API Structure
Companies
Companies
Endpoints to access Captide’s company database and perform metadata-based screening.
Retrieves a list of companies from the Captide database that match user-specified parameters. The response includes key company information such as name, ticker symbol(s), country of domicile, SEC filing status, delisting status, and the unique company ID assigned by Captide.
Fetches a document by its ID from the database. The response includes key company information such as name, ticker symbol(s), country of domicile, SEC filing status, and delisting status.
/api/v1/companies/listRetrieves a list of companies from the Captide database that match user-specified parameters. The response includes key company information such as name, ticker symbol(s), country of domicile, SEC filing status, delisting status, and the unique company ID assigned by Captide.
/api/v1/companies/{id}Fetches a document by its ID from the database. The response includes key company information such as name, ticker symbol(s), country of domicile, SEC filing status, and delisting status.
Documents
Documents
Endpoints to access company disclosures in either PDF or LLM-optimized Markdown format.
Retrieves a list of financial and corporate disclosures available in Captide that match user-specified parameters. The response includes key document metadata such as the associated company’s ticker symbol(s), document type, release date, fiscal year and quarter, the Captide-assigned document ID, and the associated company ID. Results are sorted by
Fetches a document by its ID from the database. The response includes document metadata, associated company information, and the file URLs to access the original file and the pre-processed Markdown file.
/api/v1/document/listRetrieves a list of financial and corporate disclosures available in Captide that match user-specified parameters. The response includes key document metadata such as the associated company’s ticker symbol(s), document type, release date, fiscal year and quarter, the Captide-assigned document ID, and the associated company ID. Results are sorted by
documentDate in descending order./api/v1/documents/{id}Fetches a document by its ID from the database. The response includes document metadata, associated company information, and the file URLs to access the original file and the pre-processed Markdown file.
Agentic RAG
Agentic RAG
Endpoints for leveraging Captide’s agentic AI workflows to programmatically extract insights and data from the document corpus.
Returns the most relevant document excerpts in response to natural language queries.
Returns cited Markdown responses, sourced exclusively from corporate disclosures, in response to natural language queries.
Streams cited Markdown responses, sourced exclusively from corporate disclosures, as server-sent events in response to natural language queries.
/api/v1/rag/chunk-retrievalReturns the most relevant document excerpts in response to natural language queries.
/api/v1/rag/agent-responseReturns cited Markdown responses, sourced exclusively from corporate disclosures, in response to natural language queries.
/api/v1/rag/agent-response-streamStreams cited Markdown responses, sourced exclusively from corporate disclosures, as server-sent events in response to natural language queries.
API Conventions
- All JSON request and response fields use camelCase naming (e.g.,
sourceType,fiscalPeriod,documentId) - URL paths follow kebab-case convention (e.g.,
/api/v1/rag/agent-response) - Date format: ISO 8601 (YYYY-MM-DD)
- Authentication: API key via X-API-Key header