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

Manual Installation

Running on Cursor

Configuring Cursor 🖥️ 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.

Running on Claude Desktop

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:
   { "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:

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:

1. Sign up for an account at app.octagonai.co
2. After logging in, navigate to Settings → API Keys
3. Generate a new API key
4. Use this API key in your configuration as the OCTAGON_API_KEY value

Optional Configuration

• OCTAGON_API_BASE_URL: Custom API endpoint (default: https://api.octagonagents.com/v1)

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:

octagon-transcripts-agent

Analyze earnings call transcripts.

Example:

octagon-financials-agent

Retrieve financial metrics and ratios.

Example:

octagon-stock-data-agent

Access stock market data.

Example:

Private Market Intelligence

octagon-companies-agent

Research private company information.

Example:

octagon-funding-agent

Research startup funding rounds and venture capital.

Example:

octagon-deals-agent

Research M&A and IPO transactions.

Example:

octagon-investors-agent

A specialized database agent for looking up information on investors.

Example:

octagon-debts-agent

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

Example:

Additional Tools

octagon-scraper-agent

Extract data from any public website.

Example:

octagon-deep-research-agent

Perform comprehensive research on any topic.

Example:

Example Queries

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?"

Troubleshooting

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.

License

MIT