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Octagon MCP Server

by MCP-Mirror

Octagon MCP is a Model Context Protocol server implementation that integrates with the Octagon API, providing specialized AI agents for investment research. It offers comprehensive research tools for public and private markets, accessible through a simple prompt interface.

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What is Octagon MCP Server?

Octagon MCP is a server that provides access to a suite of AI-powered tools designed for investment research. It allows users to perform in-depth analysis of public and private markets by leveraging specialized agents for tasks like SEC filings analysis, earnings call transcript analysis, and private company research.

How to use Octagon MCP Server?

To use Octagon MCP, you need an Octagon API key. You can obtain one by signing up for a free account at Octagon and navigating to the API Keys section in settings. Once you have the API key, you can install and run the server using npx or npm. Then, configure your preferred platform (Cursor, Claude Desktop, or Windsurf) to connect to the MCP server using the provided instructions and your API key. Finally, use natural language prompts to query the available tools for specific investment research tasks.

Key features of Octagon MCP Server

  • Specialized AI agents for investment research

  • SEC filings and earnings call analysis

  • Financial metrics and ratios analysis

  • Private company and funding research

  • Web scraping capabilities

  • Streaming support for real-time responses

  • Simple prompt-based interface

  • Comprehensive research tools

Use cases of Octagon MCP Server

  • Analyzing SEC filings for key financial data

  • Extracting insights from earnings call transcripts

  • Calculating financial ratios for companies

  • Researching private company information and funding history

  • Monitoring stock market data and trends

  • Performing comprehensive research on specific investment topics

  • Analyzing debt activities of borrowers and lenders

  • Extracting data from websites for investment purposes

FAQ from Octagon MCP Server

How do I get an Octagon API key?

Sign up for a free account at Octagon and navigate to Settings → API Keys to generate a new key.

What platforms are supported?

Currently, Octagon MCP supports Cursor, Claude Desktop, and Windsurf.

What kind of queries can I make?

You can make natural language queries related to investment research, such as extracting data from SEC filings, analyzing earnings calls, researching private companies, and more. See the 'Available Tools' section for examples.

What do I do if I encounter rate limiting errors?

Reduce the frequency of your requests to avoid exceeding the rate limits.

How do I configure Octagon MCP on Cursor?

Open Cursor Settings, go to Features > MCP Servers, click '+ Add New MCP Server', and enter the name, type (command), and command (including your API key) as described in the README.