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Integration

FilingSift

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.

Open the FilingSift docs

Tools

Your agent calls any endpoint of FilingSift's API with the request tool, with the client's access attached.

Base URL for request

https://api.filingsift.com

  • request

    HTTPS ANY /v1/clients/{clientId}/filingsift/{path}

    Any endpoint of FilingSift's own API, with the client's access attached.

    servicestringrequired
    This service: filingsift
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://api.filingsift.com
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the FilingSift key you paste, with only the access you gave that key

Get started

Send your next client one link

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.