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Connect SEC EDGAR so your agent can look up public company filings and financial facts on the phone.

Connect SEC EDGAR to your AgentCalls agent and it can find public companies by name or ticker, check their filing history, and read specific reported figures during a call. Use it for investor relations, financial advisory, or research desks that get calls about a company's latest filing or reported numbers. The agent works through the SEC's public records, so answers reflect what the company actually filed. Connect with your own SEC EDGAR credentials from the tool's settings, and the agent can answer from the source without staff pulling documents manually.

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What your agent can do with SEC EDGAR

  • Look up a company by name, ticker, or CIK and confirm the right filer during the call
  • Tell a caller the date and type of the most recent 10-K, 10-Q, or 8-K filing
  • Read a reported financial figure, such as revenue or net income, for a given period
  • Compare one reported metric across companies for a calendar quarter or year

SEC EDGAR exposes 9 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks for the latest annual report date

  1. Caller

    Hi, I'm looking for when Northwind Logistics filed its most recent annual report.

  2. Agent

    Sure. Can you give me the ticker, or the company's full name?

  3. Caller

    The ticker is NWLG.

  4. Agent

    Found it. Northwind Logistics filed its latest 10-K on March 14. Would you like me to read the total revenue it reported for that year?

Lookup of a reported figure for an investor

  1. Caller

    What was Harbor Medical's net income in the third quarter of last year?

  2. Agent

    Let me check their filing for that quarter. One moment.

  3. Agent

    Harbor Medical reported net income of 42.7 million dollars for the third quarter. The figure is from their 10-Q filed in early November.

  4. Caller

    Perfect, thank you. Can you send me that filing?

  5. Agent

    Yes, I'll send the link to your email now.

Outbound follow-up on a filing request

  1. Agent

    Hello, this is calling from the research desk. You asked about recent 8-K filings from Crestview Energy.

  2. Caller

    Yes, has anything new come in this week?

  3. Agent

    Crestview filed one 8-K on Tuesday about a change in its board. I can read you the summary or send the document.

  4. Caller

    Send it over, please.

How to connect SEC EDGAR

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect SEC EDGAR

    From Integrations in the dashboard, choose SEC EDGAR and enter the connection details from your SEC EDGAR account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the SEC EDGAR actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent check filings during the call or after it?

During the call. When a caller asks about a company's filings or reported figures, your agent looks them up in SEC EDGAR while the conversation is open and answers with the current record.

What do I need to connect SEC EDGAR?

You need your own SEC EDGAR credentials. Enter them in the tool's settings from the AgentCalls dashboard, then choose which actions your agent can use.

Which plan includes this integration?

Integrations are included from the Growth plan. Your agent needs a plan that includes tool connections to use SEC EDGAR.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with SEC EDGAR.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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