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34 stock valuation, financial data, and portfolio management tools for AI agents.
About
34 stock valuation, financial data, and portfolio management tools for AI agents.
Security Report
4.2
Use Caution4.2High RiskThis is a well-structured public sample application for the EvidInvest MCP ecosystem. It demonstrates proper API key handling via environment variables, uses authenticated HTTPS connections to a hosted MCP gateway, and contains no malicious patterns or dangerous code constructs. Minor quality improvements around error handling and input validation are suggested, but do not impact security posture. Supply chain analysis found 8 known vulnerabilities in dependencies (0 critical, 5 high severity). Package verification found 1 issue (1 critical, 0 high severity).
7 files analyzed · 13 issues found
Security scores are indicators to help you make informed decisions, not guarantees. Always review permissions before connecting any MCP server.
Permissions Required
This plugin requests these system permissions. Most are normal for its category.
Unverified package source
We couldn't verify that the installable package matches the reviewed source code. Proceed with caution.
What You'll Need
Set these up before or after installing:
Your EvidInvest API key. Get one at https://evidinvest.com/developers
Environment variable: EVIDINVEST_API_KEY
How to Install
Add this to your MCP configuration file:
{
"mcpServers": {
"io-github-evidinvest-mcp-server": {
"env": {
"EVIDINVEST_API_KEY": "your-evidinvest-api-key-here"
},
"args": [
"-y",
"mag7-dashboard"
],
"command": "npx"
}
}
}Documentation
View on GitHubFrom the project's GitHub README.
EvidInvest MCP
Public docs, connection info, prompt skills, and sample apps for the EvidInvest MCP ecosystem.
This repo is intentionally public. It is for:
- connection/setup guidance for different MCP clients
- reusable skill/prompt files
- examples you can paste into AI tools
- public sample apps built on top of EvidInvest MCP
The actual MCP server logic and infra live in EvidInvest's private infra repo. This public repo is for usage, docs, and samples.
Repo layout
skills/— reusable workflow guides / prompt skillsexamples/— short copy-paste prompt examplessamples/— runnable sample appsclaude-plugin.json— example MCP config artifact for supported desktop/editor workflows
Hosted MCP gateway
Current hosted gateway:
- Endpoint:
https://mcp.evidinvest.com/mcp - Transport:
streamable-http - Auth:
Authorization: Bearer evid_sk_...
Get an API key at:
Connection notes
Different MCP clients support different config formats and transports. Use this repo as the source of truth for:
- hosted endpoint
- auth expectations
- skills/examples
- sample apps
The included claude-plugin.json is an example configuration artifact, but always verify the current format your client expects.
What EvidInvest MCP gives you
34 tools across 6 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 | 7 | Company snapshot, fair value range, reverse DCF, stock comparison, CAGR matrix |
| Portfolio Analytics | 2 | MPT optimization (Max Sharpe / Min Variance), risk decomposition (VaR, CVaR) |
| Portfolio Management | 6 | Create/list/delete stock lists, add/remove symbols, watchlist toggle |
Portfolio Management (new)
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 symbolsset_user_list_watched— toggle watchlist trackingdelete_user_stock_list— delete a non-system list
Skills
The skills/ folder contains reusable prompt/workflow guides:
- Stock Evaluation
- Portfolio Optimization
- Portfolio Self-Evaluation
- Portfolio Tracking — manage lists + optimize together
- Earnings Research
Examples
The examples/ folder contains lighter-weight copy/paste prompts:
Sample apps
samples/mag7-dashboard-nextjs
A public Next.js sample app that compares the Magnificent 7 using live EvidInvest MCP data.
It is meant to show how a developer can:
- connect to the hosted EvidInvest MCP gateway
- use a real MCP API key
- render a useful stock-comparison UI locally
- build demo/social artifacts from a real sample app instead of mock marketing copy
See the sample README for local setup instructions.
Pricing
EvidInvest MCP access requires an EvidInvest plan with MCP access.
Sign up at:
License
MIT — see LICENSE
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