Calera FINSEC — Certified SEC Memory

by CaseyYahbara · remote · no sign-in to list tools · v1.2.1 · published by GitHub user CaseyYahbara

Certified SEC EDGAR fact memory for AI agents with zero hallucination and filing provenance.

Changes · 3

Compare Registry entry

7 tools: 3 change things and 4 only read.

Scanned Oct 21, 2026

Deletes or cancels0Claude Code: deny
Can't be undone0Claude Code: ask
Changes things3Claude Code: ask: see these tools
Only reads4Claude Code: allow: see these tools

1 check matched something in the tool definitions. No finding is not a safety guarantee. How the checks work.

claude mcp add --transport http finsec https://finsec.caleralabs.com/mcp --header 'X-License-Key: <your-x-license-key>'

Findings

Matches of fixed checks, with the text they matched.

1 warn

Warnlattice_arith_evaluate
The server marks "lattice_arith_evaluate" read-only (readOnlyHint: true), and its own name, description or input give the class "write".
Matched text
annotations: {"readOnlyHint":true}; The name "lattice_arith_evaluate" says "evaluate": a word for a change.
What this check looks for

Tools

Open a tool for its reasons and full description. Descriptions are the publisher's own words, shown as they are.

7 tools

Changes things 3Creates or changes something that can be changed back.Claude Code: ask

compute_sec_cagrExact compound annual growth rate (CAGR) calculation over verified SEC filing facts.No findings
Why it is in this group
- Nothing in its name or description says what it does, so it is counted as a write.
- The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
Description, as the server wrote it
Exact compound annual growth rate (CAGR) calculation over verified SEC filing facts. Deterministic mathematical execution with zero language model confabulation.
Annotations the server declares
- title: Compute Certified SEC CAGR
- readOnlyHint: true
lattice_arith_evaluateDeterministic zero-error algebraic solver (cagr, ratio, multiply, divide, yoy_series, product_chain) over verified SEC EDGAR financial metrics.1 finding
Why it is in this group
- The name "lattice_arith_evaluate" says "evaluate": a word for a change.
- The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
Findings
- Warn
  The server marks "lattice_arith_evaluate" read-only (readOnlyHint: true), and its own name, description or input give the class "write".
  Matched text
  annotations: {"readOnlyHint":true}; The name "lattice_arith_evaluate" says "evaluate": a word for a change.
  What this check looks for
Description, as the server wrote it
Deterministic zero-error algebraic solver (cagr, ratio, multiply, divide, yoy_series, product_chain) over verified SEC EDGAR financial metrics.
Annotations the server declares
- title: Certified Financial Arithmetic
- readOnlyHint: true
valuation_inputsCertified SEC/EDGAR valuation inputs pack (12 packs including dcf_valuation_inputs historical FCF).No findings
Why it is in this group
- Nothing in its name or description says what it does, so it is counted as a write.
- The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
Description, as the server wrote it
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).
Annotations the server declares
- title: Get Certified SEC Valuation Pack
- readOnlyHint: true

Only reads 4Looks things up and changes nothing.Claude Code: allow

query_financial_secCertified SEC fact query.No findings
Why it is in this group
- The name "query_financial_sec" says "query": a word for reading.
Description, as the server wrote it
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'.
Annotations the server declares
- title: Query Certified SEC Facts
- readOnlyHint: true
query_sec_metric_exactExact EDGAR metric recall for company+metric+period.No findings
Why it is in this group
- The name "query_sec_metric_exact" says "query": a word for reading.
Description, as the server wrote it
Exact EDGAR metric recall for company+metric+period. Server-side verified fact with provenance; SAFE_REFUSAL when missing. No LLM math.
Annotations the server declares
- title: Exact SEC Metric Recall
- readOnlyHint: true
query_sec_sector_peersReturns certified SEC EDGAR XBRL metrics across an industry peer group dynamically derived from SEC filing SIC codes and 10-K business segment disclosures.No findings
Why it is in this group
- The name "query_sec_sector_peers" says "query": a word for reading.
Description, as the server wrote it
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.
Annotations the server declares
- title: Query SEC Sector Peers
- readOnlyHint: true
vln_capabilities_overviewReturns a complete structured overview of all certified EDGAR valuation packs, deterministic financial arithmetic operations, SEC calculations, and product scope boundaries on fins…No findings
Why it is in this group
- The description's first verb is "return": a word for reading.
Description, as the server wrote it
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.
Annotations the server declares
- title: VLN Capabilities Overview
- readOnlyHint: true

This is not a safety rating, and no finding is not a safety guarantee. The groups and findings come from fixed checks of the tool definitions the server returned on the date shown, not from its code or what it does when called. How the checks work.

Install

Pinned to version 1.2.1. Values in angle brackets are yours to fill in.

claude mcp add --transport http finsec https://finsec.caleralabs.com/mcp --header 'X-License-Key: <your-x-license-key>'

Run in a terminal.

Claude Code permissions

Allow the reads, ask before a change, deny the deletes. Paste into .claude/settings.json.

.claude/settings.json

{
  "permissions": {
    "allow": [
      "mcp__finsec__query_financial_sec",
      "mcp__finsec__query_sec_metric_exact",
      "mcp__finsec__query_sec_sector_peers",
      "mcp__finsec__vln_capabilities_overview"
    ],
    "ask": [
      "mcp__finsec__compute_sec_cagr",
      "mcp__finsec__lattice_arith_evaluate",
      "mcp__finsec__valuation_inputs"
    ],
    "deny": []
  }
}

Tools that only read are allowed, tools that change things ask first, tools that delete or cancel are denied. It assumes the server is installed as finsec. Review it before you use it.

Keep track

Get told when this server's tools change: a new tool, a new description, a new class.

https://anlyon.dev/servers/io.github.CaseyYahbara/finsec/changes.xml

An Atom feed. Works in any feed reader or Slack's RSS app.

Anlyon alternative

3 of these tools change something. Run those as governed actions.

Declare what an action changes, and Anlyon puts it under a shared limit, binds every approval to the exact request, and grades the outcome. It works on any HTTPS API you can describe as an action.

Anlyon does not run, proxy or govern this MCP server. A tool your own code calls directly is not routed through Anlyon and is not governed by it.

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Source: MCP Registry · repository. Synced Oct 21, 2026, 18:15 UTC.

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