EvidInvest
SEC filings and financial data for AI agents: 59 tools for statements, valuation and supply chains.
Open source Repository Open in the app JSON README (API)
About
SEC filings and financial data for AI agents: 59 tools for statements, valuation and supply chains.
Details
- Kind
- MCP servers
- Topic
- Finance & crypto
- Publisher
- evidinvest
- Origin
- official
- Category
- ferramentas
- Transport
- http
- Version
- 1.2.1
- Last push
- 2026-09-07T13:42:38Z
- Repository state
- ativo
- Language
- Dockerfile
- License
- MIT
- Added
- 2026-08-29 03:01:50
- Updated
- 2026-09-11 20:06:42
- Origin id
io.github.EvidInvest/mcp-server
README
# 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 skills - `examples/` — short copy-paste prompt examples - `samples/` — runnable sample apps - `claude-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: - **https://evidinvest.com/developers** ## 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 counts - `create_user_stock_list` — create a stock list, watchlist, or portfolio list - `add_symbols_to_user_list` / `remove_symbols_from_user_list` — manage symbols - `get_list_items` — get all symbols in a list - `get_watchlist_status` — check watchlist status for a set of symbols - `set_user_list_watched` — toggle watchlist tracking - `delete_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 moat - `sec_get_supply_chain` — supply chain edges with relationship type and filing evidence quotes - `sec_get_risks` — risk factors and concentration risks from Item 1A - `sec_find_chokepoints` — identify critical supply chain dependencies and single points of failure - `sec_search` — search the SEC supply chain database by company, tier, or relationship - `sec_compare` — side-by-side SEC profile comparison between two companies ## Skills The `skills/` folder contains reusable prompt/workflow guides: - [Stock Evaluation](skills/stock-evaluation.md) - [Portfolio Optimization](skills/portfolio-optimization.md) - [Portfolio Self-Evaluation](skills/portfolio-self-evaluation.md) - [Portfolio Tracking](skills/portfolio-tracking.md) — manage lists + optimize together - [Earnings Research](skills/earnings-research.md) ## Examples The `examples/` folder contains lighter-weight copy/paste prompts: - [Portfolio Optimizer](examples/portfolio-optimizer.md) - [Earnings Research](examples/earnings-research.md) - [Sector Screener](examples/sector-screener.md) ## 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 1. Sign up at **https://evidinvest.com/developers** to grab an API key. <!-- TODO: replace with `create_account` MCP tool once it ships --> 2. 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`. 3. 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](LICENSE)