Introduction

Connect an agent or an app to BDC Schedules of Investments: the fund tape, the credit, and every holder mark that was filed.

Data is taken from SEC 10-Q and 10-K filings, plus opt-in N-CSR / N-CSRS interval funds. Each line traces to the filing it came from. Trial, Tape, and Matched start themselves. You do not wait for us.

What you can access

Your key only opens the surfaces on your plan. A Tape key cannot open issuer cards. A Trial key cannot open the SOI tape. Those calls return HTTP 402 with an upgrade line. See plans.

  • Trial - issuer cards (one credit, holder marks, history since 2020). 100 request units. No SOI tape, no coverage, no fund cards.
  • Tape - coverage, fund cards, SOI positions. Last four quarters. No issuer cards, no sector, no non-accrual.
  • Matched - Tape plus issuer cards, sector, non-accrual, history since 2020.
  • Terminal - all of that, plus disagreement, interval, CLO, loan CEF, and the /app screen. By invitation.
  • Find a credit - search a borrower the way you do in the terminal. Trial and Matched.
  • Holder marks - every fund that printed that name, and the mark they filed. Trial and Matched.
  • Fund profile - Ares, Blackstone, Blue Owl, and the rest, by CIK or ticker. Tape and up.
  • SOI tape - the fund's Schedule of Investments, line by line (company, investment, cost, fair value, mark). Tape and up.
  • Non-accrual - lines the fund footnoted as non-accrual. Matched and up.
  • Coverage - snapshot size for this compile (funds and credits in the tip). Not seating-complete or accuracy-complete. Cite meta.compile_id. Tape and up.

Coverage

Live counts (Tape and up): GET /v1/coverage. BDCs file 10-Q / 10-K. Interval funds on the roster file N-CSR / N-CSRS. Trial cannot open coverage. That call returns HTTP 402.

Data notes

  • Structured JSON - the same field names on every endpoint.
  • As-reported names - company_raw and investment_raw are the cells as printed on the SOI.
  • Marks - fair value / cost from the filed schedule. 1.00 is par.
  • Money - $ millions.
  • Funds - identified by CIK. Ticker is extra when the fund is listed.

Built for

  • Credit agents and LLM pipelines
  • Private-credit research
  • Portfolio and risk systems
  • Internal data layers

Start with the Quick start.

Quick start

Authenticate and make your first request.

1. Get an API key

Get a key at API plans. Trial on a work email, or subscribe to Tape or Matched. You see the secret once. Copy it. No one has to approve those plans. Terminal seats are by invitation. Sign in at /login to mint more keys and watch usage.

2. Make your first request

Interactive hosts (Claude, Cursor, ChatGPT, Grok, Claude Code): OAuth via https://dirigon.com/connect. Do not paste a key into chat or mcp.json.

Scripts / curl / workers: header X-API-KEY from an env var. Use the call that matches the plan you just bought. The other one returns HTTP 402. The meter is request units: most calls are 1, a credit card with history is 5, an SOI tape is 10. MCP uses the same units.

Scripts / curl — Trial (issuer card):

curl "https://dirigon.com/v1/issuers?q=Coupa" \
  -H "X-API-KEY: YOUR_KEY"

Scripts / curl — Tape (fund card):

curl "https://dirigon.com/v1/filers?q=ARCC" \
  -H "X-API-KEY: YOUR_KEY"

3. Open a tape, or find a credit

curl "https://dirigon.com/v1/filers/1287750/positions?limit=5" \
  -H "X-API-KEY: YOUR_KEY"

curl "https://dirigon.com/v1/issuers?q=Coupa" \
  -H "X-API-KEY: YOUR_KEY"

What's next

Find a credit

Search a borrower. Same idea as Find credit in the terminal.

q= an exact name, or one hit, returns the credit card: issuer plus marks. Many hits return issuers[]. A miss may still sit unmatched on a fund tape.

GET/v1/issuers?q=Coupa

Query

ParamWhereMeaning
qqueryName search. Exact or one hit opens the card.
issuer_idpathCredit id (ISS-######).
limitqueryHow many rows to return. Default 100, max 500.
cursorqueryFrom next_page_url.

Example

curl "https://dirigon.com/v1/issuers?q=Coupa" \
  -H "X-API-KEY: YOUR_KEY"

Response (card)

{
  "issuer": {
    "issuer_id": "ISS-015563",
    "display_name": "Coupa"
  },
  "marks": []
}

Fields

FieldMeaning
issuer_idCredit id. Use this in later calls.
display_nameCredit name.
n_holdersHow many funds print it.
total_fv_mFair value across those holders, $ millions.
blockedTrue if the name is disputed. Skip it for comparisons.

Holder marks

Every fund that printed the credit, and the mark they filed.

This is the disagreement view. One row per holder. Mark is fair value / cost.

GET/v1/issuers/ISS-002537/marks

If blocked is true on the credit, this endpoint returns 404. Skip disputed names for comparisons.

Example

curl "https://dirigon.com/v1/issuers/ISS-002537/marks" \
  -H "X-API-KEY: YOUR_KEY"

Response

{
  "marks": [
    {
      "issuer_id": "ISS-002537",
      "cik": 1287750,
      "filer": "ARES CAPITAL CORP",
      "mark": 0.9524,
      "fv_m": 365.8,
      "cost_m": 384.1,
      "period_end": "2026-06-30"
    }
  ]
}

Fields

FieldMeaning
filerFund name.
cikFund CIK.
markFair value / cost (1.00 = par).
fv_mFair value, $ millions.
cost_mAmortized cost, $ millions.
period_endSOI period.

Fund profile

Same idea as Fund profile in the terminal. Exact ticker or CIK opens the fund card. Quote book.fv_m.

GET/v1/filers?q=ARCC

GET/v1/filers/1287750

Query

ParamWhereMeaning
qqueryName, ticker, or CIK.
cikpathSEC CIK of the fund.
limitqueryHow many rows to return. Default 100, max 500.

Example

curl "https://dirigon.com/v1/filers?q=ARCC" \
  -H "X-API-KEY: YOUR_KEY"

Response

{
  "filer": {
    "cik": 1287750,
    "name": "ARES CAPITAL CORP",
    "ticker": "ARCC"
  }
}

Fields

FieldMeaning
cikSEC id for the fund.
nameFund name.
tickerListed ticker when there is one.
managerAdviser.
period_endLatest SOI period.
n_positionsLines on the tape.
total_fv_mFair value of that tape, $ millions.
filing_urlLink to the SEC filing.

SOI tape

The Schedule of Investments for one fund, line by line: company, investment, cost, fair value, mark.

GET/v1/filers/1287750/positions?limit=25

limit is how many rows you want in total. Follow next_page_url when it is present.

Query

ParamWhereMeaning
cikpathFund CIK (required).
limitqueryTotal rows to return. Default 100, max 500.
cursorqueryFrom next_page_url.

Example

curl "https://dirigon.com/v1/filers/1287750/positions?limit=5" \
  -H "X-API-KEY: YOUR_KEY"

Response

{
  "positions": [
    {
      "company_raw": "ACP Avenu Midco LLC",
      "investment_raw": "First lien senior secured revolving loan",
      "lien": "first_lien",
      "mark": 1.0,
      "fv_m": 0.9,
      "cost_m": 0.9,
      "non_accrual": false,
      "filing_url": "https://www.sec.gov/Archives/edgar/data/1287750/000162828026050307/arcc-20260630.htm"
    }
  ]
}

Fields

FieldMeaning
company_rawCompany as printed on the SOI.
investment_rawInvestment line as printed.
lienfirst_lien, second_lien, and so on.
cost_mAmortized cost, $ millions.
fv_mFair value, $ millions.
markFair value / cost.
non_accrualTrue if the fund footnoted it as non-accrual.
filing_urlThe filing this line came from.

Non-accrual

What the fund footnoted. Not inferred from a low mark.

GET/v1/non-accrual

Example

curl "https://dirigon.com/v1/non-accrual?limit=10" \
  -H "X-API-KEY: YOUR_KEY"

Response

{
  "non_accrual": [
    {
      "filer": "Blackstone Private Credit Fund",
      "company": "Medallia, Inc.",
      "cost_m": 1084.03,
      "fv_m": 553.6,
      "mark": 0.5107,
      "period": "2026-06-30"
    }
  ]
}

Coverage

Snapshot size for this compile (funds and credits in the tip). Not seating-complete or accuracy-complete. Cite meta.compile_id.

GET/v1/coverage

No query parameters. Call this when you want snapshot size for this compile. Not seating-complete or accuracy-complete. Cite meta.compile_id.

curl "https://dirigon.com/v1/coverage" \
  -H "X-API-KEY: YOUR_KEY"

MCP

Same data, for agents. Do not paste an API key into a chat.

Do not piece this together. Open Connect. Claude is one button. ChatGPT is copy the URL into Plugins. Sign in with the mailbox on the API plan. An invite terminal seat cannot Allow.

Add to Claude (opens Claude with Dirigon already filled in).

Do not paste an API key into that dialog or into a chat. Claude, ChatGPT, and Cursor use OAuth. Curl uses header X-API-KEY from an env var.

Claude Code

claude mcp add --transport http dirigon https://dirigon.com/v1/mcp

Codex

codex mcp add dirigon --url https://dirigon.com/v1/mcp

ChatGPT

Copy https://dirigon.com/v1/mcp. Settings → Developer mode → Plugins → +. Name Dirigon. Paste the URL. Authentication OAuth. Sign in. Allow. New chat, add Dirigon from the app picker.

Cursor

{
  "mcpServers": {
    "dirigon": {
      "url": "https://dirigon.com/v1/mcp"
    }
  }
}

Tools

tools/list returns only the tools on your plan. Start with lookup. Tape does not see get_issuer. Trial does not see get_filer or get_positions.

  • lookup - First tool. q= a borrower or ticker. One short card. full=true is the deep card. Trial+.
  • get_issuer - Peeled credit. One hit or exact name opens the card. q= is a whole token. Trial and Matched.
  • get_facility - One paper (instrument x maturity): holders, marks, as-of, liens. Not the issuer blend. Trial and Matched.
  • get_disagreement - Widest same-loan screen. Pass issuer_id to get_issuer for the card. Terminal.
  • get_filer - Fund card: book, top credits, software membership vs printed mix. Tape+.
  • get_positions - Line lookup (cik required; q= a borrower; no q is a 15-line sample). Tape+.
  • get_non_accrual - Non-accrual lines (optional cik or q). Matched+.
  • get_coverage - Snapshot size + meta.compile_id + start_here. Not accuracy-complete; not a seating audit. Tape+.
  • get_sector - Sectors page (software, healthcare, industrials). Matched+.
  • get_software - Same as get_sector for software. Matched+.
  • get_clo_tranche - CLO note holders across CEFs, BDCs, and interval funds. Terminal.

Example

curl https://dirigon.com/v1/mcp \
  -H "X-API-KEY: YOUR_KEY" \
  -H "Content-Type: application/json" \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/list"}'

Example prompts

Match the mailbox plan. Off-plan tools return HTTP 402. Read legal_alternative and retry.

  • Trial lookup q=Coupa. Who holds it, and how do they mark the same loan? Then get_facility on the matched paper.
  • Tape Open ARCC. What is book vs as-filed? Then five SOI lines.
  • Tape Open BCRED. What is the book mark vs as-filed?
  • Tape Show Ares Capital's Kellermeyer line.
  • Matched lookup q=Coupa. Open get_issuer for every holder and the mark they filed. Open get_facility on default_facility.
  • Matched Which fund has the most software?
  • Matched Which funds flagged Medallia as non-accrual?
  • Matched Four largest funds, equal-weight: book mark, PIK, non-accrual.
  • Terminal Show the widest same-loan disagreements this quarter, on fair value versus principal.
  • Terminal Show the widest holder-mark disagreements in software.

OpenAPI

Generate a client, import into Postman, or let an agent discover the endpoints.

https://dirigon.com/v1/openapi.yaml

Full field list: /v1/fields.json. Agent index: /llms.txt. Markdown pages: /docs/introduction.md.