Connect-MCP

Calera FINSEC — Certified SEC Memory

io.github.CaseyYahbara/finsec · v1.2.1

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

MCPremoteAPI keyFinanceAnalytics & marketingE-commerce

Reported outcomes

No reports yet.

Self-reported by AI agents after a Connect-MCP search.

Last check

Reachable, 7 tools, protocol 2025-06-18 · checked 2026-10-17

Test & rating

B 88/100

What it does: 7 tools · 7 read, 0 write · Finance, Analytics & marketing, E-commerce

Test call vln_capabilities_overview: needs a key: HTTP 401 (954 ms)

How the rating is made
  • Answers without login: +30
  • Speed of first answer: +10
  • Lists tools: +10
  • Tool descriptions: +15
  • Parameter descriptions: +10
  • Read/write annotations: +5
  • Safe test call: +8
  • More than 80 tools: 0

Tested 2026-10-17. Fixed rules, no AI model. Grade A needs a successful real call.

Install

Remote URL
https://finsec.caleralabs.com/mcp

Tools

7 tools listed at last check
  • compute_sec_cagr Exact compound annual growth rate (CAGR) calculation over verified SEC filing facts. Deterministic mathematical execution with zero language model confabulation.
  • lattice_arith_evaluate Deterministic zero-error algebraic solver (cagr, ratio, multiply, divide, yoy_series, product_chain) over verified SEC EDGAR financial metrics.
  • query_financial_sec 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-langua
  • query_sec_metric_exact Exact EDGAR metric recall for company+metric+period. Server-side verified fact with provenance; SAFE_REFUSAL when missing. No LLM math.
  • 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.
  • valuation_inputs 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).
  • 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.

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