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Octagon Investment Research
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Octagon Investment Research

Octagon MCP is a market data model context protocol server that integrates the Octagon market intelligence API, providing AI agent services for public market data, private market data, and deep research.
FinanceResearch and data#Market Data#AI Agent#Financial Analysis#SEC Analysis.TypeScript
2.5 points
31

What is Octagon MCP?

Octagon MCP is a server based on the Model Context Protocol, designed specifically for market data analysis. It provides powerful AI tools to assist users in conducting public and private market research.

How to use Octagon MCP?

Users can obtain the required data and analysis results through simple natural language queries. Just set up the API key and run the relevant commands to start using.

Applicable Scenarios

Suitable for investment analysts, financial researchers, and corporate decision - makers who need in - depth market insights.

Main Features

Public Market IntelligenceExtract information from SEC filings, analyze earnings conference call transcripts, and retrieve financial metrics and ratios.
Private Market IntelligenceResearch data of private companies, track financing rounds and venture capital activities.
Deep ResearchUtilize web crawling capabilities to extract data from websites for comprehensive research.

Advantages and Limitations

Advantages
Powerful AI - driven functions support multi - dimensional market analysis
Covers a wide range of public and private market data sources
Easy - to - use natural language query interface
Limitations
Advanced features may require a higher API quota
Some deep research tasks may require additional time for processing

How to Use

Register an account and obtain an API key
Visit the official Octagon website to register an account and generate an API key in the settings.
Install Octagon MCP
Install Octagon MCP via npm.
Configure environment variables
Set the environment variable OCTAGON_API_KEY to your API key.

Usage Examples

Query the latest quarterly report of Apple Inc.Obtain the latest quarterly financial report of Apple Inc.
Analyze the financial performance of TeslaCompare the financial metrics of Tesla with other companies.

Frequently Asked Questions

How to register an Octagon account?
Is there a free trial available?

Related Resources

Octagon Official Documentation
Detailed API reference and usage guide.
Octagon YouTube Channel
Video tutorials and case demonstrations.
Installation
Copy the following command to your Client for configuration
{
  "mcpServers": {
    "octagon": {
      "command": "npx",
      "args": ["-y", "octagon-mcp@latest"],
      "env": {
        "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}
Note: Your key is sensitive information, do not share it with anyone.
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