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 detailed insights from public filings, earnings call transcripts, financial metrics, stock market data, and private market transactions within Claude Desktop and other MCP clients.
Before installing Octagon MCP, you need to have npx (which comes with Node.js and npm) installed on your system.
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
node -v
npm -v
npx -v
To use Octagon MCP, you need to:
The simplest way to run Octagon MCP:
env OCTAGON_API_KEY=your_octagon_api_key npx -y octagon-mcp
npm install -g octagon-mcp
claude_desktop_config.json:
{
"mcpServers": {
"octagon-mcp-server": {
"command": "npx",
"args": ["-y", "octagon-mcp@latest"],
"env": {
"OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
}
}
}
}
Open Cursor Settings
Go to Features > MCP Servers
Click "+ Add New MCP Server"
Enter the following:
env OCTAGON_API_KEY=your-octagon-api-key npx -y octagon-mcpFor Windows users experiencing issues, try:
cmd /c "set OCTAGON_API_KEY=your-octagon-api-key && npx -y octagon-mcp"
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"
}
}
}
}
Each tool uses a single prompt parameter that accepts a natural language query. Include all relevant details in your prompt.
Orchestrates all agents for comprehensive market intelligence analysis.
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
Extract information from SEC filings.
Example:
What was Apple's gross margin percentage from their latest 10-Q filing?
Analyze earnings call transcripts.
Example:
What did NVIDIA's CEO say about AI chip demand in their latest earnings call?
Retrieve financial metrics and ratios.
Example:
Calculate the price-to-earnings ratio for Tesla over the last 4 quarters
Access stock market data.
Example:
How has Apple's stock performed compared to the S&P 500 over the last 6 months?
Analyze institutional ownership and Form 13F filings.
Example:
Retrieve the most recent Form 13F and related filings submitted by institutional investors, limited to 50 records on page 0
Analyze cryptocurrency market data and trends.
Example:
Get a comprehensive list of all cryptocurrencies traded on global exchanges
Retrieve historical end-of-day price data for BTCUSD from 2020-01-01 to 2024-12-31
Research private company information.
Example:
What is the employee count and funding history for Anthropic?
Research startup funding rounds and venture capital.
Example:
What was OpenAI's latest funding round size, valuation, and key investors?
Research M&A and IPO transactions.
Example:
What was the acquisition price when Microsoft acquired GitHub?
Look up information on investors.
Example:
What is the latest investment criteria of Insight Partners?
Analyze private debts, borrowers, and lenders.
Example:
List all the debt activities from borrower American Tower
Extract data from any public website.
Example:
Extract property prices and square footage data from zillow.com/san-francisco-ca/
Perform comprehensive research on any topic.
Example:
Research the financial impact of Apple's privacy changes on digital advertising companies' revenue and margins
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.
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.
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"
}
}
}
}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.
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.
To add this MCP server to Claude Desktop:
1. Find your configuration file:
~/Library/Application Support/Claude/claude_desktop_config.json%APPDATA%\Claude\claude_desktop_config.json~/.config/Claude/claude_desktop_config.json2. 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