Reference · Filings
get_filing_summary
An existing AI summary of a company's SEC filing: sections, bullets and the quoted passages they rest on with their positions. Newest summarised 10-K/10-Q/8-K by default, or one accession; never generates a summary.
GET https://api.fundalyze.ai/api/public/v1/get_filing_summaryMCPget_filing_summaryParameters
| Parameter | Type | Default | Description |
|---|---|---|---|
tickerrequired | stringup to 12 characters | — | US ticker symbol, e.g. AAPL or BRK-B. Use search_companies when unsure. |
accession_number | string | — | SEC accession, e.g. 0000320193-25-000079; omit for the newest summarised 10-K, 10-Q or 8-K. |
Example
A real call and its answer. Replace fdz_live_YOUR_KEY with your key, or set FUNDALYZE_API_KEY for the Python and JavaScript versions.
curl -H "Authorization: Bearer fdz_live_YOUR_KEY" "https://api.fundalyze.ai/api/public/v1/get_filing_summary?ticker=AAPL"import os
import requests
response = requests.get(
"https://api.fundalyze.ai/api/public/v1/get_filing_summary",
params={
"ticker": "AAPL",
},
headers={"Authorization": f"Bearer {os.environ['FUNDALYZE_API_KEY']}"},
timeout=60,
)
response.raise_for_status()
answer = response.json()
print(answer["text"])
print("Calls left today:", response.headers.get("X-Quota-Remaining"))const params = new URLSearchParams()
params.append("ticker", "AAPL")
const response = await fetch(`https://api.fundalyze.ai/api/public/v1/get_filing_summary?${params}`, {
headers: { Authorization: `Bearer ${process.env.FUNDALYZE_API_KEY}` },
})
const answer = await response.json()
if (!response.ok) throw new Error(`${response.status}: ${answer.detail}`)
console.log(answer.text)
console.log('Calls left today:', response.headers.get('X-Quota-Remaining'))The same call as an MCP tools/call: what an assistant sends.
{
"name": "get_filing_summary",
"arguments": {
"ticker": "AAPL"
}
}Response
Generated from live data on Oct 7, 2026; figures change as filings arrive.
What an assistant reads (and what MCP returns).
AAPL · 10-Q filed 2026-07-31 (period 2026-06-27) · accession 0000320193-26-000020 · AI-generated summary; it may contain errors. Check the filing. Model x-ai/grok-4.6, 2026-08-14.
- Apple designs, manufactures and sells iPhone, Mac, iPad, Wearables/Home/Accessories and related Services (App Store, subscriptions, etc.); fiscal Q3 2026 ended 27 Jun 2026.
- Q3 net sales $109.4bn (+16% YoY), products $78.7bn / services $30.7bn; gross margin $54.8bn; operating income $35.7bn; net income $29.8bn; diluted EPS $2.02 (vs $1.57). Nine-month sales $364.4bn (+16%), net income $101.5bn, diluted EPS $6.88.
- iPhone $54.3bn (+22%, Pro models), Mac $10.4bn (+29%, laptops), Services +12%; iPad –6%. All regions grew (Greater China/Europe +22% each); R&D jumped to $11.7bn from $8.9bn.
- Inventories nearly doubled to $11.1bn (components $7.6bn vs $2.1bn); net intangibles rose to $20.3bn from $11.1bn. Operating cash flow $117bn (9mo); $62bn buybacks + $12bn dividends; commercial paper cut to $2.0bn.
- Material risks: intensifying component shortages/cost inflation (advanced semis, NAND, DRAM) expected to pressure revenue, costs and GM (price hikes may not offset and could cut demand); evolving U.S. tariffs (Section 232 semis, 301, post-IEEPA refunds) plus retaliatory measures threaten supply chain, rare earths, pricing and consumer spend.
- Unusual: Q3 launch of Siri AI plus iOS/macOS/iPadOS 27 suite; large inventory/intangible build amid supply constraints; equity now $107.5bn after prior retained-earnings deficit.
Other summarised filings:
form,filing_date,accession_number
10-K,2025-10-31,0000320193-25-000079
More: https://fundalyze.ai/filings/AAPL/0000320193-26-000020The same content as JSON (REST).
{
"ticker": "AAPL",
"cik": 320193,
"accession_number": "0000320193-26-000020",
"form": "10-Q",
"filing_date": "2026-07-31",
"report_date": "2026-06-27",
"ai_generated": true,
"notice": "AI-generated summary; it may contain errors. Check the filing.",
"model": "x-ai/grok-4.6",
"generated_at": "2026-08-14T02:12:55.635526+00:00",
"sections": null,
"summary_markdown": "- Apple designs, manufactures and sells iPhone, Mac, iPad, Wearables/Home/Accessories and related Services (App Store, subscriptions, etc.); fiscal Q3 2026 ended 27 Jun 2026.\n- Q3 net sales $109.4bn (+16% YoY), products $78.7bn / services $30.7bn; gross margin $54.8bn; operating income $35.7bn; net income $29.8bn; diluted EPS $2.02 (vs $1.57). Nine-month sales $364.4bn (+16%), net income $101.5bn, diluted EPS $6.88.\n- iPhone $54.3bn (+22%, Pro models), Mac $10.4bn (+29%, laptops), Services +12%; iPad –6%. All regions grew (Greater China/Europe +22% each); R&D jumped to $11.7bn from $8.9bn.\n- Inventories nearly doubled to $11.1bn (components $7.6bn vs $2.1bn); net intangibles rose to $20.3bn from $11.1bn. Operating cash flow $117bn (9mo); $62bn buybacks + $12bn dividends; commercial paper cut to $2.0bn.\n- Material risks: intensifying component shortages/cost inflation (advanced semis, NAND, DRAM) expected to pressure revenue, costs and GM (price hikes may not offset and could cut demand); evolving U.S. tariffs (Section 232 semis, 301, post-IEEPA refunds) plus retaliatory measures threaten supply chain, rare earths, pricing and consumer spend.\n- Unusual: Q3 launch of Siri AI plus iOS/macOS/iPadOS 27 suite; large inventory/intangible build amid supply constraints; equity now $107.5bn after prior retained-earnings deficit.",
"sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019326000020/0000320193-26-000020-index.html",
"other_summaries": [
{
"accession_number": "0000320193-25-000079",
"form": "10-K",
"filing_date": "2025-10-31",
"report_date": "2025-09-27"
}
]
}Fields of data
What each field of data means. rows[].field is a field of each row in the rows list.
| Field | Meaning |
|---|---|
other_summaries | Other filings of the company that already have a summary (list; see other_summaries[]). |
other_summaries[].report_date | Period end the filing reports on (ISO). |
sections | The summary's sections (list; see sections[]). |
ticker | Ticker. |
cik | SEC CIK. |
accession_number | Accession of the summarised filing. |
form | Form type. |
filing_date | Filing date. |
report_date | Period of report. |
ai_generated | Always true. |
notice | The AI-generated caveat. |
model | Model that wrote the summary. |
generated_at | When it was generated (ISO timestamp). |
sections[].title | Section heading. |
sections[].bullets[].text | One finding. |
sections[].bullets[].citations[].quote | Verbatim passage the bullet rests on. |
sections[].bullets[].citations[].start | Character offset of the quote in the filing's visible text; null when not found. |
sections[].bullets[].citations[].end | End offset. |
sections[].bullets[].citations[].verified | true when the quote was located in the filing. |
summary_markdown | The summary as markdown, only for an older summary without sections. |
sec_url | The filing's index page on sec.gov. |
other_summaries[].form | Another summarised filing's form. |
other_summaries[].filing_date | Its filing date. |
other_summaries[].accession_number | Its accession, to pass as accession_number. |
The link
Every answer ends with More: <link>, and REST returns the same URL as link: the fundalyze.ai page where the figures can be checked (here, fundalyze.ai/filings/AAPL/0000320193-26-000020). Cite it when you show the data to others, as the attribution rules ask.
Errors
A bad parameter is a 400 naming it, an unknown ticker a 404, a busy key or a used-up day a 429. Every status and message: Errors.
This page as Markdown, for language models and scripts: /developers/md/reference/get_filing_summary