FINSEC — Certified SEC Memory MCP Server
FINSEC is an MCP server that lets you retrieve 4.06M certified SEC EDGAR financial facts with deterministic, hallucination-free recall, cryptographic provenance, and honest SAFE_REFUSAL responses.
Natural-language SEC queries: ask questions like "What was Apple's FY2023 revenue?" via
query_financial_sec.Exact metric recall: fetch a specific EDGAR value for a company, metric, and fiscal period with
query_sec_metric_exact.Certified valuation packs: get 12 packs (DCF inputs, DuPont 5-step, Piotroski F, Altman Z', Beneish M, etc.) with
valuation_inputs.CAGR calculations: compute verified compound annual growth rates from filing data with
compute_sec_cagr.Lattice arithmetic: run
lattice_arith_evaluatefor cagr, ratio, multiply, divide, yoy_series, and product_chain operations.Sector/peer comparisons: compare certified metrics across companies in an industry via
query_sec_sector_peers.Capability discovery: call
vln_capabilities_overviewto see available VLN capabilities, packs, and boundaries.FX conversion and low-token mode: request USD/ISO-currency conversion or use
low_tokensfor ~71.7% token reduction.
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@FINSEC — Certified SEC Memory MCP ServerWhat was Apple's FY2023 total revenue?"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
FINSEC — Certified SEC Memory MCP Server
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 — The Calera Lattice Supplies Ground Truth."
⚡ 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.
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.
Related MCP server: filingrail-mcp
🚀 1-Click Quickstart Integrations
1. Cursor IDE
Add the following to your project's .cursor/mcp.json (or global Cursor Settings → Features → 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.jsonWindows:
%APPDATA%\Claude\claude_desktop_config.jsonLinux:
~/.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 cursor4. 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"
}
}
}
}
}🛠️ Certified Tools Surface Area
The FINSEC MCP server exposes 7 certified tools:
Tool Name | Description |
| Natural-language query over 4.06M certified SEC EDGAR facts with provenance or honest |
| 12 Certified Valuation Packs (DCF inputs, FCF, Altman Z', Beneish M, DuPont 5-step, Piotroski F). |
| Exact single-cell EDGAR metric recall for company + period + concept. |
| Exact compound annual growth rate (CAGR) calculation over verified SEC filing facts with zero confabulation. |
| Deterministic zero-error algebraic solver ( |
| Dynamic scope overview and capability boundaries. |
| Multi-company sector & industry financial comparisons. |
💡 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."
🏎️ 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"
}🔑 Authentication & API Keys
Generate your free or enterprise API key on the Universal Dashboard:
👉 https://dashboard.caleralabs.com
🛡️ 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.
📄 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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