io.github.EvidInvest/mcp-server
34 stock valuation, financial data, and portfolio management tools for AI agents.
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EvidInvest MCP
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/β reusable workflow guides / prompt skillsexamples/β short copy-paste prompt examplessamples/β runnable sample appsclaude-plugin.jsonβ 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
34 tools across 6 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 | 7 | Company snapshot, fair value range, reverse DCF, stock comparison, CAGR matrix |
| Portfolio Analytics | 2 | MPT optimization (Max Sharpe / Min Variance), risk decomposition (VaR, CVaR) |
| Portfolio Management | 6 | Create/list/delete stock lists, add/remove symbols, watchlist toggle |
Portfolio Management (new)
Manage your stock lists, watchlists, and portfolio lists without the UI:
list_user_stock_listsβ list all your lists with symbols and countscreate_user_stock_listβ create a stock list, watchlist, or portfolio listadd_symbols_to_user_list/remove_symbols_from_user_listβ manage symbolsset_user_list_watchedβ toggle watchlist trackingdelete_user_stock_listβ delete a non-system list
Skills
The skills/ folder contains reusable prompt/workflow guides:
- Stock Evaluation
- Portfolio Optimization
- Portfolio Self-Evaluation
- Portfolio Tracking β manage lists + optimize together
- Earnings Research
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.
Pricing
EvidInvest MCP access requires an EvidInvest plan with MCP access.
Sign up at:
License
MIT β see LICENSE
