---
title: "EvidInvest MCP server — SEC filings and financial statements, cited"
description: "Remote Streamable HTTP MCP server: 59 tools over SEC-filed financial statements back to 1985, cited filing and earnings-transcript passages, supply-chain facts from 10-K text and valuation. OAuth in the browser or an API key."
canonical: https://evidinvest.com/mcp
last_updated: "2026-09-10"
---

# 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.
> Canonical page: https://evidinvest.com/mcp. Free to start, from $10, no subscription.

## Endpoint and authentication

| Field | Value |
| --- | --- |
| Server URL | `https://mcp.evidinvest.com/mcp` |
| Transport | 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. |
| Server card | https://mcp.evidinvest.com/.well-known/mcp/server-card.json |
| REST twin and OpenAPI 3.1 schema | https://mcp.evidinvest.com/v1/openapi.json |
| npm package | https://www.npmjs.com/package/@evidinvest/mcp-server |
| Price | Free to start, from $10, no subscription. |

## All 59 tools, by job

### Financial statements

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 history

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 customers

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 search

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 text

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 DCF

Seven methods on filed inputs with your own assumptions, what today’s price implies for each of them, DCF and reverse DCF, WACC, comparables, a dividend discount model pre-filled from the company’s filed dividends per share (every input editable), 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 peers

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 monitoring

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 portfolio

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`

## Setup

### Claude Code

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

### Any client that reads an `mcpServers` config

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

## Example questions, and what comes back

### 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.

Tools: get_income_statement

### 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.

Tools: get_major_customers · search_sec_filings

### 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.

Tools: get_reverse_dcf · get_implied_assumptions

## FAQ

### 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.

## Related pages

- Developer documentation and the REST catalogue: https://evidinvest.com/developers (Markdown: https://evidinvest.com/developers.md)
- Pricing: https://evidinvest.com/pricing (Markdown: https://evidinvest.com/pricing.md)
- Financial data APIs compared, dated and sourced: https://evidinvest.com/compare/financial-data-apis
- Reverse DCF, worked from a filed 10-K: https://evidinvest.com/tools/reverse-dcf
- Connect an AI assistant: https://evidinvest.com/connect

## Limits worth knowing

- Filing links are on US rows from fiscal 2009, where structured XBRL data begins. Earlier US
  rows carry EvidInvest’s standardized figures without a filing link.
- Listings outside the US — over 40,000 on 60+ exchanges — are EvidInvest’s standardized
  statements with end-of-day prices. There is no SEC filing behind them and no 1985-deep history.
- Prices are Cboe data delayed at least fifteen minutes. No real-time feed, no tick data, no crypto.
- Options positioning is previous-session only.
- Form 13F institutional ownership is on the website and is not one of the MCP tools.

Research and data software, not investment advice.

## Sitemap

See the full [sitemap](https://evidinvest.com/sitemap.md) for every page on this site,
the [index for language models](https://evidinvest.com/llms.txt), and the
[glossary](https://evidinvest.com/learn/glossary) for the terms used above.