EvidInvest

io.github.EvidInvest由 GitHub 帳號 EvidInvest 發布v1.2.2更新於 Oct 25, 2026

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

已驗證Streamable HTTP可網頁執行金融資料與分析

概覽

AI 產生的概覽

EvidInvest 為助理提供 SEC 文件與金融資料工具：公司財務、市場資料、估值模型、投資組合分析以及 10-K 供應鏈情報。

可以做什麼
檢索並閱讀 SEC 文件與財報電話會議紀錄，包括 10-K/20-F 中的供應鏈、風險因素與瓶頸，並依 SEC 檔案比較公司。取得公司財務資料、簡介、成長率與比率。拉取市場價格、企業價值、同業、倍數與股利等市場資料。執行估值計算與模型：WACC、DCF、反向 DCF、合理價值區間、可比公司與 CAGR。進行投資組合最佳化與風險拆解，並建立、修改或刪除股票清單與自選清單。
適用情境
適合需要可靠金融研究的場合：股票估值、財報與文件研究、根據 SEC 文件的供應鏈分析，以及投資組合最佳化和自選清單維護。
執行需求
遠端 streamable-HTTP 端點，或透過 stdio 執行本機 npm 套件 @evidinvest/mcp-server。需要 EvidInvest 帳戶與 API 金鑰，透過 EVIDINVEST_API_KEY 環境變數或 Authorization Bearer 標頭提供。需要連線至 EvidInvest 閘道的網路存取。
安裝前請注意
每次工具呼叫扣除一個額度；超出每月免費額度後需一次性購買額度，使用會產生費用。API 金鑰屬於機密，不應放入共用設定。投資組合工具會在帳戶上建立、修改和刪除股票清單與自選清單。金融資料與查詢會傳送至 EvidInvest 的託管服務。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 EvidInvest，將其新增到工作區。
  2. 連接 所需的 憑證。它們會被私密儲存，絕不會在公開頁面上展示。
  3. 為需要使用其工具的對話啟用該服務。

Web executable，透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式，或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南，先向你展示發布者、端點和登入方式，經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.github.EvidInvest%2Fmcp-server/install.md，並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前，先告訴我它的發布者、端點和登入方式，等我確認。不要把 API 金鑰寫進命令或我會提交的檔案；問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。 客戶端會在首次連接時完成 OAuth 登入。

{
  "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

來源：README.md，提交 94dde1d

工具

0
該伺服器需要登入，因此 SourceWeft 無法在沒有帳號的情況下讀取其工具，也未收錄。已連接帳號所能看到的內容可能因帳號及其權限而異。

版本歷史

1
  1. v1.2.2最新Sep 16, 2026

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