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."

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⚡ 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.

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🚀 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)

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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"
      }
    }
  }
}

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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

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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"
        }
      }
    }
  }
}

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🛠️ 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.

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💡 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."

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🏎️ 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"
}

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🔑 Authentication & API Keys

Generate your free or enterprise API key on the Universal Dashboard:
👉 https://dashboard.caleralabs.com

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🛡️ 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.

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📄 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.).