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MCP Server

Financial Data for AI Agents

Connect Claude, Cursor, or any MCP client to 46 valuation, financial data, portfolio, and SEC intelligence tools.

Get Your API Key →Quick Setup

Quick Setup

Add this to your Claude Desktop configuration file:

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

Works with any MCP-compatible client — Claude Desktop, Cursor, Windsurf, and more.

Two Ways to Connect

Same API key, same tools, same credit billing — pick the integration style that fits your agent or pipeline.

MCP Protocol

For Claude Desktop, Cursor, Windsurf, and any MCP-native client

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

REST API

For custom agents, Python scripts, or any HTTP client

curl -X POST \
  https://mcp.evidinvest.com/v1/tools/get_company_profile \
  -H "Authorization: Bearer YOUR_KEY" \
  -H "Content-Type: application/json" \
  -d '{"arguments":{"symbol":"AAPL"}}'

Full OpenAPI 3.1 spec at mcp.evidinvest.com/v1/openapi.json

46 Tools

Everything you need for stock analysis, valuation, and supply chain intelligence, accessible through natural language.

Financial Data

Core financial statements and company fundamentals

  • get_company_profileCompany overview, sector, market cap, and description
  • get_income_statementRevenue, net income, EPS, and margins over time
  • get_balance_sheetAssets, liabilities, equity, and debt levels
  • get_cash_flowOperating, investing, and financing cash flows
  • get_growth_ratesRevenue, earnings, and FCF growth rates (1-10yr)
  • get_pe_ratiosHistorical PE ratios with statistical bands

Market Data

Real-time and historical market information

  • get_current_priceLatest stock price and intraday change
  • get_historical_pricesDaily OHLCV price history
  • get_enterprise_valueEnterprise value and capital structure
  • get_company_peersComparable companies in the same sector
  • get_trading_multiplesPE, PB, PS, and EV/EBITDA multiples
  • get_peer_multiplesValuation multiples for peer companies
  • get_industry_multiplesSector and industry median multiples
  • get_dividend_historyDividend payments, yield, and payout history

Calculations

Valuation models and financial computations

  • calculate_waccWeighted average cost of capital estimation
  • calculate_dcfDiscounted cash flow intrinsic value
  • calculate_margin_of_safetyUpside/downside vs. current price
  • calculate_comparablesRelative valuation using peer multiples
  • calculate_ddmDividend discount model fair value

Valuations

High-level valuation summaries and comparisons

  • get_company_snapshotComprehensive company overview with key metrics
  • get_valuation_metricSingle valuation metric with context
  • get_fair_value_rangeMulti-model fair value range estimate
  • get_dcf_valuationFull DCF analysis with assumptions
  • get_reverse_dcfImplied growth rate from current price
  • compare_stocksSide-by-side comparison of multiple stocks
  • get_cagr_matrixMulti-period compound growth rate matrix
  • get_growth_trajectoryEPS growth trajectory shape and two-stage DCF fair value range (conservative / moderate / bull)

Portfolio Analytics

Portfolio optimization and risk analysis

  • optimize_portfolioMPT Max Sharpe / Min Variance portfolio optimization
  • portfolio_risk_decompositionVaR, CVaR, and per-position risk contribution

Portfolio Management

Manage stock lists, watchlists, and portfolio lists

  • list_user_stock_listsList your stock lists, watchlists, and portfolio lists
  • create_user_stock_listCreate a new stock list, watchlist, or portfolio list
  • add_symbols_to_user_listAdd symbols to one of your lists
  • remove_symbols_from_user_listRemove symbols from one of your lists
  • set_user_list_watchedToggle watchlist tracking on or off
  • get_list_itemsGet all symbols and metadata in a stock list
  • get_watchlist_statusCheck watchlist status for a set of symbols
  • delete_user_stock_listDelete a non-system stock list

SEC Intelligence

Supply chain mapping and risk extraction from SEC 10-K/20-F filings

  • sec_get_profileProducts, customers, suppliers, moat, and strategic priorities from SEC filings
  • sec_get_supply_chainSupplier and customer relationships with filing evidence quotes
  • sec_get_risksRisk factors and concentration risks from 10-K Item 1A
  • sec_find_chokepointsIdentify critical supply chain dependencies and single points of failure
  • sec_searchSearch the SEC supply chain database by company, tier, or relationship type
  • sec_compareSide-by-side SEC profile comparison between two companies

Pricing

MCP calls are included with paid subscriptions. Need more? Add prepaid credit packs anytime.

Subscription plans — included MCP calls

Free

Explore the web app; MCP access starts with paid plans or credit packs.

0

MCP calls / month included

Premium

For individual developers and light agent usage.

300

MCP calls / month included

Professional

For power users, teams, and production agent workflows.

900

MCP calls / month included

Need more? Buy credit packs

Top-Up Credit Packs

Prepaid MCP credits for bursty agent workflows.

Buy Credits →

Starter

100

MCP calls

$5

Growth

500

MCP calls

$19

Pro

2,000

MCP calls

$59

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