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Calera-Labs

FINSEC — Certified SEC Memory MCP Server

by Calera-Labs

Exact SEC Metric Recall

query_sec_metric_exact
Read-only

Get exact EDGAR financial metric values for a company and period, verified with provenance and safe refusal when unavailable. No LLM computation involved.

Instructions

Exact EDGAR metric recall for company+metric+period. Server-side verified fact with provenance; SAFE_REFUSAL when missing. No LLM math.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
metricYesEDGAR metric, e.g. net income, free cash flow, total revenue, operating cash flow
periodYesFiscal period, e.g. FY2023
companyYesCompany ticker or name, e.g. AAPL
low_tokensNoOptional. When true, returns compact JSON schema.

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

A4.7/5.0
Behavior5/5

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

Beyond the readOnlyHint annotation, the description discloses that results are server-side verified, include provenance, and that missing data triggers SAFE_REFUSAL rather than fabrication. This adds meaningful behavioral context about verification and failure modes beyond what annotations provide.

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?

Three short, punchy sentences pack a complete picture. Every clause earns its place: exactness, scope, verification, provenance, failure behavior, and an anti-pattern all communicated without filler.

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

Completeness5/5

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

For a lookup tool with a clear input contract and output schema, the description fully captures what matters: what it does, how it ensures accuracy, how it fails safely, and what it refuses to do. No important context is missing for an agent to invoke it correctly.

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 description coverage is 100%, so the baseline of 3 applies. The description reinforces the company+metric+period trio in its purpose statement, which maps naturally to the three required parameters, but the schema already documents them fully. It adds no format or domain constraints beyond what's present.

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?

"Exact EDGAR metric recall for company+metric+period" uses a specific verb (recall), resource (EDGAR metric), and scope, clearly distinguishing it from siblings like query_financial_sec and compute_sec_cagr. The word "Exact" and the closing "No LLM math" further position it as a precise, factual lookup tool.

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

Usage Guidelines5/5

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

Explicitly states when this tool is appropriate (exact factual recall) and what to do instead when data is missing ("SAFE_REFUSAL when missing"). "No LLM math" implicitly excludes it for computation tasks, pointing users toward math-capable siblings like compute_sec_cagr.

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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