EvidInvest MCP
SEC filings and financial data for AI agents — credit-metered, no subscription.
46 tools: SEC filings & earnings-transcript search, company financials, DCF/WACC/CAGR
valuation, portfolio optimization, and SEC 10-K supply-chain intelligence. Pay-as-you-go
credits from $5; they never expire.
Public docs, connection info, prompt skills, and sample apps for the EvidInvest MCP ecosystem.
This repo is intentionally public.
It is for:
- connection/setup guidance for different MCP clients
- reusable skill/prompt files
- examples you can paste into AI tools
- public sample apps built on top of EvidInvest MCP
The actual MCP server logic and infra live in EvidInvest's private infra repo. This public repo is for usage, docs, and samples.
Repo layout
skills/ — reusable workflow guides / prompt skillsexamples/ — short copy-paste prompt examplessamples/ — runnable sample appsclaude-plugin.json — example MCP config artifact for supported desktop/editor workflows
Hosted MCP gateway
Current hosted gateway:
- Endpoint:
https://mcp.evidinvest.com/mcp
- Transport:
streamable-http
- Auth:
Authorization: Bearer evid_sk_...
Get an API key at:
Connection notes
Different MCP clients support different config formats and transports.
Use this repo as the source of truth for:
- hosted endpoint
- auth expectations
- skills/examples
- sample apps
The included claude-plugin.json is an example configuration artifact, but always verify the current format your client expects.
What EvidInvest MCP gives you
46 tools across 7 categories:
| Category | Tools | Examples |
|---|
| Financial Data | 6 | Company profile, income statement, balance sheet, cash flow, growth rates, PE ratios |
| Market Data | 8 | Current price, historical prices, enterprise value, peers, multiples, dividends |
| Calculations | 5 | WACC, DCF, margin of safety, comparables, DDM |
| Valuations | 8 | Company snapshot, fair value range, reverse DCF, stock comparison, CAGR matrix, growth trajectory |
| Portfolio Analytics | 2 | MPT optimization (Max Sharpe / Min Variance), risk decomposition (VaR, CVaR) |
| Portfolio Management | 8 | Create/list/delete stock lists, add/remove symbols, watchlist toggle |
| SEC Intelligence | 6 | Supply chain mapping, risk extraction, chokepoint detection from 10-K/20-F filings |
Portfolio Management
Manage your stock lists, watchlists, and portfolio lists without the UI:
list_user_stock_lists — list all your lists with symbols and countscreate_user_stock_list — create a stock list, watchlist, or portfolio listadd_symbols_to_user_list / remove_symbols_from_user_list — manage symbolsget_list_items — get all symbols in a listget_watchlist_status — check watchlist status for a set of symbolsset_user_list_watched — toggle watchlist trackingdelete_user_stock_list — delete a non-system list
SEC Intelligence (new)
Extract structured data from SEC 10-K and 20-F filings — supply chains, risk factors, competitive moats, and more:
sec_get_profile — products, customers, suppliers, strategic priorities, competitive moatsec_get_supply_chain — supply chain edges with relationship type and filing evidence quotessec_get_risks — risk factors and concentration risks from Item 1Asec_find_chokepoints — identify critical supply chain dependencies and single points of failuresec_search — search the SEC supply chain database by company, tier, or relationshipsec_compare — side-by-side SEC profile comparison between two companies
Skills
The skills/ folder contains reusable prompt/workflow guides:
Examples
The examples/ folder contains lighter-weight copy/paste prompts:
Sample apps
samples/mag7-dashboard-nextjs
A public Next.js sample app that compares the Magnificent 7 using live EvidInvest MCP data.
It is meant to show how a developer can:
- connect to the hosted EvidInvest MCP gateway
- use a real MCP API key
- render a useful stock-comparison UI locally
- build demo/social artifacts from a real sample app instead of mock marketing copy
See the sample README for local setup instructions.
Getting Started
- Sign up at https://evidinvest.com/developers to grab an API key.
- Configure your MCP client to connect to
https://mcp.evidinvest.com/mcp with Authorization: Bearer evid_sk_..., or use the npm proxy package @evidinvest/mcp-server.
- New accounts include a free monthly tool-call allowance — top up with credits when you need more (see below).
Credits & Pricing
EvidInvest MCP uses a credit system: every tool call deducts one credit from your account.
- Free tier — every account gets a monthly free allowance to try MCP without paying.
- Top-up tiers (one-time purchases, credits never expire):
- 100 credits — $5
- 500 credits — $19
- 2,000 credits — $59
Manage your balance and top up at https://evidinvest.com/developers.
If a tool call returns a payment required error, your balance is at zero — top up or wait for next month's free refresh.
License
MIT — see LICENSE