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EvidInvest MCP Server

Developer ToolsUse Caution4.2MCP RegistryLocal
Free

Server data from the Official MCP Registry

SEC filings and financial data for AI agents: 46 tools for financials, valuation and supply chains.

About

SEC filings and financial data for AI agents: 46 tools for financials, valuation and supply chains.

Security Report

4.2
Use Caution4.2High Risk

This is a public documentation and sample app repository for the EvidInvest MCP financial data service. The code is well-structured with appropriate authentication (Bearer token-based API keys), no malicious patterns, and permissions that align with its purpose as a financial dashboard. Minor code quality issues and reliance on secure external API infrastructure prevent a higher score, but security posture is sound. Supply chain analysis found 11 known vulnerabilities in dependencies (0 critical, 7 high severity). Package verification found 1 issue (1 critical, 0 high severity).

8 files analyzed · 16 issues found

Security scores are indicators to help you make informed decisions, not guarantees. Always review permissions before connecting any MCP server.

Permissions Required

This plugin requests these system permissions. Most are normal for its category.

HTTP Network Access

Connects to external APIs or services over the internet.

env_vars

Check that this permission is expected for this type of plugin.

Unverified package source

We couldn't verify that the installable package matches the reviewed source code. Proceed with caution.

What You'll Need

Set these up before or after installing:

Your EvidInvest API key. Get one at https://evidinvest.com/developersOptional

Environment variable: EVIDINVEST_API_KEY

How to Install

Add this to your MCP configuration file:

{
  "mcpServers": {
    "io-github-evidinvest-mcp-server": {
      "env": {
        "EVIDINVEST_API_KEY": "your-evidinvest-api-key-here"
      },
      "args": [
        "-y",
        "ai-hedge-fund-dashboard"
      ],
      "command": "npx"
    }
  }
}

Documentation

View on GitHub

From the project's GitHub 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:

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:

CategoryToolsExamples
Financial Data6Company profile, income statement, balance sheet, cash flow, growth rates, PE ratios
Market Data8Current price, historical prices, enterprise value, peers, multiples, dividends
Calculations5WACC, DCF, margin of safety, comparables, DDM
Valuations8Company snapshot, fair value range, reverse DCF, stock comparison, CAGR matrix, growth trajectory
Portfolio Analytics2MPT optimization (Max Sharpe / Min Variance), risk decomposition (VaR, CVaR)
Portfolio Management8Create/list/delete stock lists, add/remove symbols, watchlist toggle
SEC Intelligence6Supply 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:

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

  1. Sign up at https://evidinvest.com/developers to grab an API key.

  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

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