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.
2026-07-28 Stateless Protocol Core: Fully compliant with the 2026-07-28 Stateless MCP Specification (SEP-2243, SEP-2575, SEP-2549) with sub-5ms zero-handshake direct tool calls and intelligent caching (
ttlMs: 86400000).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.
💬 Customer Support & Immediate Slack Pipeline
Have a question, encountered an edge case, or need a quota increase for your team?
We have a 3-tier Slack customer response pipeline wired directly into our engineering and executive teams:
1. Directly in Your AI Assistant (Claude, Cursor, Zed, Cline)
Use the built-in MCP tool submit_support_ticket:
{
"title": "Need 50k req/min quota for quant backtesting cluster",
"description": "We are running systematic macro backtests across 500 tickers simultaneously.",
"inquiry_type": "quota_increase",
"priority": "high",
"contact_email": "quant-lead@firm.com"
}2. Live Web Portal & Slack Escalation Center
Submit tickets, questions, or feature requests directly from the Universal Dashboard: 👉 https://dashboard.caleralabs.com/dashboard#customer_service
3. Response SLAs
Tier | Responder | SLA Guarantee |
Tier 1 (Normal) | Customer Success Manager ( | < 4 Hours |
Tier 2 (High / Quota) | Operations Owner ( | < 2 Hours |
Tier 3 (Critical / VIP) | Founder & CEO Casey ( | < 1 Hour |
🔗 Related Calera MCP Servers
Calera Infinite Context (ICX) MCP: Persistent epistemic memory and sub-5ms associative recall on the Volumetric Lattice Network for AI agents (Glama Hub · Smithery).
📄 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.).
Available Tools
7 toolscompute_sec_cagrCompute Certified SEC CAGRARead-onlyInspect
Exact compound annual growth rate (CAGR) calculation over verified SEC filing facts. Deterministic mathematical execution with zero language model confabulation.
| Name | Required | Description | Default |
|---|---|---|---|
| metric | Yes | EDGAR metric to compound, e.g. revenue, free cash flow, net income | |
| company | Yes | Company ticker or name, e.g. AAPL | |
| end_period | Yes | End fiscal period, e.g. FY2023 | |
| low_tokens | No | Optional. When true, returns compact JSON schema. | |
| start_period | Yes | Start fiscal period, e.g. FY2020 |
Output Schema
| Name | Required | Description |
|---|---|---|
| st | No | Compact status indicator (OK | REFUSE) |
| per | No | Compact period string |
| val | No | Compact numeric value |
| hash | No | Cryptographic filing audit hash |
| cells | No | Valuation pack verified cells dictionary |
| value | No | Verified financial metric numeric value or computed arithmetic result |
| period | No | Fiscal reporting period |
| reason | No | Explanation when SAFE_REFUSAL is returned |
| status | No | Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK |
| company | No | Company name or ticker symbol |
| concept | No | US-GAAP / XBRL financial concept |
| operands | No | Underlying verified metric operands with accessions |
| formatted | No | Formatted monetary or percentage string |
| provenance | No | SEC EDGAR filing provenance details |
TDQS
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.
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.
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.
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.
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.
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 ArithmeticARead-onlyInspect
Deterministic zero-error algebraic solver (cagr, ratio, multiply, divide, yoy_series, product_chain) over verified SEC EDGAR financial metrics.
| Name | Required | Description | Default |
|---|---|---|---|
| op | Yes | cagr | ratio | multiply | divide | yoy_series | product_chain | |
| metric | No | EDGAR metric, e.g. free cash flow, revenue | |
| company | No | Ticker or name when fetching EDGAR cells | |
| factors | No | Optional comma-separated positive factors for product_chain, e.g. 0.79,0.30,1.07,4.5 | |
| periods | No | Optional comma-separated fiscal periods for yoy_series/product_chain, e.g. FY2020,FY2021,FY2022 | |
| end_period | No | End / denominator period, e.g. FY2023 | |
| low_tokens | No | Optional. When true, returns compact JSON schema. | |
| start_period | No | Start / numerator period, e.g. FY2020 |
Output Schema
| Name | Required | Description |
|---|---|---|
| st | No | Compact status indicator (OK | REFUSE) |
| per | No | Compact period string |
| val | No | Compact numeric value |
| hash | No | Cryptographic filing audit hash |
| cells | No | Valuation pack verified cells dictionary |
| value | No | Verified financial metric numeric value or computed arithmetic result |
| period | No | Fiscal reporting period |
| reason | No | Explanation when SAFE_REFUSAL is returned |
| status | No | Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK |
| company | No | Company name or ticker symbol |
| concept | No | US-GAAP / XBRL financial concept |
| operands | No | Underlying verified metric operands with accessions |
| formatted | No | Formatted monetary or percentage string |
| provenance | No | SEC EDGAR filing provenance details |
TDQS
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.
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.
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.
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.
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.
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 FactsARead-onlyInspect
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'.
| Name | Required | Description | Default |
|---|---|---|---|
| query | Yes | Natural language financial question. Append 'in USD' (or another supported ISO code) to convert foreign reporting currencies after verified recall. | |
| usd_only | No | When true, forces monetary answers into USD. | |
| low_tokens | No | Optional. When true, returns compact ~38-token schema optimized for LLM context windows. | |
| target_currency | No | 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. |
Output Schema
| Name | Required | Description |
|---|---|---|
| st | No | Compact status indicator (OK | REFUSE) |
| per | No | Compact period string |
| val | No | Compact numeric value |
| hash | No | Cryptographic filing audit hash |
| cells | No | Valuation pack verified cells dictionary |
| value | No | Verified financial metric numeric value or computed arithmetic result |
| period | No | Fiscal reporting period |
| reason | No | Explanation when SAFE_REFUSAL is returned |
| status | No | Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK |
| company | No | Company name or ticker symbol |
| concept | No | US-GAAP / XBRL financial concept |
| operands | No | Underlying verified metric operands with accessions |
| formatted | No | Formatted monetary or percentage string |
| provenance | No | SEC EDGAR filing provenance details |
TDQS
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.
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.
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.
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.
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.
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 RecallARead-onlyInspect
Exact EDGAR metric recall for company+metric+period. Server-side verified fact with provenance; SAFE_REFUSAL when missing. No LLM math.
| Name | Required | Description | Default |
|---|---|---|---|
| metric | Yes | EDGAR metric, e.g. net income, free cash flow, total revenue, operating cash flow | |
| period | Yes | Fiscal period, e.g. FY2023 | |
| company | Yes | Company ticker or name, e.g. AAPL | |
| low_tokens | No | Optional. When true, returns compact JSON schema. |
Output Schema
| Name | Required | Description |
|---|---|---|
| st | No | Compact status indicator (OK | REFUSE) |
| per | No | Compact period string |
| val | No | Compact numeric value |
| hash | No | Cryptographic filing audit hash |
| cells | No | Valuation pack verified cells dictionary |
| value | No | Verified financial metric numeric value or computed arithmetic result |
| period | No | Fiscal reporting period |
| reason | No | Explanation when SAFE_REFUSAL is returned |
| status | No | Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK |
| company | No | Company name or ticker symbol |
| concept | No | US-GAAP / XBRL financial concept |
| operands | No | Underlying verified metric operands with accessions |
| formatted | No | Formatted monetary or percentage string |
| provenance | No | SEC EDGAR filing provenance details |
TDQS
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.
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.
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.
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.
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.
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 PeersARead-onlyInspect
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.
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Optional peer limit, default 5 | |
| period | No | Optional filing period, e.g. FY2025 | |
| metrics | No | Optional comma-separated or array of SEC XBRL metrics, e.g. Revenues,OperatingIncome,TotalLongTermDebt | |
| low_tokens | No | Optional. When true, returns compact JSON schema. | |
| sector_or_industry | Yes | Industry or sector description as declared in SEC filings, e.g. 'photonics', 'optics', 'semiconductors', 'pharmaceuticals', 'aerospace' |
Output Schema
| Name | Required | Description |
|---|---|---|
| st | No | Compact status indicator (OK | REFUSE) |
| per | No | Compact period string |
| val | No | Compact numeric value |
| hash | No | Cryptographic filing audit hash |
| cells | No | Valuation pack verified cells dictionary |
| value | No | Verified financial metric numeric value or computed arithmetic result |
| period | No | Fiscal reporting period |
| reason | No | Explanation when SAFE_REFUSAL is returned |
| status | No | Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK |
| company | No | Company name or ticker symbol |
| concept | No | US-GAAP / XBRL financial concept |
| operands | No | Underlying verified metric operands with accessions |
| formatted | No | Formatted monetary or percentage string |
| provenance | No | SEC EDGAR filing provenance details |
TDQS
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.
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.
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.
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.
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.
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 PackARead-onlyInspect
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).
| Name | Required | Description | Default |
|---|---|---|---|
| pack | Yes | 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_capital_efficiency, dcf_valuation_inputs) | |
| period | No | Optional reporting period, e.g. FY2023, Q3 FY2023. Defaults to FY2023 if omitted. | |
| company | Yes | Company ticker or name, e.g. AAPL, TSLA, MSFT | |
| low_tokens | No | Optional. When true, returns compact JSON schema. |
Output Schema
| Name | Required | Description |
|---|---|---|
| st | No | Compact status indicator (OK | REFUSE) |
| per | No | Compact period string |
| val | No | Compact numeric value |
| hash | No | Cryptographic filing audit hash |
| cells | No | Valuation pack verified cells dictionary |
| value | No | Verified financial metric numeric value or computed arithmetic result |
| period | No | Fiscal reporting period |
| reason | No | Explanation when SAFE_REFUSAL is returned |
| status | No | Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK |
| company | No | Company name or ticker symbol |
| concept | No | US-GAAP / XBRL financial concept |
| operands | No | Underlying verified metric operands with accessions |
| formatted | No | Formatted monetary or percentage string |
| provenance | No | SEC EDGAR filing provenance details |
TDQS
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.
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.
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.
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.
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.
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 OverviewARead-onlyInspect
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.
| Name | Required | Description | Default |
|---|---|---|---|
| low_tokens | No | Optional. When true, returns compact JSON schema. |
Output Schema
| Name | Required | Description |
|---|---|---|
| st | No | Compact status indicator (OK | REFUSE) |
| per | No | Compact period string |
| val | No | Compact numeric value |
| hash | No | Cryptographic filing audit hash |
| cells | No | Valuation pack verified cells dictionary |
| value | No | Verified financial metric numeric value or computed arithmetic result |
| period | No | Fiscal reporting period |
| reason | No | Explanation when SAFE_REFUSAL is returned |
| status | No | Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK |
| company | No | Company name or ticker symbol |
| concept | No | US-GAAP / XBRL financial concept |
| operands | No | Underlying verified metric operands with accessions |
| formatted | No | Formatted monetary or percentage string |
| provenance | No | SEC EDGAR filing provenance details |
TDQS
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.
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.
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.
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.
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.
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. Dates show when Glama detected each change.
7 tool updates
v0.1.1- Changed
compute_sec_cagr16 fields changed- added
Output schema / properties / cellsAdded value: +{ + "description": "Valuation pack verified cells dictionary", + "type": "object" +} - added
Output schema / properties / companyAdded value: +{ + "description": "Company name or ticker symbol", + "type": "string" +} - added
Output schema / properties / conceptAdded value: +{ + "description": "US-GAAP / XBRL financial concept", + "type": "string" +} - removed
Output schema / properties / contentRemoved 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" -} - added
Output schema / properties / formattedAdded value: +{ + "description": "Formatted monetary or percentage string", + "type": "string" +} - added
Output schema / properties / hashAdded value: +{ + "description": "Cryptographic filing audit hash" +} - added
Output schema / properties / operandsAdded value: +{ + "description": "Underlying verified metric operands with accessions", + "type": "array" +} - added
Output schema / properties / perAdded value: +{ + "description": "Compact period string", + "type": "string" +} - added
Output schema / properties / periodAdded value: +{ + "description": "Fiscal reporting period", + "type": "string" +} - added
Output schema / properties / provenanceAdded value: +{ + "description": "SEC EDGAR filing provenance details", + "type": "object" +} - added
Output schema / properties / reasonAdded value: +{ + "description": "Explanation when SAFE_REFUSAL is returned", + "type": "string" +} - added
Output schema / properties / stAdded value: +{ + "description": "Compact status indicator (OK | REFUSE)", + "type": "string" +} - added
Output schema / properties / statusAdded value: +{ + "description": "Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK", + "type": "string" +} - added
Output schema / properties / valAdded value: +{ + "description": "Compact numeric value" +} - added
Output schema / properties / valueAdded value: +{ + "description": "Verified financial metric numeric value or computed arithmetic result" +} - changed
Output schema / requiredPrevious value: -[ - "content" -]New value: +[]
- Changed
lattice_arith_evaluate16 fields changed- added
Output schema / properties / cellsAdded value: +{ + "description": "Valuation pack verified cells dictionary", + "type": "object" +} - added
Output schema / properties / companyAdded value: +{ + "description": "Company name or ticker symbol", + "type": "string" +} - added
Output schema / properties / conceptAdded value: +{ + "description": "US-GAAP / XBRL financial concept", + "type": "string" +} - removed
Output schema / properties / contentRemoved 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" -} - added
Output schema / properties / formattedAdded value: +{ + "description": "Formatted monetary or percentage string", + "type": "string" +} - added
Output schema / properties / hashAdded value: +{ + "description": "Cryptographic filing audit hash" +} - added
Output schema / properties / operandsAdded value: +{ + "description": "Underlying verified metric operands with accessions", + "type": "array" +} - added
Output schema / properties / perAdded value: +{ + "description": "Compact period string", + "type": "string" +} - added
Output schema / properties / periodAdded value: +{ + "description": "Fiscal reporting period", + "type": "string" +} - added
Output schema / properties / provenanceAdded value: +{ + "description": "SEC EDGAR filing provenance details", + "type": "object" +} - added
Output schema / properties / reasonAdded value: +{ + "description": "Explanation when SAFE_REFUSAL is returned", + "type": "string" +} - added
Output schema / properties / stAdded value: +{ + "description": "Compact status indicator (OK | REFUSE)", + "type": "string" +} - added
Output schema / properties / statusAdded value: +{ + "description": "Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK", + "type": "string" +} - added
Output schema / properties / valAdded value: +{ + "description": "Compact numeric value" +} - added
Output schema / properties / valueAdded value: +{ + "description": "Verified financial metric numeric value or computed arithmetic result" +} - changed
Output schema / requiredPrevious value: -[ - "content" -]New value: +[]
- Changed
query_financial_sec16 fields changed- added
Output schema / properties / cellsAdded value: +{ + "description": "Valuation pack verified cells dictionary", + "type": "object" +} - added
Output schema / properties / companyAdded value: +{ + "description": "Company name or ticker symbol", + "type": "string" +} - added
Output schema / properties / conceptAdded value: +{ + "description": "US-GAAP / XBRL financial concept", + "type": "string" +} - removed
Output schema / properties / contentRemoved 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" -} - added
Output schema / properties / formattedAdded value: +{ + "description": "Formatted monetary or percentage string", + "type": "string" +} - added
Output schema / properties / hashAdded value: +{ + "description": "Cryptographic filing audit hash" +} - added
Output schema / properties / operandsAdded value: +{ + "description": "Underlying verified metric operands with accessions", + "type": "array" +} - added
Output schema / properties / perAdded value: +{ + "description": "Compact period string", + "type": "string" +} - added
Output schema / properties / periodAdded value: +{ + "description": "Fiscal reporting period", + "type": "string" +} - added
Output schema / properties / provenanceAdded value: +{ + "description": "SEC EDGAR filing provenance details", + "type": "object" +} - added
Output schema / properties / reasonAdded value: +{ + "description": "Explanation when SAFE_REFUSAL is returned", + "type": "string" +} - added
Output schema / properties / stAdded value: +{ + "description": "Compact status indicator (OK | REFUSE)", + "type": "string" +} - added
Output schema / properties / statusAdded value: +{ + "description": "Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK", + "type": "string" +} - added
Output schema / properties / valAdded value: +{ + "description": "Compact numeric value" +} - added
Output schema / properties / valueAdded value: +{ + "description": "Verified financial metric numeric value or computed arithmetic result" +} - changed
Output schema / requiredPrevious value: -[ - "content" -]New value: +[]
- Changed
query_sec_metric_exact16 fields changed- added
Output schema / properties / cellsAdded value: +{ + "description": "Valuation pack verified cells dictionary", + "type": "object" +} - added
Output schema / properties / companyAdded value: +{ + "description": "Company name or ticker symbol", + "type": "string" +} - added
Output schema / properties / conceptAdded value: +{ + "description": "US-GAAP / XBRL financial concept", + "type": "string" +} - removed
Output schema / properties / contentRemoved 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" -} - added
Output schema / properties / formattedAdded value: +{ + "description": "Formatted monetary or percentage string", + "type": "string" +} - added
Output schema / properties / hashAdded value: +{ + "description": "Cryptographic filing audit hash" +} - added
Output schema / properties / operandsAdded value: +{ + "description": "Underlying verified metric operands with accessions", + "type": "array" +} - added
Output schema / properties / perAdded value: +{ + "description": "Compact period string", + "type": "string" +} - added
Output schema / properties / periodAdded value: +{ + "description": "Fiscal reporting period", + "type": "string" +} - added
Output schema / properties / provenanceAdded value: +{ + "description": "SEC EDGAR filing provenance details", + "type": "object" +} - added
Output schema / properties / reasonAdded value: +{ + "description": "Explanation when SAFE_REFUSAL is returned", + "type": "string" +} - added
Output schema / properties / stAdded value: +{ + "description": "Compact status indicator (OK | REFUSE)", + "type": "string" +} - added
Output schema / properties / statusAdded value: +{ + "description": "Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK", + "type": "string" +} - added
Output schema / properties / valAdded value: +{ + "description": "Compact numeric value" +} - added
Output schema / properties / valueAdded value: +{ + "description": "Verified financial metric numeric value or computed arithmetic result" +} - changed
Output schema / requiredPrevious value: -[ - "content" -]New value: +[]
- Changed
query_sec_sector_peers16 fields changed- added
Output schema / properties / cellsAdded value: +{ + "description": "Valuation pack verified cells dictionary", + "type": "object" +} - added
Output schema / properties / companyAdded value: +{ + "description": "Company name or ticker symbol", + "type": "string" +} - added
Output schema / properties / conceptAdded value: +{ + "description": "US-GAAP / XBRL financial concept", + "type": "string" +} - removed
Output schema / properties / contentRemoved 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" -} - added
Output schema / properties / formattedAdded value: +{ + "description": "Formatted monetary or percentage string", + "type": "string" +} - added
Output schema / properties / hashAdded value: +{ + "description": "Cryptographic filing audit hash" +} - added
Output schema / properties / operandsAdded value: +{ + "description": "Underlying verified metric operands with accessions", + "type": "array" +} - added
Output schema / properties / perAdded value: +{ + "description": "Compact period string", + "type": "string" +} - added
Output schema / properties / periodAdded value: +{ + "description": "Fiscal reporting period", + "type": "string" +} - added
Output schema / properties / provenanceAdded value: +{ + "description": "SEC EDGAR filing provenance details", + "type": "object" +} - added
Output schema / properties / reasonAdded value: +{ + "description": "Explanation when SAFE_REFUSAL is returned", + "type": "string" +} - added
Output schema / properties / stAdded value: +{ + "description": "Compact status indicator (OK | REFUSE)", + "type": "string" +} - added
Output schema / properties / statusAdded value: +{ + "description": "Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK", + "type": "string" +} - added
Output schema / properties / valAdded value: +{ + "description": "Compact numeric value" +} - added
Output schema / properties / valueAdded value: +{ + "description": "Verified financial metric numeric value or computed arithmetic result" +} - changed
Output schema / requiredPrevious value: -[ - "content" -]New value: +[]
- Changed
valuation_inputs16 fields changed- added
Output schema / properties / cellsAdded value: +{ + "description": "Valuation pack verified cells dictionary", + "type": "object" +} - added
Output schema / properties / companyAdded value: +{ + "description": "Company name or ticker symbol", + "type": "string" +} - added
Output schema / properties / conceptAdded value: +{ + "description": "US-GAAP / XBRL financial concept", + "type": "string" +} - removed
Output schema / properties / contentRemoved 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" -} - added
Output schema / properties / formattedAdded value: +{ + "description": "Formatted monetary or percentage string", + "type": "string" +} - added
Output schema / properties / hashAdded value: +{ + "description": "Cryptographic filing audit hash" +} - added
Output schema / properties / operandsAdded value: +{ + "description": "Underlying verified metric operands with accessions", + "type": "array" +} - added
Output schema / properties / perAdded value: +{ + "description": "Compact period string", + "type": "string" +} - added
Output schema / properties / periodAdded value: +{ + "description": "Fiscal reporting period", + "type": "string" +} - added
Output schema / properties / provenanceAdded value: +{ + "description": "SEC EDGAR filing provenance details", + "type": "object" +} - added
Output schema / properties / reasonAdded value: +{ + "description": "Explanation when SAFE_REFUSAL is returned", + "type": "string" +} - added
Output schema / properties / stAdded value: +{ + "description": "Compact status indicator (OK | REFUSE)", + "type": "string" +} - added
Output schema / properties / statusAdded value: +{ + "description": "Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK", + "type": "string" +} - added
Output schema / properties / valAdded value: +{ + "description": "Compact numeric value" +} - added
Output schema / properties / valueAdded value: +{ + "description": "Verified financial metric numeric value or computed arithmetic result" +} - changed
Output schema / requiredPrevious value: -[ - "content" -]New value: +[]
- Changed
vln_capabilities_overview16 fields changed- added
Output schema / properties / cellsAdded value: +{ + "description": "Valuation pack verified cells dictionary", + "type": "object" +} - added
Output schema / properties / companyAdded value: +{ + "description": "Company name or ticker symbol", + "type": "string" +} - added
Output schema / properties / conceptAdded value: +{ + "description": "US-GAAP / XBRL financial concept", + "type": "string" +} - removed
Output schema / properties / contentRemoved 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" -} - added
Output schema / properties / formattedAdded value: +{ + "description": "Formatted monetary or percentage string", + "type": "string" +} - added
Output schema / properties / hashAdded value: +{ + "description": "Cryptographic filing audit hash" +} - added
Output schema / properties / operandsAdded value: +{ + "description": "Underlying verified metric operands with accessions", + "type": "array" +} - added
Output schema / properties / perAdded value: +{ + "description": "Compact period string", + "type": "string" +} - added
Output schema / properties / periodAdded value: +{ + "description": "Fiscal reporting period", + "type": "string" +} - added
Output schema / properties / provenanceAdded value: +{ + "description": "SEC EDGAR filing provenance details", + "type": "object" +} - added
Output schema / properties / reasonAdded value: +{ + "description": "Explanation when SAFE_REFUSAL is returned", + "type": "string" +} - added
Output schema / properties / stAdded value: +{ + "description": "Compact status indicator (OK | REFUSE)", + "type": "string" +} - added
Output schema / properties / statusAdded value: +{ + "description": "Verification status: VERIFIED_SUCCESS | SAFE_REFUSAL | COMPLETE | OK", + "type": "string" +} - added
Output schema / properties / valAdded value: +{ + "description": "Compact numeric value" +} - added
Output schema / properties / valueAdded value: +{ + "description": "Verified financial metric numeric value or computed arithmetic result" +} - changed
Output schema / requiredPrevious value: -[ - "content" -]New value: +[]
7 tool updates
v0.1.0- First observed
compute_sec_cagr - First observed
lattice_arith_evaluate - First observed
query_financial_sec - First observed
query_sec_metric_exact - First observed
query_sec_sector_peers - First observed
valuation_inputs - First observed
vln_capabilities_overview
TDQS
Several tools have overlapping purposes: compute_sec_cagr and lattice_arith_evaluate both compute CAGR, and query_financial_sec overlaps with query_sec_metric_exact. However, descriptions provide some distinctions (e.g., CAGR via log-walk vs. native arithmetic, general vs. exact metric recall), so an agent can differentiate with careful reading.
Tool names follow no single pattern: some use 'query_' prefix, others use 'compute_', 'lattice_', 'valuation_', or 'vln_'. Naming styles mix verb_noun, noun_verb, and noun_noun with inconsistent use of abbreviations and underscores, making it hard to predict tool functions from names alone.
With 7 tools, the set is well-scoped for the financial SEC/EDGAR domain. Each tool serves a distinct function area: querying, computation, valuation, peer analysis, and capabilities overview. No redundancy or bloat.
The tool set covers core SEC data querying (general, exact, peer), arithmetic computation (CAGR, ratios, etc.), and valuation inputs. Minor gaps exist, such as no tool for listing available metrics or periods, and no native filtering/sorting. Overwall, it provides sufficient coverage for most financial analysis tasks.
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