EvidInvest Mcp

EvidInvest MCP

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.

1. 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.
2. 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)

Source & license

This open-source MCP server is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: EvidInvest
• Source: EvidInvest/mcp
• License: MIT

Install and usage instructions live in the source repository linked above.