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. ✅ Comprehens
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npx mdskills install OctagonAI/octagon-mcp-serverComprehensive financial market intelligence server with excellent tool documentation and examples
1# Octagon: MCP for Market Data23[](https://smithery.ai/server/@OctagonAI/octagon-mcp-server)45 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.67[](https://docs.octagonagents.com/financial_model_demo.mp4)89## Features1011✅ **Comprehensive Market Intelligence** - Orchestrates multiple specialized agents for complete market analysis12 - SEC filings analysis and data extraction (8000+ public companies 10-K, 10-Q, 8-K, 20-F, S-1)13 - Earnings call transcript analysis (10 yrs of historical and current)14 - Financial metrics and ratios analysis (10 yrs of historical and current)15 - Stock market data access (over 10,000 active tickers, daily historical and current)16 - Private company research (3M+ companies)17 - Funding rounds and venture capital research (500k+ deals)18 - M&A and IPO transaction research (2M+ deals)19 - Institutional holdings and Form 13F filings20 - Cryptocurrency market data and analysis2122✅ **Deep Research Capabilities** - Comprehensive research tools that can aggregate information from multiple sources2324✅ **Web Scraping** - Extract structured data from any public website (json, csv, python scripts)2526## Get Your Octagon API Key2728To use Octagon MCP, you need to:29301. Sign up for a free account at [Octagon](https://app.octagonai.co/signup/?redirectToAfterSignup=https://app.octagonai.co/api-keys)312. After logging in, from left menu, navigate to **API Keys**323. Generate a new API key334. Use this API key in your configuration as the `OCTAGON_API_KEY` value3435## Prerequisites3637Before installing or running Octagon MCP, you need to have `npx` (which comes with Node.js and npm) installed on your system.3839### Mac (macOS)40411. **Install Homebrew** (if you don't have it):42 ```bash43 /bin/bash -c "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/HEAD/install.sh)"44 ```452. **Install Node.js (includes npm and npx):**46 ```bash47 brew install node48 ```49 This will install the latest version of Node.js, npm, and npx.50513. **Verify installation:**52 ```bash53 node -v54 npm -v55 npx -v56 ```5758### Windows59601. **Download the Node.js installer:**61 - Go to [https://nodejs.org/](https://nodejs.org/) and download the LTS version for Windows.622. **Run the installer** and follow the prompts. This will install Node.js, npm, and npx.633. **Verify installation:**64 Open Command Prompt and run:65 ```cmd66 node -v67 npm -v68 npx -v69 ```7071If you see version numbers for all three, you are ready to proceed with the installation steps below.7273## Installation7475### Running on Claude Desktop7677To configure Octagon MCP for Claude Desktop:78791. Open Claude Desktop802. Go to Settings > Developer > Edit Config813. Add the following to your `claude_desktop_config.json` (Replace `your-octagon-api-key` with your Octagon API key):82```json83{84 "mcpServers": {85 "octagon-mcp-server": {86 "command": "npx",87 "args": ["-y", "octagon-mcp@latest"],88 "env": {89 "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"90 }91 }92 }93}94```954. Restart Claude for the changes to take effect9697### Running on Cursor9899Configuring Cursor Desktop 🖥️100Note: Requires Cursor version 0.45.6+101102To configure Octagon MCP in Cursor:1031041. Open Cursor Settings1052. Go to Features > MCP Servers1063. Click "+ Add New MCP Server"1074. Enter the following:108 - Name: "octagon-mcp" (or your preferred name)109 - Type: "command"110 - Command: `env OCTAGON_API_KEY=your-octagon-api-key npx -y octagon-mcp`111112> 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"`113114Replace `your-octagon-api-key` with your Octagon API key.115116After 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.117118### Running on Windsurf119120Add this to your `./codeium/windsurf/model_config.json`:121122```json123{124 "mcpServers": {125 "octagon-mcp-server": {126 "command": "npx",127 "args": ["-y", "octagon-mcp@latest"],128 "env": {129 "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"130 }131 }132 }133}134```135136### Running with npx137138```bash139env OCTAGON_API_KEY=your_octagon_api_key npx -y octagon-mcp140```141142### Manual Installation143144```bash145npm install -g octagon-mcp146```147148## Documentation149150For comprehensive documentation on using Octagon agents, please visit our official documentation at:151[https://docs.octagonagents.com](https://docs.octagonagents.com)152153The documentation includes:154- Detailed API references155- Agent-specific query guidelines156- Examples and use cases157- Best practices for investment research158159## Available Tools160161Each tool uses a single `prompt` parameter that accepts a natural language query. Include all relevant details in your prompt.162163### octagon-agent164**[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.165166**Best for:** Complex research requiring multiple data sources and comprehensive analysis across public and private markets.167168**Example queries:**169```170Retrieve year-over-year growth in key income-statement items for AAPL, limited to 5 records and filtered by period FY171Analyze the latest 10-K filing for AAPL and extract key financial metrics and risk factors172Retrieve the daily closing prices for AAPL over the last 30 days173Analyze AAPL's latest earnings call transcript and extract key insights about future guidance174Provide a comprehensive overview of Stripe, including its business model and key metrics175Retrieve the funding history for Stripe, including all rounds and investors176Compare the financial performance of Tesla, Ford, and GM over the last 3 years177What was Microsoft's acquisition of GitHub valued at and what were the strategic reasons?178Analyze institutional ownership changes for NVIDIA over the past 6 months179```180181### octagon-scraper-agent182**[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.183184**Best for:** Gathering financial data from websites that don't have accessible APIs.185186**Example queries:**187```188Extract all data fields from zillow.com/san-francisco-ca/189Extract all data fields from www.carvana.com/cars/190Extract financial metrics from tesla.com/investor-relations191Extract pricing data from salesforce.com/products/platform/pricing/192```193194### octagon-deep-research-agent195**[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.196197**Best for:** Investment research questions requiring up-to-date aggregated information from the web.198199**Example queries:**200```201Research the financial impact of Apple's privacy changes on digital advertising companies' revenue and margins202Analyze the competitive landscape in the cloud computing sector, focusing on AWS, Azure, and Google Cloud margin and growth trends203Investigate the factors driving electric vehicle adoption and their impact on battery supplier financials204Research the impact of AI adoption on semiconductor demand and pricing trends205Analyze the regulatory environment for cryptocurrency and its impact on crypto exchange valuations206```207208## Example Queries2092101. "What were Amazon's revenue and net income figures in Q4 2023?"2112. "Analyze Tesla's R&D spending trends over the last 3 years."2123. "What guidance did NVIDIA's CEO provide regarding AI chip demand in their latest earnings call?"2134. "Compare the price-to-earnings, price-to-sales, and EV/EBITDA ratios for the top 5 semiconductor companies."2145. "What was Anthropic's latest funding round size, valuation, and key investors?"2156. "Extract all data fields from zillow.com/san-francisco-ca/"2167. "Research the financial impact of Apple's privacy changes on digital advertising companies' revenue and margins"2178. "How many investments did Andreessen Horowitz make in AI startups in the last 12 months?"2189. "Retrieve historical Bitcoin price data from 2023 and analyze the price volatility trends"21910. "Analyze the competitive dynamics in the EV charging infrastructure market"220221## Troubleshooting2222231. **API Key Issues**: Ensure your Octagon API key is correctly set in the environment or config file.2242. **Connection Issues**: Make sure the connectivity to the Octagon API is working properly.2253. **Rate Limiting**: If you encounter rate limiting errors, reduce the frequency of your requests.226227## License228229MIT230231## Individual Specialized MCP Servers232233While this server provides comprehensive market intelligence combining all our specialized agents, you can also use our individual MCP servers for specific use cases:234235### Public Market Data Servers236- **[Octagon SEC Filings MCP](https://github.com/OctagonAI/octagon-sec-filings-mcp)** - Dedicated server for SEC filings analysis237- **[Octagon Earnings Transcripts MCP](https://github.com/OctagonAI/octagon-earnings-transcripts-mcp)** - Specialized for earnings call transcript analysis238- **[Octagon Stock Market Data MCP](https://github.com/OctagonAI/octagon-stock-market-data-mcp)** - Focused on stock market data access239- **[Octagon Financial Statements MCP](https://github.com/OctagonAI/octagon-financial-statements-mcp)** - Financial metrics and ratios analysis240- **[Octagon 13F Holdings MCP](https://github.com/OctagonAI/octagon-13f-holdings-mcp)** - Institutional ownership and Form 13F filings241242### Private Market Data Servers243- **[Octagon Private Companies MCP](https://github.com/OctagonAI/octagon-private-companies-mcp)** - Private company research and intelligence244- **[Octagon Investors MCP](https://github.com/OctagonAI/octagon-investors-mcp)** - Investor profiles and investment strategies245- **[Octagon Funding Data MCP](https://github.com/OctagonAI/octagon-funding-data-mcp)** - Startup funding rounds and venture capital data246247### Research Tools248- **[Octagon Deep Research MCP](https://github.com/OctagonAI/octagon-deep-research-mcp)** - Comprehensive research and web scraping capabilities249250---251252⭐ Star this repo if you find it helpful!253
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