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Use this brief when a coding agent needs to understand how to call SEC API without guessing at credentials, source evidence, or retry behavior.
Start with MCP installation for a hosted MCP client, or First request flows for REST, SDK, and CLI activation.
For contract-backed persona prompts, see the agent prompt library.

Start with one source-backed task

Give the agent this prompt after you have placed SECAPI_API_KEY in the runtime that will make the call. A good first result identifies the issuer, filing form, filing date, accession number, filing URL, and request ID when returned. It should state when a field or source is unavailable instead of inferring it.

Choose a first task

Issuer Research

  • Endpoint focus: /v1/filings/latest
  • Summary: Resolve an issuer, pull the latest 10-K, and extract the risk sections.

Statement Workflow

  • Endpoint focus: /v1/statements/all
  • Summary: Fetch the all-statements bundle and segmented revenue history.

Ownership Workflow

  • Endpoint focus: /v1/owners/institutional/investor
  • Summary: Inspect a manager portfolio and the latest holder graph for an issuer.

Offerings Workflow

  • Endpoint focus: /v1/offerings
  • Summary: Monitor recent S-1 and 424B activity.

Corporate Actions Workflow

  • Endpoint focus: /v1/events/ma
  • Summary: Inspect recent SEC-native M&A events and SEC-furnished earnings materials.

Contract coverage

  • /v1/statements/segmented-revenues — Retrieve an issuer’s disclosed product or geographic revenue history with filing-level dimensions and source context
  • /v1/statements/share-float — Retrieve an issuer’s disclosed public float when available, with a clearly labeled shares-outstanding fallback
  • /v1/statements/all — Retrieve an issuer’s normalized balance sheet, income statement, and cash flow statement as one SEC-derived bundle
  • /v1/entities/resolve — Resolve one issuer, manager, insider, or fund from a market or SEC identifier, returning the canonical entity and match confidence
  • /v1/entities — Search canonical SEC entities across issuers, managers, insiders, and funds with offset pagination
  • /v1/entities/edgar — Search SEC EDGAR entity records by name, ticker, CIK, or identifier with source-oriented pagination
  • /v1/filings — Find SEC filing records by issuer, form, date, text, or accession number
  • /v1/filings/latest — Get an issuer’s newest filing, optionally for a specific SEC form
  • /v1/filings/latest/render — Render an issuer’s latest selected filing as readable text
  • /v1/filings/latest/sections/{section_key} — Extract a named section from an issuer’s latest selected filing
  • /v1/filings/latest/risk-categories — Classify Item 1A risk categories in a selected issuer filing
  • /v1/filings/{accession_number} — Get one SEC filing record by its accession number