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The Agent Operating Layer provides infrastructure for running AI agents at scale against SEC API — with guardrails, templates, and billing controls.

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Workflow Templates

Pre-built workflow templates that agents can execute with a single prompt:

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Earnings Prep

"Prepare an earnings preview for {ticker} using SEC API"
Automatically calls: intelligence/earnings-preview, factors/decomposition, insiders, owners/13f

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Compliance Check

"Run a compliance check on {company} using SEC API"
Automatically calls: events/enforcement, compensation, insiders, filings (8-K events)

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Portfolio Review

"Review my portfolio using SEC API"
Automatically calls: portfolio/analyze, portfolio/stress-test, factors/dashboard

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Query Packs

Reusable query configurations that bundle multiple API calls: 
{
  "name": "weekly-insider-review",
  "queries": [
    {"endpoint": "/v1/insiders", "params": {"ticker": "{ticker}", "limit": 20}},
    {"endpoint": "/v1/owners/13f", "params": {"cik": "{manager_cik}"}},
    {"endpoint": "/v1/events/enforcement", "params": {"respondent": "{company_name}"}}
  ],
  "schedule": "weekly",
  "output": "markdown"
}

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Billing-Aware Agent Guardrails

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Budget Controls

Set per-agent spending limits to prevent bill shock: 
# Set a $10/month budget for an agent
curl -X PUT "https://api.secapi.ai/v1/billing/budget" \
  -H "x-api-key: $SECAPI_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"spendCapCents": 1000, "softCapCents": 750}'
The agent receives SECAPI-Budget-Used headers on every response and gets warned at 75%, 90%, 95% thresholds.

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Rate Limiting

Per-endpoint rate limits prevent agents from overwhelming the API:
Endpoint FamilyRate Limit
Entity resolve600/min
Filing search600/min
Section extract180/min
Intelligence query30/min
Semantic search120/min

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Agent Bootstrap

Create ephemeral, scoped credentials for agents. The sponsor-token endpoint requires a WorkOS-authenticated bearer token, not an API key. 
# Sponsor creates a bootstrap token
curl -X POST "https://api.secapi.ai/v1/agent/bootstrap_tokens" \
  -H "Authorization: Bearer $SECAPI_BEARER_TOKEN" \
  -d '{"ttlSeconds": 3600, "scopes": ["read:sec"]}'

# Agent exchanges token for credentials
curl -X POST "https://api.secapi.ai/v1/agent/bootstrap" \
  -d '{"token": "BOOTSTRAP_TOKEN"}'

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Policy Bundles by Vertical

Pre-configured policy sets for different customer types. For ready-to-run prompts that exercise these policy bundles end-to-end, see the agent prompt library — 50 v1 prompts across the same five personas.

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Investment Manager Policy

  • Full access to all SEC, factor, and macro endpoints
  • Intelligence bundles enabled
  • Portfolio analytics enabled
  • Budget: usage-based (PAYG or Team plan)
  • 12 ready-to-run prompts: /agents/prompt-library/investment-manager

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Law Firm Policy

  • Enforcement, filing search, entity resolution
  • Event monitoring (8-K, restatements, auditor changes)
  • Webhook delivery for real-time alerts
  • Budget: per-query with approval threshold
  • 12 ready-to-run prompts: /agents/prompt-library/law-firm

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Insurance/Risk Policy

  • Financial health indicators
  • Enforcement history
  • Compensation screening
  • Restricted to read-only operations
  • Budget: fixed monthly cap
  • 6 ready-to-run prompts: /agents/prompt-library/insurance

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Monitoring

Export detailed event logs: 
curl "https://api.secapi.ai/v1/delivery/events/export?format=ndjson" \
  -H "x-api-key: $SECAPI_API_KEY"