Octagon Investment Research MCP server for AI agents

Octagon MCP Server provides specialized AI-powered financial research and analysis by integrating with the Octagon Market Intelligence API. It enables users to analyze and extract insights from public filings, earnings call transcripts, financial metrics, stock market data, and private market transactions within Claude Desktop and other MCP clients.

Features

✅ Comprehensive Market Intelligence - Orchestrates multiple specialized agents for complete market analysis

SEC filings analysis and data extraction
Earnings call transcript analysis
Financial metrics and ratios analysis
Stock market data access
Private company research
Funding rounds and venture capital research
M&A and IPO transaction research
Institutional holdings and Form 13F filings
Cryptocurrency market data and analysis

✅ Deep Research Capabilities - Comprehensive research tools that aggregate information from multiple sources

✅ Web Scraping - Extract structured data from any public website

Getting Your API Key

To use Octagon MCP, you need to:

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

Prerequisites

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

Mac (macOS)

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

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

Install Node.js (includes npm and npx):
```
brew install node
```
Verify installation:
```
node -v
npm -v
npx -v
```

Windows

Download the Node.js installer from https://nodejs.org/ (LTS version)
Run the installer and follow the prompts
Verify installation:
```
node -v
npm -v
npx -v
```

Installation

Running on Claude Desktop

Open Claude Desktop
Go to Settings > Developer > Edit Config
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"
      }
    }
  }
}

Restart Claude for the changes to take effect

Running on Cursor

Open Cursor Settings
Go to Features > MCP Servers
Click "+ Add New MCP Server"
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 encountering 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

Each tool uses a single prompt parameter that accepts a natural language query.

octagon-agent

[COMPREHENSIVE MARKET INTELLIGENCE] Orchestrates all agents for comprehensive market intelligence analysis.

Best for: Complex research requiring multiple data sources and comprehensive analysis across public and private markets.

Example queries:

Retrieve year-over-year growth in key income-statement items for AAPL, limited to 5 records and filtered by period FY
Analyze the latest 10-K filing for AAPL and extract key financial metrics and risk factors
Retrieve the daily closing prices for AAPL over the last 30 days

octagon-scraper-agent

[PUBLIC & PRIVATE MARKET INTELLIGENCE] Specialized agent for financial data extraction from investor websites.

Best for: Gathering financial data from websites that don't have accessible APIs.

Example queries:

Extract all data fields from zillow.com/san-francisco-ca/
Extract all data fields from www.carvana.com/cars/
Extract financial metrics from tesla.com/investor-relations

octagon-deep-research-agent

[PUBLIC & PRIVATE MARKET INTELLIGENCE] A comprehensive agent that can utilize multiple sources for deep research analysis.

Best for: Investment research questions requiring up-to-date aggregated information from the web.

Example queries:

Research the financial impact of Apple's privacy changes on digital advertising companies' revenue and margins
Analyze the competitive landscape in the cloud computing sector, focusing on AWS, Azure, and Google Cloud margin and growth trends

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: Make sure the connectivity to the Octagon API is working properly.
Rate Limiting: If you encounter rate limiting errors, reduce the frequency of your requests.

How to install this MCP server

For Claude Code

To add this MCP server to Claude Code, run this command in your terminal:

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

See the official Claude Code MCP documentation for more details.

For 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 > Tools & Integrations and click "New MCP Server".

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

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

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 explicitly ask the agent to use the tool by mentioning the tool name and describing what the function does.

For Claude Desktop

To add this MCP server to Claude Desktop:

1. Find your configuration file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json
Linux: ~/.config/Claude/claude_desktop_config.json

2. Add this to your configuration file:

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

3. Restart Claude Desktop for the changes to take effect