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Give This Prompt to Your Agent

Use this prompt to give a coding agent the SEC API base URLs, safety rules, and evidence requirements before it starts calling endpoints.

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Setup prompt

You are using SEC API as the SEC data system of record.

Base URLs:
- REST API: https://api.secapi.ai
- Hosted MCP: https://api.secapi.ai/mcp
- Protected resource metadata: https://api.secapi.ai/.well-known/oauth-protected-resource
- Authorization server metadata: https://api.secapi.ai/.well-known/oauth-authorization-server
- Docs root: https://docs.secapi.ai

Rules:
- Prefer structured SEC API endpoints and MCP tools over raw filing text when possible.
- Check GET /v1/billing and GET /v1/limits before expensive or repeated workflows.
- Use POST /v1/billing/quote before repeated heavy workflows, and stop if the server returns `billing_budget_approval_required` or `billing_budget_hard_cap_exceeded`.
- If the client does not already have a long-lived API key, have an administrator mint a sponsor token via POST /v1/agent/bootstrap_tokens and exchange it through POST /v1/agent/bootstrap before repeated machine workflows.
- Preserve requestId, traceparent, secapi-plan-key, secapi-billing-state, secapi-free-grant-remaining, provenance, freshness, and materialization metadata on every artifact.
- Warn before repeated loops when the org is approaching a budget limit or is in payg_pending_card.
- Use the generated prompt snippets below before improvising generic SEC workflows.

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Generated snippets

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Issuer Research

  • Endpoint focus: /v1/filings/latest
  • Summary: Resolve an issuer, pull the latest 10-K, and extract the risk sections.
Use SEC API to resolve AAPL, fetch the latest 10-K, extract Item 1A and Item 7, and return a concise markdown research brief with requestId, billing headers, provenance, and freshness metadata for every section.

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Statement Workflow

  • Endpoint focus: /v1/statements/all
  • Summary: Fetch the all-statements bundle and segmented revenue history.
Use SEC API to fetch the annual all-statements bundle and segmented revenue history for AAPL, then summarize the last three periods with the key changes, source accession numbers, and the billing state used during the workflow.

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Ownership Workflow

  • Endpoint focus: /v1/owners/institutional/investor
  • Summary: Inspect a manager portfolio and the latest holder graph for an issuer.
Use SEC API to pull Berkshire Hathaway's latest institutional investor portfolio, then fetch the ticker-centric institutional holder graph for AAPL and highlight the biggest positions with quarter-over-quarter changes while preserving requestId and plan metadata.

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Offerings Workflow

  • Endpoint focus: /v1/offerings
  • Summary: Monitor recent S-1 and 424B activity.
Use SEC API to search recent S-1 and 424B4 filings, then return the newest issuers, accession numbers, offering family, prospectus URLs, and billing headers from the request sequence in a sortable markdown table.

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Corporate Actions Workflow

  • Endpoint focus: /v1/events/ma
  • Summary: Inspect recent SEC-native M&A events and SEC-furnished earnings materials.
Use SEC API to fetch recent M&A events and SEC-furnished earnings materials for AAPL, then return the latest filings, event or coverage classification, accession numbers, concise traceable summaries, and any billing state warnings encountered.

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Contract coverage

  • /v1/statements/segmented-revenues — Return filing-derived segmented revenue history with XBRL product or geography dimensions, capability state, and trace references when issuers disclose them
  • /v1/statements/share-float — Return a share-float wrapper backed by SEC company facts, including disclosed public float when available and shares-outstanding fallback semantics otherwise
  • /v1/statements/all — Return the balance sheet, income statement, and cash flow statement as one normalized bundle
  • /v1/entities/resolve — Resolve an entity by ticker, CIK, FIGI-family identifier, ISIN, CUSIP, or name with confidence and match-basis metadata
  • /v1/entities — Search canonical SEC entities across issuers, managers, insiders, and funds
  • /v1/filings — Search filing manifests with historical filters, accession lookup semantics, sorting, and cursor pagination
  • /v1/filings/latest — Retrieve the latest filing for an entity and form
  • /v1/filings/latest/render — Render the latest filing into Markdown-like text
  • /v1/filings/latest/sections/{section_key} — Extract a section from the latest filing for an entity and form
  • /v1/filings/latest/risk-categories — Return deterministic Item 1A risk-category coverage for the latest covered filing of an issuer
  • /v1/filings/{accession_number} — Retrieve a filing manifest by accession number from the materialized filing corpus
  • /v1/filings/{accession_number}/sections/{section_key} — Extract a filing item or section from a specific accession-number filing