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Company search is an identity step, not diligence. Resolve the issuer before joining filings, statements, ownership, or an investor screen, especially where a ticker change, multiple share classes, or similar names could produce the wrong entity.

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Resolve a known identifier or company name

/v1/entities/resolve accepts ticker or symbol, CIK, FIGI-family identifiers, ISIN, CUSIP, or name/query/q. A successful response identifies the entity and can include its canonical CIK, primary identifiers, matchBasis, and matchConfidence. Preserve those match fields and requestId; use the CIK when a later SEC workflow needs a durable issuer key. For discovery rather than a best-match lookup:
GET /v1/entities searches canonical issuers, managers, insiders, and funds with q, entity_type, limit, and cursor. The EDGAR-specific list surface is GET /v1/entities/edgar.

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Move from identity to the requested data

/v1/companies/overview accepts a ticker, symbol, or CIK. Its optional REST enrichments such as segments, footnotes, dilution, and factors can degrade independently; retain the base result and expose the enrichment state instead of treating a partial response as a complete briefing.

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SDK and MCP paths

The JavaScript SDK exposes client.resolveEntity, client.companyOverview, client.companyFinancials, and client.companySearch. Hosted MCP offers entities.resolve, companies.overview, and companies.financials; the latter accepts one issuer or a supported ticker batch and returns per-entity status. Use REST or the SDK for the full canonical entity search and its cursor controls.

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Identity and coverage caveats

  • A high-confidence match does not settle corporate actions, reporting perimeter, historical ticker changes, or a security-to-issuer relationship in every use case.
  • Do not use name search alone as authorization to silently substitute an issuer. Present the match basis when an ambiguous name feeds an investor-facing result.
  • Company financial data remains filing-backed and period-specific. Follow its accession number and filing URL when it supports a material decision.
  • A failed lookup is not a negative claim about a company; retain the request ID and correct the identifier or query.

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