# SEC Material Contract Intelligence (`taroyamada/sec-material-contract-intelligence`) Actor

Find material agreement, customer contract, partnership, procurement, and exhibit leads from official SEC filings.

- **URL**: https://apify.com/taroyamada/sec-material-contract-intelligence.md
- **Developed by:** [太郎 山田](https://apify.com/taroyamada) (community)
- **Categories:** News, Lead generation
- **Stats:** 2 total users, 1 monthly users, 100.0% runs succeeded, NaN bookmarks
- **User rating**: No ratings yet

## Pricing

from $8.00 / 1,000 results

This Actor is paid per event. You are not charged for the Apify platform usage, but only a fixed price for specific events.

Learn more: https://docs.apify.com/platform/actors/running/actors-in-store#pay-per-event

## What's an Apify Actor?

Actors are a software tools running on the Apify platform, for all kinds of web data extraction and automation use cases.
In Batch mode, an Actor accepts a well-defined JSON input, performs an action which can take anything from a few seconds to a few hours,
and optionally produces a well-defined JSON output, datasets with results, or files in key-value store.
In Standby mode, an Actor provides a web server which can be used as a website, API, or an MCP server.
Actors are written with capital "A".

## How to integrate an Actor?

If asked about integration, you help developers integrate Actors into their projects.
You adapt to their stack and deliver integrations that are safe, well-documented, and production-ready.
The best way to integrate Actors is as follows.

In JavaScript/TypeScript projects, use official [JavaScript/TypeScript client](https://docs.apify.com/api/client/js.md):

```bash
npm install apify-client
```

In Python projects, use official [Python client library](https://docs.apify.com/api/client/python.md):

```bash
pip install apify-client
```

In shell scripts, use [Apify CLI](https://docs.apify.com/cli/docs.md):

````bash
# MacOS / Linux
curl -fsSL https://apify.com/install-cli.sh | bash
# Windows
irm https://apify.com/install-cli.ps1 | iex
```bash

In AI frameworks, you might use the [Apify MCP server](https://docs.apify.com/platform/integrations/mcp.md).

If your project is in a different language, use the [REST API](https://docs.apify.com/api/v2.md).

For usage examples, see the [API](#api) section below.

For more details, see Apify documentation as [Markdown index](https://docs.apify.com/llms.txt) and [Markdown full-text](https://docs.apify.com/llms-full.txt).


# README

## SEC Material Contract Intelligence

Find material agreement, customer contract, partnership, procurement, and exhibit leads from official SEC filings.

### What it returns

- Normalized `material_contract_lead` rows from SEC submissions and Archives exhibit indexes.
- Ticker, CIK, form type, filing date, report date, accession number, Item 1.01, primary document, Exhibit 10 file, and SEC source URLs.
- Contract keywords, counterparty hints, value hints, effective-date hints, confidence, extraction warnings, and fetched timestamps.
- A local `output/result.json` file for reproducible smoke tests.

### Input

Use `input.json` as the quickstart. You can provide `tickers`, `ciks`, mixed `issuers`, or direct `accessionNumbers`.

Important controls:

- `formTypes`: defaults to `8-K`, `10-K`, and `10-Q`.
- `startDate` / `endDate`: optional filing date bounds in `YYYY-MM-DD`; otherwise `daysBack` is used.
- `contractKeywords`: extra phrases to flag in metadata or fetched exhibit text.
- `counterpartyTerms`: customer, supplier, partner, agency, or competitor names to highlight.
- `includeExhibitText`: fetches Exhibit 10 files for deeper hint extraction; default is metadata-only.
- `dryRun`: emits deterministic sample rows and skips all external requests, dataset writes, and webhook posts.
- `delivery`: `dataset` writes rows to the Apify dataset; `webhook` posts the full payload to `webhookUrl`.

### Pricing

This actor is intended for PAY_PER_EVENT with a low actor-start fee and a default dataset item fee of $0.008 per result row. The result price is set above the HTTP-light operating floor because the row is positioned as a lead/intelligence unit rather than raw page scraping.

### Notes

The actor uses official SEC public endpoints. Set `secUserAgent` to a declared User-Agent with contact information for production runs. Source failures, unresolved tickers, and empty filing windows are reported in `warnings` instead of failing the whole run when possible.

# Actor input Schema

## `tickers` (type: `array`):

Ticker symbols to resolve through the SEC company ticker index.
## `ciks` (type: `array`):

SEC Central Index Key values. Use this when a ticker is unavailable or ambiguous.
## `issuers` (type: `array`):

Mixed ticker symbols or CIK numbers to inspect. Prefer Tickers and CIKs for clearer runs.
## `accessionNumbers` (type: `array`):

Optional direct SEC accession numbers to inspect, such as 0000789019-26-000111.
## `formTypes` (type: `array`):

SEC forms to include.
## `startDate` (type: `string`):

Optional filing date lower bound in YYYY-MM-DD format. Overrides daysBack start when set.
## `endDate` (type: `string`):

Optional filing date upper bound in YYYY-MM-DD format. Defaults to today when empty.
## `daysBack` (type: `integer`):

How far back to scan recent SEC filings.
## `limit` (type: `integer`):

Maximum rows to emit.
## `maxFilingsPerIssuer` (type: `integer`):

Maximum matching filings to inspect per issuer before row limiting.
## `maxExhibitsPerFiling` (type: `integer`):

Maximum Exhibit 10-style attachments to emit per filing.
## `contractKeywords` (type: `array`):

Additional phrases to flag in filing metadata or fetched exhibit text.
## `counterpartyTerms` (type: `array`):

Optional customer, partner, supplier, agency, or competitor names to highlight.
## `includeExhibitText` (type: `boolean`):

Fetch Exhibit 10 documents for value, effective-date, and counterparty hints. Leave off for lighter metadata-only runs.
## `maxExhibitChars` (type: `integer`):

Maximum exhibit text characters to analyze when Fetch exhibit text is enabled.
## `emitFilingRowsWithoutExhibits` (type: `boolean`):

Emit a filing-level row when a relevant filing has no Exhibit 10-style attachment in the SEC directory index.
## `requestDelayMs` (type: `integer`):

Delay between SEC Archives filing requests.
## `timeoutMs` (type: `integer`):

HTTP timeout for SEC API and Archives requests.
## `secUserAgent` (type: `string`):

Optional SEC-compliant User-Agent with contact information.
## `delivery` (type: `string`):

Where to send results. Dry runs never push dataset rows or webhooks.
## `webhookUrl` (type: `string`):

Required when delivery=webhook.
## `dryRun` (type: `boolean`):

Run without writing dataset rows or posting webhook output.

## Actor input object example

```json
{
  "tickers": [
    "MSFT",
    "NVDA"
  ],
  "issuers": [],
  "formTypes": [
    "8-K",
    "10-K",
    "10-Q"
  ],
  "startDate": "",
  "endDate": "",
  "daysBack": 365,
  "limit": 50,
  "maxFilingsPerIssuer": 50,
  "maxExhibitsPerFiling": 12,
  "contractKeywords": [
    "master services agreement",
    "supply agreement",
    "license agreement"
  ],
  "includeExhibitText": false,
  "maxExhibitChars": 12000,
  "emitFilingRowsWithoutExhibits": true,
  "requestDelayMs": 120,
  "timeoutMs": 25000,
  "secUserAgent": "",
  "delivery": "dataset",
  "webhookUrl": "",
  "dryRun": false
}
````

# API

You can run this Actor programmatically using our API. Below are code examples in JavaScript, Python, and CLI, as well as the OpenAPI specification and MCP server setup.

## JavaScript example

```javascript
import { ApifyClient } from 'apify-client';

// Initialize the ApifyClient with your Apify API token
// Replace the '<YOUR_API_TOKEN>' with your token
const client = new ApifyClient({
    token: '<YOUR_API_TOKEN>',
});

// Prepare Actor input
const input = {
    "tickers": [
        "MSFT",
        "NVDA"
    ],
    "formTypes": [
        "8-K",
        "10-K",
        "10-Q"
    ],
    "contractKeywords": [
        "master services agreement",
        "supply agreement",
        "license agreement"
    ]
};

// Run the Actor and wait for it to finish
const run = await client.actor("taroyamada/sec-material-contract-intelligence").call(input);

// Fetch and print Actor results from the run's dataset (if any)
console.log('Results from dataset');
console.log(`💾 Check your data here: https://console.apify.com/storage/datasets/${run.defaultDatasetId}`);
const { items } = await client.dataset(run.defaultDatasetId).listItems();
items.forEach((item) => {
    console.dir(item);
});

// 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/js/docs

```

## Python example

```python
from apify_client import ApifyClient

# Initialize the ApifyClient with your Apify API token
# Replace '<YOUR_API_TOKEN>' with your token.
client = ApifyClient("<YOUR_API_TOKEN>")

# Prepare the Actor input
run_input = {
    "tickers": [
        "MSFT",
        "NVDA",
    ],
    "formTypes": [
        "8-K",
        "10-K",
        "10-Q",
    ],
    "contractKeywords": [
        "master services agreement",
        "supply agreement",
        "license agreement",
    ],
}

# Run the Actor and wait for it to finish
run = client.actor("taroyamada/sec-material-contract-intelligence").call(run_input=run_input)

# Fetch and print Actor results from the run's dataset (if there are any)
print("💾 Check your data here: https://console.apify.com/storage/datasets/" + run["defaultDatasetId"])
for item in client.dataset(run["defaultDatasetId"]).iterate_items():
    print(item)

# 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/python/docs/quick-start

```

## CLI example

```bash
echo '{
  "tickers": [
    "MSFT",
    "NVDA"
  ],
  "formTypes": [
    "8-K",
    "10-K",
    "10-Q"
  ],
  "contractKeywords": [
    "master services agreement",
    "supply agreement",
    "license agreement"
  ]
}' |
apify call taroyamada/sec-material-contract-intelligence --silent --output-dataset

```

## MCP server setup

```json
{
    "mcpServers": {
        "apify": {
            "command": "npx",
            "args": [
                "mcp-remote",
                "https://mcp.apify.com/?tools=taroyamada/sec-material-contract-intelligence",
                "--header",
                "Authorization: Bearer <YOUR_API_TOKEN>"
            ]
        }
    }
}

```

## OpenAPI specification

```json
{
    "openapi": "3.0.1",
    "info": {
        "title": "SEC Material Contract Intelligence",
        "description": "Find material agreement, customer contract, partnership, procurement, and exhibit leads from official SEC filings.",
        "version": "0.1",
        "x-build-id": "34drmFM0Wu5SnUfYO"
    },
    "servers": [
        {
            "url": "https://api.apify.com/v2"
        }
    ],
    "paths": {
        "/acts/taroyamada~sec-material-contract-intelligence/run-sync-get-dataset-items": {
            "post": {
                "operationId": "run-sync-get-dataset-items-taroyamada-sec-material-contract-intelligence",
                "x-openai-isConsequential": false,
                "summary": "Executes an Actor, waits for its completion, and returns Actor's dataset items in response.",
                "tags": [
                    "Run Actor"
                ],
                "requestBody": {
                    "required": true,
                    "content": {
                        "application/json": {
                            "schema": {
                                "$ref": "#/components/schemas/inputSchema"
                            }
                        }
                    }
                },
                "parameters": [
                    {
                        "name": "token",
                        "in": "query",
                        "required": true,
                        "schema": {
                            "type": "string"
                        },
                        "description": "Enter your Apify token here"
                    }
                ],
                "responses": {
                    "200": {
                        "description": "OK"
                    }
                }
            }
        },
        "/acts/taroyamada~sec-material-contract-intelligence/runs": {
            "post": {
                "operationId": "runs-sync-taroyamada-sec-material-contract-intelligence",
                "x-openai-isConsequential": false,
                "summary": "Executes an Actor and returns information about the initiated run in response.",
                "tags": [
                    "Run Actor"
                ],
                "requestBody": {
                    "required": true,
                    "content": {
                        "application/json": {
                            "schema": {
                                "$ref": "#/components/schemas/inputSchema"
                            }
                        }
                    }
                },
                "parameters": [
                    {
                        "name": "token",
                        "in": "query",
                        "required": true,
                        "schema": {
                            "type": "string"
                        },
                        "description": "Enter your Apify token here"
                    }
                ],
                "responses": {
                    "200": {
                        "description": "OK",
                        "content": {
                            "application/json": {
                                "schema": {
                                    "$ref": "#/components/schemas/runsResponseSchema"
                                }
                            }
                        }
                    }
                }
            }
        },
        "/acts/taroyamada~sec-material-contract-intelligence/run-sync": {
            "post": {
                "operationId": "run-sync-taroyamada-sec-material-contract-intelligence",
                "x-openai-isConsequential": false,
                "summary": "Executes an Actor, waits for completion, and returns the OUTPUT from Key-value store in response.",
                "tags": [
                    "Run Actor"
                ],
                "requestBody": {
                    "required": true,
                    "content": {
                        "application/json": {
                            "schema": {
                                "$ref": "#/components/schemas/inputSchema"
                            }
                        }
                    }
                },
                "parameters": [
                    {
                        "name": "token",
                        "in": "query",
                        "required": true,
                        "schema": {
                            "type": "string"
                        },
                        "description": "Enter your Apify token here"
                    }
                ],
                "responses": {
                    "200": {
                        "description": "OK"
                    }
                }
            }
        }
    },
    "components": {
        "schemas": {
            "inputSchema": {
                "type": "object",
                "properties": {
                    "tickers": {
                        "title": "Tickers",
                        "type": "array",
                        "description": "Ticker symbols to resolve through the SEC company ticker index.",
                        "default": [
                            "MSFT"
                        ],
                        "items": {
                            "type": "string"
                        }
                    },
                    "ciks": {
                        "title": "CIKs",
                        "type": "array",
                        "description": "SEC Central Index Key values. Use this when a ticker is unavailable or ambiguous.",
                        "items": {
                            "type": "string"
                        }
                    },
                    "issuers": {
                        "title": "Issuers",
                        "type": "array",
                        "description": "Mixed ticker symbols or CIK numbers to inspect. Prefer Tickers and CIKs for clearer runs.",
                        "default": [],
                        "items": {
                            "type": "string"
                        }
                    },
                    "accessionNumbers": {
                        "title": "Accession numbers",
                        "type": "array",
                        "description": "Optional direct SEC accession numbers to inspect, such as 0000789019-26-000111.",
                        "items": {
                            "type": "string"
                        }
                    },
                    "formTypes": {
                        "title": "Form types",
                        "type": "array",
                        "description": "SEC forms to include.",
                        "default": [
                            "8-K",
                            "10-K",
                            "10-Q"
                        ],
                        "items": {
                            "type": "string"
                        }
                    },
                    "startDate": {
                        "title": "Start date",
                        "type": "string",
                        "description": "Optional filing date lower bound in YYYY-MM-DD format. Overrides daysBack start when set.",
                        "default": ""
                    },
                    "endDate": {
                        "title": "End date",
                        "type": "string",
                        "description": "Optional filing date upper bound in YYYY-MM-DD format. Defaults to today when empty.",
                        "default": ""
                    },
                    "daysBack": {
                        "title": "Days back",
                        "minimum": 1,
                        "maximum": 3650,
                        "type": "integer",
                        "description": "How far back to scan recent SEC filings.",
                        "default": 365
                    },
                    "limit": {
                        "title": "Result limit",
                        "minimum": 1,
                        "maximum": 500,
                        "type": "integer",
                        "description": "Maximum rows to emit.",
                        "default": 50
                    },
                    "maxFilingsPerIssuer": {
                        "title": "Max filings per issuer",
                        "minimum": 1,
                        "maximum": 500,
                        "type": "integer",
                        "description": "Maximum matching filings to inspect per issuer before row limiting.",
                        "default": 50
                    },
                    "maxExhibitsPerFiling": {
                        "title": "Max exhibits per filing",
                        "minimum": 0,
                        "maximum": 100,
                        "type": "integer",
                        "description": "Maximum Exhibit 10-style attachments to emit per filing.",
                        "default": 12
                    },
                    "contractKeywords": {
                        "title": "Contract keywords",
                        "type": "array",
                        "description": "Additional phrases to flag in filing metadata or fetched exhibit text.",
                        "items": {
                            "type": "string"
                        }
                    },
                    "counterpartyTerms": {
                        "title": "Counterparty terms",
                        "type": "array",
                        "description": "Optional customer, partner, supplier, agency, or competitor names to highlight.",
                        "items": {
                            "type": "string"
                        }
                    },
                    "includeExhibitText": {
                        "title": "Fetch exhibit text",
                        "type": "boolean",
                        "description": "Fetch Exhibit 10 documents for value, effective-date, and counterparty hints. Leave off for lighter metadata-only runs.",
                        "default": false
                    },
                    "maxExhibitChars": {
                        "title": "Max exhibit characters",
                        "minimum": 1000,
                        "maximum": 50000,
                        "type": "integer",
                        "description": "Maximum exhibit text characters to analyze when Fetch exhibit text is enabled.",
                        "default": 12000
                    },
                    "emitFilingRowsWithoutExhibits": {
                        "title": "Emit filing-only rows",
                        "type": "boolean",
                        "description": "Emit a filing-level row when a relevant filing has no Exhibit 10-style attachment in the SEC directory index.",
                        "default": true
                    },
                    "requestDelayMs": {
                        "title": "Delay between SEC filing requests",
                        "minimum": 0,
                        "maximum": 5000,
                        "type": "integer",
                        "description": "Delay between SEC Archives filing requests.",
                        "default": 120
                    },
                    "timeoutMs": {
                        "title": "HTTP timeout (ms)",
                        "minimum": 1000,
                        "maximum": 60000,
                        "type": "integer",
                        "description": "HTTP timeout for SEC API and Archives requests.",
                        "default": 25000
                    },
                    "secUserAgent": {
                        "title": "SEC User-Agent",
                        "type": "string",
                        "description": "Optional SEC-compliant User-Agent with contact information.",
                        "default": ""
                    },
                    "delivery": {
                        "title": "Delivery",
                        "enum": [
                            "dataset",
                            "webhook"
                        ],
                        "type": "string",
                        "description": "Where to send results. Dry runs never push dataset rows or webhooks.",
                        "default": "dataset"
                    },
                    "webhookUrl": {
                        "title": "Webhook URL",
                        "type": "string",
                        "description": "Required when delivery=webhook.",
                        "default": ""
                    },
                    "dryRun": {
                        "title": "Dry run",
                        "type": "boolean",
                        "description": "Run without writing dataset rows or posting webhook output.",
                        "default": false
                    }
                }
            },
            "runsResponseSchema": {
                "type": "object",
                "properties": {
                    "data": {
                        "type": "object",
                        "properties": {
                            "id": {
                                "type": "string"
                            },
                            "actId": {
                                "type": "string"
                            },
                            "userId": {
                                "type": "string"
                            },
                            "startedAt": {
                                "type": "string",
                                "format": "date-time",
                                "example": "2025-01-08T00:00:00.000Z"
                            },
                            "finishedAt": {
                                "type": "string",
                                "format": "date-time",
                                "example": "2025-01-08T00:00:00.000Z"
                            },
                            "status": {
                                "type": "string",
                                "example": "READY"
                            },
                            "meta": {
                                "type": "object",
                                "properties": {
                                    "origin": {
                                        "type": "string",
                                        "example": "API"
                                    },
                                    "userAgent": {
                                        "type": "string"
                                    }
                                }
                            },
                            "stats": {
                                "type": "object",
                                "properties": {
                                    "inputBodyLen": {
                                        "type": "integer",
                                        "example": 2000
                                    },
                                    "rebootCount": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "restartCount": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "resurrectCount": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "computeUnits": {
                                        "type": "integer",
                                        "example": 0
                                    }
                                }
                            },
                            "options": {
                                "type": "object",
                                "properties": {
                                    "build": {
                                        "type": "string",
                                        "example": "latest"
                                    },
                                    "timeoutSecs": {
                                        "type": "integer",
                                        "example": 300
                                    },
                                    "memoryMbytes": {
                                        "type": "integer",
                                        "example": 1024
                                    },
                                    "diskMbytes": {
                                        "type": "integer",
                                        "example": 2048
                                    }
                                }
                            },
                            "buildId": {
                                "type": "string"
                            },
                            "defaultKeyValueStoreId": {
                                "type": "string"
                            },
                            "defaultDatasetId": {
                                "type": "string"
                            },
                            "defaultRequestQueueId": {
                                "type": "string"
                            },
                            "buildNumber": {
                                "type": "string",
                                "example": "1.0.0"
                            },
                            "containerUrl": {
                                "type": "string"
                            },
                            "usage": {
                                "type": "object",
                                "properties": {
                                    "ACTOR_COMPUTE_UNITS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATASET_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATASET_WRITES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "KEY_VALUE_STORE_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "KEY_VALUE_STORE_WRITES": {
                                        "type": "integer",
                                        "example": 1
                                    },
                                    "KEY_VALUE_STORE_LISTS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "REQUEST_QUEUE_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "REQUEST_QUEUE_WRITES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATA_TRANSFER_INTERNAL_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATA_TRANSFER_EXTERNAL_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "PROXY_RESIDENTIAL_TRANSFER_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "PROXY_SERPS": {
                                        "type": "integer",
                                        "example": 0
                                    }
                                }
                            },
                            "usageTotalUsd": {
                                "type": "number",
                                "example": 0.00005
                            },
                            "usageUsd": {
                                "type": "object",
                                "properties": {
                                    "ACTOR_COMPUTE_UNITS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATASET_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATASET_WRITES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "KEY_VALUE_STORE_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "KEY_VALUE_STORE_WRITES": {
                                        "type": "number",
                                        "example": 0.00005
                                    },
                                    "KEY_VALUE_STORE_LISTS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "REQUEST_QUEUE_READS": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "REQUEST_QUEUE_WRITES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATA_TRANSFER_INTERNAL_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "DATA_TRANSFER_EXTERNAL_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "PROXY_RESIDENTIAL_TRANSFER_GBYTES": {
                                        "type": "integer",
                                        "example": 0
                                    },
                                    "PROXY_SERPS": {
                                        "type": "integer",
                                        "example": 0
                                    }
                                }
                            }
                        }
                    }
                }
            }
        }
    }
}
```
