Octagon Investment Research MCP server

Octagon MCP server provides specialized AI-powered financial research and analysis by integrating with the Octagon Market Intelligence API. This enables users to 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.

Prerequisites

Before installing Octagon MCP, ensure you have npx (which comes with Node.js and npm) installed on your system.

Mac (macOS)

1. Install Homebrew (if you don't have it):

   /bin/bash -c "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/HEAD/install.sh)"
   

2. Install Node.js (includes npm and npx):

   brew install node
   

3. Verify installation:

   node -v
   npm -v
   npx -v
   

Windows

1. Download the Node.js installer from https://nodejs.org/ (LTS version recommended)
2. Run the installer and follow the prompts
3. Verify installation by opening Command Prompt and running:

   node -v
   npm -v
   npx -v
   

Getting an API Key

To use Octagon MCP, you need an API key:

1. Sign up for a free account at Octagon
2. After logging in, navigate to API Keys from the left menu
3. Generate a new API key
4. Use this API key in your configuration as the OCTAGON_API_KEY value

Installation Options

Running on 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-mcp-server": {
         "command": "npx",
         "args": ["-y", "octagon-mcp@latest"],
         "env": {
           "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
         }
       }
     }
   }
   

4. Restart Claude for the changes to take effect

Running on Cursor

Note: Requires Cursor version 0.45.6+

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

For Windows users experiencing issues, try:

cmd /c "set OCTAGON_API_KEY=your-octagon-api-key && npx -y octagon-mcp"

Running on Windsurf

Add this to your ./codeium/windsurf/model_config.json:

{
  "mcpServers": {
    "octagon-mcp-server": {
      "command": "npx",
      "args": ["-y", "octagon-mcp@latest"],
      "env": {
        "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}

Running with npx

env OCTAGON_API_KEY=your_octagon_api_key npx -y octagon-mcp

Manual Installation

npm install -g octagon-mcp

Available Tools and Usage

All tools use a single prompt parameter that accepts a natural language query. Include all relevant details in your prompt.

Public Market Intelligence

octagon-sec-agent

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

octagon-transcripts-agent

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

octagon-financials-agent

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

octagon-stock-data-agent

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

Private Market Intelligence

octagon-companies-agent

What is the employee count and funding history for Anthropic?

octagon-funding-agent

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

octagon-deals-agent

What was the acquisition price when Microsoft acquired GitHub?

octagon-investors-agent

What is the latest investment criteria of Insight Partners?

octagon-debts-agent

List all the debt activities from borrower American Tower

Additional Tools

octagon-scraper-agent

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

octagon-deep-research-agent

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

Example Queries

• "What were Amazon's revenue and net income figures in Q4 2023?"
• "Analyze Tesla's R&D spending trends over the last 3 years."
• "What guidance did NVIDIA's CEO provide regarding AI chip demand in their latest earnings call?"
• "Compare the price-to-earnings, price-to-sales, and EV/EBITDA ratios for the top 5 semiconductor companies."
• "What was Anthropic's latest funding round size, valuation, and key investors?"

Troubleshooting

• API Key Issues: Ensure your Octagon API key is correctly set in the environment or config file.
• Connection Issues: Verify connectivity to the Octagon API.
• Rate Limiting: If you encounter rate limiting errors, reduce the frequency of your requests.

How to add this MCP server to Cursor

There are two ways to add an MCP server to Cursor. The most common way is to add the server globally in the ~/.cursor/mcp.json file so that it is available in all of your projects.

If you only need the server in a single project, you can add it to the project instead by creating or adding it to the .cursor/mcp.json file.

Adding an MCP server to Cursor globally

To add a global MCP server go to Cursor Settings > MCP and click "Add new global MCP server".

When you click that button the ~/.cursor/mcp.json file will be opened and you can add your server like this:

{
    "mcpServers": {
        "cursor-rules-mcp": {
            "command": "npx",
            "args": [
                "-y",
                "cursor-rules-mcp"
            ]
        }
    }
}

Adding an MCP server to a project

To add an MCP server to a project you can create a new .cursor/mcp.json file or add it to the existing one. This will look exactly the same as the global MCP server example above.

How to use the MCP server

Once the server is installed, you might need to head back to Settings > MCP and click the refresh button.

The Cursor agent will then be able to see the available tools the added MCP server has available and will call them when it needs to.

You can also explictly ask the agent to use the tool by mentioning the tool name and describing what the function does.