> ## Documentation Index
> Fetch the complete documentation index at: https://stockcontext.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Agent recipes

> Prompt-to-call sequences and answer templates for the questions agents get asked most.

Each recipe maps a class of user prompt to the smallest set of tool calls and an answer template. The output rules these assume — answer first, keep signs and provenance, report refusals, never advise — live once in the [Agent instructions](/docs/agents/instructions).

Every tool is `POST https://api.stockcontext.com/v1/tools/{name}` with the `X-API-Key` header; the recipes show the JSON body.

## One-symbol brief

For "What's going on with Apple?", "Give me a read on AAPL". Resolve, then one overview call.

```json theme={null}
stock_search  { "query": "AAPL" }
stock_overview { "symbol": "AAPL" }
```

Template:

```text theme={null}
Answer: <one factual sentence about growth and valuation>
Facts: <revenue/net-income growth from filings; P/E, yields from prices>
Provenance: fundamentals as_of.sec <date>; price-derived multiples as of <price_date>
Calls used: stock_search, stock_overview
```

Filled from the live AAPL fixture (numbers verbatim):

```text theme={null}
Answer: Apple grew revenue ~6.4% and net income ~19.5% year over year and trades at a
premium multiple.
Facts: trailing P/E ~39.5, FCF yield ~2.3%, dividend yield ~0.35%.
Provenance: growth from SEC filings (as_of.sec 2026-06-26); P/E and yields are
computed_from_prices as of 2026-07-01.
Calls used: stock_search, stock_overview.
```

## Exact statement numbers

For "Show me Apple's income statement", "What was net income?". Use `stock_financials` for multiple periods, a specific statement, quarterly data, or full provenance.

```json theme={null}
stock_financials { "symbol": "AAPL", "statements": ["income"], "periods": 3, "detail": "full" }
```

Financial statements are columnar: report the period from `data.periods`, then the aligned `data.fields` cell. Parse exact string cells as decimals. A field with `unavailable` is a refusal; report the token, never a `0`.

## Latest price

For "What's Apple trading at?". One call, licensed feed.

```json theme={null}
stock_prices { "symbol": "AAPL", "view": "snapshot" }
```

The response carries `provenance: "licensed_market_data"` and a `meta.as_of.market` date. Cite the market clock, not the SEC clock.

## Insider activity

For "Any insider selling in NVIDIA?". One call; the response is Form 4s transcribed (`provenance: "sec_filing"`).

```json theme={null}
stock_insider { "symbol": "NVDA" }
```

Filled from the live fixture:

```text theme={null}
Answer: Across 6 insiders and 7 filings over the window, 0 open-market buys and 2 sells,
netting about -877,734 shares; the rest were director grants (code A, priced 0).
Provenance: sec_filing, as_of.sec 2026-06-29. This describes filed activity, not a signal.
Calls used: stock_insider.
```

## Institutional holders

For "Who holds Apple?". One call — but this is a tracked subset, never total ownership.

```json theme={null}
stock_ownership { "symbol": "AAPL" }
```

The response always carries a `coverage` block (`managers_tracked: 20`, `exhaustive: false`). Report holders as "among tracked managers" and pass the `report_period` through; 13F holdings are filed up to 45 days after quarter-end.

## Filings inventory

For "What has Apple filed?". One call returns the inventory with accession, dates, and the primary document.

```json theme={null}
stock_filings { "symbol": "AAPL", "form": "10-K" }
```

Each filing carries its `accession`, `form`, `filed` date, `period_end`, and a `full_text_submission` URL to SEC. This tool lists filings; it does not return parsed section text.

<Card title="Choose a tool" icon="route" href="/docs/guides/choose-endpoints">
  For a prompt no recipe covers, pick the smallest set of calls by job.
</Card>