SEC filings and financial data for AI agents: 59 tools for statements, valuation and supply chains.
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:
The actual MCP server logic and infra live in EvidInvest's private infra repo. This public repo is for usage, docs, and samples.
skills/ — reusable workflow guides / prompt skillsexamples/ — short copy-paste prompt examplessamples/ — runnable sample appsclaude-plugin.json — example MCP config artifact for supported desktop/editor workflowsCurrent hosted gateway:
https://mcp.evidinvest.com/mcpstreamable-httpAuthorization: Bearer evid_sk_...Get an API key at:
Different MCP clients support different config formats and transports. Use this repo as the source of truth for:
The included claude-plugin.json is an example configuration artifact, but always verify the current format your client expects.
46 tools across 7 categories:
| Category | Tools | Examples |
|---|---|---|
| Financial Data | 6 | Company profile, income statement, balance sheet, cash flow, growth rates, PE ratios |
| Market Data | 8 | Current price, historical prices, enterprise value, peers, multiples, dividends |
| Calculations | 5 | WACC, DCF, margin of safety, comparables, DDM |
| Valuations | 8 | Company snapshot, fair value range, reverse DCF, stock comparison, CAGR matrix, growth trajectory |
| Portfolio Analytics | 2 | MPT optimization (Max Sharpe / Min Variance), risk decomposition (VaR, CVaR) |
| Portfolio Management | 8 | Create/list/delete stock lists, add/remove symbols, watchlist toggle |
| SEC Intelligence | 6 | Supply chain mapping, risk extraction, chokepoint detection from 10-K/20-F filings |
Manage your stock lists, watchlists, and portfolio lists without the UI:
list_user_stock_lists — list all your lists with symbols and countscreate_user_stock_list — create a stock list, watchlist, or portfolio listadd_symbols_to_user_list / remove_symbols_from_user_list — manage symbolsget_list_items — get all symbols in a listget_watchlist_status — check watchlist status for a set of symbolsset_user_list_watched — toggle watchlist trackingdelete_user_stock_list — delete a non-system listExtract 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 moatsec_get_supply_chain — supply chain edges with relationship type and filing evidence quotessec_get_risks — risk factors and concentration risks from Item 1Asec_find_chokepoints — identify critical supply chain dependencies and single points of failuresec_search — search the SEC supply chain database by company, tier, or relationshipsec_compare — side-by-side SEC profile comparison between two companiesThe skills/ folder contains reusable prompt/workflow guides:
The examples/ folder contains lighter-weight copy/paste prompts:
samples/mag7-dashboard-nextjsA public Next.js sample app that compares the Magnificent 7 using live EvidInvest MCP data.
It is meant to show how a developer can:
See the sample README for local setup instructions.
Sign up at https://evidinvest.com/developers to grab an API key.
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.
New accounts include a free monthly tool-call allowance — top up with credits when you need more (see below).
EvidInvest MCP uses a credit system: every tool call deducts one credit from your account.
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.
MIT — see LICENSE
Source-derived launch command. Check the maintainer’s required arguments and credentials before running:
npx -y @evidinvest/mcp-serverMerge this template into ~/Library/Application Support/Claude/claude_desktop_config.json. Keep existing servers. Add any arguments, credentials, and permissions required by the maintainer; this template has not been install-tested.
{
"mcpServers": {
"io-github-evidinvest-mcp-server": {
"command": "npx",
"args": [
"-y",
"@evidinvest/mcp-server"
]
}
}
}Restart Claude Desktop completely for changes to take effect. Confirm the server appears connected in the client’s tool list, then try a read-only example from its documentation.
Claude Desktop setup reference@evidinvest/mcp-servernpmEvidInvest works with any MCP-compatible client. Copy the config snippet from the Configuration section above and add it to the file shown for your client, then restart the application.
~/Library/Application Support/Claude/claude_desktop_config.jsonRestart Claude Desktop completely for changes to take effect.~/.cursor/mcp.jsonRestart Cursor for changes to take effect..vscode/mcp.jsonReload VS Code window for changes to take effect.~/.codeium/windsurf/mcp_config.jsonRestart Windsurf for changes to take effect..mcp.jsonSave at the project root, then start Claude Code in that project and review the MCP server approval prompt. Keep real credentials out of shared files.