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MCP server · Finance

io.github.EvidInvest/mcp-server

· github.com/EvidInvest/mcp

34 stock valuation, financial data, and portfolio management tools for AI agents.

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37Low

Scored 4 months ago · breakdown

About io.github.EvidInvest/mcp-server

io.github.EvidInvest/mcp-server is an MCP server in the Finance category: 34 stock valuation, financial data, and portfolio management tools for AI agents. It has been installed 0 times through Conduid.

Install

Claude Code
claude mcp add io-github-evidinvest-mcp-server -- npx -y @evidinvest/mcp-server
npx
npx -y @evidinvest/mcp-server

This server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.

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README

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:

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:

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 — see LICENSE

README mirrored from the source repository 4 months ago. The original is authoritative.

Questions

About io.github.EvidInvest/mcp-server

How do I install io.github.EvidInvest/mcp-server?

Run claude mcp add io-github-evidinvest-mcp-server -- npx -y @evidinvest/mcp-server, then add the server to your MCP client's configuration. Conduid has recorded 0 installs, so the command is known to work with current clients.

Is io.github.EvidInvest/mcp-server safe to use with an AI agent?

Its trust score is 37 out of 100 (low). Conduid hasn't run static security checks on this repository yet, so review the source yourself before granting it credentials. It has no ConduID identity yet, so agent calls to it are not receipted.

Is io.github.EvidInvest/mcp-server still maintained?

Conduid hasn't recorded a commit date for this repository yet. Check the repository directly for recent activity.