# Calera FINSEC — Certified SEC Memory (remote · finsec.caleralabs.com)

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

- Trust score: 93/100 (high trust)
- Change this week: +1
- Registry status: active
- Liveness: live
- Owner verified: no
- Last scored: 2026-09-20

## Components

- remote · `finsec.caleralabs.com`: 93/100 (this document), [markdown](https://verifymcp.io/servers/caseyyahbara-finsec/finsec.md), [page](https://verifymcp.io/servers/caseyyahbara-finsec/finsec)

## Channel facts

- Endpoint: `https://finsec.caleralabs.com/mcp`
- Transports: `streamable-http`
- Auth: `required`
- Version: `1.2.1`

## Trust breakdown

How this component scores in each security and reliability category. Every signal is checked automatically against the live server, and we only credit what we can confirm. Scores are 0–100 per category. Scoring method: https://verifymcp.io/docs/scoring (what has changed: https://verifymcp.io/docs/scoring/changelog)

Scored 2026-09-20.

- **Endpoint Security**: 97/100
  - The endpoint's TLS certificate is valid, in date, and uses a strong key.
  - Authorisation is enforced on tool calls, advertised via RFC 9728 protected-resource metadata. Discovery is public, which costs nothing: no tool can be invoked without a token.
  - HTTPS is enforced; there's no plaintext access path.
  - The HSTS (Strict-Transport-Security) header is present.
  - DNSSEC check failed: this domain isn't protected by DNSSEC.
  - The authorisation server supports Client ID Metadata Documents, the current MCP client-registration mechanism.
- **Transport & Reachability**: 100/100
  - Verified streamable-http transport via a live MCP handshake.
- **Schema Quality & AI Usability**: 70/100
  - AI-judged instruction clarity (excellent).
  - Context-footprint check failed: tool/resource definitions use about 1097 tokens (~156/item across 7 items; 7 tools + 0 resources), over budget; trim descriptions and params.
  - Usage-examples check failed: none of the tools include examples.
- **Stability & Change Management**: 100/100
  - No destabilizing schema changes in the last 30 days.
- **Tool Coverage**: 100/100
  - 100% of tools have a non-trivial description (not blank, and not just the tool's name).
  - 100% of tool parameters carry a description.
  - Structured output schemas are declared (100% of tools); any adoption earns full credit.
- **Tool Safety**: 100/100
  - No prompt-injection markers were found in the server instructions, tool names or descriptions we captured.
  - We read all 7 captured tool definition(s), and no name or description among them implies an irreversible operation.
  - An AI judge read all 7 captured unit(s) of tool text and found none that tries to manipulate the model reading it.
- **Capabilities**: 100/100
  - Implements a supported MCP spec version (2025-11-25); the latest is 2026-07-28.

## Install

### How do I install the Calera FINSEC — Certified SEC Memory MCP server?

Calera FINSEC — Certified SEC Memory is a hosted endpoint at https://finsec.caleralabs.com/mcp, so there is nothing to install locally. Ready-made configuration for Claude, Cursor, VS Code, Codex and 5 more is on this page, copied from each client's own documentation.

### Claude

```bash
claude mcp add --transport http caseyyahbara-finsec 'https://finsec.caleralabs.com/mcp'
```

### Cursor

```json
{
  "mcpServers": {
    "caseyyahbara-finsec": {
      "url": "https://finsec.caleralabs.com/mcp"
    }
  }
}
```

### VS Code

```json
{
  "servers": {
    "caseyyahbara-finsec": {
      "type": "http",
      "url": "https://finsec.caleralabs.com/mcp"
    }
  }
}
```

### Codex

```toml
[mcp_servers.caseyyahbara-finsec]
url = "https://finsec.caleralabs.com/mcp"
```

### opencode

```json
{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "caseyyahbara-finsec": {
      "type": "remote",
      "url": "https://finsec.caleralabs.com/mcp",
      "enabled": true
    }
  }
}
```

### OpenClaw

```bash
openclaw mcp add caseyyahbara-finsec --url 'https://finsec.caleralabs.com/mcp' --transport streamable-http
```

### Hermes

```yaml
mcp_servers:
  caseyyahbara-finsec:
    url: "https://finsec.caleralabs.com/mcp"
```

### Netclaw

```json
{
  "McpServers": {
    "caseyyahbara-finsec": {
      "Transport": "http",
      "Url": "https://finsec.caleralabs.com/mcp"
    }
  }
}
```

### Vellum

```bash
assistant mcp add caseyyahbara-finsec -t streamable-http -u 'https://finsec.caleralabs.com/mcp'
```

### Other

```json
{
  "mcpServers": {
    "caseyyahbara-finsec": {
      "type": "http",
      "url": "https://finsec.caleralabs.com/mcp"
    }
  }
}
```

The mcpServers block is a cross-client convention. Remote transports vary, so check your client's docs.

## Changelog

Every change recorded for this component, newest first. Days that predate change tracking, or that we cannot explain, say so: "we were watching and nothing happened" and "we were not watching" are different claims.

### 2026-09-17 (score 93, 0)

- [security] Stability: 0.97 → pass

### 2026-09-16 (score 93, +1)

No change was recorded against any check on this day. Stability & Change Management went from 93 to 97. That category is still filling its 30-day observation window: 28 days of observed history at the previous scan, 29 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-09-13 (score 92, +1)

No change was recorded against any check on this day. Stability & Change Management went from 83 to 87. That category is still filling its 30-day observation window: 25 days of observed history at the previous scan, 26 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-09-11 (score 91, +1)

No change was recorded against any check on this day. Stability & Change Management went from 77 to 80. That category is still filling its 30-day observation window: 23 days of observed history at the previous scan, 24 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-09-09 (score 90, +1)

No change was recorded against any check on this day. Stability & Change Management went from 70 to 73. That category is still filling its 30-day observation window: 21 days of observed history at the previous scan, 22 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-09-07 (score 89, +1)

No change was recorded against any check on this day. Stability & Change Management went from 63 to 67. That category is still filling its 30-day observation window: 19 days of observed history at the previous scan, 20 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-09-05 (score 88, +1)

No change was recorded against any check on this day. Stability & Change Management went from 57 to 60. That category is still filling its 30-day observation window: 17 days of observed history at the previous scan, 18 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-09-03 (score 87, +1)

No change was recorded against any check on this day. Stability & Change Management went from 50 to 53. That category is still filling its 30-day observation window: 15 days of observed history at the previous scan, 16 at this one. The score rises as the window fills, whether or not the server changes.

## MCP tools (7)

### `compute_sec_cagr` (~133 tokens)

Compute Certified SEC CAGR

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

Input parameters:

- `company` (string, required): Company ticker or name, e.g. AAPL
- `end_period` (string, required): End fiscal period, e.g. FY2023
- `low_tokens` (boolean): Optional. When true, returns compact JSON schema.
- `metric` (string, required): EDGAR metric to compound, e.g. revenue, free cash flow, net income
- `start_period` (string, required): Start fiscal period, e.g. FY2020

Output parameters:

- `cells` (object): Valuation pack verified cells dictionary
- `company` (string): Company name or ticker symbol
- `concept` (string): US-GAAP / XBRL financial concept
- `formatted` (string): Formatted monetary or percentage string
- `hash`: Cryptographic filing audit hash
- `operands` (array): Underlying verified metric operands with accessions
- `per` (string): Compact period string
- `period` (string): Fiscal reporting period
- `provenance` (object): SEC EDGAR filing provenance details
- `reason` (string): Explanation when SAFE_REFUSAL is returned
- `st` (string): Compact status indicator (OK | REFUSE)
- `status` (string): Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK
- `val`: Compact numeric value
- `value`: Verified financial metric numeric value or computed arithmetic result

### `lattice_arith_evaluate` (~221 tokens)

Certified Financial Arithmetic

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

Input parameters:

- `company` (string): Ticker or name when fetching EDGAR cells
- `end_period` (string): End / denominator period, e.g. FY2023
- `factors` (string): Optional comma-separated positive factors for product_chain, e.g. 0.79,0.30,1.07,4.5
- `low_tokens` (boolean): Optional. When true, returns compact JSON schema.
- `metric` (string): EDGAR metric, e.g. free cash flow, revenue
- `op` (string, required): cagr | ratio | multiply | divide | yoy_series | product_chain
- `periods` (string): Optional comma-separated fiscal periods for yoy_series/product_chain, e.g. FY2020,FY2021,FY2022
- `start_period` (string): Start / numerator period, e.g. FY2020

Output parameters:

- `cells` (object): Valuation pack verified cells dictionary
- `company` (string): Company name or ticker symbol
- `concept` (string): US-GAAP / XBRL financial concept
- `formatted` (string): Formatted monetary or percentage string
- `hash`: Cryptographic filing audit hash
- `operands` (array): Underlying verified metric operands with accessions
- `per` (string): Compact period string
- `period` (string): Fiscal reporting period
- `provenance` (object): SEC EDGAR filing provenance details
- `reason` (string): Explanation when SAFE_REFUSAL is returned
- `st` (string): Compact status indicator (OK | REFUSE)
- `status` (string): Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK
- `val`: Compact numeric value
- `value`: Verified financial metric numeric value or computed arithmetic result

### `query_financial_sec` (~194 tokens)

Query Certified SEC Facts

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'.

Input parameters:

- `low_tokens` (boolean): Optional. When true, returns compact ~38-token schema optimized for LLM context windows.
- `query` (string, required): Natural language financial question. Append 'in USD' (or another supported ISO code) to convert foreign reporting currencies after verified recall.
- `target_currency` (string): Optional 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.
- `usd_only` (boolean): When true, forces monetary answers into USD.

Output parameters:

- `cells` (object): Valuation pack verified cells dictionary
- `company` (string): Company name or ticker symbol
- `concept` (string): US-GAAP / XBRL financial concept
- `formatted` (string): Formatted monetary or percentage string
- `hash`: Cryptographic filing audit hash
- `operands` (array): Underlying verified metric operands with accessions
- `per` (string): Compact period string
- `period` (string): Fiscal reporting period
- `provenance` (object): SEC EDGAR filing provenance details
- `reason` (string): Explanation when SAFE_REFUSAL is returned
- `st` (string): Compact status indicator (OK | REFUSE)
- `status` (string): Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK
- `val`: Compact numeric value
- `value`: Verified financial metric numeric value or computed arithmetic result

### `query_sec_metric_exact` (~118 tokens)

Exact SEC Metric Recall

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

Input parameters:

- `company` (string, required): Company ticker or name, e.g. AAPL
- `low_tokens` (boolean): Optional. When true, returns compact JSON schema.
- `metric` (string, required): EDGAR metric, e.g. net income, free cash flow, total revenue, operating cash flow
- `period` (string, required): Fiscal period, e.g. FY2023

Output parameters:

- `cells` (object): Valuation pack verified cells dictionary
- `company` (string): Company name or ticker symbol
- `concept` (string): US-GAAP / XBRL financial concept
- `formatted` (string): Formatted monetary or percentage string
- `hash`: Cryptographic filing audit hash
- `operands` (array): Underlying verified metric operands with accessions
- `per` (string): Compact period string
- `period` (string): Fiscal reporting period
- `provenance` (object): SEC EDGAR filing provenance details
- `reason` (string): Explanation when SAFE_REFUSAL is returned
- `st` (string): Compact status indicator (OK | REFUSE)
- `status` (string): Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK
- `val`: Compact numeric value
- `value`: Verified financial metric numeric value or computed arithmetic result

### `query_sec_sector_peers` (~180 tokens)

Query SEC Sector Peers

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.

Input parameters:

- `limit` (number): Optional peer limit, default 5
- `low_tokens` (boolean): Optional. When true, returns compact JSON schema.
- `metrics` (string): Optional comma-separated or array of SEC XBRL metrics, e.g. Revenues,OperatingIncome,TotalLongTermDebt
- `period` (string): Optional filing period, e.g. FY2025
- `sector_or_industry` (string, required): Industry or sector description as declared in SEC filings, e.g. 'photonics', 'optics', 'semiconductors', 'pharmaceuticals', 'aerospace'

Output parameters:

- `cells` (object): Valuation pack verified cells dictionary
- `company` (string): Company name or ticker symbol
- `concept` (string): US-GAAP / XBRL financial concept
- `formatted` (string): Formatted monetary or percentage string
- `hash`: Cryptographic filing audit hash
- `operands` (array): Underlying verified metric operands with accessions
- `per` (string): Compact period string
- `period` (string): Fiscal reporting period
- `provenance` (object): SEC EDGAR filing provenance details
- `reason` (string): Explanation when SAFE_REFUSAL is returned
- `st` (string): Compact status indicator (OK | REFUSE)
- `status` (string): Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK
- `val`: Compact numeric value
- `value`: Verified financial metric numeric value or computed arithmetic result

### `valuation_inputs` (~189 tokens)

Get Certified SEC Valuation Pack

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).

Input parameters:

- `company` (string, required): Company ticker or name, e.g. AAPL, TSLA, MSFT
- `low_tokens` (boolean): Optional. When true, returns compact JSON schema.
- `pack` (string, required): Certified 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_capit…
- `period` (string): Optional reporting period, e.g. FY2023, Q3 FY2023. Defaults to FY2023 if omitted.

Output parameters:

- `cells` (object): Valuation pack verified cells dictionary
- `company` (string): Company name or ticker symbol
- `concept` (string): US-GAAP / XBRL financial concept
- `formatted` (string): Formatted monetary or percentage string
- `hash`: Cryptographic filing audit hash
- `operands` (array): Underlying verified metric operands with accessions
- `per` (string): Compact period string
- `period` (string): Fiscal reporting period
- `provenance` (object): SEC EDGAR filing provenance details
- `reason` (string): Explanation when SAFE_REFUSAL is returned
- `st` (string): Compact status indicator (OK | REFUSE)
- `status` (string): Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK
- `val`: Compact numeric value
- `value`: Verified financial metric numeric value or computed arithmetic result

### `vln_capabilities_overview` (~62 tokens)

VLN Capabilities Overview

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.

Input parameters:

- `low_tokens` (boolean): Optional. When true, returns compact JSON schema.

Output parameters:

- `cells` (object): Valuation pack verified cells dictionary
- `company` (string): Company name or ticker symbol
- `concept` (string): US-GAAP / XBRL financial concept
- `formatted` (string): Formatted monetary or percentage string
- `hash`: Cryptographic filing audit hash
- `operands` (array): Underlying verified metric operands with accessions
- `per` (string): Compact period string
- `period` (string): Fiscal reporting period
- `provenance` (object): SEC EDGAR filing provenance details
- `reason` (string): Explanation when SAFE_REFUSAL is returned
- `st` (string): Compact status indicator (OK | REFUSE)
- `status` (string): Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK
- `val`: Compact numeric value
- `value`: Verified financial metric numeric value or computed arithmetic result

## Diagnostics

Captured diagnostic sections: TLS, DNSSEC, Authorisation, Transports. The full working is on the page: https://verifymcp.io/servers/caseyyahbara-finsec/finsec#diagnostics

## Score history

- 2026-09-20: 93
- 2026-09-19: 93
- 2026-09-18: 93
- 2026-09-17: 93
- 2026-09-16: 93
- 2026-09-15: 92
- 2026-09-14: 92
- 2026-09-13: 92
- 2026-09-12: 91
- 2026-09-11: 91
- 2026-09-10: 90
- 2026-09-09: 90
- 2026-09-08: 89
- 2026-09-07: 89
- 2026-09-06: 88
- 2026-09-05: 88
- 2026-09-04: 87
- 2026-09-03: 87
- 2026-09-02: 86
- 2026-09-01: 86
- 2026-08-31: 85
- 2026-08-30: 85
- 2026-08-29: 85
- 2026-08-28: 84
- 2026-08-27: 84
- 2026-08-26: 83
- 2026-08-25: 81
- 2026-08-24: 81
- 2026-08-23: 80
- 2026-08-22: 80

## Common questions

### What is the Calera FINSEC — Certified SEC Memory MCP server?

Calera FINSEC — Certified SEC Memory is an MCP server listed in the public MCP registry as io.github.CaseyYahbara/finsec. Certified SEC EDGAR fact memory for AI agents with zero hallucination and filing provenance. This page covers its hosted endpoint (https://finsec.caleralabs.com/mcp).

### Is the Calera FINSEC — Certified SEC Memory MCP server safe to use?

Calera FINSEC — Certified SEC Memory scores 93 out of 100 on VerifyMCP. That is a record of what we were able to check automatically, not an endorsement. The category breakdown on this page shows every signal behind the number, including the ones we could not confirm.

### What tools does the Calera FINSEC — Certified SEC Memory MCP server expose?

Calera FINSEC — Certified SEC Memory exposes 7 tools: compute_sec_cagr, lattice_arith_evaluate, query_financial_sec, query_sec_metric_exact, query_sec_sector_peers, and 2 more. Their descriptions and schemas cost roughly 1,097 tokens of context every time the server is loaded.

### Does the Calera FINSEC — Certified SEC Memory MCP server require authentication?

Yes. Calera FINSEC — Certified SEC Memory asked us for credentials when we connected, so you will need to authorise it in your MCP client before it can do anything.

### Is the Calera FINSEC — Certified SEC Memory MCP server still maintained?

Calera FINSEC — Certified SEC Memory is still listed as active in the MCP registry. We last reached this channel on 20 September 2026. Those dates come from our own scans of the registry and the channel itself, not from anything the publisher announced.

## Links

- Remote endpoint: https://finsec.caleralabs.com/mcp
- Authorisation metadata: https://finsec.caleralabs.com/.well-known/oauth-protected-resource/mcp
- Repository: https://github.com/Calera-Labs/finsec-mcp
- Changelog RSS feed: https://verifymcp.io/servers/caseyyahbara-finsec/finsec.xml
- Changelog JSON feed: https://verifymcp.io/servers/caseyyahbara-finsec/finsec.json
- HTML version of this page: https://verifymcp.io/servers/caseyyahbara-finsec/finsec