What is the EvidInvest MCP server URL?

https://mcp.evidinvest.com/mcp — a remote Streamable HTTP MCP server. Paste that URL into Claude, ChatGPT or any MCP client; there is nothing to install and nothing to run locally.

Do I need an API key?

Not in Claude or ChatGPT. The server is an OAuth 2.1 provider, so those clients open a browser window, you sign in to EvidInvest and approve the connection, and the client holds it from then on. Editors and scripts that prefer a static credential can send an API key as a bearer token instead.

How many tools does it expose?

Fifty-nine, grouped on this page by the job they do: financial statements, growth and history, revenue breakdowns and customers, filing and transcript search, supply chain and risk, valuation including reverse DCF, prices and multiples, thesis monitoring, and lists and portfolio analytics.

How far back do the financial statements go?

Annual and quarterly statements go back to fiscal 1985 for thousands of US-listed companies, with 30 or more years on file for over 5,000 of them. From fiscal 2009 on, every row carries the form, period and SEC accession number it came from, so a restatement does not silently overwrite history.

Where do the filing quotes come from?

From the filings themselves on SEC EDGAR — 10-K, 10-Q, 8-K and press-release exhibits, plus earnings-call transcripts. A search result is the passage as filed together with its accession number and its sec.gov URL, so the client can show its source.

Free to start, from $10, no subscription. Credits never expire and they cover the website and the server alike.

Does it work with ChatGPT as well as Claude?

Yes. Claude reads it as a custom connector, ChatGPT as a custom MCP server once developer mode is on, and Cursor, Claude Code and any other Streamable HTTP client read it from an mcpServers config entry.

MCP server · Streamable HTTP

The EvidInvest MCP server: SEC filings and financial statements, cited

One remote endpoint that gives Claude, ChatGPT, Cursor or any other MCP client 59 tools over SEC-filed financial statements, the filings themselves, earnings-call transcripts, supply-chain facts pulled out of 10-K text, and valuation. Answers come back with the form, the period and the accession number behind them, so the assistant can show its source instead of recalling one.

Server URL

https://mcp.evidinvest.com/mcp

Streamable HTTP. Nothing to install, nothing to run locally.

Authentication

OAuth 2.1 in the browser — no key to paste — or an API key as a bearer token.

Free to start, from $10, no subscription.

All 59 tools, by job

These are the wire names an MCP client sees in tools/list. Fifty-four of them are also reachable over REST; the five that are not — options positioning and the four thesis tools — are MCP only.

Job	What it returns	Tools
Financial statements5 tools	As-filed income statement, balance sheet and cash flow, annual and quarterly, plus the company profile and a one-call snapshot.	get_income_statement get_balance_sheet get_cash_flow get_company_profile get_company_snapshot
Growth and history4 tools	Filed CAGRs over 1, 3, 5, 10 and 15 years for revenue, EPS, net income and EBITDA, the P/E series with the EPS basis stated on every row, and a two-stage growth trajectory.	get_growth_rates get_cagr_matrix get_growth_trajectory get_pe_ratios
Revenue breakdowns and customers3 tools	Product and operating segment revenue, revenue by region, and the customers a company names above 10% of revenue — all read out of 10-K and 10-Q filings.	get_segment_revenue get_geographic_revenue get_major_customers
Filing and transcript search2 tools	Search filing sections, 8-K press-release exhibits and earnings-call transcripts by speaker turn. Each hit comes back as the passage itself with its form, period, accession number and sec.gov URL.	search_sec_filings search_earnings_transcripts
Supply chain and risk, from 10-K text6 tools	Suppliers, customers and dependency edges extracted from filing text, the verbatim concentration and risk excerpts behind them, chokepoint companies cited as a dependency by the most others, and side-by-side filing profiles.	sec_get_profile sec_get_supply_chain sec_get_risks sec_find_chokepoints sec_search sec_compare
Valuation, including reverse DCF16 tools	Seven methods on filed inputs with your own assumptions, what today’s price implies for each of them, DCF and reverse DCF, WACC, comparables, dividend discount and margin of safety, plus saving and re-reading a scenario.	run_valuation get_valuation_parameters get_implied_assumptions get_reverse_dcf get_dcf_valuation get_fair_value_range get_valuation_metric calculate_dcf calculate_wacc calculate_comparables calculate_ddm calculate_margin_of_safety save_valuation list_saved_valuations get_saved_valuation delete_saved_valuation
Prices, multiples and peers9 tools	Delayed US prices and daily history, enterprise value, trading multiples for a company, its peers and its industry, a side-by-side comparison of up to five tickers, and previous-session options positioning.	get_current_price get_historical_prices get_enterprise_value get_trading_multiples get_peer_multiples get_industry_multiples get_company_peers compare_stocks get_options_positioning
Thesis monitoring4 tools	Write an investment thesis as pillars, check it against the company’s latest filings, and have it re-checked automatically as new filings arrive.	create_thesis check_thesis list_theses set_thesis_alerts
Lists, watchlists and portfolio10 tools	Read and edit the signed-in account’s stock lists and watchlists, and run Markowitz optimisation or a per-position risk decomposition over a portfolio.	list_user_stock_lists create_user_stock_list add_symbols_to_user_list remove_symbols_from_user_list set_user_list_watched delete_user_stock_list get_list_items get_watchlist_status optimize_portfolio portfolio_risk_decomposition

Input and output schemas for every tool are in the OpenAPI 3.1 spec at mcp.evidinvest.com/v1/openapi.json, and the server card is at /.well-known/mcp/server-card.json.

What is behind the tools

A model can talk about a company from memory. The point of connecting this server is that it stops having to.

Statements back to 1985
Annual and quarterly income statement, balance sheet and cash flow for thousands of US-listed companies, with 30 or more years on file for over 5,000 of them. Rows before fiscal 2009 are EvidInvest’s standardized statements and say so.
Per-row filing citations from fiscal 2009
From fiscal 2009 on, each row carries the form, the period of report and the SEC accession number it first appeared in — so a later restatement does not quietly rewrite the history.
Cited passages, not summaries
Filing-section, 8-K exhibit and earnings-transcript search return the text as filed with its accession number and sec.gov URL. The assistant quotes a document it can link to.
Listings outside the US
Over 40,000 listings on 60+ exchanges — London, Tokyo, Hong Kong, Zurich, Milan, Frankfurt, Paris, Stockholm and more — standardized by EvidInvest with end-of-day prices. There is no SEC filing behind those and no 1985-deep history, and the tools say so.
Supply chain from 10-K text
Suppliers, customers and dependency edges extracted from the filings themselves, each with the excerpt it was read from — including the concentration paragraphs companies bury in Item 1A.
Thesis checks against new filings
A written thesis is stored as pillars and re-read against filings as they arrive: what the filings support and what they undercut, with the passages attached.

Prices for US listings are Cboe data, delayed at least fifteen minutes, with daily history back to 2004. Options positioning is previous-session only. Institutional ownership from Form 13F is published on the website — for example evidinvest.com/holders/AAPL — and is not yet one of the tools on this server.

Setup

Claude and ChatGPT sign you in through your browser, so the URL above is the whole setup. Editors that want a static credential take a bearer key instead.

Claude

Claude.ai in the browser, or Claude Desktop.

Open Settings → Connectors.
Click Add custom connector.
Paste https://mcp.evidinvest.com/mcp as the remote MCP server URL and name it EvidInvest.
Click Connect. A browser window opens; sign in to EvidInvest and press Allow.
Start a new chat — the EvidInvest tools appear in the tool menu.

ChatGPT

Custom MCP servers live behind developer mode, and it is off until you turn it on. That one setting is the step people miss.

Open Settings → Connectors (ChatGPT Plus, Pro and Business).
Open Advanced settings and turn on Developer mode.
Back on Connectors, choose Create and paste https://mcp.evidinvest.com/mcp as the MCP server URL.
Choose OAuth as the authentication method, save, then sign in to EvidInvest and approve the connection.
Enable the connector for the conversation and ask it something.

Cursor, Claude Code and other MCP clients

Streamable HTTP at the same URL. Claude Code is one command; anything that reads an mcpServers config takes the JSON.

Claude Code · terminal

claude mcp add --transport http evidinvest https://mcp.evidinvest.com/mcp

Run it, then /mcp inside Claude Code to sign in through the browser. To use a key instead, append --header "Authorization: Bearer YOUR_API_KEY".

.cursor/mcp.json · claude_desktop_config.json

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

Replace YOUR_API_KEY with a key from Settings → API keys. The key is shown once, so copy it when you create it.

Three questions and what comes back

Each is picked because the answer has to come out of a document: the number predates any reliable training data, the sentence is one paragraph in one filing, or the filing did not exist when the model was trained.

01
“What did Apple file as revenue in 1998, and show me the citation.”
The annual series back to fiscal 1985, with the 1998 row returned in context. Rows from fiscal 2009 on carry the form, period and accession number of the filing they came from; older rows are EvidInvest’s standardized statements and are labelled as such rather than dressed up as a filing link.
get_income_statement
02
“Which customers does Cisco name above 10% of revenue in its latest 10-K? Quote the sentence.”
The passage itself, with the form, the period of report, the accession number and the sec.gov URL, so the quote can be opened and checked rather than taken on trust. If no customer crosses the threshold, that is what comes back.
get_major_customers · search_sec_filings
03
“What annual free-cash-flow growth is Apple’s share price implying right now?”
The reverse DCF: free cash flow, net cash and share count from the latest filed statements, and the Stage 1 growth rate that makes the model equal the current price, alongside the growth the company has actually filed. Inputs and arithmetic, not a recommendation.
get_reverse_dcf · get_implied_assumptions

Questions

What is the EvidInvest MCP server URL?: https://mcp.evidinvest.com/mcp — a remote Streamable HTTP MCP server. Paste that URL into Claude, ChatGPT or any MCP client; there is nothing to install and nothing to run locally.
Do I need an API key?: Not in Claude or ChatGPT. The server is an OAuth 2.1 provider, so those clients open a browser window, you sign in to EvidInvest and approve the connection, and the client holds it from then on. Editors and scripts that prefer a static credential can send an API key as a bearer token instead.
How many tools does it expose?: Fifty-nine, grouped on this page by the job they do: financial statements, growth and history, revenue breakdowns and customers, filing and transcript search, supply chain and risk, valuation including reverse DCF, prices and multiples, thesis monitoring, and lists and portfolio analytics.
How far back do the financial statements go?: Annual and quarterly statements go back to fiscal 1985 for thousands of US-listed companies, with 30 or more years on file for over 5,000 of them. From fiscal 2009 on, every row carries the form, period and SEC accession number it came from, so a restatement does not silently overwrite history.
Where do the filing quotes come from?: From the filings themselves on SEC EDGAR — 10-K, 10-Q, 8-K and press-release exhibits, plus earnings-call transcripts. A search result is the passage as filed together with its accession number and its sec.gov URL, so the client can show its source.
What does it cost?: Free to start, from $10, no subscription. Credits never expire and they cover the website and the server alike.
Does it work with ChatGPT as well as Claude?: Yes. Claude reads it as a custom connector, ChatGPT as a custom MCP server once developer mode is on, and Cursor, Claude Code and any other Streamable HTTP client read it from an mcpServers config entry.

Developer docs, REST and pricing — the same tools over plain HTTP, with request and response examples.

Step-by-step connect guide →

Free to start, from $10, no subscription. Also useful from the website: the reverse DCF behind get_reverse_dcf, and the comparison with other financial data APIs.

EvidInvest never says buy or sell. It shows what the filings say and how each number was computed. Research, not investment advice.

Claude, Cursor and ChatGPT are trademarks of their respective owners. EvidInvest is an independent product and is not affiliated with, sponsored by or endorsed by Anthropic, OpenAI or Anysphere.