Build with REST, Python, TypeScript or read-only MCP. Connect spreadsheets, Slack and Teams.
Research in the browser, connect your tools, and keep the source attached as you share and build.
Search filings and build research workflows with the REST API, published Python and JavaScript/TypeScript SDKs, OpenAPI, Postman and example notebooks.
SDK methods cover their documented operations; use REST for additional endpoints. API scopes and plan quotas apply.
Choose an SDKConnect a compatible AI client to four tools: coverage status, filing lists, filing details and filing search. Keep source evidence in the returned results.
Uses a scoped API key and your existing API allowance. AI answers are produced by your client; MCP does not expose every research endpoint.
Connect MCPCreate source-linked Excel workbooks, CSV, JSON and PDF outputs. Download the Excel add-in and Google Sheets modeling package for supported spreadsheet workflows.
Export formats vary by tool. Spreadsheet packages require installation and account setup; direct downloads are separate from marketplace listings.
Explore spreadsheet toolsFollow company filings and supported disclosure changes. Enable saved-search and screen alerts, or connect private RSS/Atom, Slack and Microsoft Teams delivery.
Alerts need enabled monitoring and indexed matches; Slack and Teams need your destination webhook. Processing and delivery timing vary.
Set up monitoringOrganize folders, notes and cited memo drafts. Share supported searches, watchlists and annotations with your team, assign review tasks and inspect audit activity.
Private and shared items retain their own permissions. Member limits apply; review assignments record workflow progress, not independent fact verification.
Open analyst workspaceSend supported exports to your S3 bucket or append supported records to Google Sheets through the integrations workspace.
Requires destination authorization, provider configuration and a successful delivery check. Confirm your destination before relying on automated delivery.
Review integration setup| Capability | Status | What is available |
|---|---|---|
| REST API v1 | Live | SEC datasets, source-selected comparisons, supplemental source search, company coverage, company, filing, full-text search, financing screens, comparison matrix, analyst tables and XLSX manifests, private analyst workspace, saved search, reader, passage comparison, source-linked PDF, facility, covenant, event, coverage, onboarding, monitoring, CSV, account, usage, API-key, team, security, session, audit, integration, export, and mobile-triage resources. |
| OpenAPI and Postman | Live | Downloadable OpenAPI 3.1 and Postman Collection 2.1 contracts with a blank secret variable. |
| Examples and notebook | Live | cURL, Python, and Node.js tabs plus a credential-free Jupyter notebook. |
| Python and Node.js SDKs | Python 0.2.1 / JavaScript & TypeScript 0.2.1 | Python filingsift 0.2.1 and npm @filingsift/client 0.2.1 are published. The npm client supports JavaScript and TypeScript in Node.js. Both clients handle successful empty HTTP 204/205 responses; see SDK status. Registry installation, artifact integrity, and live reads are verified. |
| Read-only MCP | Live · four tools | Coverage, filing lists, filing details and filing search for compatible AI clients. Scoped API keys and existing plan quotas apply. Connect MCP. |
| Source contract | Live | Accessions, SEC URLs, exact evidence, hashes, validation status, uncertainty, and explicit unresolved states. |
| Public caching | Live | Strong ETags for eligible public JSON GET responses. Explicit no-store routes and authenticated responses are excluded; downloads have their own response rules. |
Start with the API documentation, walk through the filing-comparison integration guide, then verify the response against the factual Apple API case study or complete AAPL comparison.