Quickstart - Financial Datasets

Search accepts a query in natural language and returns the passages of financial documents that answer it, each with a citation that opens the source document at that passage.

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1. Get an API key

Sign up at financialdatasets.ai and generate your API key from the dashboard. Search uses the same key as every other endpoint.

2. Send a query

import requests

response = requests.post(
    "https://api.financialdatasets.ai/search",
    headers={"X-API-KEY": "your_api_key_here"},
    json={
        "query": "committee retainers",
        "filters": {"identifiers": {"ticker": ["CCI"]}},
    },
)

for result in response.json()["results"]:
    print(result["title"], result["url"])
    for excerpt in result["excerpts"]:
        print(excerpt["text"], excerpt["citation"]["link"])

const response = await fetch("https://api.financialdatasets.ai/search", {
  method: "POST",
  headers: { "X-API-KEY": "your_api_key_here", "Content-Type": "application/json" },
  body: JSON.stringify({
    query: "committee retainers",
    filters: { identifiers: { ticker: ["CCI"] } },
  }),
});

const { results } = await response.json();
for (const result of results) {
  console.log(result.title, result.url);
  for (const excerpt of result.excerpts) {
    console.log(excerpt.text, excerpt.citation.link);
  }
}

curl -s -X POST "https://api.financialdatasets.ai/search" \
  -H "Content-Type: application/json" \
  -H "X-API-KEY: $FINANCIAL_DATASETS_API_KEY" \
  -d '{
    "query": "committee retainers",
    "filters": { "identifiers": { "ticker": ["CCI"] } }
  }'

3. Read the response

Each result is one document. Each excerpt is a passage from that document, reproduced verbatim, with a link that opens the document at the passage.

{
  "title": "Crown Castle Inc · DEF 14A 2026",
  "url": "https://www.sec.gov/Archives/edgar/data/1051470/000105147026000039/cci-20260406.htm",
  "date": "2026-04-06",
  "excerpts": [
    {
      "text": "2025 Committee Retainers(a)\nBoard Committee | Committee Chair | Committee Member(b)\nAudit Committee | $30,000 | $15,000\nCEO Search Committee | $20,000 | $10,000\nCHC Committee | $25,000 | $12,500\nFiber Review Committee | $25,000 | $12,500 ...",
      "citation": {
        "document": "0001051470-26-000039",
        "date": "2026-04-06",
        "section": "Crown Castle Inc. > 2025 Committee Retainers(a)",
        "link": "https://www.sec.gov/Archives/edgar/data/1051470/000105147026000039/cci-20260406.htm#:~:text=Committee%20Member%28b%29,N%26G%20Committee"
      },
      "attributes": { "kind": "table" }
    }
  ]
}

Next steps

Introduction

Writing queries, filters, the full response shape, and errors.

Best Practices

Improve precision: the query form, filters, and diagnosis.