Get SEC Company Concept
Resolve a ticker or CIK and return a bounded page of one company's disclosures for a specific standardized XBRL taxonomy concept.
ActionTry it
Integrate SEC EDGAR
with your AI CRM
Access public SEC EDGAR company submissions, XBRL facts, filing archives, and filing indexes with the caller identity required by the SEC fair-access policy.
Explore Triggers and Actions
Get SEC Company Profile
Resolve a ticker or CIK and return the SEC filer's identity, classification, addresses, tickers, exchanges, and filing-history coverage without returning its filing arrays.
ActionTry it
Get SEC Filing Document
Resolve a filing path and offload one archive file, filing detail page, complete submission, or SGML header while enforcing a caller-selected size cap.
ActionTry it
Get SEC XBRL Frame
Compare one standardized XBRL concept across reporting entities for a calendar period and return a bounded page of matching facts.
ActionTry it
List SEC Company Filings
Resolve a ticker or CIK and return one bounded, normalized page of recent or historical SEC company filings.
ActionTry it
List SEC Filing Documents
Resolve a ticker or CIK and list a bounded page of documents and generated artifacts in one SEC filing archive, including filenames and sizes needed for safe retrieval.
ActionTry it
Search SEC Company Concepts
Resolve a ticker or CIK and search the company's available standardized XBRL concepts. Returns a bounded page of concept metadata and units without returning individual disclosure arrays or values.
ActionTry it
Search SEC Entities
Search SEC companies by ticker, name, or CIK, or mutual funds by ticker, CIK, series ID, or class ID. Returns normalized identifiers for other SEC tools.
ActionTry it
Search SEC Filing Index
Discover and search one daily or quarterly EDGAR master index, returning a bounded page filtered by company, CIK, or form. Quarterly source files over 30 MB are not supported; use a daily index instead.
ActionTry it
How the SEC EDGAR integration works
The SEC EDGAR integration connects your Dench AI CRM directly to SEC EDGAR, so agents can read and act on your SEC EDGAR data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
9 actions are available for agents to invoke on your behalf. Every call runs through SEC EDGAR's own authorization, scoped to the account you connect.
Set up SEC EDGAR in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find SEC EDGAR and click Connect — you'll authorize access through SEC EDGAR's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use SEC EDGAR in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the SEC EDGAR integration work with Dench?
The Dench SEC EDGAR integration connects your AI CRM to SEC EDGAR, so AI agents can work with your SEC EDGAR data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with SEC EDGAR via Dench?
The SEC EDGAR integration currently exposes 9 actions, including Get SEC Company Concept, Get SEC Company Profile, Get SEC Filing Document, Get SEC XBRL Frame, List SEC Company Filings, and List SEC Filing Documents. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect SEC EDGAR to Dench?
No. You connect SEC EDGAR from your Dench workspace using SEC EDGAR's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the SEC EDGAR integration secure?
Connections are authorized through SEC EDGAR's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the SEC EDGAR connection from your workspace settings at any time.