Octagon MCP Server
A Model Context Protocol (MCP) server implementation that integrates with Octagon API for investment research capabilities.
Features
- Specialized AI agents for investment research of public and private markets
- SEC filings analysis and data extraction
- Earnings call transcript analysis
- Financial metrics and ratios analysis
- Stock market data access
- Private company research
- Web scraping capabilities
- Comprehensive research tools
- Funding rounds and venture capital research
- M&A and IPO transaction research
- Streaming support for real-time responses
- Simple interface with a single "prompt" parameter for all tools
Documentation
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
Installation
Running with npx
env OCTAGON_API_KEY=your_octagon_api_key npx -y octagon-mcp
Manual Installation
npm install -g octagon-mcp
Running on Cursor
Configuring Cursor 🖥️ Note: Requires Cursor version 0.45.6+
To configure Octagon MCP in Cursor:
- Open Cursor Settings
- Go to Features > MCP Servers
- Click "+ Add New MCP Server"
- 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.
Running on Claude Desktop
To configure Octagon MCP for Claude Desktop:
Open Claude Desktop
Go to Settings > Developer > Edit Config
Add the following to your claude_desktop_config.json:
{
"mcpServers": {
"octagon": {
"command": "env",
"args": ["OCTAGON_API_KEY=your-octagon-api-key", "npx", "-y", "octagon-mcp"]
}
}
}
Replace your-octagon-api-key with your Octagon API key.
Running on Windsurf
Add this to your ./codeium/windsurf/model_config.json:
{
"mcpServers": {
"mcp-server-octagon": {
"command": "npx",
"args": ["-y", "octagon-mcp"],
"env": {
"OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
}
}
}
}
Configuration
Environment Variables
Required
OCTAGON_API_KEY: Your Octagon API key
- Required for all operations
- Sign up at Octagon if you don't have an API key
Getting an API Key
To use Octagon MCP, you need to:
- Sign up for an account at app.octagonai.co
- After logging in, navigate to Settings → API Keys
- Generate a new API key
- Use this API key in your configuration as the
OCTAGON_API_KEY value
Optional Configuration
Available Tools
Each tool uses a single prompt parameter that accepts a natural language query. Include all relevant details in your prompt.
Public Market Intelligence
octagon-sec-agent
Extract information from SEC filings.
Example:
What was Apple's gross margin percentage from their latest 10-Q filing?
octagon-transcripts-agent
Analyze earnings call transcripts.
Example:
What did NVIDIA's CEO say about AI chip demand in their latest earnings call?
octagon-financials-agent
Retrieve financial metrics and ratios.
Example:
Calculate the price-to-earnings ratio for Tesla over the last 4 quarters
octagon-stock-data-agent
Access stock market data.
Example:
How has Apple's stock performed compared to the S&P 500 over the last 6 months?
Private Market Intelligence
octagon-companies-agent
Research private company information.
Example:
What is the employee count and funding history for Anthropic?
octagon-funding-agent
Research startup funding rounds and venture capital.
Example:
What was OpenAI's latest funding round size, valuation, and key investors?
octagon-deals-agent
Research M&A and IPO transactions.
Example:
What was the acquisition price when Microsoft acquired GitHub?
octagon-investors-agent
A specialized database agent for looking up information on investors.
Example:
What is the latest investment criteria of Insight Partners?
octagon-debts-agent
A specialized database agent for analyzing private debts, borrowers, and lenders.
Example:
List all the debt activities from borrower American Tower
Additional Tools
octagon-scraper-agent
Extract data from any public website.
Example:
Extract property prices and square footage data from zillow.com/san-francisco-ca/
octagon-deep-research-agent
Perform comprehensive research on any topic.
Example:
Research the financial impact of Apple's privacy changes on digital advertising companies' revenue and margins
Example Queries
- "What were Amazon's revenue and net income figures in Q4 2023?"
- "Analyze Tesla's R&D spending trends over the last 3 years."
- "What guidance did NVIDIA's CEO provide regarding AI chip demand in their latest earnings call?"
- "Compare the price-to-earnings, price-to-sales, and EV/EBITDA ratios for the top 5 semiconductor companies."
- "What was Anthropic's latest funding round size, valuation, and key investors?"
- "Extract all data fields from zillow.com/san-francisco-ca/"
- "Research the financial impact of Apple's privacy changes on digital advertising companies' revenue and margins"
- "Compile all the debt activities from lender ING Group in Q4 2024"
- "How many investments did Andreessen Horowitz make in AI startups in the last 12 months?"
Troubleshooting
- API Key Issues : Ensure your Octagon API key is correctly set in the environment or config file.
- Connection Issues : Make sure the connectivity to the Octagon API is working properly.
- Rate Limiting : If you encounter rate limiting errors, reduce the frequency of your requests.
License
MIT
