FilingSift

FilingSift Accounts API

Customer signup

GitHub OpenAPI

Operations 73

POST /auth/signup Create a free-plan organization and begin email verification #
POST /auth/login Exchange an account email and password for an expiring browser session #
POST /auth/email/verify Consume a single-use email-verification token without signing in the device… #
POST /auth/email/resend Request a replacement verification email without revealing account existence #
POST /auth/password-reset/request Request a password-reset email without revealing account existence #
POST /auth/password-reset/confirm Consume a single-use reset token, replace the password, and revoke active… #
POST /auth/logout Revoke the current browser session #
GET /account/monitoring Get Monitoring v1 preferences and recent email delivery history #
PATCH /account/monitoring/preferences Configure license-free SEC filing and financing-change email alerts after… #
GET /account/monitoring/deliveries List Monitoring v1 delivery, retry, and provenance history #
POST /account/monitoring/test Send a provenance-bearing test alert using the latest indexed watched filing #
POST /account/monitoring/deliveries/{deliveryId}/retry Queue a failed or waiting Monitoring v1 delivery for immediate retry #
GET /account/analyst/models List user-scoped saved models, latest refresh state, and schedules #
POST /account/analyst/models Create a bounded saved analyst model #
POST /account/analyst/models/{id}/refresh Refresh a saved model and persist a deterministic cell-level change manifest #
GET /account/analyst/models/{id}/refreshes List bounded refresh snapshot and manifest history #
GET /account/analyst/models/{id}/refresh-review Review stored before/after model cells and observed correction history #
PUT /account/analyst/models/{id}/schedule Configure an hourly, daily, or weekly entitlement-checked model refresh #
GET /account/bank-peers Load retained account and optional issuer context without contacting FDIC #
POST /account/bank-peers/search Explicitly search FDIC for a public bank name without confirming issuer identity #
POST /account/bank-peers/compare Compare selected bank certificates across exact reporting quarters with… #
POST /account/bank-peers/expansion Load separately admitted FDIC Call Report, deposit-geography, and failure… #
POST /account/analyst/snapshots/preview Preview a bounded immutable research artifact without saving #
GET /account/analyst/snapshots List the owner's private snapshot summaries and organization cap usage #
POST /account/analyst/snapshots Rebuild a reviewed preview and save an independent immutable artifact #
GET /account/analyst/snapshots/{id} Verify and reopen an exact private saved materialized result #
DELETE /account/analyst/snapshots/{id} Explicitly delete the owner's private saved artifact #
GET /account/analyst/workspace List personal research folders, saved views, and citation-bound memo drafts #
POST /account/analyst/folders Create a capped personal research folder with tags and bounded items #
POST /account/analyst/views Save an allowlisted FilingSift dashboard route and bounded configuration #
POST /account/analyst/memos Create a memo draft from mandatory citations re-resolved against indexed… #
PATCH /account/analyst/folders/{id} Update a user-owned research folder #
DELETE /account/analyst/folders/{id} Delete a user-owned research folder #
DELETE /account/analyst/views/{id} Delete a user-owned saved dashboard view #
PATCH /account/analyst/memos/{id} Update a user-owned memo draft or review state #
DELETE /account/analyst/memos/{id} Delete a user-owned memo draft #
GET /account/saved-searches List the signed-in user's personal saved searches #
POST /account/saved-searches Create a personal saved search and optional Monitoring email alert #
PATCH /account/saved-searches/{savedSearchId} Update a personal saved search #
DELETE /account/saved-searches/{savedSearchId} Delete a personal saved search #
GET /account/saved-screens List personal and team-visible saved financing screens #
POST /account/saved-screens Save a financing screen for repeatable research #
PATCH /account/saved-screens/{savedScreenId} Update a creator-owned saved financing screen #
DELETE /account/saved-screens/{savedScreenId} Delete a creator-owned saved financing screen #
GET /account/reader/annotations List the signed-in user's private highlights and notes for one filing #
POST /account/reader/annotations Save a private highlight and note against an exact server-verified passage #
DELETE /account/reader/annotations/{annotationId} Delete one private annotation owned by the signed-in user #
GET /account Get the current organization, identity, plan, usage, companies, members, and… #
DELETE /account Permanently delete the signed-in account after explicit confirmation #
PATCH /account/email Change the signed-in user's email and send a new verification message #
PATCH /account/password Replace the signed-in user's password and revoke all active browser sessions #
GET /account/audit List the organization's latest account and key changes #
POST /account/api-keys Create an API key whose token is returned exactly once #
POST /account/api-keys/{key_id}/rotate Atomically revoke an active key and issue its replacement #
DELETE /account/api-keys/{key_id} Revoke an active API key other than the key authorizing this request #
POST /account/companies Add a ticker to the organization's bounded company set #
POST /account/companies/{ticker}/onboarding Retry bounded SEC onboarding for a configured ticker #
DELETE /account/companies/{ticker} Remove a ticker from the organization's company set #
POST /account/members Deprecated direct-member endpoint; use the team invitation workflow #
PATCH /account/members/{user_id} Update a member role while preserving at least one owner #
DELETE /account/members/{user_id} Remove a member and revoke all of that member's active keys #
GET /account/pilots Return the signed-in organization's private pilot ledger and aggregate #
POST /account/pilots/{pilot_id}/observations Append one paired task and evidence/fact audit observation #
GET /account/enterprise-controls Return the organization enterprise-demand receipt and truthful per-control… #
POST /account/enterprise-controls/requests Append a bounded organization enterprise-demand receipt without activating any… #
GET /account/reference-monitors List up to 20 private saved reference selections for the signed-in user #
POST /account/reference-monitors Save one bounded bank, entity, workspace, public-source, or New York Fed… #
GET /account/reference-monitors/notifications List up to 100 private in-app reference-monitor notices within current access #
POST /account/reference-monitors/notifications/{id}/read Mark one owned private reference notice as read #
GET /account/reference-monitors/{id} Read one owned saved reference after rechecking current access #
PATCH /account/reference-monitors/{id} Enable or pause private checks without changing the immutable selection #
DELETE /account/reference-monitors/{id} Delete one owned saved reference and its retained private state #
POST /account/reference-monitors/{id}/check Run one owned saved reference and retain a bounded baseline or notice #

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/filingsift/refs/heads/main/openapi/filingsift-accounts-api-openapi.yml

Other Resources

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APIsJSON
https://raw.githubusercontent.com/api-evangelist/filingsift/refs/heads/main/apis.yml

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OpenAPI Specification

filingsift-accounts-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: FilingSift Accounts API
  version: 1.0.0
  description: FilingSift v1 REST contract for source-cited SEC filing facts, facilities, covenants, filing comparisons, research workflows, and reference-source intelligence. Responses preserve source evidence, provenance, uncertainty, and validation status so every result can be traced to its origin. Route availability follows the production service and the authenticated account's permissions; current endpoint responses are authoritative. FilingSift does not automatically assign materiality, investment, financial, or legal conclusions. Request limits, authentication, issuer/history access, and pagination differ by resource. The URL query guard does not count JSON body fields. Query cost equals 5 plus the effective query-string limit (20 when omitted), plus 3 for each query parameter other than limit and cursor, plus 2 when a cursor is present. X-Query-Cost and X-Max-Query-Cost report the applied and allowed amounts when the request reaches the query guard; earlier refusals may omit them. Plan limits stop requests or account actions; they do not create overage charges. The SEC worker restarts one minute after its prior bounded run completes, plus randomized delay, with an operating target of discovery within five minutes of SEC acceptance. Extraction and delivery follow asynchronously. Active reference sources fetch on the first eligible cache miss with source-specific caches from five minutes to six hours. Treasury, Federal Reserve Board, OFR, BIS, the FDIC and GLEIF expansion datasets, and the Treasury Fiscal combined report have no deployed saved monitor. Alert mode instant makes a processed alert due for the next ingestion monitoring stage; quiet hours, capacity, and retries can defer delivery. Operating targets are not current-state claims; GET /coverage/status is authoritative for current SEC backlog and delay.
  contact:
    name: FilingSift Support
    email: support@filingsift.com
servers:
- url: https://api.filingsift.com/api/v1
  description: FilingSift production API
- url: http://127.0.0.1:5000/api/v1
  description: Local development
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/filingsift/refs/heads/main/openapi/filingsift-accounts-api-openapi.yml