EvidInvest

io.github.EvidInvestPublished by GitHub account EvidInvestv1.2.2Updated Oct 25, 2026

SEC filings and financial data for AI agents: 59 tools for statements, valuation and supply chains.

VerifiedStreamable HTTPWeb executableFinanceData & Analytics

Overview

AI-generated overview

EvidInvest gives an assistant SEC filings and financial data tools: company financials, market data, valuation models, portfolio analytics and 10-K supply-chain

What you can do
Search and read SEC filings and earnings transcripts, including 10-K/20-F supply chains, risk factors and chokepoints, and compare companies by SEC profile. Retrieve company financials, profiles, growth rates and ratios. Pull market data such as prices, enterprise value, peers, multiples and dividends. Run valuation calculations and models: WACC, DCF, reverse DCF, fair value ranges, comparables and CAGR. Analyze portfolios with optimization and risk decomposition, and create, edit or delete stock lists and watchlists.
When to use it
Useful when an assistant needs grounded financial research: equity valuation, earnings and filing research, supply-chain analysis from SEC filings, or portfolio optimization and watchlist upkeep.
Requirements
A remote streamable-HTTP endpoint or the local npm package @evidinvest/mcp-server over stdio. An EvidInvest account and API key, supplied as the EVIDINVEST_API_KEY environment variable or an Authorization Bearer header. Network access to the EvidInvest gateway.
Before you install
Every tool call deducts one credit; beyond the monthly free allowance, credits are bought in one-time top-ups, so usage spends money. The API key is a secret and should be kept out of shared configs. Portfolio tools create, modify and delete stock lists and watchlists on the account. Financial data and queries are sent to EvidInvest's hosted service.

Installation

In SourceWeft

  1. Open EvidInvest in the dashboard and add it to a workspace.
  2. Connect the required credentials. They are stored privately and never shown on public pages.
  3. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/io.github.EvidInvest%2Fmcp-server/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.

{
  "mcpServers": {
    "evidinvest": {
      "type": "http",
      "url": "https://mcp.evidinvest.com/mcp"
    }
  }
}

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

Source: README.md at commit 94dde1d

Tools

0
This server asks you to sign in, so SourceWeft could not read its tools without an account and has not indexed them. What a connected account sees can depend on that account and its permissions.

Version history

1
  1. v1.2.2LatestSep 16, 2026

Score

85% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts