FilingSift

FilingSift Analyst API

Source-linked Excel exports

GitHub OpenAPI

Operations 27

GET /analyst/vocabulary List analyst export metrics, formats, and bounds #
POST /analyst/tables/financing Merge bounded debt, liquidity, maturity, lifecycle, covenant, default, and… #
POST /analyst/exports/xlsx Download a deterministic Excel workbook with source-linked filing-derived cells #
POST /analyst/exports/xlsx/manifest Reproduce the workbook and dataset checksums for an analyst export request #
GET /analyst/modeling/vocabulary List versioned formula, concept, template, and request bounds #
POST /analyst/formulas/resolve Resolve bounded VALUE, EVIDENCE, and TABLE formulas with exact XBRL provenance #
POST /analyst/templates/render Render a historical-statement or comparable-company matrix #
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 #
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 #

Specifications

⚙
OpenAPI
https://artifacts.apis.io/filingsift/openapi/filingsift-analyst-api-openapi.yml

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OpenAPI Specification

filingsift-analyst-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: FilingSift Analyst 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://artifacts.apis.io/filingsift/openapi/filingsift-analyst-api-openapi.yml