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MCP Server

Calera FINSEC — Certified SEC Memory

io.github.CaseyYahbara/finsec
Data & Analytics Finance & Investing Public & reachable MCP 2026-07-28

What this MCP does

Queries verified SEC EDGAR financial facts and performs deterministic financial calculations, peer analysis, and valuation-input retrieval.

Capabilities

Tools

7 tools
compute_sec_cagr
Compute Certified SEC CAGR
Exact compound annual growth rate (CAGR) calculation over verified SEC filing facts. Deterministic mathematical execution with zero language model confabulation.
Read only
Input schema 
{'type': 'object', 'required': ['company', 'metric', 'start_period', 'end_period'], 'properties': {'metric': {'type': 'string', 'description': 'EDGAR metric to compound, e.g. revenue, free cash flow, net income'}, 'company': {'type': 'string', 'description': 'Company ticker or name, e.g. AAPL'}, 'end_period': {'type': 'string', 'description': 'End fiscal period, e.g. FY2023'}, 'low_tokens': {'type': 'boolean', 'description': 'Optional. When true, returns compact JSON schema.'}, 'start_period': {'type': 'string', 'description': 'Start fiscal period, e.g. FY2020'}}}
Output schema 
{'type': 'object', 'required': [], 'properties': {'st': {'type': 'string', 'description': 'Compact status indicator (OK | REFUSE)'}, 'per': {'type': 'string', 'description': 'Compact period string'}, 'val': {'description': 'Compact numeric value'}, 'hash': {'description': 'Cryptographic filing audit hash'}, 'cells': {'type': 'object', 'description': 'Valuation pack verified cells dictionary'}, 'value': {'description': 'Verified financial metric numeric value or computed arithmetic result'}, 'period': {'type': 'string', 'description': 'Fiscal reporting period'}, 'reason': {'type': 'string', 'description': 'Explanation when SAFE_REFUSAL is returned'}, 'status': {'type': 'string', 'description': 'Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK'}, 'company': {'type': 'string', 'description': 'Company name or ticker symbol'}, 'concept': {'type': 'string', 'description': 'US-GAAP / XBRL financial concept'}, 'operands': {'type': 'array', 'description': 'Underlying verified metric operands with accessions'}, 'formatted': {'type': 'string', 'description': 'Formatted monetary or percentage string'}, 'provenance': {'type': 'object', 'description': 'SEC EDGAR filing provenance details'}}}
lattice_arith_evaluate
Certified Financial Arithmetic
Deterministic zero-error algebraic solver (cagr, ratio, multiply, divide, yoy_series, product_chain) over verified SEC EDGAR financial metrics.
Read only
Input schema 
{'type': 'object', 'required': ['op'], 'properties': {'op': {'type': 'string', 'description': 'cagr | ratio | multiply | divide | yoy_series | product_chain'}, 'metric': {'type': 'string', 'description': 'EDGAR metric, e.g. free cash flow, revenue'}, 'company': {'type': 'string', 'description': 'Ticker or name when fetching EDGAR cells'}, 'factors': {'type': 'string', 'description': 'Optional comma-separated positive factors for product_chain, e.g. 0.79,0.30,1.07,4.5'}, 'periods': {'type': 'string', 'description': 'Optional comma-separated fiscal periods for yoy_series/product_chain, e.g. FY2020,FY2021,FY2022'}, 'end_period': {'type': 'string', 'description': 'End / denominator period, e.g. FY2023'}, 'low_tokens': {'type': 'boolean', 'description': 'Optional. When true, returns compact JSON schema.'}, 'start_period': {'type': 'string', 'description': 'Start / numerator period, e.g. FY2020'}}}
Output schema 
{'type': 'object', 'required': [], 'properties': {'st': {'type': 'string', 'description': 'Compact status indicator (OK | REFUSE)'}, 'per': {'type': 'string', 'description': 'Compact period string'}, 'val': {'description': 'Compact numeric value'}, 'hash': {'description': 'Cryptographic filing audit hash'}, 'cells': {'type': 'object', 'description': 'Valuation pack verified cells dictionary'}, 'value': {'description': 'Verified financial metric numeric value or computed arithmetic result'}, 'period': {'type': 'string', 'description': 'Fiscal reporting period'}, 'reason': {'type': 'string', 'description': 'Explanation when SAFE_REFUSAL is returned'}, 'status': {'type': 'string', 'description': 'Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK'}, 'company': {'type': 'string', 'description': 'Company name or ticker symbol'}, 'concept': {'type': 'string', 'description': 'US-GAAP / XBRL financial concept'}, 'operands': {'type': 'array', 'description': 'Underlying verified metric operands with accessions'}, 'formatted': {'type': 'string', 'description': 'Formatted monetary or percentage string'}, 'provenance': {'type': 'object', 'description': 'SEC EDGAR filing provenance details'}}}
query_financial_sec
Query Certified SEC Facts
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'.
Read only
Input schema 
{'type': 'object', 'required': ['query'], 'properties': {'query': {'type': 'string', 'description': "Natural language financial question. Append 'in USD' (or another supported ISO code) to convert foreign reporting currencies after verified recall."}, 'usd_only': {'type': 'boolean', 'description': 'When true, forces monetary answers into USD.'}, 'low_tokens': {'type': 'boolean', 'description': 'Optional. When true, returns compact ~38-token schema optimized for LLM context windows.'}, 'target_currency': {'type': 'string', '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.'}}}
Output schema 
{'type': 'object', 'required': [], 'properties': {'st': {'type': 'string', 'description': 'Compact status indicator (OK | REFUSE)'}, 'per': {'type': 'string', 'description': 'Compact period string'}, 'val': {'description': 'Compact numeric value'}, 'hash': {'description': 'Cryptographic filing audit hash'}, 'cells': {'type': 'object', 'description': 'Valuation pack verified cells dictionary'}, 'value': {'description': 'Verified financial metric numeric value or computed arithmetic result'}, 'period': {'type': 'string', 'description': 'Fiscal reporting period'}, 'reason': {'type': 'string', 'description': 'Explanation when SAFE_REFUSAL is returned'}, 'status': {'type': 'string', 'description': 'Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK'}, 'company': {'type': 'string', 'description': 'Company name or ticker symbol'}, 'concept': {'type': 'string', 'description': 'US-GAAP / XBRL financial concept'}, 'operands': {'type': 'array', 'description': 'Underlying verified metric operands with accessions'}, 'formatted': {'type': 'string', 'description': 'Formatted monetary or percentage string'}, 'provenance': {'type': 'object', 'description': 'SEC EDGAR filing provenance details'}}}
query_sec_metric_exact
Exact SEC Metric Recall
Exact EDGAR metric recall for company+metric+period. Server-side verified fact with provenance; SAFE_REFUSAL when missing. No LLM math.
Read only
Input schema 
{'type': 'object', 'required': ['company', 'metric', 'period'], 'properties': {'metric': {'type': 'string', 'description': 'EDGAR metric, e.g. net income, free cash flow, total revenue, operating cash flow'}, 'period': {'type': 'string', 'description': 'Fiscal period, e.g. FY2023'}, 'company': {'type': 'string', 'description': 'Company ticker or name, e.g. AAPL'}, 'low_tokens': {'type': 'boolean', 'description': 'Optional. When true, returns compact JSON schema.'}}}
Output schema 
{'type': 'object', 'required': [], 'properties': {'st': {'type': 'string', 'description': 'Compact status indicator (OK | REFUSE)'}, 'per': {'type': 'string', 'description': 'Compact period string'}, 'val': {'description': 'Compact numeric value'}, 'hash': {'description': 'Cryptographic filing audit hash'}, 'cells': {'type': 'object', 'description': 'Valuation pack verified cells dictionary'}, 'value': {'description': 'Verified financial metric numeric value or computed arithmetic result'}, 'period': {'type': 'string', 'description': 'Fiscal reporting period'}, 'reason': {'type': 'string', 'description': 'Explanation when SAFE_REFUSAL is returned'}, 'status': {'type': 'string', 'description': 'Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK'}, 'company': {'type': 'string', 'description': 'Company name or ticker symbol'}, 'concept': {'type': 'string', 'description': 'US-GAAP / XBRL financial concept'}, 'operands': {'type': 'array', 'description': 'Underlying verified metric operands with accessions'}, 'formatted': {'type': 'string', 'description': 'Formatted monetary or percentage string'}, 'provenance': {'type': 'object', 'description': 'SEC EDGAR filing provenance details'}}}
query_sec_sector_peers
Query SEC Sector Peers
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.
Read only
Input schema 
{'type': 'object', 'required': ['sector_or_industry'], 'properties': {'limit': {'type': 'number', 'description': 'Optional peer limit, default 5'}, 'period': {'type': 'string', 'description': 'Optional filing period, e.g. FY2025'}, 'metrics': {'type': 'string', 'description': 'Optional comma-separated or array of SEC XBRL metrics, e.g. Revenues,OperatingIncome,TotalLongTermDebt'}, 'low_tokens': {'type': 'boolean', 'description': 'Optional. When true, returns compact JSON schema.'}, 'sector_or_industry': {'type': 'string', 'description': "Industry or sector description as declared in SEC filings, e.g. 'photonics', 'optics', 'semiconductors', 'pharmaceuticals', 'aerospace'"}}}
Output schema 
{'type': 'object', 'required': [], 'properties': {'st': {'type': 'string', 'description': 'Compact status indicator (OK | REFUSE)'}, 'per': {'type': 'string', 'description': 'Compact period string'}, 'val': {'description': 'Compact numeric value'}, 'hash': {'description': 'Cryptographic filing audit hash'}, 'cells': {'type': 'object', 'description': 'Valuation pack verified cells dictionary'}, 'value': {'description': 'Verified financial metric numeric value or computed arithmetic result'}, 'period': {'type': 'string', 'description': 'Fiscal reporting period'}, 'reason': {'type': 'string', 'description': 'Explanation when SAFE_REFUSAL is returned'}, 'status': {'type': 'string', 'description': 'Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK'}, 'company': {'type': 'string', 'description': 'Company name or ticker symbol'}, 'concept': {'type': 'string', 'description': 'US-GAAP / XBRL financial concept'}, 'operands': {'type': 'array', 'description': 'Underlying verified metric operands with accessions'}, 'formatted': {'type': 'string', 'description': 'Formatted monetary or percentage string'}, 'provenance': {'type': 'object', 'description': 'SEC EDGAR filing provenance details'}}}
valuation_inputs
Get Certified SEC Valuation Pack
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).
Read only
Input schema 
{'type': 'object', 'required': ['company', 'pack'], 'properties': {'pack': {'type': 'string', '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)'}, 'period': {'type': 'string', 'description': 'Optional reporting period, e.g. FY2023, Q3 FY2023. Defaults to FY2023 if omitted.'}, 'company': {'type': 'string', 'description': 'Company ticker or name, e.g. AAPL, TSLA, MSFT'}, 'low_tokens': {'type': 'boolean', 'description': 'Optional. When true, returns compact JSON schema.'}}}
Output schema 
{'type': 'object', 'required': [], 'properties': {'st': {'type': 'string', 'description': 'Compact status indicator (OK | REFUSE)'}, 'per': {'type': 'string', 'description': 'Compact period string'}, 'val': {'description': 'Compact numeric value'}, 'hash': {'description': 'Cryptographic filing audit hash'}, 'cells': {'type': 'object', 'description': 'Valuation pack verified cells dictionary'}, 'value': {'description': 'Verified financial metric numeric value or computed arithmetic result'}, 'period': {'type': 'string', 'description': 'Fiscal reporting period'}, 'reason': {'type': 'string', 'description': 'Explanation when SAFE_REFUSAL is returned'}, 'status': {'type': 'string', 'description': 'Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK'}, 'company': {'type': 'string', 'description': 'Company name or ticker symbol'}, 'concept': {'type': 'string', 'description': 'US-GAAP / XBRL financial concept'}, 'operands': {'type': 'array', 'description': 'Underlying verified metric operands with accessions'}, 'formatted': {'type': 'string', 'description': 'Formatted monetary or percentage string'}, 'provenance': {'type': 'object', 'description': 'SEC EDGAR filing provenance details'}}}
vln_capabilities_overview
VLN Capabilities Overview
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.
Read only
Input schema 
{'type': 'object', 'required': [], 'properties': {'low_tokens': {'type': 'boolean', 'description': 'Optional. When true, returns compact JSON schema.'}}}
Output schema 
{'type': 'object', 'required': [], 'properties': {'st': {'type': 'string', 'description': 'Compact status indicator (OK | REFUSE)'}, 'per': {'type': 'string', 'description': 'Compact period string'}, 'val': {'description': 'Compact numeric value'}, 'hash': {'description': 'Cryptographic filing audit hash'}, 'cells': {'type': 'object', 'description': 'Valuation pack verified cells dictionary'}, 'value': {'description': 'Verified financial metric numeric value or computed arithmetic result'}, 'period': {'type': 'string', 'description': 'Fiscal reporting period'}, 'reason': {'type': 'string', 'description': 'Explanation when SAFE_REFUSAL is returned'}, 'status': {'type': 'string', 'description': 'Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK'}, 'company': {'type': 'string', 'description': 'Company name or ticker symbol'}, 'concept': {'type': 'string', 'description': 'US-GAAP / XBRL financial concept'}, 'operands': {'type': 'array', 'description': 'Underlying verified metric operands with accessions'}, 'formatted': {'type': 'string', 'description': 'Formatted monetary or percentage string'}, 'provenance': {'type': 'object', 'description': 'SEC EDGAR filing provenance details'}}}
History

Recent tool changes

Added
vln_capabilities_overview
Sept. 17, 2026, 12:40 p.m.
Added
valuation_inputs
Sept. 17, 2026, 12:40 p.m.
Added
query_sec_sector_peers
Sept. 17, 2026, 12:40 p.m.
Added
query_sec_metric_exact
Sept. 17, 2026, 12:40 p.m.
Added
query_financial_sec
Sept. 17, 2026, 12:40 p.m.
Added
lattice_arith_evaluate
Sept. 17, 2026, 12:40 p.m.
Added
compute_sec_cagr
Sept. 17, 2026, 12:40 p.m.
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