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FINSEC โ€” Certified SEC Memory MCP Server

by Calera-Labs

FINSEC โ€” Certified SEC Memory MCP Server

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Official Model Context Protocol (MCP) connector for Calera Labs FINSEC. Connects AI agents (Claude Desktop, Cursor, Zed, VS Code, and custom autonomous swarms) directly to 4.06M certified SEC EDGAR facts powered by the Calera Episteme-1 Engine.

"Frontier Models Reason โ€” The Calera Lattice Supplies Ground Truth."


โšก Key Guarantees

  • 0.00% Statistical Hallucination: Fact recall is deterministic and geometric ($A_4$ Pentatope lattice memory). No language model exists in the fact retrieval path.

  • 2026-07-28 Stateless Protocol Core: Fully compliant with the 2026-07-28 Stateless MCP Specification (SEP-2243, SEP-2575, SEP-2549) with sub-5ms zero-handshake direct tool calls and intelligent caching (ttlMs: 86400000).

  • Cryptographic Provenance: Every returned financial metric includes exact SEC filing accessions, dates, concepts, and SHA-256 audit hashes.

  • Honest Refusal (SAFE_REFUSAL): If a metric is not present in official SEC filings or is ambiguous, the engine returns an honest safe refusal rather than confabulating numbers.

  • Ultra-Low Latency & High Gross Margins: Sub-25ms response serialization with low token footprint mode.


๐Ÿš€ 1-Click Quickstart Integrations

1. Cursor IDE

Add the following to your project's .cursor/mcp.json (or global Cursor Settings โ†’ Features โ†’ MCP):

{
  "mcpServers": {
    "finsec": {
      "url": "https://finsec.caleralabs.com/mcp",
      "headers": {
        "X-License-Key": "clabs_live_YOUR_KEY"
      }
    }
  }
}

(Get your free API key at dashboard.caleralabs.com)


2. Claude Desktop

Add to your claude_desktop_config.json:

  • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json

  • Windows: %APPDATA%\Claude\claude_desktop_config.json

  • Linux: ~/.config/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "finsec": {
      "url": "https://finsec.caleralabs.com/mcp",
      "headers": {
        "X-License-Key": "clabs_live_YOUR_KEY"
      }
    }
  }
}

3. Smithery CLI (1-Click Terminal Command)

Install automatically across Claude or Cursor using Smithery (smithery.ai/servers/calera-labs/finsec):

# For Claude Desktop
npx -y @smithery/cli install financesec-mcp --client claude

# For Cursor
npx -y @smithery/cli install financesec-mcp --client cursor

4. Zed Editor

Add to ~/.config/zed/settings.json:

{
  "experimental.context_servers": {
    "finsec": {
      "command": {
        "url": "https://finsec.caleralabs.com/mcp",
        "headers": {
          "X-License-Key": "clabs_live_YOUR_KEY"
        }
      }
    }
  }
}

๐Ÿ› ๏ธ Certified Tools Surface Area

The FINSEC MCP server exposes 7 certified tools:

Tool Name

Description

query_financial_sec

Natural-language query over 4.06M certified SEC EDGAR facts with provenance or honest SAFE_REFUSAL.

valuation_inputs

12 Certified Valuation Packs (DCF inputs, FCF, Altman Z', Beneish M, DuPont 5-step, Piotroski F).

query_sec_metric_exact

Exact single-cell EDGAR metric recall for company + period + concept.

compute_sec_cagr

Exact compound annual growth rate (CAGR) calculation over verified SEC filing facts with zero confabulation.

lattice_arith_evaluate

Deterministic zero-error algebraic solver (cagr, ratio, multiply, divide, yoy_series, product_chain).

vln_capabilities_overview

Dynamic scope overview and capability boundaries.

query_sec_sector_peers

Multi-company sector & industry financial comparisons.


๐Ÿ’ก Example Queries for Your Agent

Once connected, simply ask your agent in plain English:

  • "What was Apple's FY2023 total revenue and gross margin in USD?"

  • "Compare Microsoft and Alphabet Q3 2024 operating income."

  • "Calculate Nvidia's 3-year revenue CAGR from FY2021 to FY2024."

  • "Pull the DuPont 5-step analysis inputs for Tesla in 2023."


๐ŸŽ๏ธ Low-Token Mode for High-QPS Agent Swarms

To eliminate context exhaustion in multi-turn reasoning agents, pass "low_tokens": true in your queries for a 71.7% token reduction:

{
  "id": "q112",
  "st": "OK",
  "val": 383285000000,
  "cur": "USD",
  "concept": "us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax",
  "per": "FY2023",
  "hash": "5ce23625"
}

๐Ÿ”‘ Authentication & API Keys

Generate your free or enterprise API key on the Universal Dashboard:
๐Ÿ‘‰ https://dashboard.caleralabs.com


๐Ÿ›ก๏ธ Security & Provenance Policy

  • No Language Model in the Fact Path: All returned numbers originate from XBRL/EDGAR filing tables verified against SEC accessions.

  • IP Cloud Boundary: Substrate algorithms and $A_4$ Pentatope lattice weights operate inside Calera Labs secure cloud runtimes. Public clients receive only verified outputs and schema responses.


๐Ÿ’ฌ Customer Support & Immediate Slack Pipeline

Have a question, encountered an edge case, or need a quota increase for your team?

We have a 3-tier Slack customer response pipeline wired directly into our engineering and executive teams:

1. Directly in Your AI Assistant (Claude, Cursor, Zed, Cline)

Use the built-in MCP tool submit_support_ticket:

{
  "title": "Need 50k req/min quota for quant backtesting cluster",
  "description": "We are running systematic macro backtests across 500 tickers simultaneously.",
  "inquiry_type": "quota_increase",
  "priority": "high",
  "contact_email": "quant-lead@firm.com"
}

2. Live Web Portal & Slack Escalation Center

Submit tickets, questions, or feature requests directly from the Universal Dashboard: ๐Ÿ‘‰ https://dashboard.caleralabs.com/dashboard#customer_service

3. Response SLAs

Tier

Responder

SLA Guarantee

Tier 1 (Normal)

Customer Success Manager (@manager_oncall)

< 4 Hours

Tier 2 (High / Quota)

Operations Owner (@owner_oncall)

< 2 Hours

Tier 3 (Critical / VIP)

Founder & CEO Casey (@casey)

< 1 Hour



๐Ÿ“„ License & Attribution

  • Connector specification and client schemas are licensed under the Apache-2.0 License.

  • Powered by Calera Episteme-1 / Calera Labs (DBA of Pyrotope Inc., Subsidiary of Calera Computing, Inc.).

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