octagon-mcp-server

The Octagon MCP server provides specialized AI-powered financial research and analysis by integrating with the Octagon Market Intelligence API, enabling users to easily analyze and extract detailed insights from public filings, earnings call transcripts, financial metrics, stock market data, and extensive private market transactions within Claude Desktop and other popular MCP clients.

✅ Specialized AI agents for public market data

• SEC filings analysis and data extraction (8000+ public companies 10-K, 10-Q, 8-K, 20-F, S-1)
• Earnings call transcript analysis (10 yrs of historical and current)
• Financial metrics and ratios analysis (10 yrs of historical and current)
• Stock market data access (over 10,000 active tickers, daily historical and current)

✅ Specialized AI agents for private market data

• Private company research (3M+ companies)
• Funding rounds and venture capital research (500k+ deals)
• M&A and IPO transaction research (2M+ deals)
• Debt transactions research (1M+ deals)

✅ Specialized AI agents for deep research

• Web scraping capabilities (json, csv, python scripts)
• Comprehensive deep research tools

To use Octagon MCP, you need to:

1. Sign up for a free account at Octagon
2. After logging in, from left menu, navigate to API Keys
3. Generate a new API key
4. Use this API key in your configuration as the OCTAGON_API_KEY value

Before installing or running Octagon MCP, you need to have npx (which comes with Node.js and npm) installed on your system.

1. Install Homebrew (if you don't have it):

   /bin/bash -c "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/HEAD/install.sh)"

2. Install Node.js (includes npm and npx):

   brew install node

   This will install the latest version of Node.js, npm, and npx.

3. Verify installation:

   node -v
   npm -v
   npx -v

1. Download the Node.js installer:
   • Go to https://nodejs.org/ and download the LTS version for Windows.
2. Run the installer and follow the prompts. This will install Node.js, npm, and npx.
3. Verify installation: Open Command Prompt and run:

   node -v
   npm -v
   npx -v

If you see version numbers for all three, you are ready to proceed with the installation steps below.

To configure Octagon MCP for Claude Desktop:

1. Open Claude Desktop
2. Go to Settings > Developer > Edit Config
3. Add the following to your claude_desktop_config.json (Replace your-octagon-api-key with your Octagon API key):

{
  "mcpServers": {
    "octagon-mcp-server": {
      "command": "npx",
      "args": ["-y", "octagon-mcp@latest"],
      "env": {
        "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}

4. Restart Claude for the changes to take effect

Configuring Cursor Desktop 🖥️ Note: Requires Cursor version 0.45.6+

To configure Octagon MCP in Cursor:

1. Open Cursor Settings
2. Go to Features > MCP Servers
3. Click "+ Add New MCP Server"
4. Enter the following:
   • Name: "octagon-mcp" (or your preferred name)
   • Type: "command"
   • Command: env OCTAGON_API_KEY=your-octagon-api-key npx -y octagon-mcp

If you are using Windows and are running into issues, try cmd /c "set OCTAGON_API_KEY=your-octagon-api-key && npx -y octagon-mcp"

Replace your-octagon-api-key with your Octagon API key.

After adding, refresh the MCP server list to see the new tools. The Composer Agent will automatically use Octagon MCP when appropriate, but you can explicitly request it by describing your investment research needs. Access the Composer via Command+L (Mac), select "Agent" next to the submit button, and enter your query.

Add this to your ./codeium/windsurf/model_config.json:

{
  "mcpServers": {
    "octagon-mcp-server": {
      "command": "npx",
      "args": ["-y", "octagon-mcp@latest"],
      "env": {
        "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}

env OCTAGON_API_KEY=your_octagon_api_key npx -y octagon-mcp

npm install -g octagon-mcp

For comprehensive documentation on using Octagon agents, please visit our official documentation at: https://docs.octagonagents.com

The documentation includes:

• Detailed API references
• Agent-specific query guidelines
• Examples and use cases
• Best practices for investment research

Each tool uses a single prompt parameter that accepts a natural language query. Include all relevant details in your prompt.

Extract information from SEC filings.

Example:

What was Apple's gross margin percentage from their latest 10-Q filing?

Analyze earnings call transcripts.

Example:

What did NVIDIA's CEO say about AI chip demand in their latest earnings call?

Retrieve financial metrics and ratios.

Example:

Calculate the price-to-earnings ratio for Tesla over the last 4 quarters

Access stock market data.

Example:

How has Apple's stock performed compared to the S&P 500 over the last 6 months?

Research private company information.

Example:

What is the employee count and funding history for Anthropic?

Research startup funding rounds and venture capital.

Example:

What was OpenAI's latest funding round size, valuation, and key investors?

Research M&A and IPO transactions.

Example:

What was the acquisition price when Microsoft acquired GitHub?

A specialized database agent for looking up information on investors.

Example:

What is the latest investment criteria of Insight Partners?

A specialized database agent for analyzing private debts, borrowers, and lenders.

Example:

List all the debt activities from borrower American Tower

Extract data from any public website.

Example:

Extract property prices and square footage data from zillow.com/san-francisco-ca/

Perform comprehensive research on any topic.

Example:

Research the financial impact of Apple's privacy changes on digital advertising companies' revenue and margins

1. "What were Amazon's revenue and net income figures in Q4 2023?"
2. "Analyze Tesla's R&D spending trends over the last 3 years."
3. "What guidance did NVIDIA's CEO provide regarding AI chip demand in their latest earnings call?"
4. "Compare the price-to-earnings, price-to-sales, and EV/EBITDA ratios for the top 5 semiconductor companies."
5. "What was Anthropic's latest funding round size, valuation, and key investors?"
6. "Extract all data fields from zillow.com/san-francisco-ca/"
7. "Research the financial impact of Apple's privacy changes on digital advertising companies' revenue and margins"
8. "Compile all the debt activities from lender ING Group in Q4 2024"
9. "How many investments did Andreessen Horowitz make in AI startups in the last 12 months?"

1. API Key Issues: Ensure your Octagon API key is correctly set in the environment or config file.
2. Connection Issues: Make sure the connectivity to the Octagon API is working properly.
3. Rate Limiting: If you encounter rate limiting errors, reduce the frequency of your requests.

env OCTAGON_API_KEY=your_octagon_api_key npx -y octagon-mcp

npm install -g octagon-mcp

MIT

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