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50 production-grade prompts across 5 customer personas, wired to the live SEC API MCP server at https://api.secapi.ai/mcp. Copy any prompt into Claude Desktop, Claude Code, or Cursor — or use the secapi CLI.
Each prompt names the exact MCP tools it expects to call, the output artifact (memo, table, JSON export, scorecard), and any known caveats. Every entry is structurally validated against the live MCP server contract on every PR.

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Personas

Law firm

12 prompts. Disclosure forensics, deal diligence, enforcement research, and litigation binder workflows for legal teams advising on public-company matters.

Investment manager

12 prompts. Quant research, factor decomposition, 13F-vs-insider divergence, and earnings-context workflows for portfolio managers and analysts.

Sophisticated investor

8 prompts. Forensic accounting and insider surveillance for activist, short-thesis, and prosumer analyst workflows.

Insurance & risk

6 prompts. D&O underwriting profile, auditor-change detection, material-weakness scans, and renewal-book monitoring for risk and underwriting teams.

PR firm

12 prompts. Proxy-season narrative, 8-K material event monitoring, executive transition tracking, and peer benchmarking for IR and crisis-comms teams.

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How to use

  1. Install SEC API MCP in Claude Desktop, Claude Code, or Cursor — see MCP install.
  2. Copy any prompt from a persona page (or via secapi agents prompts copy <id>).
  3. Paste into a fresh chat with the MCP server enabled. The agent will call the tools listed in the prompt’s expected tool chain.

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CLI access

# List the 5 personas
secapi agents personas

# List all prompts (or filter by persona)
secapi agents prompts list
secapi agents prompts list --persona law-firm
secapi agents prompts list --persona investment-manager --json

# Read a specific prompt with full metadata
secapi agents prompts read law-firm-enforcement-history

# Copy a prompt body to clipboard for paste-into-Claude-Desktop
secapi agents prompts copy investment-manager-factor-decomposition | pbcopy

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See also