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:

npx -y @smithery/cli@latest install @OctagonAI/octagon-mcp-server --client claude

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:

npx -y @smithery/cli@latest install @OctagonAI/octagon-mcp-server --client claude

Running on Cursor

To configure Octagon MCP in Cursor:

npx -y @smithery/cli@latest install @OctagonAI/octagon-mcp-server --client cursor

Running on VSCode

To configure Octagon MCP for VSCode:

npx -y @smithery/cli@latest install @OctagonAI/octagon-mcp-server --client vscode

Running on VSCode Insiders

To configure Octagon MCP for VSCode Insiders:

npx -y @smithery/cli@latest install @OctagonAI/octagon-mcp-server --client vscode-insiders

Running on Windsurf

To configure Octagon MCP for Windsurf:

npx -y @smithery/cli@latest install @OctagonAI/octagon-mcp-server --client windsurf

Running on Roocode

To configure Octagon MCP for Roocode:

npx -y @smithery/cli@latest install @OctagonAI/octagon-mcp-server --client roocode

Running on Witsy

To configure Octagon MCP for Witsy:

npx -y @smithery/cli@latest install @OctagonAI/octagon-mcp-server --client witsy

Running on Enconvo

To configure Octagon MCP for Enconvo:

npx -y @smithery/cli@latest install @OctagonAI/octagon-mcp-server --client 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:

What was Apple's gross margin percentage from their latest 10-Q filing?

octagon-transcripts-agent

Analyze earnings call transcripts.

Example:

What did NVIDIA's CEO say about AI chip demand in their latest earnings call?

octagon-financials-agent

Retrieve financial metrics and ratios.

Example:

Calculate the price-to-earnings ratio for Tesla over the last 4 quarters

octagon-stock-data-agent

Access stock market data.

Example:

How has Apple's stock performed compared to the S&P 500 over the last 6 months?

Private Market Intelligence

octagon-companies-agent

Research private company information.

Example:

What is the employee count and funding history for Anthropic?

octagon-funding-agent

Research startup funding rounds and venture capital.

Example:

What was OpenAI's latest funding round size, valuation, and key investors?

octagon-deals-agent

Research M&A and IPO transactions.

Example:

What was the acquisition price when Microsoft acquired GitHub?

octagon-investors-agent

A specialized database agent for looking up information on investors.

Example:

What is the latest investment criteria of Insight Partners?

octagon-debts-agent

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

Example:

List all the debt activities from borrower American Tower

Additional Tools

octagon-scraper-agent

Extract data from any public website.

Example:

Extract property prices and square footage data from zillow.com/san-francisco-ca/

octagon-deep-research-agent

Perform comprehensive research on any topic.

Example:

Research the financial impact of Apple's privacy changes on digital advertising companies' revenue and margins

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

env OCTAGON_API_KEY=your_octagon_api_key npx -y octagon-mcp

Manual Installation

npm install -g octagon-mcp

License

MIT

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