SEC EDGAR for your voice agent

SEC EDGAR is the U.S. Securities and Exchange Commission's public filings service for company submissions, XBRL facts, and filing archives. Access authoritative filing documents and structured financial facts for research, compliance, and analysis.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in SEC EDGAR and paste it on a secure page in Connected apps.
What it reads
9 actions, such as get SEC Company Concept, get SEC Company Profile and get SEC Filing Document.
What it changes
Nothing: its actions only read.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 9. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

SEC EDGAR actions

Reads 9

  • Get SEC Company Concept
  • Get SEC Company Profile
  • Get SEC Filing Document
  • Get SEC XBRL Frame
  • List SEC Company Filings
  • List SEC Filing Documents
  • Search SEC Company Concepts
  • Search SEC Entities
  • Search SEC Filing Index

SEC EDGAR setup

  1. Pasting a SEC EDGAR API key

    Create an API key in SEC EDGAR, choose SEC EDGAR in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 9 actions the agent may use. Start with lookups and add the ones that change SEC EDGAR when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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