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Calera FINSEC — Certified SEC Memory

Certified SEC EDGAR fact memory for AI agents with zero hallucination and filing provenance.

Should I use this

Quality & Safety

A
Description quality
96%
Schema completeness
99%
Naming quality
91%
Poisoning risk
100%
Permission match
100%
Protocol compliance
100%

Findings (1)

  • LOWTool 'valuation_inputs' description lacks action verbin valuation_inputs

Based on automated analysis of tool definitions and protocol compliance.

Context Cost

~3,025Tokens (tool definitions)
~5.0 KBTypical response size
Significant attention impact (2.36% of 128k context)

This is the approximate number of tokens consumed each time the server's tools are loaded into a model's context. Higher counts reduce the attention available for other tasks.

Install

One-Click Install

Add this to your `claude_desktop_config.json` file:

{
  "mcpServers": {
    "finsec": {
      "url": "https://finsec.caleralabs.com/mcp"
    }
  }
}

Remote endpoints

https://finsec.caleralabs.com/mcpstreamable-http

What it can do

Tool inventory

Tools (7)

🟢 Read-only🟡 Write🔴 Delete⚪ Unknown
🟢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.

Input 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"
  ]
}

Output 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.

Input 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"
  ]
}

Output 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'.

Input 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"
  ]
}

Output 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.

Input 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"
  ]
}

Output 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.

Input 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"
  ]
}

Output 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).

Input 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"
  ]
}

Output 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.

Input Schema

{
  "type": "object",
  "properties": {
    "low_tokens": {
      "description": "Optional. When true, returns compact JSON schema.",
      "type": "boolean"
    }
  },
  "required": []
}

Output 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": []
}

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Evidence

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