---
title: "Form CRS Generator"
method: POST
path: "/v1/tools/form_crs_generator"
tags: ["reg-bi", "form-crs", "suitability", "us", "wealth", "broker-dealer", "investment-adviser", "disclosure", "sec", "compliance"]
---

# Form CRS Generator

`POST /v1/tools/form_crs_generator`

## Request

- Base URL: `https://ainumbers.co`
- URL: `https://ainumbers.co/v1/tools/form_crs_generator`
- Auth: none declared

Generate a Form CRS (Customer Relationship Summary) using SEC-prescribed headings and verbatim conversation-starter questions. Checks format compliance (estimated page count vs. SEC 2-page limit for BD/IA, 4-page limit for dual registrants). The Reg BI disclosure artifact required before or at the time of every retail investor recommendation. Markdown export IS the deliverable. Client-side. Works offline. Zero PII.

**Tool URL:** https://ainumbers.co/tools/464-form-crs-generator.html
**AP2/Policy Mandate export:** yes

## Request body

- object
  - `firm_type` 'broker_dealer' | 'investment_adviser' | 'dual_registrant', required: Type of registered firm
  - `fee_model` 'commission' | 'aum_fee' | 'wrap_fee' | 'hourly' | 'flat' | 'mixed', required: Primary fee model
  - `services_offered` string[]: List of investment services offered to retail investors
  - `account_minimums` string: Account minimum requirements
  - `monitoring_offered` boolean: True if ongoing account monitoring is offered
  - `discretionary_authority` boolean: True if the firm exercises discretionary authority
  - `material_conflicts` string[]: List of material conflicts of interest to disclose
  - `disciplinary_history` boolean: True if the firm or its professionals have legal or disciplinary history

## Response `200`

Successful tool execution result

- object
  - `sections` object[]
    - `heading` string
    - `question` string
    - `body` string
  - `format_ok` boolean
  - `estimated_pages` number
  - `max_pages` integer
  - `conversation_starters` string[]

---

[API](https://skmtc.dev/ainumbers/apis/ainumbers-co-fintech-intelligence-suite.md) · [All operations](https://skmtc.dev/ainumbers/apis/ainumbers-co-fintech-intelligence-suite/llms.txt) · [OpenAPI document](https://skmtc.dev/ainumbers/apis/ainumbers-co-fintech-intelligence-suite/revisions/b462e4f5bb28?raw)