Search Institution Financial Data
fdic_search_financialsRead-onlyIdempotent
Retrieve quarterly Call Report financials (balance sheet, income, capital) for FDIC-insured institutions. Filter by certificate number, report date, or advanced ElasticSearch queries to locate specific data.
Instructions
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 |
|---|---|---|---|
| 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" | |
| 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 | |
| limit | No | Maximum number of records to return (1-10000, default: 20) | |
| offset | No | Number of records to skip for pagination (default: 0) | |
| 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 |
| cert | No | Filter by FDIC Certificate Number to get financials for a specific institution | |
| 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). |
Output Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| total | Yes | ||
| offset | Yes | ||
| count | Yes | ||
| has_more | Yes | ||
| next_offset | No | ||
| financials | Yes | ||
| truncated | No |