Input schema (JSON)
{
"type": "object",
"required": [
"concept_groups",
"start_date",
"end_date"
],
"properties": {
"limit": {
"type": "integer",
"default": 30,
"maximum": 50,
"minimum": 1,
"description": "Maximum matches on this page. Not a total count. At most 3 matches come from one filing. When HAS_MORE is true, pass cursor to read the next page."
},
"query": {
"oneOf": [
{
"type": "string",
"minLength": 1
},
{
"type": "array",
"items": {
"type": "string",
"minLength": 1
},
"maxItems": 8,
"minItems": 1
}
],
"description": "Optional exact disclosure phrases for hybrid search (max 8). Each phrase requires adjacent tokens in order and does not use stemming. Send complete event phrasings, not standalone topics. Omit this field for concept-only search. Examples: [\"reduced capital expenditures\", \"lower capital spending\"]; [\"lost a major customer\", \"termination by our largest customer\"]; [\"workforce reduction\", \"reduce headcount\"]."
},
"cursor": {
"type": "string",
"minLength": 1,
"description": "Page id from the previous NEXT_CURSOR line. Copy it unchanged. Pass it only with the same concept_groups, dates, query, tickers, ne_tickers, document_type, and match_scope. A mismatch is rejected. Omit it to start a new search."
},
"tickers": {
"oneOf": [
{
"type": "string",
"minLength": 1
},
{
"type": "array",
"items": {
"type": "string",
"minLength": 1
},
"maxItems": 50,
"minItems": 1
}
],
"description": "Optional. Search only these issuers (example: [\"NVDA\", \"MSFT\"]). Prefix a symbol with ! to omit it (same as ne_tickers). Max 50. Omit to search all issuers."
},
"end_date": {
"type": "string",
"description": "Inclusive end date on filing_date (YYYY-MM-DD)"
},
"ne_tickers": {
"oneOf": [
{
"type": "string",
"minLength": 1
},
{
"type": "array",
"items": {
"type": "string",
"minLength": 1
},
"maxItems": 50,
"minItems": 1
}
],
"description": "Optional. Omit these issuers (example: [\"HOOD\"] or [\"!HOOD\"]). This does not load the next page. Use cursor for that. Exclude wins if a ticker is in both lists. Max 50."
},
"start_date": {
"type": "string",
"description": "Inclusive start date on filing_date (YYYY-MM-DD)"
},
"match_scope": {
"enum": [
"window",
"node"
],
"type": "string",
"default": "node",
"description": "node (default): Atlas ranks every matching filing node. window is accepted for compatibility and behaves like node."
},
"document_type": {
"oneOf": [
{
"type": "string",
"minLength": 1
},
{
"type": "array",
"items": {
"type": "string",
"minLength": 1
},
"maxItems": 5,
"minItems": 1
}
],
"description": "Optional. Limit the search to one or more of \"8-K\", \"6-K\", \"10-K\", \"10-Q\", and \"20-F\". Omit to search all of those forms."
},
"concept_groups": {
"type": "array",
"items": {
"type": "object",
"required": [
"name",
"any_of"
],
"properties": {
"name": {
"type": "string",
"maxLength": 64,
"minLength": 1,
"description": "Short role label, such as geography, direction, business_metric, technology, or customer_event."
},
"any_of": {
"type": "array",
"items": {
"type": "string",
"minLength": 1
},
"maxItems": 16,
"minItems": 1,
"description": "Synonyms or short phrases for one required concept. Any one can match. Multiword values are adjacent-token phrases. English stemming applies."
}
},
"additionalProperties": false
},
"examples": [
[
{
"name": "capital_spending",
"any_of": [
"capital expenditure",
"CapEx",
"capital spending"
]
},
{
"name": "direction",
"any_of": [
"reduce",
"lower",
"cut"
]
},
{
"name": "forward_looking",
"any_of": [
"guidance",
"outlook",
"expect"
]
}
]
],
"maxItems": 6,
"minItems": 2,
"description": "Required stemmed concept groups. Every group must match (AND). Any one alternative inside any_of can satisfy its group (OR). Atlas ranks the matching filing nodes. Use 2-5 focused groups in most searches. Supply synonyms and alternate filing terms, but omit simple inflections because English stemming handles them. Do not use this field to prove numeric thresholds, negation, causality, or changes across several filings; retrieve candidates and verify those claims with read_node_content."
}
},
"additionalProperties": false
}