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.

Install Octagon MCP for Claude Desktop in one step:

Features

✅ 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

Client Installation Instructions

Running on Claude Desktop

To configure Octagon MCP for Claude Desktop:

Running on Cursor

To configure Octagon MCP in Cursor:

Running on VSCode

To configure Octagon MCP for VSCode:

Running on VSCode Insiders

To configure Octagon MCP for VSCode Insiders:

Running on Windsurf

To configure Octagon MCP for Windsurf:

Running on Roocode

To configure Octagon MCP for Roocode:

Running on Witsy

To configure Octagon MCP for Witsy:

Running on Enconvo

To configure Octagon MCP for Enconvo:

Getting an API Key

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

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

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

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.

Installation

Running with npx

Manual Installation

License

MIT

👉 "⭐ Star this repo if you find it helpful!"