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Calera FINSEC — Certified SEC Memory

Query SEC Sector Peers

query_sec_sector_peers
Read-only

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.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoOptional peer limit, default 5
periodNoOptional filing period, e.g. FY2025
metricsNoOptional comma-separated or array of SEC XBRL metrics, e.g. Revenues,OperatingIncome,TotalLongTermDebt
low_tokensNoOptional. When true, returns compact JSON schema.
sector_or_industryYesIndustry or sector description as declared in SEC filings, e.g. 'photonics', 'optics', 'semiconductors', 'pharmaceuticals', 'aerospace'

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

A4.2/5.0
Behavior4/5

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

Annotations already provide readOnlyHint=true, so the description adds value by disclosing that results are 'certified' and 'dynamically derived from SEC filing SIC codes and 10-K business segment disclosures.' This explains the data source and derivation logic beyond what annotations cover, without contradicting them.

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?

Two sentences: the first covers what the tool does and its derivation, the second gives usage context. No redundancy, front-loaded with core purpose. Every sentence earns its place.

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?

The description explains the peer group derivation and primary use case, which complements the existing output schema and readOnlyHint annotation. It does not cover error scenarios or details about limit/period parameters, but the schema fills those gaps. Overall adequate for a dynamic screening tool with rich structured data.

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?

Schema coverage is 100%, so baseline is 3. The description indirectly relates sector_or_industry and metrics parameters ('SIC codes', 'XBRL metrics') but does not add any new syntax, format, or behavioral details beyond the schema descriptions. No extra value is provided for the remaining parameters.

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 clearly states the tool returns 'certified SEC EDGAR XBRL metrics across an industry peer group' and specifies the dynamic derivation method using SIC codes and 10-K disclosures. This distinguishes it from siblings like query_sec_metric_exact (which likely targets single companies) and query_financial_sec (a broader name).

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

Usage Guidelines4/5

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

The description explicitly advises 'Use this for sector screening or when no specific company ticker is provided.' This gives a clear when-to-use condition and implies an alternative scenario (having a ticker). It does not name specific sibling tools, but the guidance is sufficient and not misleading.

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.