Octagon

Octagon

Deliver real-time investment research with extensive private and public market data.

OctagonAI

Research & Data
Visit Server

Tools

octagon-sec-agent

[PUBLIC MARKET INTELLIGENCE] A specialized agent for SEC filings analysis and financial data extraction. Covers over 8,000 public companies from SEC EDGAR with comprehensive coverage of financial statements from annual and quarterly reports (10-K, 10-Q, 20-F), offering filings (S-1), amendments, and event filings (8-K). Updated daily with historical data dating back to 2018 for time-series analysis. Best for extracting financial and segment metrics, management discussion, footnotes, risk factors, and quantitative data from SEC filings. Example queries: 'What was Apple's R&D expense as a percentage of revenue in their latest fiscal year?', 'Find the risk factors related to supply chain in Tesla's latest 10-K', 'Extract quarterly revenue growth rates for Microsoft over the past 2 years'.

octagon-transcripts-agent

[PUBLIC MARKET INTELLIGENCE] A specialized agent for analyzing earnings call transcripts and management commentary. Covers over 8,000 public companies with continuous daily updates for real-time insights. Historical data dating back to 2018 enables robust time-series analysis. Extract information from earnings call transcripts, including executive statements, financial guidance, analyst questions, and forward-looking statements. Best for analyzing management sentiment, extracting guidance figures, and identifying key business trends. Example queries: 'What did Amazon's CEO say about AWS growth expectations in the latest earnings call?', 'Summarize key financial metrics mentioned in Tesla's Q2 2023 earnings call', 'What questions did analysts ask about margins during Netflix's latest earnings call?'.

octagon-financials-agent

[PUBLIC MARKET INTELLIGENCE] Specialized agent for financial statement analysis and ratio calculations. Capabilities: Analyze financial statements, calculate financial metrics, compare ratios, and evaluate performance indicators. Best for: Deep financial analysis and comparison of company financial performance. Example queries: 'Compare the gross margins, operating margins, and net margins of Apple, Microsoft, and Google over the last 3 years', 'Analyze Tesla's cash flow statements from 2021 to 2023 and calculate free cash flow trends', 'Calculate and explain key financial ratios for Amazon including P/E, EV/EBITDA, and ROIC'.

octagon-stock-data-agent

[PUBLIC MARKET INTELLIGENCE] Specialized agent for stock market data and equity investment analysis. Capabilities: Analyze stock price movements, trading volumes, market trends, valuation metrics, and technical indicators. Best for: Stock market research, equity analysis, and trading pattern identification. Example queries: 'How has Apple's stock performed compared to the S&P 500 over the last 6 months?', 'Analyze the trading volume patterns for Tesla stock before and after earnings releases', 'What were the major price movements for NVIDIA in 2023 and what were the catalysts?'.

octagon-companies-agent

[PRIVATE MARKET INTELLIGENCE] A specialized database agent for looking up company information and financials. Capabilities: Query comprehensive company financial information and business intelligence from Octagon's company database. Best for: Finding basic information about companies, their financial metrics, and industry benchmarks. NOTE: For better and more accurate results, provide the company's website URL instead of just the company name. Example queries: 'What is the employee trends for Stripe (stripe.com)?', 'List the top 5 companies in the AI sector by revenue growth', 'Who are the top competitors to Databricks (databricks.com)?'.

octagon-funding-agent

[PRIVATE MARKET INTELLIGENCE] A specialized database agent for company funding transactions and venture capital research. Capabilities: Extract information about funding rounds, investors, valuations, and investment trends. Best for: Researching startup funding history, investor activity, and venture capital patterns. NOTE: For better and more accurate results, provide the company's website URL instead of just the company name. Example queries: 'What was Anthropic's latest funding round size, valuation, and key investors (anthropic.com)?', 'How much has OpenAI raised in total funding and at what valuation (openai.com)?', 'Who were the lead investors in Databricks' Series G round and what was the post-money valuation (databricks.com)?'.

octagon-deals-agent

[PRIVATE MARKET INTELLIGENCE] A specialized database agent for M&A and IPO transaction analysis. Capabilities: Retrieve information about mergers, acquisitions, initial public offerings, and other financial transactions. Best for: Research on corporate transactions, IPO valuations, and M&A activity. NOTE: For better and more accurate results, provide the company's website URL instead of just the company name. Example queries: 'What was the acquisition price when Microsoft (microsoft.com) acquired GitHub (github.com)?', 'List the valuation multiples for AI companies in 2024', 'List all the acquisitions and price, valuation by Salesforce (salesforce.com) in 2023?'.

octagon-investors-agent

[PRIVATE MARKET INTELLIGENCE] A specialized database agent for looking up information on investors. Capabilities: Retrieve information about investors, their investment criteria, and past activities. Best for: Research on investors and details about their investment activities. NOTE: For better and more accurate results, provide the investor's website URL instead of just the investor name. Example queries: 'What is the latest investment criteria of Insight Partners (insightpartners.com)?', 'How many investments did Andreessen Horowitz (a16z.com) make in the last 6 months', 'What is the typical check size for QED Investors (qedinvestors.com)'.

octagon-scraper-agent

[PUBLIC & PRIVATE MARKET INTELLIGENCE] Specialized agent for financial data extraction from investor websites. Capabilities: Extract structured financial data from investor relations websites, tables, and online financial sources. 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/'.

octagon-deep-research-agent

[PUBLIC & PRIVATE MARKET INTELLIGENCE] A comprehensive agent that can utilize multiple sources for deep research analysis. Capabilities: Aggregate research across multiple data sources, synthesize information, and provide comprehensive investment research. 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', 'Investigate the factors driving electric vehicle adoption and their impact on battery supplier financials'.

octagon-debts-agent

[PRIVATE MARKET INTELLIGENCE] A specialized database agent for analyzing private debts and lenders. Capabilities: Retrieve information about private debts and lenders. Best for: Research on borrowers, and lenders and details about the private debt facilities. Example queries: 'List all the debt activities from borrower American Tower', 'Compile all the debt activities from lender ING Group in Q4 2024'.

README

Octagon: MCP For Market Intelligence

A Model Context Protocol (MCP) server implementation that integrates with Octagon Market Intelligence API.

Features

  • Specialized AI agents for public and private market intelligence
  • 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
  • Web scraping capabilities
  • Comprehensive research tools
  • Streaming support for real-time responses
  • Simple interface with a single "prompt" parameter for all tools

Getting an API Key

To use Octagon MCP, you need to:

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

Installation

Running with npx

env OCTAGON_API_KEY=your_octagon_api_key npx -y octagon-mcp

Manual Installation

npm install -g octagon-mcp

Running on Cursor

Configuring Cursor 🖥️ Note: Requires Cursor version 0.45.6+

To configure Octagon MCP in Cursor:

  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

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"

Replace your-octagon-api-key with your Octagon API key.

After 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.

Running on Claude Desktop

To configure Octagon MCP for Claude Desktop:

  1. Open Claude Desktop
  2. Go to Settings > Developer > Edit Config
  3. Add the following to your claude_desktop_config.json (Replace your-octagon-api-key with your Octagon API key):
{
  "mcpServers": {
    "octagon": {
      "command": "npx",
      "args": ["-y", "octagon-mcp@latest"],
      "env": {
        "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}
  1. Restart Claude for the changes to take effect

Running on Windsurf

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

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

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.

License

MIT

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