Calera FINSEC — Certified SEC Memory
Certified SEC EDGAR fact memory for AI agents with zero hallucination and filing provenance.
Sollte ich dies verwenden
Qualität und Sicherheit
A
Befunde (1)
- LOWTool 'valuation_inputs' description lacks action verbin valuation_inputs
Basierend auf einer automatisierten Analyse der Tool-Definitionen und der Einhaltung des Protokolls.
Kontextkosten
~3,025Tokens (Tool-Definitionen)
~5.0 KBTypische Antwortgröße
Erhebliche Auswirkung auf die Aufmerksamkeit (2.36% von 128k Kontext)
Dies ist die ungefähre Anzahl der Tokens, die jedes Mal verbraucht werden, wenn die Tools des Servers in den Kontext eines Modells geladen werden. Höhere Werte verringern die Aufmerksamkeit, die für andere Aufgaben verfügbar ist.
Installieren
Installation mit einem Klick
Fügen Sie dies Ihrer Datei `claude_desktop_config.json` hinzu:
{
"mcpServers": {
"finsec": {
"url": "https://finsec.caleralabs.com/mcp"
}
}
}Remote-Endpunkte
https://finsec.caleralabs.com/mcpstreamable-httpWas es kann
Tool-Inventar
Tools (7)
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🟢compute_sec_cagr(company, end_period, low_tokens, metric, start_period)
Exact compound annual growth rate (CAGR) calculation over verified SEC filing facts. Deterministic mathematical execution with zero language model confabulation.
Eingabe-Schema
{
"type": "object",
"properties": {
"company": {
"description": "Company ticker or name, e.g. AAPL",
"type": "string"
},
"end_period": {
"description": "End fiscal period, e.g. FY2023",
"type": "string"
},
"low_tokens": {
"description": "Optional. When true, returns compact JSON schema.",
"type": "boolean"
},
"metric": {
"description": "EDGAR metric to compound, e.g. revenue, free cash flow, net income",
"type": "string"
},
"start_period": {
"description": "Start fiscal period, e.g. FY2020",
"type": "string"
}
},
"required": [
"company",
"metric",
"start_period",
"end_period"
]
}Ausgabe-Schema
{
"type": "object",
"properties": {
"cells": {
"description": "Valuation pack verified cells dictionary",
"type": "object"
},
"company": {
"description": "Company name or ticker symbol",
"type": "string"
},
"concept": {
"description": "US-GAAP / XBRL financial concept",
"type": "string"
},
"formatted": {
"description": "Formatted monetary or percentage string",
"type": "string"
},
"hash": {
"description": "Cryptographic filing audit hash"
},
"operands": {
"description": "Underlying verified metric operands with accessions",
"type": "array"
},
"per": {
"description": "Compact period string",
"type": "string"
},
"period": {
"description": "Fiscal reporting period",
"type": "string"
},
"provenance": {
"description": "SEC EDGAR filing provenance details",
"type": "object"
},
"reason": {
"description": "Explanation when SAFE_REFUSAL is returned",
"type": "string"
},
"st": {
"description": "Compact status indicator (OK | REFUSE)",
"type": "string"
},
"status": {
"description": "Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK",
"type": "string"
},
"val": {
"description": "Compact numeric value"
},
"value": {
"description": "Verified financial metric numeric value or computed arithmetic result"
}
},
"required": []
}🟢lattice_arith_evaluate(company, end_period, factors, low_tokens, metric, ...)
Deterministic zero-error algebraic solver (cagr, ratio, multiply, divide, yoy_series, product_chain) over verified SEC EDGAR financial metrics.
Eingabe-Schema
{
"type": "object",
"properties": {
"company": {
"description": "Ticker or name when fetching EDGAR cells",
"type": "string"
},
"end_period": {
"description": "End / denominator period, e.g. FY2023",
"type": "string"
},
"factors": {
"description": "Optional comma-separated positive factors for product_chain, e.g. 0.79,0.30,1.07,4.5",
"type": "string"
},
"low_tokens": {
"description": "Optional. When true, returns compact JSON schema.",
"type": "boolean"
},
"metric": {
"description": "EDGAR metric, e.g. free cash flow, revenue",
"type": "string"
},
"op": {
"description": "cagr | ratio | multiply | divide | yoy_series | product_chain",
"type": "string"
},
"periods": {
"description": "Optional comma-separated fiscal periods for yoy_series/product_chain, e.g. FY2020,FY2021,FY2022",
"type": "string"
},
"start_period": {
"description": "Start / numerator period, e.g. FY2020",
"type": "string"
}
},
"required": [
"op"
]
}Ausgabe-Schema
{
"type": "object",
"properties": {
"cells": {
"description": "Valuation pack verified cells dictionary",
"type": "object"
},
"company": {
"description": "Company name or ticker symbol",
"type": "string"
},
"concept": {
"description": "US-GAAP / XBRL financial concept",
"type": "string"
},
"formatted": {
"description": "Formatted monetary or percentage string",
"type": "string"
},
"hash": {
"description": "Cryptographic filing audit hash"
},
"operands": {
"description": "Underlying verified metric operands with accessions",
"type": "array"
},
"per": {
"description": "Compact period string",
"type": "string"
},
"period": {
"description": "Fiscal reporting period",
"type": "string"
},
"provenance": {
"description": "SEC EDGAR filing provenance details",
"type": "object"
},
"reason": {
"description": "Explanation when SAFE_REFUSAL is returned",
"type": "string"
},
"st": {
"description": "Compact status indicator (OK | REFUSE)",
"type": "string"
},
"status": {
"description": "Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK",
"type": "string"
},
"val": {
"description": "Compact numeric value"
},
"value": {
"description": "Verified financial metric numeric value or computed arithmetic result"
}
},
"required": []
}🟢query_financial_sec(low_tokens, query, target_currency, usd_only)
Certified SEC fact query. Returns verified values with provenance or SAFE_REFUSAL. Does not invent numbers. Treat SAFE_REFUSAL as success-of-honesty, not a tool failure. Monetary answers default to the filer's reporting currency; request FX conversion via target_currency / usd_only or natural-language 'in USD'.
Eingabe-Schema
{
"type": "object",
"properties": {
"low_tokens": {
"description": "Optional. When true, returns compact ~38-token schema optimized for LLM context windows.",
"type": "boolean"
},
"query": {
"description": "Natural language financial question. Append 'in USD' (or another supported ISO code) to convert foreign reporting currencies after verified recall.",
"type": "string"
},
"target_currency": {
"description": "Optional ISO 4217 code (e.g. USD, EUR) for post-recall FX conversion using audited annual-average rates. Provenance records original_unit, fx_rate, and fx_converted.",
"type": "string"
},
"usd_only": {
"description": "When true, forces monetary answers into USD.",
"type": "boolean"
}
},
"required": [
"query"
]
}Ausgabe-Schema
{
"type": "object",
"properties": {
"cells": {
"description": "Valuation pack verified cells dictionary",
"type": "object"
},
"company": {
"description": "Company name or ticker symbol",
"type": "string"
},
"concept": {
"description": "US-GAAP / XBRL financial concept",
"type": "string"
},
"formatted": {
"description": "Formatted monetary or percentage string",
"type": "string"
},
"hash": {
"description": "Cryptographic filing audit hash"
},
"operands": {
"description": "Underlying verified metric operands with accessions",
"type": "array"
},
"per": {
"description": "Compact period string",
"type": "string"
},
"period": {
"description": "Fiscal reporting period",
"type": "string"
},
"provenance": {
"description": "SEC EDGAR filing provenance details",
"type": "object"
},
"reason": {
"description": "Explanation when SAFE_REFUSAL is returned",
"type": "string"
},
"st": {
"description": "Compact status indicator (OK | REFUSE)",
"type": "string"
},
"status": {
"description": "Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK",
"type": "string"
},
"val": {
"description": "Compact numeric value"
},
"value": {
"description": "Verified financial metric numeric value or computed arithmetic result"
}
},
"required": []
}🟢query_sec_metric_exact(company, low_tokens, metric, period)
Exact EDGAR metric recall for company+metric+period. Server-side verified fact with provenance; SAFE_REFUSAL when missing. No LLM math.
Eingabe-Schema
{
"type": "object",
"properties": {
"company": {
"description": "Company ticker or name, e.g. AAPL",
"type": "string"
},
"low_tokens": {
"description": "Optional. When true, returns compact JSON schema.",
"type": "boolean"
},
"metric": {
"description": "EDGAR metric, e.g. net income, free cash flow, total revenue, operating cash flow",
"type": "string"
},
"period": {
"description": "Fiscal period, e.g. FY2023",
"type": "string"
}
},
"required": [
"company",
"metric",
"period"
]
}Ausgabe-Schema
{
"type": "object",
"properties": {
"cells": {
"description": "Valuation pack verified cells dictionary",
"type": "object"
},
"company": {
"description": "Company name or ticker symbol",
"type": "string"
},
"concept": {
"description": "US-GAAP / XBRL financial concept",
"type": "string"
},
"formatted": {
"description": "Formatted monetary or percentage string",
"type": "string"
},
"hash": {
"description": "Cryptographic filing audit hash"
},
"operands": {
"description": "Underlying verified metric operands with accessions",
"type": "array"
},
"per": {
"description": "Compact period string",
"type": "string"
},
"period": {
"description": "Fiscal reporting period",
"type": "string"
},
"provenance": {
"description": "SEC EDGAR filing provenance details",
"type": "object"
},
"reason": {
"description": "Explanation when SAFE_REFUSAL is returned",
"type": "string"
},
"st": {
"description": "Compact status indicator (OK | REFUSE)",
"type": "string"
},
"status": {
"description": "Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK",
"type": "string"
},
"val": {
"description": "Compact numeric value"
},
"value": {
"description": "Verified financial metric numeric value or computed arithmetic result"
}
},
"required": []
}🟢query_sec_sector_peers(limit, low_tokens, metrics, period, sector_or_industry)
Returns certified SEC EDGAR XBRL metrics across an industry peer group dynamically derived from SEC filing SIC codes and 10-K business segment disclosures. Use this for sector screening or when no specific company ticker is provided.
Eingabe-Schema
{
"type": "object",
"properties": {
"limit": {
"description": "Optional peer limit, default 5",
"type": "number"
},
"low_tokens": {
"description": "Optional. When true, returns compact JSON schema.",
"type": "boolean"
},
"metrics": {
"description": "Optional comma-separated or array of SEC XBRL metrics, e.g. Revenues,OperatingIncome,TotalLongTermDebt",
"type": "string"
},
"period": {
"description": "Optional filing period, e.g. FY2025",
"type": "string"
},
"sector_or_industry": {
"description": "Industry or sector description as declared in SEC filings, e.g. 'photonics', 'optics', 'semiconductors', 'pharmaceuticals', 'aerospace'",
"type": "string"
}
},
"required": [
"sector_or_industry"
]
}Ausgabe-Schema
{
"type": "object",
"properties": {
"cells": {
"description": "Valuation pack verified cells dictionary",
"type": "object"
},
"company": {
"description": "Company name or ticker symbol",
"type": "string"
},
"concept": {
"description": "US-GAAP / XBRL financial concept",
"type": "string"
},
"formatted": {
"description": "Formatted monetary or percentage string",
"type": "string"
},
"hash": {
"description": "Cryptographic filing audit hash"
},
"operands": {
"description": "Underlying verified metric operands with accessions",
"type": "array"
},
"per": {
"description": "Compact period string",
"type": "string"
},
"period": {
"description": "Fiscal reporting period",
"type": "string"
},
"provenance": {
"description": "SEC EDGAR filing provenance details",
"type": "object"
},
"reason": {
"description": "Explanation when SAFE_REFUSAL is returned",
"type": "string"
},
"st": {
"description": "Compact status indicator (OK | REFUSE)",
"type": "string"
},
"status": {
"description": "Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK",
"type": "string"
},
"val": {
"description": "Compact numeric value"
},
"value": {
"description": "Verified financial metric numeric value or computed arithmetic result"
}
},
"required": []
}🟢valuation_inputs(company, low_tokens, pack, period)
Certified SEC/EDGAR valuation inputs pack (12 packs including dcf_valuation_inputs historical FCF). Not market EV, P/E, trading DCF, or macro gauges (Buffett Indicator / CAPE).
Eingabe-Schema
{
"type": "object",
"properties": {
"company": {
"description": "Company ticker or name, e.g. AAPL, TSLA, MSFT",
"type": "string"
},
"low_tokens": {
"description": "Optional. When true, returns compact JSON schema.",
"type": "boolean"
},
"pack": {
"description": "Certified SEC valuation pack ID (equity_screen, ev_bridge, quality_of_earnings, segment_mix, returns_screen, leverage_screen, piotroski_f, altman_z_prime, beneish_m_score, dupont_5step, working_capital_efficiency, dcf_valuation_inputs)",
"type": "string"
},
"period": {
"description": "Optional reporting period, e.g. FY2023, Q3 FY2023. Defaults to FY2023 if omitted.",
"type": "string"
}
},
"required": [
"company",
"pack"
]
}Ausgabe-Schema
{
"type": "object",
"properties": {
"cells": {
"description": "Valuation pack verified cells dictionary",
"type": "object"
},
"company": {
"description": "Company name or ticker symbol",
"type": "string"
},
"concept": {
"description": "US-GAAP / XBRL financial concept",
"type": "string"
},
"formatted": {
"description": "Formatted monetary or percentage string",
"type": "string"
},
"hash": {
"description": "Cryptographic filing audit hash"
},
"operands": {
"description": "Underlying verified metric operands with accessions",
"type": "array"
},
"per": {
"description": "Compact period string",
"type": "string"
},
"period": {
"description": "Fiscal reporting period",
"type": "string"
},
"provenance": {
"description": "SEC EDGAR filing provenance details",
"type": "object"
},
"reason": {
"description": "Explanation when SAFE_REFUSAL is returned",
"type": "string"
},
"st": {
"description": "Compact status indicator (OK | REFUSE)",
"type": "string"
},
"status": {
"description": "Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK",
"type": "string"
},
"val": {
"description": "Compact numeric value"
},
"value": {
"description": "Verified financial metric numeric value or computed arithmetic result"
}
},
"required": []
}🟢vln_capabilities_overview(low_tokens)
Returns a complete structured overview of all certified EDGAR valuation packs, deterministic financial arithmetic operations, SEC calculations, and product scope boundaries on finsec.caleralabs.com.
Eingabe-Schema
{
"type": "object",
"properties": {
"low_tokens": {
"description": "Optional. When true, returns compact JSON schema.",
"type": "boolean"
}
},
"required": []
}Ausgabe-Schema
{
"type": "object",
"properties": {
"cells": {
"description": "Valuation pack verified cells dictionary",
"type": "object"
},
"company": {
"description": "Company name or ticker symbol",
"type": "string"
},
"concept": {
"description": "US-GAAP / XBRL financial concept",
"type": "string"
},
"formatted": {
"description": "Formatted monetary or percentage string",
"type": "string"
},
"hash": {
"description": "Cryptographic filing audit hash"
},
"operands": {
"description": "Underlying verified metric operands with accessions",
"type": "array"
},
"per": {
"description": "Compact period string",
"type": "string"
},
"period": {
"description": "Fiscal reporting period",
"type": "string"
},
"provenance": {
"description": "SEC EDGAR filing provenance details",
"type": "object"
},
"reason": {
"description": "Explanation when SAFE_REFUSAL is returned",
"type": "string"
},
"st": {
"description": "Compact status indicator (OK | REFUSE)",
"type": "string"
},
"status": {
"description": "Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK",
"type": "string"
},
"val": {
"description": "Compact numeric value"
},
"value": {
"description": "Verified financial metric numeric value or computed arithmetic result"
}
},
"required": []
}Community
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