MCP Server
Financial Data for AI Agents
Connect Claude, Cursor, or any MCP client to 34 valuation, financial data, and portfolio management tools.
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.
34 Tools
Everything you need for stock analysis and valuation, accessible through natural language.
Financial Data
Core financial statements and company fundamentals
get_company_profileCompany overview, sector, market cap, and descriptionget_income_statementRevenue, net income, EPS, and margins over timeget_balance_sheetAssets, liabilities, equity, and debt levelsget_cash_flowOperating, investing, and financing cash flowsget_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 changeget_historical_pricesDaily OHLCV price historyget_enterprise_valueEnterprise value and capital structureget_company_peersComparable companies in the same sectorget_trading_multiplesPE, PB, PS, and EV/EBITDA multiplesget_peer_multiplesValuation multiples for peer companiesget_industry_multiplesSector and industry median multiplesget_dividend_historyDividend payments, yield, and payout history
Calculations
Valuation models and financial computations
calculate_waccWeighted average cost of capital estimationcalculate_dcfDiscounted cash flow intrinsic valuecalculate_margin_of_safetyUpside/downside vs. current pricecalculate_comparablesRelative valuation using peer multiplescalculate_ddmDividend discount model fair value
Valuations
High-level valuation summaries and comparisons
get_company_snapshotComprehensive company overview with key metricsget_valuation_metricSingle valuation metric with contextget_fair_value_rangeMulti-model fair value range estimateget_dcf_valuationFull DCF analysis with assumptionsget_reverse_dcfImplied growth rate from current pricecompare_stocksSide-by-side comparison of multiple stocksget_cagr_matrixMulti-period compound growth rate matrix
Portfolio Analytics
Portfolio optimization and risk analysis
optimize_portfolioMPT Max Sharpe / Min Variance portfolio optimizationportfolio_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 listscreate_user_stock_listCreate a new stock list, watchlist, or portfolio listadd_symbols_to_user_listAdd symbols to one of your listsremove_symbols_from_user_listRemove symbols from one of your listsset_user_list_watchedToggle watchlist tracking on or offdelete_user_stock_listDelete a non-system stock list
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.
Starter
100
MCP calls
$5
Growth
500
MCP calls
$19
Pro
2,000
MCP calls
$59