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Investor Persona MCP Server

by OctopusAI
GitHub
Python
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Integrations

  • Used to access the repository containing the investor persona profiles and server implementation

  • Required for AI model access to power the investor agent simulations

Octagon Investor MCP Server

A Model Context Protocol (MCP) server that exposes AI-powered investor agent simulations through the MCP protocol, augmented with Octagon Private Markets data.

Features

Individual Investor Personas

  • Fred Wilson (Union Square Ventures): Simulation of the NYC-based VC known for community-driven ventures
  • Peter Thiel (Founders Fund): Simulation of the contrarian investor focused on disruptive technologies

Octagon Private Markets Data Agents

  • Private Market Agents: Provides private markets data

Installation

Prerequisites

  • Python 3.11+
  • uv package manager
  • OpenAI API key
  • Octagon API key

Install via Smithery

npx -y @smithery/cli install @octagonai/investor-mcp-server --client claude

Claude Desktop Configuration

"mcpServers": { "investor-persona-mcp-server": { "command": "uvx", "args": ["investor-persona-mcp-server"], "env": { "OPENAI_API_KEY": "your-openai-key-here", "OCTAGON_API_KEY": "your-octagon-key-here", "OCTAGON_BASE_URL": "https://api-gateway.octagonagents.com/v1" } } }

Implementation Details

Persona Configuration

Investor personas are defined through markdown files containing:

  • Investment philosophy
  • Psychological profile
  • Historical track record
  • Decision-making patterns
  • Communication style preferences

Customization Options

  1. Add new investor personas by creating markdown profiles
  2. Implement custom interaction patterns between personas
  3. Enhance orchestration logic for complex multi-perspective analysis

Configuration

Environment variables:

  • OPENAI_API_KEY: Required for AI model access
  • OCTAGON_API_KEY: Required for Octagon API access
  • OCTAGON_BASE_URL: Base URL for Octagon API (default: "https://api-gateway.octagonagents.com/v1")
  • MCP_TRANSPORT: Transport protocol (default: "stdio")
  • PERSONAS_DIR: Path to investor profiles (default: "./investors")

Development

# Clone repo git clone https://github.com/octagonai/investor-mcp-server.git cd investor-persona-mcp-server # Setup environment uv venv source .venv/bin/activate uv sync --dev # Run with SSE transport export OPENAI_API_KEY=your-openai-key export OCTAGON_API_KEY=your-octagon-key uv run mcp dev src/agents_mcp_server/server.py

Test via MCP Inspector at http://localhost:5173

License

MIT

investor-mcp

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A
security – no known vulnerabilities
F
license - not found
A
quality - confirmed to work

remote-capable server

The server can be hosted and run remotely because it primarily relies on remote services or has no dependency on the local environment.

Provides AI-powered investor persona simulations through the MCP protocol, allowing users to access perspectives of notable venture capitalists like Fred Wilson and Peter Thiel for investment analysis.

  1. Features
    1. Individual Investor Personas
    2. Octagon Private Markets Data Agents
  2. Installation
    1. Prerequisites
    2. Install via Smithery
    3. Claude Desktop Configuration
  3. Implementation Details
    1. Persona Configuration
    2. Customization Options
  4. Configuration
    1. Development
      1. License
        1. investor-mcp

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