Octagon MCP Server

What is Octagon MCP Server about?

Octagon MCP Server delivers comprehensive market‑intelligence capabilities through a set of specialized agents. It can parse SEC filings, earnings call transcripts, financial statements, stock price history, private‑company data, funding rounds, M&A transactions, institutional holdings, and even cryptocurrency market information, all via natural‑language prompts.

How to use Octagon MCP Server?

Obtain an Octagon API key – sign up at https://app.octagonai.co, generate a key under API Keys.
Set the environment variable OCTAGON_API_KEY to the value of your key.

Configure the MCP server in the client you use (Claude Desktop, Cursor, Windsurf, or a direct npx call). Example for Claude Desktop:

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

Restart the client and start issuing natural‑language queries to the provided tools (octagon-agent, octagon-scraper-agent, octagon-deep-research-agent).

Key Features

All‑in‑one market intelligence: orchestrates multiple agents for SEC filings, earnings calls, financial ratios, stock data, private‑company research, funding, M&A, institutional holdings, and crypto.
Deep research & web scraping: can extract structured data from any public website (JSON, CSV, scripts).
Cross‑platform support: ready‑to‑run on Claude Desktop, Cursor, Windsurf, or via plain npx.
Extensive data coverage: >8,000 public companies, 10,000+ tickers, 3 M+ private firms, 2 M+ transactions, 500k+ funding deals.
Simple configuration: one‑line environment variable plus MCP JSON entry.

Use Cases

Analyze a company’s latest 10‑K filing and pull key metrics and risk factors.
Retrieve daily closing prices for a ticker over a custom period.
Summarize earnings‑call guidance and sentiment for multiple stocks.
Build a comparative financial‑ratio table for a sector (e.g., top semiconductor firms).
Research private‑company funding history and investor profiles.
Investigate M&A valuations and strategic rationales.
Pull institutional ownership changes from Form 13F filings.
Generate cryptocurrency price volatility reports.
Scrape financial tables from investor‑relations websites lacking APIs.

FAQ

Q: Where do I get the API key? A: Sign up for a free Octagon account, navigate to API Keys in the dashboard, and create a new key.

Q: Which clients are supported? A: Claude Desktop, Cursor (v0.45.6+), Windsurf, and any environment that can run npx.

Q: What if I hit rate limits? A: Reduce request frequency or upgrade your Octagon plan; the server will return rate‑limit errors that you can catch and back‑off.

Q: How do I run it on Windows? A: Use the command cmd /c "set OCTAGON_API_KEY=your-key && npx -y octagon-mcp" or set the env variable globally before invoking npx.

Q: Can I install the package globally? A: Yes – npm install -g octagon-mcp works, but the recommended approach is the npx shortcut for always‑latest execution.

Octagon: MCP for Market Data

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.

Features

✅ Comprehensive Market Intelligence - Orchestrates multiple specialized agents for complete market analysis

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)
Private company research (3M+ companies)
Funding rounds and venture capital research (500k+ deals)
M&A and IPO transaction research (2M+ deals)
Institutional holdings and Form 13F filings
Cryptocurrency market data and analysis

✅ Deep Research Capabilities - Comprehensive research tools that can aggregate information from multiple sources

✅ Web Scraping - Extract structured data from any public website (json, csv, python scripts)

Get Your Octagon API Key

To use Octagon MCP, you need to:

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

Prerequisites

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

Mac (macOS)

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

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

Install Node.js (includes npm and npx):
```
brew install node
```
This will install the latest version of Node.js, npm, and npx.
Verify installation:
```
node -v
npm -v
npx -v
```

Windows

Download the Node.js installer:
- Go to https://nodejs.org/ and download the LTS version for Windows.
Run the installer and follow the prompts. This will install Node.js, npm, and npx.
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.

Installation

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 (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"
      }
    }
  }
}

Restart Claude for the changes to take effect

Running on Cursor

Configuring Cursor Desktop 🖥️ 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 Windsurf

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"
      }
    }
  }
}

Running with npx

env OCTAGON_API_KEY=your_octagon_api_key npx -y octagon-mcp

Manual Installation

npm install -g octagon-mcp

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

Available Tools

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

octagon-agent

[COMPREHENSIVE MARKET INTELLIGENCE] Orchestrates all agents for comprehensive market intelligence analysis. Combines insights from SEC filings, earnings calls, financial metrics, stock data, institutional holdings, private company research, funding analysis, M&A transactions, investor intelligence, and debt analysis.

Best for: Complex research requiring multiple data sources and comprehensive analysis across public and private markets.

Example queries:

Retrieve year-over-year growth in key income-statement items for AAPL, limited to 5 records and filtered by period FY
Analyze the latest 10-K filing for AAPL and extract key financial metrics and risk factors
Retrieve the daily closing prices for AAPL over the last 30 days
Analyze AAPL's latest earnings call transcript and extract key insights about future guidance
Provide a comprehensive overview of Stripe, including its business model and key metrics
Retrieve the funding history for Stripe, including all rounds and investors
Compare the financial performance of Tesla, Ford, and GM over the last 3 years
What was Microsoft's acquisition of GitHub valued at and what were the strategic reasons?
Analyze institutional ownership changes for NVIDIA over the past 6 months

octagon-scraper-agent

[PUBLIC & PRIVATE MARKET INTELLIGENCE] Specialized agent for financial data extraction from investor websites. Extract structured financial data from investor relations websites, tables, and online financial sources.

Best for: Gathering financial data from websites that don't have accessible APIs.

Example queries:

Extract all data fields from zillow.com/san-francisco-ca/
Extract all data fields from www.carvana.com/cars/
Extract financial metrics from tesla.com/investor-relations
Extract pricing data from salesforce.com/products/platform/pricing/

octagon-deep-research-agent

[PUBLIC & PRIVATE MARKET INTELLIGENCE] A comprehensive agent that can utilize multiple sources for deep research analysis. Aggregate research across multiple data sources, synthesize information, and provide comprehensive investment research.

Best for: Investment research questions requiring up-to-date aggregated information from the web.

Example queries:

Research the financial impact of Apple's privacy changes on digital advertising companies' revenue and margins
Analyze the competitive landscape in the cloud computing sector, focusing on AWS, Azure, and Google Cloud margin and growth trends
Investigate the factors driving electric vehicle adoption and their impact on battery supplier financials
Research the impact of AI adoption on semiconductor demand and pricing trends
Analyze the regulatory environment for cryptocurrency and its impact on crypto exchange valuations

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"
"How many investments did Andreessen Horowitz make in AI startups in the last 12 months?"
"Retrieve historical Bitcoin price data from 2023 and analyze the price volatility trends"
"Analyze the competitive dynamics in the EV charging infrastructure market"

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

Individual Specialized MCP Servers

While this server provides comprehensive market intelligence combining all our specialized agents, you can also use our individual MCP servers for specific use cases:

Public Market Data Servers

Octagon SEC Filings MCP - Dedicated server for SEC filings analysis
Octagon Earnings Transcripts MCP - Specialized for earnings call transcript analysis
Octagon Stock Market Data MCP - Focused on stock market data access
Octagon Financial Statements MCP - Financial metrics and ratios analysis
Octagon 13F Holdings MCP - Institutional ownership and Form 13F filings

Private Market Data Servers

Octagon Private Companies MCP - Private company research and intelligence
Octagon Investors MCP - Investor profiles and investment strategies
Octagon Funding Data MCP - Startup funding rounds and venture capital data

Research Tools

Octagon Deep Research MCP - Comprehensive research and web scraping capabilities

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