# Calera FINSEC — Certified SEC Memory MCP server

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

## At a glance

Calera FINSEC — Certified SEC Memory is an MCP server in the AI & Memory category. It is hosted remotely and connects over HTTP, and needs X-License-Key. It exposes 7 tools, including compute_sec_cagr, lattice_arith_evaluate and query_financial_sec. It scores B (76/100) on the MCP Skills Hub health score as of Oct 28, 2026.

## Install

### How to install Calera FINSEC — Certified SEC Memory in Claude Code

1. Add the server

```bash
claude mcp add --transport http finsec-mcp https://finsec.caleralabs.com/mcp --header 'X-License-Key: <X-LICENSE-KEY>'
```

2. Fill in your credentials

   Replace <X-LICENSE-KEY> with your real value. Keep secrets out of any config file you commit.

3. Verify it's connected

```bash
claude mcp list
```

4. Sharing it with your team?

   Add `--scope project` to write it to .mcp.json in the repository root, which you can commit (with the secrets left as environment variables).

5. Use it in a session

   Ask Claude to use the tools this server exposes (e.g. compute_sec_cagr, lattice_arith_evaluate, query_financial_sec). It discovers them automatically.

### How to install Calera FINSEC — Certified SEC Memory in Claude Desktop

1. Open your MCP config

   macOS: ~/Library/Application Support/Claude/claude_desktop_config.json · Windows: %APPDATA%\Claude\claude_desktop_config.json

2. Add this server

```json
{
  "mcpServers": {
    "finsec-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://finsec.caleralabs.com/mcp",
        "--header",
        "X-License-Key:${X_LICENSE_KEY}"
      ],
      "env": {
        "X_LICENSE_KEY": "<X-LICENSE-KEY>"
      }
    }
  }
}
```

3. Fill in your credentials

   Replace <X-LICENSE-KEY> with your real value. Keep secrets out of any config file you commit.

4. Why the wrapper?

   This is a remote (HTTP) server and Claude Desktop only launches local processes, so mcp-remote proxies the connection. It will open a browser window if the server needs OAuth.

5. Restart Claude Desktop

   The tools appear under the 🔌 menu once the app reloads.

### How to install Calera FINSEC — Certified SEC Memory in Cursor

1. Create / edit .cursor/mcp.json in your project

```json
{
  "mcpServers": {
    "finsec-mcp": {
      "url": "https://finsec.caleralabs.com/mcp",
      "headers": {
        "X-License-Key": "<X-LICENSE-KEY>"
      }
    }
  }
}
```

2. Fill in your credentials

   Replace <X-LICENSE-KEY> with your real value. Keep secrets out of any config file you commit.

3. Enable it

   Cursor Settings → MCP → toggle the server on. Tools become available to the Composer/Agent.

### How to install Calera FINSEC — Certified SEC Memory in Codex CLI

1. Add to ~/.codex/config.toml

```toml
[mcp_servers.finsec-mcp]
command = "npx"
args = ["-y", "mcp-remote", "https://finsec.caleralabs.com/mcp", "--header", "X-License-Key:${X_LICENSE_KEY}"]
env = { X_LICENSE_KEY = "<X-LICENSE-KEY>" }
```

2. Fill in your credentials

   Replace <X-LICENSE-KEY> with your real value. Keep secrets out of any config file you commit.

3. Why the wrapper?

   Codex runs MCP servers as local processes, so mcp-remote bridges this HTTP endpoint to stdio.

4. Run Codex

   Codex loads MCP servers from config.toml on startup and exposes their tools to the agent.

### How to install Calera FINSEC — Certified SEC Memory in Windsurf

1. Edit ~/.codeium/windsurf/mcp_config.json

```json
{
  "mcpServers": {
    "finsec-mcp": {
      "serverUrl": "https://finsec.caleralabs.com/mcp",
      "headers": {
        "X-License-Key": "<X-LICENSE-KEY>"
      }
    }
  }
}
```

2. Fill in your credentials

   Replace <X-LICENSE-KEY> with your real value. Keep secrets out of any config file you commit.

3. Reload

   Windsurf → Cascade → refresh MCP servers. Cascade can now call the tools.

### How to install Calera FINSEC — Certified SEC Memory in Cline

1. Open Cline → MCP Servers → Configure

   Adds to cline_mcp_settings.json.

2. Add the server

```json
{
  "mcpServers": {
    "finsec-mcp": {
      "type": "streamableHttp",
      "url": "https://finsec.caleralabs.com/mcp",
      "headers": {
        "X-License-Key": "<X-LICENSE-KEY>"
      }
    }
  }
}
```

3. Fill in your credentials

   Replace <X-LICENSE-KEY> with your real value. Keep secrets out of any config file you commit.

### How to install Calera FINSEC — Certified SEC Memory in VS Code

1. Create .vscode/mcp.json

```json
{
  "servers": {
    "finsec-mcp": {
      "type": "http",
      "url": "https://finsec.caleralabs.com/mcp",
      "headers": {
        "X-License-Key": "<X-LICENSE-KEY>"
      }
    }
  }
}
```

2. Fill in your credentials

   Replace <X-LICENSE-KEY> with your real value. Keep secrets out of any config file you commit.

3. Start it

   VS Code shows a ▶ Start action above the server entry. Agent mode (Copilot Chat) can then use the tools.

## Tools

- `compute_sec_cagr` — Exact compound annual growth rate (CAGR) calculation over verified SEC filing facts. Deterministic mathematical execution with zero language model confabulation.
- `lattice_arith_evaluate` — Deterministic zero-error algebraic solver (cagr, ratio, multiply, divide, yoy_series, product_chain) over verified SEC EDGAR financial metrics.
- `query_financial_sec` — 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'.
- `query_sec_metric_exact` — Exact EDGAR metric recall for company+metric+period. Server-side verified fact with provenance; SAFE_REFUSAL when missing. No LLM math.
- `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.
- `valuation_inputs` — 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).
- `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.

Source repository: https://github.com/Calera-Labs/finsec-mcp

---

Source: https://mcp-skills-hub.vercel.app/mcps/io-github-calera-labs-finsec-mcp · MCP Skills Hub · data as of 2026-10-28T12:31:05Z