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

# Get the fundamentals of a filing as filed

> Returns the line items of one filing as the filing states them, revenue first. With `filing_id`, the line items come from that filing. Without `filing_id`, they come from the newest filing of `period_type` that has line items.



## OpenAPI

````yaml GET /companies/{ref}/fundamentals
openapi: 3.1.0
info:
  title: numi API
  version: 0.1.0
  summary: Company data for US SEC filers.
  description: >
    Segments by XBRL axis (business, product or geography), each axis checked
    against the revenue that the filing reports, and fundamentals as filed.


    Every success response has the form `{ "data": ..., "meta": { "request_id":
    "...", "as_of": "..." } }`, where `as_of` is the time of the response. Every
    error response has the form `{ "error": { "code": "...", "message": "..." },
    "meta": { "request_id": "..." } }`, and some errors have more fields beside
    `code` and `message`.


    The `request_id` is also in the `x-request-id` response header. When you
    write to hello@numi.sh, quote it.
servers:
  - url: https://api.numi.sh/v1
security:
  - ApiKey: []
  - BearerKey: []
paths:
  /companies/{ref}/fundamentals:
    get:
      summary: Get the fundamentals of a filing as filed
      description: >-
        Returns the line items of one filing as the filing states them, revenue
        first. With `filing_id`, the line items come from that filing. Without
        `filing_id`, they come from the newest filing of `period_type` that has
        line items.
      operationId: getFundamentals
      parameters:
        - $ref: '#/components/parameters/Ref'
        - $ref: '#/components/parameters/PeriodType'
        - $ref: '#/components/parameters/FilingIdQuery'
      responses:
        '200':
          description: The filing and its line items.
          headers:
            x-request-id:
              $ref: '#/components/headers/RequestId'
            RateLimit-Remaining:
              $ref: '#/components/headers/RateLimitRemaining'
          content:
            application/json:
              schema:
                type: object
                required:
                  - data
                  - meta
                properties:
                  data:
                    type: object
                    required:
                      - company
                      - filing
                      - line_items
                    properties:
                      company:
                        $ref: '#/components/schemas/Company'
                      filing:
                        $ref: '#/components/schemas/Filing'
                      line_items:
                        type: array
                        items:
                          $ref: '#/components/schemas/LineItem'
                    additionalProperties: false
                  meta:
                    $ref: '#/components/schemas/Meta'
                additionalProperties: false
        '400':
          $ref: '#/components/responses/BadRequest'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '403':
          $ref: '#/components/responses/SandboxRestricted'
        '404':
          $ref: '#/components/responses/NotFound'
        '429':
          $ref: '#/components/responses/RateLimited'
components:
  parameters:
    Ref:
      name: ref
      in: path
      required: true
      description: >-
        The company, as a ticker such as `MSFT` or `BRK.B`, or as `cik:` and the
        digits of its CIK (the SEC's Central Index Key), such as `cik:789019`. A
        ticker matches in upper or lower case, and `.` and `-` match each other,
        so `BRK.B` and `BRK-B` are the same company.
      schema:
        type: string
        pattern: ^([Cc][Ii][Kk]:[0-9]{1,10}|[A-Za-z0-9.-]{1,16})$
        example: MSFT
    PeriodType:
      name: period_type
      in: query
      description: Annual filings (10-K, 20-F, 40-F) or quarterly ones (10-Q).
      schema:
        $ref: '#/components/schemas/PeriodTypeName'
    FilingIdQuery:
      name: filing_id
      in: query
      description: >-
        The id of one filing of the company, from `filings` in the response of
        `GET /companies/{ref}`. Without `filing_id`, the response comes from the
        newest filing of `period_type` that has the data asked for.
      schema:
        type: integer
        minimum: 1
        maximum: 2147483647
  headers:
    RequestId:
      description: >-
        The id of the request. It is also in `meta.request_id` of the body. When
        you write to hello@numi.sh, quote it.
      schema:
        $ref: '#/components/schemas/RequestId'
    RateLimitRemaining:
      description: >-
        The number of requests that the account has left today. REST and MCP
        calls count toward the same total, which is reset at midnight UTC.
      schema:
        type: integer
        minimum: 0
        example: 238
  schemas:
    Company:
      type: object
      description: One SEC filer.
      required:
        - cik
        - ticker
        - tickers
        - name
        - exchange
      properties:
        cik:
          type: string
          pattern: ^[0-9]{10}$
          description: The CIK, zero-padded to ten digits.
          example: '0000789019'
        ticker:
          type:
            - string
            - 'null'
          description: The primary ticker.
          example: MSFT
        tickers:
          type: array
          items:
            type: string
          description: Every ticker of the company.
        name:
          type: string
          example: MICROSOFT CORPORATION
        exchange:
          type:
            - string
            - 'null'
          example: Nasdaq
      additionalProperties: false
    Filing:
      type: object
      description: One extracted filing of the company.
      required:
        - id
        - form_type
        - filing_date
        - period_end
        - fiscal_year
        - fiscal_period
        - period_type
        - is_amendment
        - has_segments
        - has_note
      properties:
        id:
          type: integer
          description: The id of the filing, for `filing_id`.
        form_type:
          type: string
          description: The form, such as 10-K, 10-Q, 20-F, 40-F or an amendment of one.
          example: 10-K
        filing_date:
          type: string
          format: date
        period_end:
          type:
            - string
            - 'null'
          format: date
          description: The end of the period that the filing reports on.
        fiscal_year:
          type:
            - integer
            - 'null'
        fiscal_period:
          type:
            - string
            - 'null'
          description: FY for a year, Q1 to Q4 for a quarter.
          example: FY
        period_type:
          oneOf:
            - $ref: '#/components/schemas/PeriodTypeName'
            - type: 'null'
        is_amendment:
          type: boolean
        has_segments:
          type: boolean
          description: Whether the filing has at least one segment axis.
        has_note:
          type: boolean
          description: Whether the filing has a segment note.
      additionalProperties: false
    LineItem:
      type: object
      description: One line item as the filing states it.
      required:
        - metric
        - concept
        - value
        - unit
        - currency
        - period_start
        - period_end
        - decimals
      properties:
        metric:
          type: string
          description: >-
            The name of the line item, such as revenue, net_income or
            eps_diluted.
          example: revenue
        concept:
          type: string
          description: >-
            The XBRL concept that the value comes from, without its taxonomy
            prefix.
          example: RevenueFromContractWithCustomerExcludingAssessedTax
        value:
          type: number
        unit:
          type:
            - string
            - 'null'
          description: >-
            The id of the unit as filed, such as U_USD. Each filer names its
            units its own way, and the currency code is in `currency`.
        currency:
          type:
            - string
            - 'null'
          description: >-
            The currency code of the filing's own unit for the value. It is the
            filing's label, not a converted or verified measure.
          example: USD
        period_start:
          type:
            - string
            - 'null'
          format: date
          description: Null for a figure at one date, such as total assets.
        period_end:
          type: string
          format: date
        decimals:
          type:
            - integer
            - 'null'
          description: >-
            The precision of the value as filed, in XBRL decimals. -6 means
            rounded to millions.
      additionalProperties: false
    Meta:
      type: object
      description: The metadata of one success response.
      required:
        - request_id
        - as_of
      properties:
        request_id:
          $ref: '#/components/schemas/RequestId'
        as_of:
          type: string
          format: date-time
          description: The time of the response, in UTC.
          example: '2026-10-19T12:34:56.789Z'
      additionalProperties: false
    PeriodTypeName:
      type: string
      enum:
        - annual
        - quarterly
      default: annual
    RequestId:
      type: string
      pattern: ^req_[A-Za-z0-9_-]{16}$
      description: The id of one request.
      example: req_Qm3xYb9Kd2LpR7wA
    ErrorEnvelope:
      type: object
      description: The body of every error response.
      required:
        - error
        - meta
      properties:
        error:
          $ref: '#/components/schemas/ErrorBody'
        meta:
          type: object
          description: The metadata of one error response.
          required:
            - request_id
          properties:
            request_id:
              $ref: '#/components/schemas/RequestId'
          additionalProperties: false
      additionalProperties: false
    ErrorBody:
      type: object
      description: >-
        The error. Some errors have more fields beside the code and the message.
        A `rate_limit_exceeded` error has `retry_after` and `scope`, and a
        `sandbox_restricted` error has `sandbox_companies`, the tickers of the
        companies that you can read with a sandbox key.
      required:
        - code
        - message
      properties:
        code:
          type: string
          enum:
            - unauthorized
            - invalid_key
            - rate_limit_exceeded
            - bad_request
            - not_found
            - plan_required
            - sandbox_restricted
            - key_limit
            - conflict
            - internal_error
            - service_unavailable
          description: >
            A code for programs to branch on.


            - `unauthorized`: the request has no API key, or an account route
            has no session.

            - `invalid_key`: the key is not valid, or it was revoked.

            - `rate_limit_exceeded`: the account is at the request limit of its
            plan for the minute or the day, or the IP address is at its limit
            for the minute.

            - `bad_request`: a parameter is missing or wrong, or the body is not
            valid JSON or is too large.

            - `not_found`: nothing matches the request.

            - `plan_required`: the plan of the account does not include the
            endpoint, such as on-demand extraction on the sandbox plan.

            - `sandbox_restricted`: the request is for a company outside the
            sandbox, with a sandbox key.

            - `key_limit`: the account has as many active keys as its plan
            allows.

            - `conflict`: a checkout for an account that is on the Builder plan
            already, or the billing portal for an account with no subscription.

            - `internal_error`: the server failed. When you write to
            hello@numi.sh, quote the request id.

            - `service_unavailable`: the server is not configured for the
            feature, such as accounts, billing or bulk files.
        message:
          type: string
          description: >-
            A sentence that says what went wrong and, where it helps, what to
            do.
      additionalProperties: true
  responses:
    BadRequest:
      description: >-
        A parameter is missing or wrong, or the body is not valid JSON or is too
        large.
      headers:
        x-request-id:
          $ref: '#/components/headers/RequestId'
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorEnvelope'
          example:
            error:
              code: bad_request
              message: 'limit: must be from 1 to 50'
            meta:
              request_id: req_Qm3xYb9Kd2LpR7wA
    Unauthorized:
      description: The request has no API key, or the key is not valid or was revoked.
      headers:
        x-request-id:
          $ref: '#/components/headers/RequestId'
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorEnvelope'
          example:
            error:
              code: unauthorized
              message: >-
                The request has no API key. Send a numi API key in the X-API-Key
                header.
            meta:
              request_id: req_Qm3xYb9Kd2LpR7wA
    SandboxRestricted:
      description: >-
        The request is for a company outside the sandbox, with a sandbox key.
        `sandbox_companies` has the tickers of the companies that you can read
        with a sandbox key. On the Builder plan, you can read every company.
      headers:
        x-request-id:
          $ref: '#/components/headers/RequestId'
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorEnvelope'
          example:
            error:
              code: sandbox_restricted
              message: >-
                TSLA is not in the sandbox. With a sandbox key, you can read 10
                companies: MSFT, AAPL, NVDA, AMZN, GOOGL, META, NFLX, CVX, JPM
                and SONY. To read every company, upgrade to the Builder plan at
                https://numi.sh/account.
              sandbox_companies:
                - MSFT
                - AAPL
                - NVDA
                - AMZN
                - GOOGL
                - META
                - NFLX
                - CVX
                - JPM
                - SONY
            meta:
              request_id: req_Qm3xYb9Kd2LpR7wA
    NotFound:
      description: Nothing matches the request.
      headers:
        x-request-id:
          $ref: '#/components/headers/RequestId'
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorEnvelope'
          example:
            error:
              code: not_found
              message: >-
                The API has no route for GET /v1/nothing. Find the routes of the
                API at https://docs.numi.sh.
            meta:
              request_id: req_Qm3xYb9Kd2LpR7wA
    RateLimited:
      description: >-
        The account is at the request limit of its plan for the minute or the
        day, or the IP address is at its limit for the minute. Wait the number
        of seconds in the `Retry-After` header. `scope` is `minute` or `day`,
        for the limit that was reached.
      headers:
        x-request-id:
          $ref: '#/components/headers/RequestId'
        Retry-After:
          description: The number of seconds to wait before the next request.
          schema:
            type: integer
            minimum: 1
            example: 12
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorEnvelope'
          example:
            error:
              code: rate_limit_exceeded
              message: >-
                The sandbox plan has a limit of 20 requests a minute. Retry in
                12 seconds.
              retry_after: 12
              scope: minute
            meta:
              request_id: req_Qm3xYb9Kd2LpR7wA
  securitySchemes:
    ApiKey:
      type: apiKey
      in: header
      name: X-API-Key
      description: A numi API key, sent in the `X-API-Key` header.
    BearerKey:
      type: http
      scheme: bearer
      description: 'A numi API key, sent as `Authorization: Bearer <key>`.'

````

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