Calera FINSEC — Certified SEC Memory

io.github.CaseyYahbara由 GitHub 帳號 CaseyYahbara 發布v1.2.1更新於 Nov 9, 2026

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

發布方自己的服務:Memory.fit

已驗證Streamable HTTP可網頁執行金融知識與記憶資料與分析

概覽

AI 產生的概覽

遠端 MCP 伺服器,為助理提供經認證的 SEC EDGAR 財務事實、精確指標查詢與確定性財務運算,並附申報文件溯源。

可以做什麼
  • 以自然語言或依公司、指標、期間精確查詢經認證的 SEC EDGAR 事實,回傳溯源資訊或誠實拒答
  • 依據已核驗的申報資料執行精確財務運算,如複合年成長率、比率、年增序列與連乘鏈
  • 取得估值輸入包,包含 DCF 輸入與歷史自由現金流
  • 依 SIC 代碼與分部揭露動態產生的產業同業群組比較認證指標
  • 列出伺服器的估值包、運算類型與適用範圍界線
適用情境
適合助理在投資研究、篩選或估值工作中需要可稽核的 SEC 財務數據,且指標缺漏時應拒答而非猜測的情境。也適合希望以申報資料做確定性計算、而非由模型自行算數的代理程式。
執行需求
透過 streamable HTTP 連線 finsec.caleralabs.com 遠端端點,託管方式不需在本機安裝套件。需要 Calera Labs API 金鑰,置於 X-License-Key 標頭,可從廠商儀表板取得。另提供可選的 npm 套件 stdio 橋接方式。
安裝前請注意
API 金鑰屬機密,透過 X-License-Key 標頭傳送,請勿寫入共用設定檔。查詢內容以及支援工單中的資訊(含聯絡信箱)會送往廠商雲端服務。README 提到配額提升與企業金鑰,可能有用量限制或付費方案。stdio 橋接方式會讀取本機 Calera 憑證檔案。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Calera FINSEC — Certified SEC Memory,將其新增到工作區。
  2. 連接 X-License-Key 憑證。它們會被私密儲存,絕不會在公開頁面上展示。
  3. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.github.CaseyYahbara%2Ffinsec/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "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.).

來源:README.md,提交 87da264

工具

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.

輸入參數metric必填company必填end_period必填low_tokensstart_period必填

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.

輸入參數op必填metriccompanyfactorsperiodsend_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'.

輸入參數query必填usd_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.

輸入參數metric必填period必填company必填low_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.

輸入參數limitperiodmetricslow_tokenssector_or_industry必填

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).

輸入參數pack必填periodcompany必填low_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.

輸入參數low_tokens

版本歷史

1
  1. v1.2.1最新Sep 16, 2026

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