Calera FINSEC — Certified SEC Memory

{
  "type": "object",
  "required": [
    "company",
    "metric",
    "start_period",
    "end_period"
  ],
  "properties": {
    "metric": {
      "type": "string",
      "description": "EDGAR metric to compound, e.g. revenue, free cash flow, net income"
    },
    "company": {
      "type": "string",
      "description": "Company ticker or name, e.g. AAPL"
    },
    "end_period": {
      "type": "string",
      "description": "End fiscal period, e.g. FY2023"
    },
    "low_tokens": {
      "type": "boolean",
      "description": "Optional. When true, returns compact JSON schema."
    },
    "start_period": {
      "type": "string",
      "description": "Start fiscal period, e.g. FY2020"
    }
  }
}

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

{
  "type": "object",
  "required": [
    "company",
    "metric",
    "period"
  ],
  "properties": {
    "metric": {
      "type": "string",
      "description": "EDGAR metric, e.g. net income, free cash flow, total revenue, operating cash flow"
    },
    "period": {
      "type": "string",
      "description": "Fiscal period, e.g. FY2023"
    },
    "company": {
      "type": "string",
      "description": "Company ticker or name, e.g. AAPL"
    },
    "low_tokens": {
      "type": "boolean",
      "description": "Optional. When true, returns compact JSON schema."
    }
  }
}

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

{
  "type": "object",
  "required": [
    "company",
    "pack"
  ],
  "properties": {
    "pack": {
      "type": "string",
      "description": "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": {
      "type": "string",
      "description": "Optional reporting period, e.g. FY2023, Q3 FY2023. Defaults to FY2023 if omitted."
    },
    "company": {
      "type": "string",
      "description": "Company ticker or name, e.g. AAPL, TSLA, MSFT"
    },
    "low_tokens": {
      "type": "boolean",
      "description": "Optional. When true, returns compact JSON schema."
    }
  }
}

{
  "type": "object",
  "required": [],
  "properties": {
    "low_tokens": {
      "type": "boolean",
      "description": "Optional. When true, returns compact JSON schema."
    }
  }
}