EvidInvest

io.github.EvidInvest由 GitHub 账号 EvidInvest 发布v1.2.2更新于 Oct 25, 2026

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

已验证Streamable HTTP可网页运行金融数据与分析

概览

AI 生成的概览

EvidInvest 为助手提供 SEC 文件与金融数据工具：公司财务、市场数据、估值模型、投资组合分析以及 10-K 供应链情报。

可以做什么
检索并阅读 SEC 文件与财报电话会议记录，包括 10-K/20-F 中的供应链、风险因素与瓶颈，并按 SEC 档案比较公司。获取公司财务数据、简介、增长率与比率。拉取市场价格、企业价值、同业、倍数与股息等市场数据。运行估值计算与模型：WACC、DCF、反向 DCF、公允价值区间、可比公司与 CAGR。进行投资组合优化与风险分解，并创建、修改或删除股票清单与自选列表。
适用场景
适合需要可靠金融研究的场景：股票估值、财报与文件研究、基于 SEC 文件的供应链分析，以及投资组合优化和自选列表维护。
运行要求
远程 streamable-HTTP 端点，或通过 stdio 运行本地 npm 包 @evidinvest/mcp-server。需要 EvidInvest 账户与 API 密钥，通过 EVIDINVEST_API_KEY 环境变量或 Authorization Bearer 请求头提供。需要访问 EvidInvest 网关的网络连接。
安装前请注意
每次工具调用扣除一个额度；超出每月免费额度后需一次性购买额度，使用会产生费用。API 密钥属于机密，不应放入共享配置。投资组合工具会在账户上创建、修改和删除股票清单与自选列表。金融数据与查询会发送至 EvidInvest 的托管服务。

安装

在 SourceWeft 中

  1. 打开 控制台中的 EvidInvest，将其添加到工作区。
  2. 连接 所需的 凭据。它们会被私密存储，绝不会在公开页面上展示。
  3. 为需要使用其工具的对话启用该服务。

Web executable，通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体，或 SourceWeft 对话中。智能体会读取该服务器的安装指南，先向你展示发布者、端点和登录方式，经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/io.github.EvidInvest%2Fmcp-server/install.md，并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前，先告诉我它的发布者、端点和登录方式，等我确认。不要把 API 密钥写进命令或我会提交的文件；问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。 客户端会在首次连接时完成 OAuth 登录。

{
  "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

来源：README.md，提交 94dde1d

工具

0
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版本历史

1
  1. v1.2.2最新Sep 16, 2026

评分

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