Source-cited SEC filing search and retrieval with provenance and verification states. Your client pastes their FilingSift key once, and your agent or your code works with their access.
Banking and investing
About FilingSift
Through Operate As, your agent, n8n workflow or code works in FilingSift with your client's own access. Your client pastes their API key from FilingSift once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of FilingSift's API through the request tool, with the client's access attached.
Common uses in Banking and investing
Pull balances and transactions into a report
Match payments to invoices
Flag unusual activity
FilingSift
FilingSift · Banking and investing
API key
Source-cited SEC filing search and retrieval with provenance and verification states
The client pastes their API key from FilingSift's settings. We store it encrypted.
Tested against FilingSift's live API.
Building with FilingSift? The docs have setup steps and code for every tool.
Add a client, select the services, copy the link. You'll get an email the moment their access is ready. Start free, no card required. Paid plans are one flat monthly price, and a busy month never takes your agents offline.