> ## Documentation Index
> Fetch the complete documentation index at: https://docs.secapi.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom Skills

> Create your own SEC API skills for domain-specific SEC workflows

Build custom skills that combine SEC API endpoints into reusable workflows for your team.

## Install Published SEC API Skills

SEC API's published workflow skills live in [secapi-ai/secapi-skills](https://github.com/secapi-ai/secapi-skills). Install them globally for supported local agent tools:

```bash theme={null}
npx skills add secapi-ai/secapi-skills --global
```

This installs the published SEC API skill collection. It does not create or install a custom local skill; use the format below when your team needs a workflow of its own.

## Skill Format

A skill is a Markdown file with frontmatter that describes the workflow:

```markdown theme={null}
---
name: my-custom-skill
description: What this skill does and when to use it.
---

# My Custom Skill

## Endpoints Used
- GET /v1/filings?ticker={ticker}&form=10-K
- GET /v1/intelligence/company?ticker={ticker}

## Process
1. Resolve the entity
2. Fetch latest filings
3. Analyze with intelligence bundle

## Example
\`\`\`bash
curl "https://api.secapi.ai/v1/intelligence/company?ticker=AAPL" \
  -H "x-api-key: $SECAPI_API_KEY"
\`\`\`
```

## Install Your Custom Local Skill

Save as a `.md` file and install:

```bash theme={null}
# Claude Code
cp my-skill.md .claude/skills/my-skill.md

# Or reference from a repo
claude skill install ./path/to/my-skill
```

## Skill Components

| Component        | Required    | Description                           |
| ---------------- | ----------- | ------------------------------------- |
| `name`           | Yes         | Unique identifier for the skill       |
| `description`    | Yes         | When and how to use the skill         |
| `Endpoints Used` | Recommended | List of API endpoints the skill calls |
| `Process`        | Recommended | Step-by-step workflow                 |
| `Example`        | Recommended | Working curl or SDK example           |
| `Guidelines`     | Optional    | Edge cases and best practices         |

## Built-in Skills

SEC API ships with 9 canonical skills:

| Skill                           | Use Case                                                                                       |
| ------------------------------- | ---------------------------------------------------------------------------------------------- |
| `company-due-diligence`         | Cited company workup spanning issuer data, segments, factors, ownership, filings, and dilution |
| `analyze-company-in-context`    | Company briefing with intelligence bundles                                                     |
| `decompose-return-and-hedge`    | Return attribution and hedge ideas                                                             |
| `investigate-filing-footnotes`  | Footnote intelligence (lease, tax, revenue)                                                    |
| `make-portfolio-factor-neutral` | Portfolio neutralization workflows                                                             |
| `run-regime-aware-screen`       | Regime-conditioned factor screening                                                            |
| `track-insiders-and-13fs`       | Insider activity and ownership tracking                                                        |
| `use-live-factor-dashboard`     | Live intraday factor monitoring                                                                |
| `write-country-regime-report`   | Country macro reports                                                                          |

## Sharing Skills

Skills are portable Markdown files. Share them via:

* Git repository (recommended)
* Direct file sharing
* npm package (for distribution)

## Automation

Combine skills with scheduling for automated workflows:

```bash theme={null}
# Run a skill on a schedule (e.g., daily insider monitoring)
# In Claude Code:
claude run --skill track-insiders-and-13fs --ticker AAPL --schedule "0 9 * * 1-5"
```