{
  "markdown": "# EvidInvest MCP\n\n**SEC filings and financial data for AI agents — credit-metered, no subscription.**\n46 tools: SEC filings & earnings-transcript search, company financials, DCF/WACC/CAGR\nvaluation, portfolio optimization, and SEC 10-K supply-chain intelligence. Pay-as-you-go\ncredits from $5; they never expire.\n\nPublic docs, connection info, prompt skills, and sample apps for the **EvidInvest MCP** ecosystem.\n\nThis repo is intentionally **public**.\nIt is for:\n- connection/setup guidance for different MCP clients\n- reusable skill/prompt files\n- examples you can paste into AI tools\n- public sample apps built on top of EvidInvest MCP\n\n> The actual MCP server logic and infra live in EvidInvest's **private infra repo**. This public repo is for usage, docs, and samples.\n\n## Repo layout\n\n- `skills/` — reusable workflow guides / prompt skills\n- `examples/` — short copy-paste prompt examples\n- `samples/` — runnable sample apps\n- `claude-plugin.json` — example MCP config artifact for supported desktop/editor workflows\n\n## Hosted MCP gateway\n\nCurrent hosted gateway:\n- **Endpoint:** `https://mcp.evidinvest.com/mcp`\n- **Transport:** `streamable-http`\n- **Auth:** `Authorization: Bearer evid_sk_...`\n\nGet an API key at:\n- **https://evidinvest.com/developers**\n\n## Connection notes\n\nDifferent MCP clients support different config formats and transports.\nUse this repo as the source of truth for:\n- hosted endpoint\n- auth expectations\n- skills/examples\n- sample apps\n\nThe included `claude-plugin.json` is an example configuration artifact, but always verify the current format your client expects.\n\n## What EvidInvest MCP gives you\n\n46 tools across 7 categories:\n\n| Category | Tools | Examples |\n|----------|-------|---------|\n| **Financial Data** | 6 | Company profile, income statement, balance sheet, cash flow, growth rates, PE ratios |\n| **Market Data** | 8 | Current price, historical prices, enterprise value, peers, multiples, dividends |\n| **Calculations** | 5 | WACC, DCF, margin of safety, comparables, DDM |\n| **Valuations** | 8 | Company snapshot, fair value range, reverse DCF, stock comparison, CAGR matrix, growth trajectory |\n| **Portfolio Analytics** | 2 | MPT optimization (Max Sharpe / Min Variance), risk decomposition (VaR, CVaR) |\n| **Portfolio Management** | 8 | Create/list/delete stock lists, add/remove symbols, watchlist toggle |\n| **SEC Intelligence** | 6 | Supply chain mapping, risk extraction, chokepoint detection from 10-K/20-F filings |\n\n### Portfolio Management\nManage your stock lists, watchlists, and portfolio lists without the UI:\n- `list_user_stock_lists` — list all your lists with symbols and counts\n- `create_user_stock_list` — create a stock list, watchlist, or portfolio list\n- `add_symbols_to_user_list` / `remove_symbols_from_user_list` — manage symbols\n- `get_list_items` — get all symbols in a list\n- `get_watchlist_status` — check watchlist status for a set of symbols\n- `set_user_list_watched` — toggle watchlist tracking\n- `delete_user_stock_list` — delete a non-system list\n\n### SEC Intelligence (new)\nExtract structured data from SEC 10-K and 20-F filings — supply chains, risk factors, competitive moats, and more:\n- `sec_get_profile` — products, customers, suppliers, strategic priorities, competitive moat\n- `sec_get_supply_chain` — supply chain edges with relationship type and filing evidence quotes\n- `sec_get_risks` — risk factors and concentration risks from Item 1A\n- `sec_find_chokepoints` — identify critical supply chain dependencies and single points of failure\n- `sec_search` — search the SEC supply chain database by company, tier, or relationship\n- `sec_compare` — side-by-side SEC profile comparison between two companies\n\n## Skills\n\nThe `skills/` folder contains reusable prompt/workflow guides:\n\n- [Stock Evaluation](skills/stock-evaluation.md)\n- [Portfolio Optimization](skills/portfolio-optimization.md)\n- [Portfolio Self-Evaluation](skills/portfolio-self-evaluation.md)\n- [Portfolio Tracking](skills/portfolio-tracking.md) — manage lists + optimize together\n- [Earnings Research](skills/earnings-research.md)\n\n## Examples\n\nThe `examples/` folder contains lighter-weight copy/paste prompts:\n\n- [Portfolio Optimizer](examples/portfolio-optimizer.md)\n- [Earnings Research](examples/earnings-research.md)\n- [Sector Screener](examples/sector-screener.md)\n\n## Sample apps\n\n### `samples/mag7-dashboard-nextjs`\n\nA public Next.js sample app that compares the Magnificent 7 using live EvidInvest MCP data.\n\nIt is meant to show how a developer can:\n- connect to the hosted EvidInvest MCP gateway\n- use a real MCP API key\n- render a useful stock-comparison UI locally\n- build demo/social artifacts from a real sample app instead of mock marketing copy\n\nSee the sample README for local setup instructions.\n\n## Getting Started\n\n1. Sign up at **https://evidinvest.com/developers** to grab an API key.\n   <!-- TODO: replace with `create_account` MCP tool once it ships -->\n2. 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`.\n3. New accounts include a free monthly tool-call allowance — top up with credits when you need more (see below).\n\n## Credits & Pricing\n\nEvidInvest MCP uses a credit system: every tool call deducts one credit from your account.\n\n- **Free tier** — every account gets a monthly free allowance to try MCP without paying.\n- **Top-up tiers** (one-time purchases, credits never expire):\n  - **100 credits** — $5\n  - **500 credits** — $19\n  - **2,000 credits** — $59\n\nManage your balance and top up at **https://evidinvest.com/developers**.\n\nIf a tool call returns a `payment required` error, your balance is at zero — top up or wait for next month's free refresh.\n\n## License\n\nMIT — see [LICENSE](LICENSE)\n",
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}