Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
SEC filings and financial data for AI agents: 59 tools for statements, valuation and supply chains.
These three are never merged into one score: opinions, measurements and popularity are different things.
We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.
Pick the AI app you use, then copy the settings.
EVIDINVEST_API_KEY, AuthorizationValues marked secret are keys to your account. Never share them or paste them into a chat.
You need
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Pick your app above. We remember it, so next time the button says “Install in …”.
This address needs a key in a request header, which the add-connector menu cannot set. Use Claude Code, Cursor or VS Code instead.
Open Claude Desktop → Settings → Developer → Edit Config, and paste this into claude_desktop_config.json
{
"mcpServers": {
"evidinvest": {
"command": "npx",
"args": [
"-y",
"@evidinvest/mcp-server"
],
"env": {
"EVIDINVEST_API_KEY": "your-value"
}
}
}
}Run this in your terminal
claude mcp add --transport http evidinvest https://mcp.evidinvest.com/mcp --header 'Authorization: your-value'claude mcp add evidinvest --env EVIDINVEST_API_KEY=your-value -- npx -y @evidinvest/mcp-serverFill in the empty values before running it.
Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"evidinvest": {
"url": "https://mcp.evidinvest.com/mcp",
"headers": {
"Authorization": "your-value"
}
}
}
}Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"evidinvest": {
"command": "npx",
"args": [
"-y",
"@evidinvest/mcp-server"
],
"env": {
"EVIDINVEST_API_KEY": "your-value"
}
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
Paste into .vscode/mcp.json in your project
{
"servers": {
"evidinvest": {
"type": "http",
"url": "https://mcp.evidinvest.com/mcp",
"headers": {
"Authorization": "your-value"
}
}
}
}Paste into .vscode/mcp.json in your project
{
"servers": {
"evidinvest": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"@evidinvest/mcp-server"
],
"env": {
"EVIDINVEST_API_KEY": "your-value"
}
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
This address needs a key in a request header, which the add-connector menu cannot set. Use Claude Code, Cursor or VS Code instead.
Your choice stays on this device in a cookie; no account needed.
Authorization secret required HTTP headerThese settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.
We have not read this server’s tool list yet; we check endpoints in rotation.
We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 7, 2026
The registry name was verified with the GitHub account EvidInvest, which owns the repo
We have not read this repo from GitHub yet
We have not read this repo from GitHub yet
Not checked yet; we check endpoints in rotation
Not checked yet; we check endpoints in rotation
Not checked yet; we read the tool list when we check the endpoint
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
It passed 1 of 1 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.
You need to fill in: EVIDINVEST_API_KEY, Authorization
Either way works: install it on your computer or connect to the cloud version.
The GitHub repo last changed –, and the latest version (1.2.2) reached the registry 2 months ago.
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT in developer mode.
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
Servers in the same category from other makers, sorted by stars.
Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
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Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.
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.
https://mcp.evidinvest.com/mcp with Authorization: Bearer evid_sk_..., or use the npm proxy package @evidinvest/mcp-server.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