Calera FINSEC — Certified SEC Memory

io.github.CaseyYahbaraPublished by GitHub account CaseyYahbarav1.2.1Updated Nov 9, 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 that gives assistants certified SEC EDGAR financial facts, exact metric recall, and deterministic financial arithmetic with filing provenance.

What you can do
  • Query certified SEC EDGAR facts in natural language or by exact company, metric and period, with provenance or an honest refusal
  • Compute exact financial arithmetic such as CAGR, ratios, year-over-year series and product chains over verified filing data
  • Retrieve valuation input packs, including DCF inputs and historical free cash flow
  • Compare certified metrics across an industry peer group derived from SIC codes and segment disclosures
  • List the server's valuation packs, arithmetic operations and scope boundaries
When to use it
Useful when an assistant needs auditable SEC financial figures for research, screening or valuation work and should refuse rather than guess when a metric is missing. It suits agents that want deterministic calculations over filing data instead of model-generated numbers.
Requirements
A remote endpoint at finsec.caleralabs.com over streamable HTTP; no local package is required for the hosted connection. A Calera Labs API key sent in the X-License-Key header, obtainable from the vendor dashboard. An optional stdio bridge is available through an npm package.
Before you install
The API key is a secret sent in the X-License-Key header; keep it out of shared configuration files. Queries and any support-ticket details, including contact email, go to the vendor's cloud service. The README mentions quota increases and enterprise keys, so usage limits or paid tiers may apply. The stdio bridge can read credentials stored in a local Calera file.

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.CaseyYahbara%2Ffinsec/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

FINSEC — Certified SEC Memory MCP Server

[MCP Registry] [smithery badge] [Glama MCP] [Glama MCP Score] [License] [Facts] [Zero Hallucination]

Official Model Context Protocol (MCP) connector for Calera Labs FINSEC. Connects AI agents (Claude Desktop, Cursor, Zed, VS Code, and custom autonomous swarms) directly to 4.06M certified SEC EDGAR facts powered by the Calera Episteme-1 Engine.

"Frontier Models Reason — The Calera Lattice Supplies Ground Truth."


⚡ Key Guarantees

  • 0.00% Statistical Hallucination: Fact recall is deterministic and geometric ($A_4$ Pentatope lattice memory). No language model exists in the fact retrieval path.
  • 2026-07-28 Stateless Protocol Core: Fully compliant with the 2026-07-28 Stateless MCP Specification (SEP-2243, SEP-2575, SEP-2549) with sub-5ms zero-handshake direct tool calls and intelligent caching (ttlMs: 86400000).
  • Cryptographic Provenance: Every returned financial metric includes exact SEC filing accessions, dates, concepts, and SHA-256 audit hashes.
  • Honest Refusal (SAFE_REFUSAL): If a metric is not present in official SEC filings or is ambiguous, the engine returns an honest safe refusal rather than confabulating numbers.
  • Ultra-Low Latency & High Gross Margins: Sub-25ms response serialization with low token footprint mode.

🚀 1-Click Quickstart Integrations

1. Cursor IDE

Add the following to your project's .cursor/mcp.json (or global Cursor Settings → Features → MCP):

json
{  "mcpServers": {    "finsec": {      "url": "https://finsec.caleralabs.com/mcp",      "headers": {        "X-License-Key": "clabs_live_YOUR_KEY"      }    }  }}

(Get your free API key at dashboard.caleralabs.com)


2. Claude Desktop

Add to your claude_desktop_config.json:

  • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
  • Windows: %APPDATA%\Claude\claude_desktop_config.json
  • Linux: ~/.config/Claude/claude_desktop_config.json
json
{  "mcpServers": {    "finsec": {      "url": "https://finsec.caleralabs.com/mcp",      "headers": {        "X-License-Key": "clabs_live_YOUR_KEY"      }    }  }}

3. Smithery CLI (1-Click Terminal Command)

Install automatically across Claude or Cursor using Smithery (smithery.ai/servers/calera-labs/finsec):

bash
# For Claude Desktopnpx -y @smithery/cli install financesec-mcp --client claude
# For Cursornpx -y @smithery/cli install financesec-mcp --client cursor

4. Zed Editor

Add to ~/.config/zed/settings.json:

json
{  "experimental.context_servers": {    "finsec": {      "command": {        "url": "https://finsec.caleralabs.com/mcp",        "headers": {          "X-License-Key": "clabs_live_YOUR_KEY"        }      }    }  }}

5. Stdio JSON-RPC & Zero-Config Auto-Bridge

For local agent workflows (Cursor, Claude Code, Antigravity, or custom runners) using stdio:

json
{  "mcpServers": {    "finsec": {      "command": "npx",      "args": ["-y", "@caleralabs/finsec-mcp"]    }  }}
🔗 Zero-Config Cross-MCP Credential Sharing

When executed via stdio, @caleralabs/finsec-mcp automatically discovers and links credentials stored at ~/.calera/icx.env or created when running @caleralabs/llm-vm-mcp (claim_free_icx_tokens).

A single Calera API key (ICX_API_KEY) unifies your entire AI stack:

  • FINSEC Ground Truth: 4.06M certified SEC EDGAR facts with zero hallucination.
  • LLM-VM Execution: Hermetic zero-escape MicroVM sandboxes.
  • ICX Memory: Shared infinite-context memory space across agent sessions.

🛠️ Certified Tools Surface Area

The FINSEC MCP server exposes 7 certified tools:

Tool NameDescription
query_financial_secNatural-language query over 4.06M certified SEC EDGAR facts with provenance or honest SAFE_REFUSAL.
valuation_inputs12 Certified Valuation Packs (DCF inputs, FCF, Altman Z', Beneish M, DuPont 5-step, Piotroski F).
query_sec_metric_exactExact single-cell EDGAR metric recall for company + period + concept.
compute_sec_cagrExact compound annual growth rate (CAGR) calculation over verified SEC filing facts with zero confabulation.
lattice_arith_evaluateDeterministic zero-error algebraic solver (cagr, ratio, multiply, divide, yoy_series, product_chain).
vln_capabilities_overviewDynamic scope overview and capability boundaries.
query_sec_sector_peersMulti-company sector & industry financial comparisons.

💡 Example Queries for Your Agent

Once connected, simply ask your agent in plain English:

  • "What was Apple's FY2023 total revenue and gross margin in USD?"
  • "Compare Microsoft and Alphabet Q3 2024 operating income."
  • "Calculate Nvidia's 3-year revenue CAGR from FY2021 to FY2024."
  • "Pull the DuPont 5-step analysis inputs for Tesla in 2023."

🏎️ Low-Token Mode for High-QPS Agent Swarms

To eliminate context exhaustion in multi-turn reasoning agents, pass "low_tokens": true in your queries for a 71.7% token reduction:

json
{  "id": "q112",  "st": "OK",  "val": 383285000000,  "cur": "USD",  "concept": "us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax",  "per": "FY2023",  "hash": "5ce23625"}

🔑 Authentication & API Keys

Generate your free or enterprise API key on the Universal Dashboard:
👉 https://dashboard.caleralabs.com


🛡️ Security & Provenance Policy

  • No Language Model in the Fact Path: All returned numbers originate from XBRL/EDGAR filing tables verified against SEC accessions.
  • IP Cloud Boundary: Substrate algorithms and $A_4$ Pentatope lattice weights operate inside Calera Labs secure cloud runtimes. Public clients receive only verified outputs and schema responses.

💬 Customer Support & Immediate Slack Pipeline

Have a question, encountered an edge case, or need a quota increase for your team?

We have a 3-tier Slack customer response pipeline wired directly into our engineering and executive teams:

1. Directly in Your AI Assistant (Claude, Cursor, Zed, Cline)

Use the built-in MCP tool submit_support_ticket:

json
{  "title": "Need 50k req/min quota for quant backtesting cluster",  "description": "We are running systematic macro backtests across 500 tickers simultaneously.",  "inquiry_type": "quota_increase",  "priority": "high",  "contact_email": "[email protected]"}

2. Live Web Portal & Slack Escalation Center

Submit tickets, questions, or feature requests directly from the Universal Dashboard: 👉 https://dashboard.caleralabs.com/dashboard#customer_service

3. Response SLAs

TierResponderSLA Guarantee
Tier 1 (Normal)Customer Success Manager (@manager_oncall)< 4 Hours
Tier 2 (High / Quota)Operations Owner (@owner_oncall)< 2 Hours
Tier 3 (Critical / VIP)Founder & CEO Casey (@casey)< 1 Hour

🔗 Related Calera MCP Servers


📄 License & Attribution

  • Connector specification and client schemas are licensed under the Apache-2.0 License.
  • Powered by Calera Episteme-1 / Calera Labs (DBA of Pyrotope Inc., Subsidiary of Calera Computing, Inc.).

Source: README.md at commit 87da264

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. v1.2.1LatestSep 16, 2026

Score

100% 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
  • License10 pts

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