io.github.CaseyYahbara/finsec

repo:https://github.com/calera-labs/finsec-mcp

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

transport:: remote
credential class:: gated
repo:: https://github.com/Calera-Labs/finsec-mcp

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Tools

compute_sec_cagr
Exact compound annual growth rate (CAGR) calculation over verified SEC filing facts. Deterministic mathematical execution with zero language model confabulation.
shallow
lattice_arith_evaluate
Deterministic zero-error algebraic solver (cagr, ratio, multiply, divide, yoy_series, product_chain) over verified SEC EDGAR financial metrics.
shallow
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-language 'in USD'.
shallow
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.
shallow
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.
shallow
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).
shallow
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.
shallow

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