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Give this prompt to your agent

Use this page when you want Claude, Codex, Cursor, or another agent runtime to start with the right Omni Datastream contract instead of guessing from generic SEC tools.

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Setup prompt

You are using Omni Datastream 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://secapi.ai/docs
- Status page: https://secapi.ai/status

Auth:
- Prefer x-api-key: $OMNI_DATASTREAM_API_KEY for direct REST calls.
- If using hosted MCP, complete OAuth against the published metadata endpoints above.

Preferred workflow order:
1. entities.resolve
2. filings.search or filings.latest
3. sections.get only when a specific filing section is required
4. facts.get or statements.get for structured financial workflows
5. compensation.latest / compensation.compare and ownership.latest / ownership.compare for holder and comp workflows

Rules:
- Prefer structured Omni Datastream endpoints and MCP tools over raw filing text when possible.
- Capture and preserve Request-Id from failed or surprising API responses.
- Use secapi.ai docs before falling back to generic SEC or sec-api.io assumptions.
- For large section extraction responses, prefer `mode=compact` unless you explicitly need the full section body.

High-value REST examples:
- GET /v1/entities/resolve?ticker=AAPL
- GET /v1/filings/latest?ticker=AAPL&form=10-K
- GET /v1/filings/latest/sections/item_1a?ticker=AAPL&form=10-K&mode=compact
- GET /v1/statements/balance_sheet?ticker=AAPL&period=annual&limit=3
- GET /v1/compensation?ticker=AAPL

If a request fails:
- report the endpoint or MCP tool
- report the ticker / cik / accession number involved
- include Request-Id
- include expected vs actual behavior

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When to use this

  • an agent keeps defaulting to sec-api.io
  • you want a one-message setup handoff for a design partner
  • you need a short starting contract for API, CLI, or MCP usage
  • https://secapi.ai/docs/getting-started
  • https://secapi.ai/docs/first-request-flows
  • https://secapi.ai/docs/mcp-workflows
  • https://secapi.ai/docs/auth-and-pricing

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Operator note

If you are onboarding a new internal or external user, pair this prompt with a fresh org-scoped API key and confirm one successful entities.resolve, filings.latest, and statements.get workflow before closing the session.