unified_search
Identifier-driven cross-collection fan-out search. Pass one or more entity identifiers — ticker, bioguide_id, company_cik, recipient_uei, company_name, or cusip — and this tool queries every collection where that field is indexed, returning results grouped by source in one envelope. Congressional-trade and annual financial disclosure results come from STOCK Act and Form 278 filings. The same filings are published free as news at https://keyvex.com/disclosures under 5 U.S.C. § 13107(c). Use this for high-level 'tell me everything about X' questions before drilling into specific source tools. Replaces 6-10 sequential tool calls with a single fan-out. Identifier coverage: - ticker → 13 collections (company_profile, insider_trades, institutional_holdings, congressional_trades, planned_insider_sales, initial_ownership_baselines, activist_ownership, material_events, proxy_filings, xbrl_fundamentals, tender_offers, registration_statements, nport_holdings) - bioguide_id → 2 collections (congressional_trades, annual_financial_disclosures). In both, a record's party is the party the member held on the date of the record (a trade's transaction date, a disclosure's filing date); for a date outside the member's terms in office, the party of their nearest term (the last one before that date, or the first one after it). - company_cik → 11 collections (company_profile, insider_trades, planned_insider_sales, initial_ownership_baselines, activist_ownership, material_events, proxy_filings, xbrl_fundamentals, private_placements, registration_statements, nport_filings) - recipient_uei → 1 collection (federal_contracts) - company_name → 5 name-keyed collections (federal_contracts, enforcement_actions, consumer_complaints, product_recalls, fda_approvals) AND auto- resolves to ticker + company_cik via EDGAR's catalog, cascading into every ticker/CIK adapter above. The unlock for 'tell me everything about Wells Fargo' hitting up to 20 collections in one call. (lobbying_filings is excluded from the fan-out — its 51K-record substring scan is too slow for parallel federation; call get_lobbying_filings directly instead.) enforcement_actions here returns ENFORCEMENT only, as get_enforcement_actions does by default; call get_enforcement_actions with category="all" for the agencies' general news too. When a regulator's site refuses KeyVex (CFTC since 2026-10-07), the freshness block says which records are missing. - cusip → 4 collections (institutional_holdings, activist_ownership, nport_holdings, treasury_auctions) Multiple identifiers can be combined to narrow each source's query (e.g., ticker + bioguide_id will filter congressional_trades by both). Name resolution: when only company_name is supplied, the resolved ticker and CIK come from EDGAR's company_tickers_exchange.json (US-listed names only). Foreign-only or private companies won't resolve to a ticker, but name-keyed collections (CFPB, lobbying, etc.) still receive the substring filter directly. Performance note: company_name fan-out includes substring-filtered collections (lobbying_filings 51K+, federal_contracts) which scan a 5K- record window per source. The full cascade can take 10-40s depending on Firestore region. When latency matters more than coverage, pass sources to whitelist only the ticker/CIK-keyed adapters (typically <1s total). Per-source result count is capped via per_source_limit (default 5, max 50). One slow or failing source returns an error block instead of blocking the rest — check sources_queried vs sources_with_results to see what landed. When you need full result counts and richer filters on one specific collection, call that collection's dedicated tool directly afterward.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| cusip | No | 9-character CUSIP security identifier. Fans out to institutional_holdings, activist_ownership, nport_holdings, treasury_auctions. | |
| limit | No | Alias for per_source_limit (this is a fan-out, so the cap is per source). Default 5, max 50. | |
| since | No | ISO date (YYYY-MM-DD). Applied to each collection's primary date field. | |
| until | No | ISO date (YYYY-MM-DD). Inclusive upper bound. | |
| ticker | No | Stock symbol. Case-insensitive. Fans out to 13 collections. | |
| sources | No | Optional whitelist of source names. Default: all collections that index the provided identifier(s). | |
| bioguide_id | No | Congressional bioguide ID (e.g. P000197 for Pelosi). Fans out to 2 collections. | |
| company_cik | No | SEC CIK number for an issuer (10-digit, leading zeros). Fans out to 8 SEC collections. | |
| company_name | No | Issuer name (e.g., 'Lockheed Martin', 'Wells Fargo'). Resolves to ticker + CIK via EDGAR catalog (if US-listed) AND substring-filters name-keyed collections (federal_contracts, enforcement_actions, consumer_complaints, product_recalls, fda_approvals). For a company's lobbying activity, call get_lobbying_filings directly — it is excluded here for fan-out latency. | |
| recipient_uei | No | USAspending recipient UEI. Fans out to federal_contracts only. | |
| per_source_limit | No | Max records per source. Default 5, max 50. |