> ## 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.

# Give this prompt to your coding agent

> A ready-to-use SEC API brief for a coding agent: credentials, filing evidence, safe limits, and a first research task.

Use this brief when a coding agent needs to understand how to call SEC API without guessing at credentials, source evidence, or retry behavior.

<Note>Start with [MCP installation](/mcp-install) for a hosted MCP client, or [First request flows](/first-request-flows) for REST, SDK, and CLI activation.</Note>

<Note>For contract-backed persona prompts, see the [agent prompt library](/agents/prompt-library).</Note>

## Start with one source-backed task

```text theme={null}
You are using SEC API for SEC filing and market-derived research.

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:
- Authenticate with the `x-api-key` header. Never send the API key as `Authorization: Bearer` — bearer tokens are WorkOS browser/session credentials, not machine API keys.
- Resolve an issuer with GET /v1/entities/resolve when the workflow starts from a name, ticker, CIK, or identifier. Carry the returned identity forward; do not guess a CIK.
- Retrieve a filing before making a filing-derived claim. Preserve accessionNumber, form, filingDate, filingUrl, and requestId when they are returned.
- Keep retrieved facts separate from interpretation. Preserve route-provided provenance, freshness, materialization, warnings, and trace fields when available.
- For MCP work, use tools.search to find a tool and tools.describe to inspect its current input schema before calling it. Do not rely on an embedded tool catalog.
- Check GET /v1/billing and GET /v1/limits before repeated work. Use POST /v1/billing/quote for a current billing decision; a quote is not a reservation.
- Stop and surface authentication, validation, billing, quota, or capability failures. For 429, honor Retry-After when present and do not create parallel retry loops.
- If a machine credential must be bootstrapped, an authorized organization member creates a sponsor token through POST /v1/agent/bootstrap_tokens and the agent exchanges it through POST /v1/agent/bootstrap. Never log either secret.
```

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.

```text theme={null}
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.
```

### Statement Workflow

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

```text theme={null}
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 posture used during the workflow.
```

### Ownership Workflow

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

```text theme={null}
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.
```

### Offerings Workflow

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

```text theme={null}
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.
```

### Corporate Actions Workflow

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

```text theme={null}
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 posture warnings encountered.
```

## 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