EvidInvest
Connects Claude to EvidInvest's hosted gateway for stock analysis and portfolio work. You get 46 tools spanning DCF models, WACC calculations, portfolio optimization via modern portfolio theory, and SEC filing intelligence that extracts supply chains and risk factors from 10-Ks. The portfolio management tools let you create watchlists and run MPT optimizations without leaving the chat. Uses a credit system with a monthly free tier, then one-time top-ups that don't expire. Useful when you want valuation math, comparable analysis, or structured SEC data without switching to a spreadsheet or financial terminal.
- tools
- 14
- auth
- Secret needed
- transport
- STDIO, HTTP
- env var
- 1
- last updated
- Sep 11, 2026
Tools
14 toolsPublic tool metadata for what this MCP can expose to an agent.
list_user_stock_listsList all your lists with symbols and counts.
List all your lists with symbols and counts.
No parameter schema in public metadata yet.
create_user_stock_listCreate a stock list, watchlist, or portfolio list.
Create a stock list, watchlist, or portfolio list.
No parameter schema in public metadata yet.
add_symbols_to_user_listManage symbols in a stock list.
Manage symbols in a stock list.
No parameter schema in public metadata yet.
remove_symbols_from_user_listManage symbols in a stock list.
Manage symbols in a stock list.
No parameter schema in public metadata yet.
get_list_itemsGet all symbols in a list.
Get all symbols in a list.
No parameter schema in public metadata yet.
get_watchlist_statusCheck watchlist status for a set of symbols.
Check watchlist status for a set of symbols.
No parameter schema in public metadata yet.
set_user_list_watchedToggle watchlist tracking.
Toggle watchlist tracking.
No parameter schema in public metadata yet.
delete_user_stock_listDelete a non-system list.
Delete a non-system list.
No parameter schema in public metadata yet.
sec_get_profileProducts, customers, suppliers, strategic priorities, competitive moat.
Products, customers, suppliers, strategic priorities, competitive moat.
No parameter schema in public metadata yet.
sec_get_supply_chainSupply chain edges with relationship type and filing evidence quotes.
Supply chain edges with relationship type and filing evidence quotes.
No parameter schema in public metadata yet.
sec_get_risksRisk factors and concentration risks from Item 1A.
Risk factors and concentration risks from Item 1A.
No parameter schema in public metadata yet.
sec_find_chokepointsIdentify critical supply chain dependencies and single points of failure.
Identify critical supply chain dependencies and single points of failure.
No parameter schema in public metadata yet.
sec_searchSearch the SEC supply chain database by company, tier, or relationship.
Search the SEC supply chain database by company, tier, or relationship.
No parameter schema in public metadata yet.
sec_compareSide-by-side SEC profile comparison between two companies.
Side-by-side SEC profile comparison between two companies.
No parameter schema in public metadata yet.
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EVIDINVEST_API_KEY*secretYour EvidInvest API key. Free key at https://evidinvest.com/settings/api-keys
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 skillsexamples/— short copy-paste prompt examplessamples/— runnable sample appsclaude-plugin.json— example MCP config artifact for supported desktop/editor workflows
Hosted MCP gateway
Details
- Repository
- github.com/evidinvest/mcp
- Website
- evidinvest.com/developers
- Category
- Data & Analytics
- Package
@evidinvest/mcp-server- Transport
- STDIO, HTTP
- Auth
- Required
- Registry
- MCP registry, active
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