Agentic Access 1
An x-agentic-access contract marks which operations are safe for an agent to run on its own and which need a human in the loop. It is the difference between an API an agent can use and one it can use safely.
Recommended x-agentic-access execution contracts for AI agents.
Resources
Every other property we hold for Luminary — 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 1
Portal, sign-up, and the first successful call
Agent Surfaces 5
MCP servers, agent skills, and machine-readable catalogs
Design & Contract 5
Pagination, idempotency, versioning, errors, and events
Build 3
SDKs, sample code, and the tooling you integrate with
Access & Security 5
Authentication, authorization, and security posture
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
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