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@evidinvest/mcp-server

EvidInvest MCP Server — SEC filings and financial data for AI agents. 54 tools: company financials and statements from SEC EDGAR, cited filing and earnings-transcript search, Cboe prices and multiples, a seven-method valuation engine you drive with your o

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@evidinvest/mcp-server

EvidInvest MCP Server — 54 financial data, valuation, and portfolio management tools for AI agents. Every number traces to an SEC filing or a Cboe price; prices are 15 minutes delayed and every price-bearing response says so.

Quick Start

Add to your Claude Desktop or MCP client config:

{
  "mcpServers": {
    "evidinvest": {
      "type": "streamable-http",
      "url": "https://mcp.evidinvest.com/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_API_KEY"
      }
    }
  }
}

Option 2: Via npx (stdio proxy)

For clients that only support stdio transport:

{
  "mcpServers": {
    "evidinvest": {
      "command": "npx",
      "args": ["-y", "@evidinvest/mcp-server"],
      "env": {
        "EVIDINVEST_API_KEY": "YOUR_API_KEY"
      }
    }
  }
}

Get an API Key

Sign up at evidinvest.com/developers

Tools (54)

Regenerate this table with node ../scripts/tool-catalogue.mjs — the counts come from the gateway's own registry, not from anyone's memory.

CategoryCountTools
Financial statements9get_company_profile, get_income_statement, get_balance_sheet, get_cash_flow, get_growth_rates, get_pe_ratios, get_segment_revenue, get_geographic_revenue, get_major_customers
Filing search2search_sec_filings, search_earnings_transcripts — section text with accession-numbered citations and sec.gov URLs
Market data7get_current_price, get_historical_prices, get_enterprise_value, get_company_peers, get_trading_multiples, get_peer_multiples, get_industry_multiples
Valuation14run_valuation (seven methods on your assumptions), get_implied_assumptions, get_valuation_parameters, save_valuation, list_saved_valuations, get_saved_valuation, delete_saved_valuation, get_fair_value_range, get_dcf_valuation, get_reverse_dcf, get_company_snapshot, get_valuation_metric, compare_stocks, get_cagr_matrix
Calculations5calculate_wacc, calculate_dcf, calculate_margin_of_safety, calculate_comparables, calculate_ddm
SEC supply chain and risk6sec_get_profile, sec_get_supply_chain, sec_get_risks, sec_find_chokepoints, sec_search, sec_compare
Portfolio2optimize_portfolio, portfolio_risk_decomposition
Your lists8list_user_stock_lists, create_user_stock_list, add_symbols_to_user_list, remove_symbols_from_user_list, set_user_list_watched, get_list_items, get_watchlist_status, delete_user_stock_list
Growth1get_growth_trajectory

Those 55 are the tools with a REST twin, so the number is checkable: curl -s https://mcp.evidinvest.com/v1/openapi.json | jq '[.paths|keys[]|select(startswith("/v1/tools/"))]|length'. An authenticated MCP session lists 60 — the five extra (get_options_positioning and the four thesis-monitor tools) have no REST equivalent yet, so they are not advertised in the count.

Publishing

Do not improvise the commands — they are written out, in order, with the credentials each one needs and how to verify it afterwards, in ../RELEASE-STEPS.md.

Before any republish: node ../scripts/tool-catalogue.mjs --check. It fails if any listing file states a tool count the gateway does not serve, which is how 46 / 48 / 54 ended up live at the same time.

Background: agent developers find MCP servers through directories that crawl the official registry and GitHub. As of 2026-07-28 EvidInvest was not listed on Smithery / Glama / PulseMCP while competitors (Financial Datasets, FMP) ranked, and the paying wedge was validated on 2026-07-21 — the first paid conversion bought MCP credits for financial/SEC data access, which is exactly the buyer those directories carry.

Keywords

mcp

FAQs

Package last updated on 11 Sep 2026

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