HELP · API + MCP
The data plane behind filing-auditable agents.
Coverage filed, dictionaries, and AAPL-shaped REST + MCP samples — catalog-available versus lake-mirrored, without inventing accessions.
One place for integrators: period types that are stocked, provenance on the wire, and dogfood samples you can trust. White-label surface — no upstream vendor brands.
{
"symbol": "AAPL",
"metric": "FX_REV",
"period": "FY",
"provenance": {
"dataset": "sec_xbrl",
"link_status": "native",
"as_of": "25 September 2026 ~15:21 BST"
}
}DRAFT · GTM HOLD · Critiquito HOLD · HOLD — Soft Taste + Critiquito CLEAR required before GTM SEND. Catalog ≠ lake. White-label.
OVERVIEW
Filing-auditable plane for agents and services.
Finsyt exposes the same entitlements over REST /api/v1 and streamable-HTTP MCP. Every numeric field should carry provenance. Prefer link_status: native|linked for filing-backed work. Gaps are explicit — the plane does not invent accessions.
- Coverage filed: catalog entitlement vs rows actually mirrored in the lake.
- Data dictionary: FY + Q stocked; H1/H2/YTD/TTM not advertised.
- Samples: AAPL REST + MCP from Neon dogfood (labeled LAKE).
Dogfood gates
A lake readable · B API/MCP Neon-backed · C /coverage matches live census · D this Help page (honest labels).
As-of
Lake mirror census 25 September 2026 ~16:27 BST
Coverage filed
DRAFTTwo layers — do not conflate. Catalog-available is entitlement size. Lake-mirrored is what actually sits in Neon today. History fields stay UNKNOWN unless measured. Same census source as /coverage once live-lake sync lands; until then marketing census remains the 15 Aug sheet with honest DRAFT labels here.
CATALOG-AVAILABLE
22,966
instruments · 18 datasets · probe DRAFT
Entitlement catalog size from live probe (25 Sep). Marketing /coverage reads coverage-census.generated.json (catalog-available vs lake-mirrored). Marketing page still cites 22,966 / 18 datasets as of 25 September 2026.
LAKE-MIRRORED
30
dogfood filers in Neon · as-of 25 September 2026 ~16:27 BST
Series catalog entitlement is ~22.9k rows; lake raw-pull mirror is far smaller until P1 completes. Fundamentals lake is Dow-30 dogfood today.
| Lake table / surface | Rows | Note |
|---|---|---|
| Companies / filers (dogfood universe) | 30 | Dow-30 P0 |
| As-presented XBRL facts | 597,365 | Filing-native |
| Standardized statement values | 139,804 | FY + Q stocked |
| Segments & KPIs (native extracts) | 435 | link_status=native |
| Vendor segment observations | 18,871 | unlinked until reconcile — no invented accessions |
| Market/fundamentals raw pulls | 1,330 | P1a in progress |
| Series raw pulls (P0/P1 mirror) | 95 | Catalog ~22.9k; lake rows are the mirror count |
| Cited US GAAP filers (catalog surface) | 10,412 | Marketing census; lake dogfood is 30 filers |
Data dictionary
DRAFTFY + Q stockedPromoted from public reference docs. H1/H2/YTD/TTM are not advertised until lake + readers exist. Full markdown: data dictionary, provenance, segments & KPIs.
| Layer | Source | Example |
|---|---|---|
| As-presented | facts_raw ← companyfacts | Issuer XBRL concepts |
| Standardized | std_values ← concept_map | Helix template lines (is.revenue, bs.cash, …) |
| Segments / KPIs | kpi_values (native) · vendor_observations (mirror) | Product / geo revenue cuts |
| Dictionary seed | concepts · concept_map · template_lines | Metric / series ids |
Period types
| Code | Meaning | Stocked |
|---|---|---|
| FY | Fiscal year | yes |
| Q / Q1–Q4 | Fiscal quarter | yes |
| H1 / H2 | Half year | no — not advertised |
| YTD | Year to date | no — not advertised |
| TTM | Trailing twelve months | no — not advertised |
Provenance envelope
Required on figure payloads. Prefer native/linked for filing-backed work. Vendor mirrors may be unlinked and must not invent accessions.
- source_id
- dataset
- as_of
- retrieval_method
- link_status ∈ {native, linked, unlinked, conflict}
- accession (optional — never invented)
- source_url / page / quoted_span (optional)
DATA SAMPLES
LAKEAAPLREST + MCP — AAPL-shaped from the dogfood lake.
Accessions below are real EDGAR filings present in Neon std_values (as-of 25 September 2026 ~15:21 BST). Never invent filing accessions. If a sell path is still sandbox for a given key, the payload says so via provenance.dataset.
REST — company
curl -sS -H "Authorization: Bearer $FINSYT_API_KEY" \ "$FINSYT_BASE/api/v1/companies/AAPL"
{
"ticker": "AAPL",
"name": "Apple Inc.",
"cik": "0000320193",
"link_status": "native",
"sources": [
{
"source_id": "filer:0000320193",
"dataset": "helix.filers",
"as_of": "2026-09-25T14:21:47.660Z",
"retrieval_method": "live",
"link_status": "native"
}
]
}REST — fundamentals
curl -sS -H "Authorization: Bearer $FINSYT_API_KEY" \ "$FINSYT_BASE/api/v1/companies/fundamentals?ticker=AAPL&period=A&limit=5"
{
"ticker": "AAPL",
"name": "Apple Inc.",
"cik": "0000320193",
"period": "A",
"count": 5,
"income": [
{
"fql": "is.revenue",
"label": "Total revenue",
"value": 416161000000,
"unit": "USD",
"period": "FY2025",
"period_end": "2025-09-27",
"statement": "income",
"accession": "0000320193-25-000079",
"link_status": "native",
"provenance": {
"source_id": "0000320193-25-000079",
"dataset": "helix.std_values",
"as_of": "2025-09-27",
"retrieval_method": "live",
"link_status": "native"
}
},
{
"fql": "is.net_income",
"label": "Net income",
"value": 112010000000,
"unit": "USD",
"period": "FY2025",
"period_end": "2025-09-27",
"statement": "income",
"accession": "0000320193-25-000079",
"link_status": "native",
"provenance": {
"source_id": "0000320193-25-000079",
"dataset": "helix.std_values",
"as_of": "2025-09-27",
"retrieval_method": "live",
"link_status": "native"
}
}
],
"sources": [
{
"source_id": "0000320193-25-000079",
"dataset": "helix.std_values",
"as_of": "2025-09-27",
"retrieval_method": "live",
"link_status": "native",
"accession": "0000320193-25-000079"
}
]
}MCP — get_company_fundamentals
Same envelope as REST when Neon lake is configured. Sandbox keys may return provenanced fixtures — check provenance.dataset.
{
"ticker": "AAPL",
"period": "A",
"limit": 5
}{
"ticker": "AAPL",
"name": "Apple Inc.",
"cik": "0000320193",
"period": "A",
"income": [
{
"fql": "is.revenue",
"label": "Total revenue",
"value": 416161000000,
"unit": "USD",
"period": "FY2025",
"period_end": "2025-09-27",
"accession": "0000320193-25-000079",
"link_status": "native"
}
],
"provenance": {
"source_id": "AAPL",
"dataset": "helix.std_values",
"as_of": "2026-09-25T14:21:47.660Z",
"retrieval_method": "live",
"link_status": "native"
}
}API · AUTH
Two equivalent paths.
API key Bearer
Authorization: Bearer fsk_… (or X-API-Key). Preferred for CLI, agents, and CI.
OAuth 2.1 (PKCE)
Browser sign-in for Claude, ChatGPT, Copilot, Cursor when interactive. Same entitlements as the key.
https://www.finsyt.com/platform/api/v1/mcp
RATE LIMITS
DRAFTShared entitlements.
MCP and REST share workspace entitlements. Align published limits to billing tiers before GTM SEND. Typical errors: 401 unauthorized · 403 forbidden · 404 not found · 429 rate limit · 5xx retry with backoff.
MCP · LINKS