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Calera FINSEC — Certified SEC Memory

Compute Certified SEC CAGR

compute_sec_cagr
Read-only

Exact compound annual growth rate (CAGR) calculation over verified SEC filing facts. Deterministic mathematical execution with zero language model confabulation.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
metricYesEDGAR metric to compound, e.g. revenue, free cash flow, net income
companyYesCompany ticker or name, e.g. AAPL
end_periodYesEnd fiscal period, e.g. FY2023
low_tokensNoOptional. When true, returns compact JSON schema.
start_periodYesStart fiscal period, e.g. FY2020

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
stNoCompact status indicator (OK | REFUSE)
perNoCompact period string
valNoCompact numeric value
hashNoCryptographic filing audit hash
cellsNoValuation pack verified cells dictionary
valueNoVerified financial metric numeric value or computed arithmetic result
periodNoFiscal reporting period
reasonNoExplanation when SAFE_REFUSAL is returned
statusNoVerification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK
companyNoCompany name or ticker symbol
conceptNoUS-GAAP / XBRL financial concept
operandsNoUnderlying verified metric operands with accessions
formattedNoFormatted monetary or percentage string
provenanceNoSEC EDGAR filing provenance details

TDQS

A4/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare readOnlyHint=true and title, so the description adds value by stating 'Deterministic mathematical execution with zero language model confabulation,' which reassures the agent of no hallucination risk. This goes beyond the bare annotations, but could further detail edge cases (e.g., handling of missing periods or negative values).

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is two concise sentences, front-loaded with the core purpose and followed by a key behavioral guarantee. Every sentence earns its place without redundancy.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the output schema exists and parameters are fully described in the schema, the description covers the essential context for a deterministic computation tool. It lacks mention of error handling or period validation, but for a well-typed tool with an output schema, this is nearly complete.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

With 100% schema description coverage, the description does not need to elaborate on parameters. However, it provides no parameter-specific details beyond the schema, such as clarifying that 'company' expects ticker or name consistently, or that 'low_tokens' only affects output, not behavior. Baseline 3 is appropriate as schema does the heavy lifting.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description uses specific language: 'Exact compound annual growth rate (CAGR) calculation over verified SEC filing facts,' clearly indicating a resource (SEC filings) and verb (compute). It distinguishes itself from siblings by mentioning deterministic execution and zero confabulation, which contrasts with potential LLM-based tools like query_financial_sec.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description implies usage for accurate CAGR calculations but does not explicitly state when to use it over siblings like lattice_arith_evaluate or query_sec_metric_exact. Alternatives are not named, and no when-not-to-use guidance is provided, leaving the agent to infer context.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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TDQS

A3.9/5.0
Disambiguation4/5

Most tools have distinct purposes: CAGR calculation, general algebraic solving, metric querying, sector peer retrieval, and valuation inputs. However, `query_financial_sec` and `query_sec_metric_exact` overlap significantly in returning verified SEC facts, potentially causing confusion about which to use for a given retrieval need.

Naming Consistency3/5

Tool names use mixed prefixes: `query_` for three tools, but `compute_`, `lattice_arith_`, `valuation_`, and `vln_` for others. No single verb-noun pattern is maintained across the set, though names are still readable and descriptive.

Tool Count5/5

Seven tools is a well-scoped number for a specialized financial data server. Each tool serves a clear function without redundancy, and the count is neither too thin nor too heavy for the domain of certified SEC metrics and arithmetic.

Completeness5/5

The tool surface covers the full lifecycle of querying certified SEC data, performing deterministic calculations, retrieving sector peers, and obtaining valuation inputs. An overview tool helps agents understand capabilities. No obvious gaps are present for the stated purpose.