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Use these prompts when an agent needs to retrieve, organize, and cite public-company evidence. Choose the reader’s job, fill in the bracketed inputs, and ask for the filing record that lets another person reproduce the work.
SEC API returns public filing and market-derived data. A prompt can organize evidence; it cannot determine legal liability, suitability, underwriting terms, or investment merit.

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Choose a workflow

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 and 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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Run one prompt with evidence

  1. Fill in the bracketed inputs, including the as-of date, issuer list, and output format.
  2. Have the agent call tools.describe when its client has not loaded the relevant schemas.
  3. Require the form, filing date, accession number, section or fact reference, and source URL beside every material statement.
  4. Re-open the cited filing before publishing, advising, trading, underwriting, or otherwise acting on a material conclusion.
  5. Stop for an authentication, validation, billing, quota, or capability error. For 429, honor Retry-After and reduce concurrency before one bounded retry.
Start with entities.resolve, then retrieve the filing or section that supports the answer. intelligence.query, factor analytics, and ownership data can focus a review, but they do not replace the underlying filing. See MCP workflows for the retrieval pattern and API conventions when you need a repeatable REST or SDK workflow.

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CLI access