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/ — 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:

• https://evidinvest.com/developers

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_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
• set_user_list_watched — toggle watchlist tracking
• delete_user_stock_list — delete a non-system list

Skills

The skills/ folder contains reusable prompt/workflow guides:

• Stock Evaluation
• Portfolio Optimization
• Portfolio Self-Evaluation
• Portfolio Tracking — manage lists + optimize together
• Earnings Research

Examples

The examples/ folder contains lighter-weight copy/paste prompts:

• Portfolio Optimizer
• Earnings Research
• Sector Screener

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:

• https://evidinvest.com/developers

License

MIT — see LICENSE