> Fiscal.ai API docs. Source: https://docs.fiscal.ai/docs/introduction. Every page is listed in https://docs.fiscal.ai/llms.txt; append `.md` to any docs URL for its Markdown.

# Fiscal.ai API Documentation

Institutional-quality financial data on tap. Integrate clean fundamentals, KPIs, ratios, and filings trusted by leading fintechs and asset managers.

## Fiscal.ai API Documentation

Welcome to the Fiscal.ai API documentation for getting our database on tap with our modern API infrastructure. We are focused on providing high quality data with no latency and flexibility to meet your use case. In our documentation, you will find which endpoints are available and the geographical coverage available.

Already trusted by leading fintech platforms and asset managers, we are committed to providing you with powerful and reliable financial data infrastructure.

Use Fiscal.ai in:

- [Claude](https://claude.ai/directory/9620ff48-f0d9-4f7f-bda0-4d7240894538): Connector in the Claude directory
- [ChatGPT](https://chatgpt.com/plugins/plugin_asdk_app_69bd60b8ee4c81919b3167218ca26225): App in ChatGPT
- [Gemini Enterprise](https://docs.cloud.google.com/gemini/enterprise/docs/connectors/fiscal-ai/set-up-data-store?hl=en#create-data-store): Fiscal.ai data store
- [Microsoft 365 Copilot](https://learn.microsoft.com/en-us/microsoft-365/copilot/connectors/federated-connectors-overview): Copilot connector
- [Cursor](cursor://anysphere.cursor-deeplink/mcp/install?name=fiscal&config=eyJ1cmwiOiJodHRwczovL2FwaS5maXNjYWwuYWkvbWNwIn0%3D): One-click MCP install
- [VS Code](vscode:mcp/install?%7B%22name%22%3A%22fiscal%22%2C%22type%22%3A%22http%22%2C%22url%22%3A%22https%3A%2F%2Fapi.fiscal.ai%2Fmcp%22%7D): One-click MCP install

A setup prompt to paste into an AI agent working in your project:

```text
I want to use the Fiscal.ai financial data API in this project.
1. Read https://docs.fiscal.ai/skill.md. It covers authentication, company identifiers, which endpoint to use for what, periods, pagination and errors. https://docs.fiscal.ai/llms.txt lists every docs page; append .md to any docs URL to get it as Markdown.
2. Add a short Fiscal.ai section to this repo's AGENTS.md (create the file if it doesn't exist): the base URL https://api.fiscal.ai, that requests send the API key in the X-Api-Key header read from the FISCAL_API_KEY environment variable, and links to the two files above.
3. Ask me what data I need, then write the client code. Never hard-code the API key.
```

### Key Features

- **Clean Institutional quality data** across all endpoints with our best-in-class aggregation technology combined with a dedicated Team of equity analysts to ensure accuracy.
- **Faster data availability** after the information is disclosed. Our technology instantly begins aggregating to deliver clean data in the API within minutes.
- **Ability to source back to the filing** where the content was collected. This allows you and your end users to build confidence in the data quality right through our API.
- **Both Standardized and As-Reported financials** are available.

### Endpoint Packages

#### 📊 Financials & Ratios

Clean high quality financials and ratios delivered both as-reported and standardized.

- **History**: 20+ annual periods and 40+ quarterly periods. Historical ratios EODs and 15-minute delayed intraday.

#### 🔍 Sourcing to Filing (Add-on to Financials & Ratios)

Links each data point in the Financials & Ratios API endpoint to an image and PDF with the source data table.

#### 📈 Stock Prices (15 minute delay)

- **History**: 30+ years of historical EOD quotes and 15-minute delayed intraday.

#### 🏷️ Company Logos

Customer-ready company brand assets streamed as image bytes through a dedicated API endpoint, with variants for icons and light/dark logo treatments.

- **Endpoint**: `/v2/company/logo`
- **Variants**: `icon`, `logo`, `logo-dark`

#### 📰 Company News

Company news events with event category and importance filters, plus a daily summary of each company's most important recent news.

- **Endpoint**: `/v1/company/news`
- **Filters**: `eventType`, `importance`
- **Endpoint**: `/v1/company/news-summary`

#### 🗓️ Events Calendar

Upcoming and past company earnings events with fresh company metadata joined from the Companies API.
Earnings events are the only event type available for now; additional event types are coming soon.

- **Endpoint**: `/v1/events-calendar`
- **Filters**: company, date range, event status, country, and sector

#### 🎙️ IR Events & Transcripts

Everything attached to a company's earnings events: the interim/annual reports, investor presentation,
results press release, and — when a call was held — the structured transcript and streamable call
recording.

- **Endpoints**: `/v1/company/ir-events`, `/v1/company/ir-events/transcript/{eventKey}`, `/v1/company/ir-events/audio/{eventKey}`
- **Transcripts**: speaker mapping, paragraphs, sentence-level timestamps, and Q&A section timing

#### ✉️ Fund Letters

What professional investors write about companies: thousands of hedge fund, mutual fund, and partnership letters parsed into structured per-company investment theses, with the original PDFs.

- **Guide**: [Fund Letters](https://docs.fiscal.ai/docs/guides/fund-letters)
- **Endpoints**: `/v1/fund-letters`, `/v1/company/fund-letters`

#### 🏛️ Ownership

Insider (Form 4) transactions and holdings plus institutional (13F) holdings — queryable per company or per institutional holder.

- **Endpoints**: `/v1/company/ownership/insider/transactions`, `/v1/company/ownership/institutional/holders`, `/v1/ownership/institutional/holdings`
- **Coverage**: US-listed companies, ~3 years of history for now

#### 💸 Adjusted Metrics

Adjusted figures for each company like adjusted EPS, Revenue, EBITDA, FCF and many more listed here making for a perfect endpoint when matching to analyst estimates.

#### 🔑 Segments & KPIs

- **History**: 12+ annual periods and 24+ quarterly periods.
- **Recommended endpoint**: `/v2/company/segments-and-kpis`

### Coverage

| Endpoint | USA | Canada | US ADRs | UK | EU |
| --- | --- | --- | --- | --- | --- |
| Financials & Ratios | Covered | Covered | Covered | Covered | Covered |
| Sourcing to Filing | Covered | Covered | Covered | Covered | Covered |
| Stock Prices | Covered | Covered | Covered | Covered | Covered |
| Company Logos | Covered | Covered | Covered | Covered | Covered |
| Company News | Covered | Covered | Covered | Covered | Covered |
| Events Calendar | Partial | Partial | Partial | Partial | Partial |
| IR Events & Transcripts | Partial | Partial | Partial | Partial | Partial |
| Fund Letters | Covered | Covered | Covered | Covered | Covered |
| Ownership | Covered | Not yet | Not yet | Not yet | Not yet |
| Adjusted Metrics | Covered | Covered | Covered | Covered | Covered |
| Segments & KPIs | Partial | Partial | Partial | Partial | Partial |

- Events Calendar: 🗓️ Serving earnings events only for now — other event types are coming soon.
- IR Events & Transcripts: 🎙️ Serving English-only earnings events — other event types are coming soon.
- Ownership: 🇺🇸 US-listed companies only for now — insider (Form 4) transactions and holdings, plus institutional (13F) holdings.
- Segments & KPIs: 🌐 Largest 2,300 companies globally by market capitalization — not every company in each region is covered.

### History

| Endpoint | Quarterly | Annual |
| --- | --- | --- |
| Financials & Ratios | 40+ quarters | 20+ years |
| Sourcing to Filing | 40+ quarters | 20+ years |
| Adjusted Metrics | 5+ years | 5+ years |
| Segments & KPIs | 24+ quarters | 12+ years |

| Endpoint | History |
| --- | --- |
| Stock Prices | 30+ years |
| Company Logos | Current |
| Company News | Since 2026-04-29 |
| Events Calendar | Earnings events from 2026-06-16 onward |
| IR Events & Transcripts | Latest period as of 2026-07-07 onward |
| Fund Letters | 5+ years |
| Ownership | 3 years |

- Stock Prices: Daily EOD and 15-minute delayed intraday — not reported per fiscal period.
- Company News: More historical coverage coming soon.
- Events Calendar: Serving earnings events only for now — other event types are coming soon.
- IR Events & Transcripts: Each company's most recent earnings period as of 2026-07-07 was captured best-effort; every period since is collected going forward.
- Fund Letters: Quarterly, annual, and interim investor letters.
- Ownership: Institutional (13F) holdings are quarterly; insider (Form 4) activity is event-based.

### Getting Started

To begin using the API:

See the [Getting Started guide](https://docs.fiscal.ai/docs/guides/getting-started) for step-by-step instructions.