MCP MeasureMCP Measure

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Calera FINSEC — Certified SEC Memory

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

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Calidad y seguridad

A
Calidad de la descripción
96%
Integridad del esquema
99%
Calidad de los nombres
91%
Riesgo de envenenamiento
100%
Coincidencia de permisos
100%
Cumplimiento del protocolo
100%

Hallazgos (1)

  • LOWTool 'valuation_inputs' description lacks action verben valuation_inputs

Basado en el análisis automatizado de las definiciones de herramientas y el cumplimiento del protocolo.

Costo de contexto

~3,025Tokens (definiciones de herramientas)
~5.0 KBTamaño de respuesta típico
Impacto significativo en la atención (2.36% del contexto de 128k)

Este es el número aproximado de tokens que se consumen cada vez que las herramientas del servidor se cargan en el contexto de un modelo. Los recuentos más altos reducen la atención disponible para otras tareas.

Instalar

Instalación con un clic

Agrega esto a tu archivo `claude_desktop_config.json`:

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

Puntos de conexión remotos

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

Qué puede hacer

Inventario de herramientas

Herramientas (7)

🟢 Solo lectura🟡 Escritura🔴 Eliminación⚪ Desconocido
🟢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.

Esquema de entrada

{
  "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"
  ]
}

Esquema de salida

{
  "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.

Esquema de entrada

{
  "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"
  ]
}

Esquema de salida

{
  "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'.

Esquema de entrada

{
  "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"
  ]
}

Esquema de salida

{
  "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.

Esquema de entrada

{
  "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"
  ]
}

Esquema de salida

{
  "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.

Esquema de entrada

{
  "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"
  ]
}

Esquema de salida

{
  "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).

Esquema de entrada

{
  "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"
  ]
}

Esquema de salida

{
  "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.

Esquema de entrada

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

Esquema de salida

{
  "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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