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Calera-Labs

FINSEC — Certified SEC Memory MCP Server

by Calera-Labs

Certified Financial Arithmetic

lattice_arith_evaluate
Read-only

Calculate CAGR, ratios, YoY growth, and product chains from certified SEC EDGAR metrics, delivering deterministic, zero-error results for financial analysis and audits.

Instructions

Deterministic zero-error algebraic solver (cagr, ratio, multiply, divide, yoy_series, product_chain) over verified SEC EDGAR financial metrics.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
opYescagr | ratio | multiply | divide | yoy_series | product_chain
metricNoEDGAR metric, e.g. free cash flow, revenue
companyNoTicker or name when fetching EDGAR cells
factorsNoOptional comma-separated positive factors for product_chain, e.g. 0.79,0.30,1.07,4.5
periodsNoOptional comma-separated fiscal periods for yoy_series/product_chain, e.g. FY2020,FY2021,FY2022
end_periodNoEnd / denominator period, e.g. FY2023
low_tokensNoOptional. When true, returns compact JSON schema.
start_periodNoStart / numerator 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

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. Changed16 schema fields changedv0.1.1
    • addedOutput schema / properties / cells
      Added value: +{
      +  "description": "Valuation pack verified cells dictionary",
      +  "type": "object"
      +}
    • addedOutput schema / properties / company
      Added value: +{
      +  "description": "Company name or ticker symbol",
      +  "type": "string"
      +}
    • addedOutput schema / properties / concept
      Added value: +{
      +  "description": "US-GAAP / XBRL financial concept",
      +  "type": "string"
      +}
    • removedOutput schema / properties / content
      Removed value: -{
      -  "description": "List of MCP output blocks containing verified SEC fact payload or SAFE_REFUSAL",
      -  "items": {
      -    "properties": {
      -      "text": {
      -        "description": "Serialized verified SEC fact response with cryptographic filing provenance",
      -        "type": "string"
      -      },
      -      "type": {
      -        "description": "MIME content type (text)",
      -        "type": "string"
      -      }
      -    },
      -    "required": [
      -      "type",
      -      "text"
      -    ],
      -    "type": "object"
      -  },
      -  "type": "array"
      -}
    • addedOutput schema / properties / formatted
      Added value: +{
      +  "description": "Formatted monetary or percentage string",
      +  "type": "string"
      +}
    • addedOutput schema / properties / hash
      Added value: +{
      +  "description": "Cryptographic filing audit hash"
      +}
    • addedOutput schema / properties / operands
      Added value: +{
      +  "description": "Underlying verified metric operands with accessions",
      +  "type": "array"
      +}
    • addedOutput schema / properties / per
      Added value: +{
      +  "description": "Compact period string",
      +  "type": "string"
      +}
    • addedOutput schema / properties / period
      Added value: +{
      +  "description": "Fiscal reporting period",
      +  "type": "string"
      +}
    • addedOutput schema / properties / provenance
      Added value: +{
      +  "description": "SEC EDGAR filing provenance details",
      +  "type": "object"
      +}
    • addedOutput schema / properties / reason
      Added value: +{
      +  "description": "Explanation when SAFE_REFUSAL is returned",
      +  "type": "string"
      +}
    • addedOutput schema / properties / st
      Added value: +{
      +  "description": "Compact status indicator (OK | REFUSE)",
      +  "type": "string"
      +}
    • addedOutput schema / properties / status
      Added value: +{
      +  "description": "Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK",
      +  "type": "string"
      +}
    • addedOutput schema / properties / val
      Added value: +{
      +  "description": "Compact numeric value"
      +}
    • addedOutput schema / properties / value
      Added value: +{
      +  "description": "Verified financial metric numeric value or computed arithmetic result"
      +}
    • changedOutput schema / required
      Previous value: -[
      -  "content"
      -]New value: +[]
  2. First observedv0.1.0

TDQS

A3.6/5.0
Behavior4/5

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

The description adds 'Deterministic zero-error' behavioral context, which implies guarantees about output reliability not present in the readOnlyHint annotation. It also clarifies the data source 'verified SEC EDGAR financial metrics', giving insight into the tool's data provenance. This goes beyond the annotation while remaining consistent with read-only semantics.

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 a single sentence that efficiently conveys the tool's purpose, key operations, and data domain. Every word serves a purpose, and the parenthetical list of operations is a compact way to communicate scope. It front-loads the key aspects without superfluous details, embodying excellent conciseness.

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 tool's moderate complexity (8 parameters, multiple operations) and the presence of an output schema, the description covers the essential context: what the tool does, its deterministic nature, and the data source. It omits usage scenarios or operation-specific details, but the schema handles parameter specifics. For a tool of this scope, the description is sufficiently complete, though it could theoretically mention whether operations are composable.

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?

The description does not elaborate on individual parameters, but the input schema provides descriptions for all 8 parameters (100% coverage). The description's mention of operation types indirectly relates to the 'op' parameter, adding marginal context. Since the schema fully documents parameters, a baseline of 3 is appropriate; no extra semantic value is added by the description.

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

Purpose4/5

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

The description clearly states the tool is a 'Deterministic zero-error algebraic solver' and lists specific operations (cagr, ratio, multiply, divide, yoy_series, product_chain) over SEC EDGAR metrics, which clearly conveys its purpose. However, it does not explicitly differentiate itself from sibling tools like compute_sec_cagr, despite the overlap in CAGR functionality. The verb+resource structure is specific enough to understand the core function.

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

Usage Guidelines2/5

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

No usage guidance is provided about when to choose this tool over the sibling tools (e.g., compute_sec_cagr). The description lists available operations but does not indicate scenarios where this tool is preferred or provide exclusions. There is no mention of alternatives or when not to use it, leaving the agent without explicit decision support.

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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