Audience: engineers and agents normalizing an issuer, fund, manager, or insider before another SEC API call.
Agent mode
Pass?view=agent to receive the compact agent shape: entity identifiers (id, ticker, cik, name) + primary identifiers + match metadata. Aliases, jurisdiction, full identifiers list, and metadata envelopes are dropped. See api conventions → response formats for the full ?view= contract.
Canonical metadata
idnametickercikprimaryIdentifiersmatchConfidencematchBasisrequestId
Example request
Example response
Resolution and coverage
Send one stable identifier when possible.ticker wins over symbol; name, query, and q are fallback aliases, not a guarantee of a unique legal entity. Preserve matchConfidence and matchBasis before joining this result to filings, facts, or ownership data. See API conventions for identity, response-shape, and request-correlation rules.
Errors
A blank identifier is400 missing_identifier; an identifier that cannot be resolved is 404 entity_not_found. Do not turn either condition into a guessed ticker or CIK.
Give this prompt to your agent
Failure posture
- retain
matchConfidence,matchBasis, andrequestIdwith the lookup result - on
400 missing_identifier, supply one nonblank identifier - on
404 entity_not_found, request a corrected identifier instead of guessing

