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Calera-Labs

EDGAR SEC Memory MCP

FINSEC — 经认证的 SEC 记忆 MCP 服务器

MCP Registry Glama MCP License Facts Zero Hallucination

Calera Labs FINSEC 的官方 Model Context Protocol(MCP) 连接器。可将 AI 智能体(Claude Desktop、Cursor、Zed、VS Code 以及自定义自主智能体集群)直接连接到由 Calera Episteme-1 Engine 驱动的 4.06M 条经认证的 SEC EDGAR 事实数据。

“前沿模型负责推理——Calera Lattice 提供真值。”


⚡ 核心保证

  • 0.00% 统计幻觉: 事实召回是确定性的并且基于几何计算($A_4$ Pentatope 点阵记忆)。事实检索路径中不存在语言模型。

  • 加密溯源: 返回的每个财务指标都包含精确的 SEC 申报文件 accession 编号、日期、概念和 SHA-256 审计哈希。

  • 诚实拒绝(SAFE_REFUSAL): 如果某项指标没有出现在官方 SEC 申报文件中,或存在歧义,引擎会返回诚实的拒绝结果,而不是虚构数字。

  • 超低延迟与高毛利: 响应序列化时间低于 25 毫秒,支持低 Token 占用模式。


Related MCP server: filingrail-mcp

🚀 一键快速集成

1. Cursor IDE

将以下内容添加到你的项目的 .cursor/mcp.json(或在全局 Cursor 设置 → 功能 → MCP 中):

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

(在 dashboard.caleralabs.com 获取你的免费 API 密钥。)


2. Claude Desktop

添加到 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(一键终端命令)

使用Smithery(smithery.ai/servers/calera-labs/finsec)在 Claude 或 Cursor 中自动安装:

# 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 编辑器

添加到 ~/.config/zed/settings.json:

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

🛠️ 认证工具集

FINSEC MCP 服务器提供 7 个认证工具:

工具名称

描述

query_financial_sec

对 4.06M 条经认证的 SEC EDGAR 事实执行自然语言查询,返回溯源信息或诚实的 SAFE_REFUSAL。

valuation_inputs

12 个认证估值包(DCF 输入、FCF、Altman Z'、Beneish M、DuPont 5 步法、Piotroski F)。

query_sec_metric_exact

针对公司 + 期间 + 概念的精确单格 EDGAR 指标召回。

compute_sec_cagr

基于经验证的 SEC 申报事实准确计算复合年增长率(CAGR),零虚构。

lattice_arith_evaluate

确定性零错误代数求解器(cagr、ratio、multiply、divide、yoy_series、product_chain)。

vln_capabilities_overview

动态范围概览与能力边界。

query_sec_sector_peers

多公司板块与行业财务比较。


💡 你的智能体示例查询

连接后,直接用自然语言向你的智能体提问即可:

  • “Apple 在 FY2023 的总收入和毛利(美元)是多少?”

  • “比较 Microsoft 和 Alphabet 在 2024 年第三季度的营业利润。”

  • “计算 Nvidia 从 FY2021 到 FY2024 的 3 年营收复合年增长率(CAGR)。”

  • “提取 Tesla 在 2023 年的 DuPont 5 步分析输入。”


🏎️ 针对高 QPS Agent Swarm 的低 Token 模式

为消除高 QPS 多轮推理智能体的上下文耗尽,请在查询中传入 "low_tokens": true,即可实现 71.7% 的 Token 削减:

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

🔑 身份验证与 API 密钥

在 Universal Dashboard 上生成你的免费或企业级 API 密钥:
👉 https://dashboard.caleralabs.com


🛡️ 安全与溯源策略

  • 事实路径中不使用语言模型: 所有返回的数字均来自经 SEC accession 编号验证的 XBRL/EDGAR 申报表。

  • IP 云边界: 底层算法和 $A_4$ Pentatope 点阵权重在 Calera Labs 安全云运行时中运行。公开客户端仅接收经验证的输出和 schema 响应。


📄 许可与署名

  • 连接器规范和客户端 schema 均根据 Apache-2.0 License 许可。

  • 由 Calera Episteme-1 / Calera Labs 提供支持(Calera Labs 为 Pyrotope Inc. 的对外经营名称,Pyrotope Inc. 是 Calera Computing, Inc. 的子公司)。

Available Tools

7 tools
compute_sec_cagrCompute Certified SEC CAGRA
Read-only
Inspect

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

ParametersJSON 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

ParametersJSON Schema
NameRequiredDescription
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

A3.8/5.0
Behavior4/5

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

While readOnlyHint already indicates a safe read operation, the description adds valuable behavioral traits: it is 'deterministic mathematical execution with zero language model confabulation,' which reassures users about output reliability. This goes beyond the annotation by promising exactness and no hallucination, which is highly relevant for financial data.

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 exceptionally concise: two sentences with no filler. The first sentence front-loads the core purpose, and the second adds a key guarantee. Every word earns its place, making it efficient for an agent to parse.

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?

With an output schema present and full schema coverage, the description does not need to explain return values or parameter formats. It covers the essential context: it uses SEC data and is deterministic. However, it omits any discussion of data availability, error handling, or use-case boundaries, which slightly detracts from completeness in a complex financial domain.

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 input schema provides 100% coverage for all five parameters, each with descriptive text. The description itself does not elaborate on parameters, but the schema already handles that. Per calibration, a baseline of 3 is appropriate when schema coverage is high and the description adds no extra parameter insight.

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's function: computing an exact compound annual growth rate (CAGR) from verified SEC filing facts. It uses a specific verb ('calculation') and identifies the resource ('SEC filing facts'), and the deterministic language distinguishes it from query-only sibling tools.

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?

The description provides no guidance on when to use this tool versus alternatives. It does not mention exclusions, prerequisites, or contrasts with sibling tools like query_sec_metric_exact or query_financial_sec. The context of CAGR computation is implied but not explicitly framed as the recommended option for such calculations.

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

lattice_arith_evaluateCertified Financial ArithmeticA
Read-only
Inspect

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

ParametersJSON 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

ParametersJSON Schema
NameRequiredDescription
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

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.

query_financial_secQuery Certified SEC FactsA
Read-only
Inspect

Certified SEC fact query. Returns verified values with provenance or SAFE_REFUSAL. Does not invent numbers. Treat SAFE_REFUSAL as success-of-honesty, not a tool failure. Monetary answers default to the filer's reporting currency; request FX conversion via target_currency / usd_only or natural-language 'in USD'.

ParametersJSON Schema
NameRequiredDescriptionDefault
queryYesNatural language financial question. Append 'in USD' (or another supported ISO code) to convert foreign reporting currencies after verified recall.
usd_onlyNoWhen true, forces monetary answers into USD.
low_tokensNoOptional. When true, returns compact ~38-token schema optimized for LLM context windows.
target_currencyNoOptional ISO 4217 code (e.g. USD, EUR) for post-recall FX conversion using audited annual-average rates. Provenance records original_unit, fx_rate, and fx_converted.

Output Schema

ParametersJSON Schema
NameRequiredDescription
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

A4.4/5.0
Behavior4/5

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

Beyond the readOnlyHint annotation, the description discloses crucial behaviors: it never invents numbers, may return SAFE_REFUSAL as an honest response, and performs FX conversion with provenance. This adds meaningful context that annotations alone do not convey.

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 compact and front-loaded. The first sentence states purpose, the second explains refusal semantics, and the third covers currency conversion. Every sentence provides necessary information without fluff.

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 complexity (4 params, output schema present), the description covers key aspects: certified values, refusal handling, and currency conversion. It does not mention ambiguous query handling, but the output schema and schema-rich parameters fill most gaps.

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

Parameters4/5

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 adds value by explaining how target_currency and usd_only relate to post-recall conversion, and clarifies the default reporting currency, which enhances parameter understanding.

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 opens with 'Certified SEC fact query' – a specific verb and resource. It clearly differentiates the tool by emphasizing provenance and non-invention, distinguishing it from sibling tools like query_sec_metric_exact or query_sec_sector_peers.

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?

Provides concrete usage guidance: how to handle SAFE_REFUSAL, how to request FX conversion via target_currency/usd_only or natural language, and the default currency behavior. However, it does not explicitly state when to prefer this tool over its siblings.

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

query_sec_metric_exactExact SEC Metric RecallA
Read-only
Inspect

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

ParametersJSON 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

ParametersJSON Schema
NameRequiredDescription
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

A4.7/5.0
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.

query_sec_sector_peersQuery SEC Sector PeersA
Read-only
Inspect

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.

ParametersJSON 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

ParametersJSON Schema
NameRequiredDescription
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?

The readOnlyHint annotation already classifies this as safe, and the description adds context by describing dynamic peer-group construction from SEC filings and 10-K disclosures. It does not cover pagination or empty-result behavior, but the read-only disclosure plus source detail is adequate.

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 deliver the full core description: first establishes what the tool returns and how peers are derived, second states when to use it. No filler or repetition of elements that are already visible in structured metadata.

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?

With one required parameter, a high-coverage schema, readOnly annotation, and output schema present, the description is sufficiently complete for a peer-group query tool. It could include more explicit exclusion guidance, but the combination of description and structured metadata is not missing major context.

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 input schema already documents all five parameters. The description adds general peer-group context but does not materially augment the detailed parameter descriptions in the schema.

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 for an industry peer group, and explains that the peer group is dynamically derived from SIC codes and 10-K disclosures. It further differentiates from siblings by positioning it for sector screening and non-ticker-specific queries.

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 says to use this tool for sector screening or when no specific company ticker is provided, giving clear situational guidance. It does not name alternative ticker-level tools, so it falls just short of a full when-not/alternatives explanation.

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

valuation_inputsGet Certified SEC Valuation PackA
Read-only
Inspect

Certified SEC/EDGAR valuation inputs pack (12 packs including dcf_valuation_inputs historical FCF). Not market EV, P/E, trading DCF, or macro gauges (Buffett Indicator / CAPE).

ParametersJSON Schema
NameRequiredDescriptionDefault
packYesCertified SEC valuation pack ID (equity_screen, ev_bridge, quality_of_earnings, segment_mix, returns_screen, leverage_screen, piotroski_f, altman_z_prime, beneish_m_score, dupont_5step, working_capital_efficiency, dcf_valuation_inputs)
periodNoOptional reporting period, e.g. FY2023, Q3 FY2023. Defaults to FY2023 if omitted.
companyYesCompany ticker or name, e.g. AAPL, TSLA, MSFT
low_tokensNoOptional. When true, returns compact JSON schema.

Output Schema

ParametersJSON Schema
NameRequiredDescription
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

A3.6/5.0
Behavior3/5

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

The readOnlyHint annotation already indicates non-destructive behavior. The description adds no further behavioral details about return format or potential side effects rule out any contradiction. It does not mention pagination, timeouts, or how the result is structured beyond 'compact JSON schema' in the low_tokens parameter, which is stated in the schema.

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: first explains what it returns with an example pack, second clarifies exclusions. No redundant wording. Front-loaded with the core purpose ('Certified SEC valuation pack') and keeps it tight.

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 returns a pack and has an output schema, the description covers the essential purpose and boundaries. It could mention that it provides historical and fundamental data, but the schema already details fields, and the surprise of exclusions (market EV, Buffett Indicator) is communicated. A minor gap is lack of a typical use case, but not critical.

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 for parameters is 100% (each parameter has a description). The tool description adds no extra semantics beyond what the schema already provides. It mentions 'including dcf_valuation_inputs historical FCF' which reinforces the pack parameter but does not delve into syntax or defaults beyond schema.

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?

Clearly states it returns a 'Certified SEC/EDGAR valuation inputs pack' and enumerates the 12 packs (e.g., dcf_valuation_inputs). It also explicitly delimits its scope by saying 'Not market EV, P/E, trading DCF, or macro gauges', which sharpens the tool's purpose. Lacks a direct statement of what the agent should use the returned data for, but the title and examples suffice.

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?

Provides negative guidance (what it is not) but does not name alternative siblings or give explicit scenarios for when to use this tool over others. The description implies it is for certified SEC-based valuation inputs, but does not reference sibling tools or provide decision rules.

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

vln_capabilities_overviewVLN Capabilities OverviewA
Read-only
Inspect

Returns a complete structured overview of all certified EDGAR valuation packs, deterministic financial arithmetic operations, SEC calculations, and product scope boundaries on finsec.caleralabs.com.

ParametersJSON Schema
NameRequiredDescriptionDefault
low_tokensNoOptional. When true, returns compact JSON schema.

Output Schema

ParametersJSON Schema
NameRequiredDescription
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

A4.5/5.0
Behavior5/5

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

Annotations declare readOnlyHint=true, and the description does not contradict that. It adds context about the content returned (pack types, operations, scope), which goes beyond the annotation. The description provides a clear picture of what the tool reveals without side effects.

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, information-dense sentence that lists the exact contents of the overview. No wasted words, well-structured and front-loaded with the core action.

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?

Given the presence of an output schema and read-only annotation, the description sufficiently covers what the tool does. It is appropriately detailed for a capabilities overview tool and complements the structured metadata.

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 input schema already documents the sole parameter (low_tokens) with full coverage. The description does not mention the parameter or add any extra meaning beyond what the schema provides. Baseline 3 is appropriate since schema coverage is 100%.

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 a structured overview of multiple specific domains (EDGAR valuation packs, financial arithmetic, SEC calculations, scope). It distinguishes itself from sibling tools that perform specific calculations (e.g., compute_sec_cagr) by being the overview/summary tool.

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 implies usage when one needs a broad overview of capabilities. It does not explicitly mention alternatives or when not to use it, but context with siblings makes it clear. Slightly below perfect due to lacking explicit exclusions.

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

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

  1. 7 tool updatesv0.1.1
    • Changedcompute_sec_cagr16 fields changed
      • 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: +[]
    • Changedlattice_arith_evaluate16 fields changed
      • 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: +[]
    • Changedquery_financial_sec16 fields changed
      • 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: +[]
    • Changedquery_sec_metric_exact16 fields changed
      • 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: +[]
    • Changedquery_sec_sector_peers16 fields changed
      • 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: +[]
    • Changedvaluation_inputs16 fields changed
      • 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: +[]
    • Changedvln_capabilities_overview16 fields changed
      • 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. 7 tool updatesv0.1.0
    • First observedcompute_sec_cagr
    • First observedlattice_arith_evaluate
    • First observedquery_financial_sec
    • First observedquery_sec_metric_exact
    • First observedquery_sec_sector_peers
    • First observedvaluation_inputs
    • First observedvln_capabilities_overview

TDQS

A3.6/5.0

Scored across 7 tools

Disambiguation2/5

Several tools overlap heavily: compute_sec_cagr and lattice_arith_evaluate both perform deterministic CAGR/arithmetic over SEC facts, and query_financial_sec and query_sec_metric_exact both return certified SEC metric values with provenance or SAFE_REFUSAL. The detailed descriptions help slightly, but an agent cannot clearly determine which math or query tool to choose.

Naming Consistency2/5

Tool names mix patterns: query_* tools are verb-first, but lattice_arith_evaluate is verb-last, and valuation_inputs / vln_capabilities_overview are noun phrases. The unexplained 'vln' abbreviation and inconsistent verb placement make the naming scheme unpredictable.

Tool Count4/5

Seven tools is a reasonable size for an SEC/EDGAR valuation server and not excessive. However, the overlapping math and query tools mean the set is slightly inflated rather than each tool occupying a distinct slot.

Completeness4/5

Core workflows are covered: certified fact/metric queries, peer screening, valuation input packs, deterministic calculations, and capability discovery. Minor gaps such as missing dedicated company-profile or filing-metadata tools exist but agents can work around them.

Maintenance

ActivityMaintained
ResponsivenessNo issues

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  • A
    license
    Not graded
    quality
    B
    maintenance
    Give your AI agent live SEC EDGAR data: company financials, insider trades, 8-K events, 13F holdings, and the raw filings stream — all normalized to clean JSON, every number traceable back to its sec.gov source filing.
    30 PyPI
    MIT