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
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

