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SEC EDGARbusiness intelligence
9 available actions
What your AI agent can do in SEC EDGAR
Access public SEC EDGAR company submissions, XBRL facts, filing archives, and filing indexes with the caller identity required by the SEC fair-access policy. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 9 actions.
Common starting points
- Search SEC Company ConceptsResolve a ticker or CIK and search the company's available standardized XBRL concepts.
- Search SEC EntitiesSearch SEC companies by ticker, name, or CIK, or mutual funds by ticker, CIK, series ID, or class ID.
Browse all 9 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 9 actions
- Get SEC Company ConceptResolve a ticker or CIK and return a bounded page of one company's disclosures for a specific standardized XBRL taxonomy concept.
- Get SEC Company ProfileResolve a ticker or CIK and return the SEC filer's identity, classification, addresses, tickers, exchanges, and filing-history coverage without returning its filing…
- Get SEC Filing DocumentResolve a filing path and offload one archive file, filing detail page, complete submission, or SGML header while enforcing a caller-selected size cap.
- Get SEC XBRL FrameCompare one standardized XBRL concept across reporting entities for a calendar period and return a bounded page of matching facts.
- List SEC Company FilingsResolve a ticker or CIK and return one bounded, normalized page of recent or historical SEC company filings.
- List SEC Filing DocumentsResolve a ticker or CIK and list a bounded page of documents and generated artifacts in one SEC filing archive, including filenames and sizes needed for safe retrieval.
- Search SEC Company ConceptsResolve a ticker or CIK and search the company's available standardized XBRL concepts.
- Search SEC EntitiesSearch SEC companies by ticker, name, or CIK, or mutual funds by ticker, CIK, series ID, or class ID.
- Search SEC Filing IndexDiscover and search one daily or quarterly EDGAR master index, returning a bounded page filtered by company, CIK, or form.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect SEC EDGAR
How does the agent connect to SEC EDGAR?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in SEC EDGAR?
The page above lists the 9 actions currently available through the SEC EDGAR connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is SEC EDGAR included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until SEC EDGAR is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put SEC EDGAR to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.