Search Institution Financial Data
fdic_search_financialsRead-onlyIdempotent
Use this when the user wants quarterly Call Report data (balance sheet, income, capital, performance ratios) for FDIC-insured institutions. Filter by CERT and/or REPDTE plus optional ElasticSearch filters. See fdic://schemas/financials for the full 1,100+ field catalog.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| cert | No | Filter by FDIC Certificate Number to get financials for a specific institution | |
| limit | No | Maximum number of records to return (1-10000, default: 20) | |
| fields | No | Comma-separated list of FDIC field names to return. Leave empty to return all fields. Field names are ALL_CAPS (e.g., NAME, CERT, ASSET, DEP, STALP). Example: NAME,CERT,ASSET,DEP,STALP | |
| offset | No | Number of records to skip for pagination (default: 0) | |
| repdte | No | Filter by Report Date (REPDTE) in YYYYMMDD format (quarter-end: 0331, 0630, 0930, 1231). If omitted, returns all available dates (sorted most recent first). | |
| filters | No | FDIC API filter using ElasticSearch query string syntax. Combine conditions with AND/OR, use quotes for multi-word values, and [min TO max] for ranges (* = unbounded). Common fields: NAME (institution name), STNAME (state name), STALP (two-letter state code), CERT (certificate number), ASSET (total assets in $thousands), ACTIVE (1=active, 0=inactive). Examples: STNAME:"California", ACTIVE:1 AND ASSET:[1000000 TO *], NAME:"Chase" | |
| sort_by | No | Field name to sort results by. Example: ASSET, NAME, FAILDATE | |
| sort_order | No | Sort direction: DESC (descending, default for most recent first) or ASC (ascending) | DESC |
Output Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| count | Yes | ||
| total | Yes | ||
| offset | Yes | ||
| has_more | Yes | ||
| truncated | No | ||
| financials | Yes | ||
| next_offset | No |