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:

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
• Portfolio Optimization
• Portfolio Self-Evaluation
• Portfolio Tracking — manage lists + optimize together
• Earnings Research

Examples

The examples/ folder contains lighter-weight copy/paste prompts:

• Portfolio Optimizer
• Earnings Research
• Sector Screener

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