Calera FINSEC — Certified SEC Memory

io.github.Calera-LabsPublished by GitHub account Calera-Labsv1.2.2Updated Nov 5, 2026

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

The publisher's own server: Memory.fit

VerifiedStreamable HTTPWeb executableFinanceKnowledge & MemoryData & Analytics

Overview

AI-generated overview

Remote MCP server giving assistants certified SEC EDGAR financial facts with provenance and deterministic arithmetic instead of guessed numbers.

What you can do
  • Query verified SEC facts for a company, metric and period, with provenance or a SAFE_REFUSAL when data is missing
  • Screen industry peer groups using SIC codes and 10-K segment disclosures
  • Compute exact CAGR and other algebraic operations (ratio, multiply, divide, year-over-year series, product chain) over verified metrics
  • Retrieve certified valuation input packs, including historical free cash flow for DCF work
  • List the server's valuation packs, arithmetic operations and scope boundaries
When to use it
Useful when an assistant needs auditable SEC financial figures, peer comparisons or valuation inputs and must not invent numbers; a refusal is returned rather than an estimate when a fact is unavailable.
Requirements
Remote streamable HTTP endpoint at finsec.caleralabs.com. Requires an API key sent in the X-License-Key header; the key is obtained from the provider's dashboard. No local runtime or packages needed.
Before you install
A required API key (X-License-Key) is sent with every request; keep it private. Queries and company or metric requests go to the provider's remote service. Figures are filing-based inputs, not live market valuation, P/E or macro indicators, so they should not be treated as trading data.

Installation

In SourceWeft

  1. Open Calera FINSEC — Certified SEC Memory in the dashboard and add it to a workspace.
  2. Connect X-License-Key credentials. They are stored privately and never shown on public pages.
  3. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/io.github.Calera-Labs%2Ffinsec-mcp/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "calera-finsec-certified-sec-memory": {
      "type": "http",
      "url": "https://finsec.caleralabs.com/mcp",
      "headers": {
        "X-License-Key": "<YOUR_API_KEY>"
      }
    }
  }
}

README

This repository has no README.

Tools

7

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.

Parametersmetricrequiredcompanyrequiredend_periodrequiredlow_tokensstart_periodrequired

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.

Parametersoprequiredmetriccompanyfactorsperiodsend_periodlow_tokensstart_period

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'.

Parametersqueryrequiredusd_onlylow_tokenstarget_currency

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.

Parametersmetricrequiredperiodrequiredcompanyrequiredlow_tokens

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.

Parameterslimitperiodmetricslow_tokenssector_or_industryrequired

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).

Parameterspackrequiredperiodcompanyrequiredlow_tokens

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.

Parameterslow_tokens

Version history

1
  1. v1.2.2LatestOct 29, 2026

Score

85% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listedRequired15 pts
  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts

    Declare a GitHub repository with a README, or serve resource_documentation in the OAuth protected-resource metadata.

  • License10 pts

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