Octagonai Octagon MCP Server

Octagon MCP is an investment research tool that provides research capabilities for public and private markets by integrating the Octagon API, including functions such as financial data analysis, SEC filing parsing, and earnings conference call analysis.

Finance Research and data #Investment Research #Financial Analysis #Market Data #AI Agents Remote .TypeScript

rating : 2 points

downloads : 7.1K

update time : 2025-04-29

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What is the Octagon MCP Server?

The Octagon MCP Server is an investment research tool based on the Model Context Protocol (MCP). It uses artificial intelligence technology to conduct in - depth analysis of data from public and private markets. Whether it's SEC filings, company financial reports, or market trends, Octagon can provide you with comprehensive information.

How to use the Octagon MCP Server?

Simply enter your query, and Octagon MCP will automatically call the corresponding AI model to process the request and return the results. You can set the API key through environment variables or configuration files and run it easily on multiple platforms.

Application Scenarios

Suitable for professionals who need to quickly obtain investment research data, such as financial analysts, investors, and corporate strategy teams.

Main Features

Public Market Intelligence

Extract key financial data from SEC filings and analyze the performance of listed companies.

Private Market Intelligence

Research the financing history, employee size, and investor information of unlisted companies.

Funding Rounds and Deal Research

Track the financing activities of startups and transaction information such as mergers and acquisitions, IPOs, etc.

Web Scraping

Extract the required data from any public website.

Comprehensive Research

Conduct comprehensive research and analysis on specific topics.

Advantages

Powerful natural language processing ability and easy to use.

Supports integration with multiple platforms and tools.

Real - time response to improve work efficiency.

Rich industry database covering a wide range of fields.

Limitations

An effective API key is required to access all features.

Some advanced features may involve high fees.

For very complex problems, manual intervention may be required.

How to Use

Visit the Octagon official website (https://app.octagonai.co/signup) to create an account and generate an API key.

Install Octagon MCP

Install the Octagon MCP client globally via npm.

Configure the MCP Server

Configure the MCP server according to the platform you are using (such as Cursor or Claude Desktop) as instructed.

Usage Examples

Case 1: Query Amazon's Q4 2023 Financial Report

Analyze Amazon's revenue and net income in the fourth quarter of 2023.

Case 2: Tesla's R & D Spending Trend

Research the changes in Tesla's R & D spending over the past three years.

Frequently Asked Questions

How to obtain an API key?

Does it support real - time updates?

Is there a trial period?

Related Resources

Octagon Official Documentation

Detailed API reference and usage guide.

Octagon Example Queries

Provide practical examples of various queries.

Octagon Community Forum

A place to exchange experiences with other users.

🚀 Octagon Investment Research Model Context Protocol (MCP)

A Model Context Protocol (MCP) server implementation integrated with the Octagon API, specifically designed for investment research.

🚀 Quick Start

The Octagon Investment Research Model Context Protocol (MCP) is a specialized server implementation integrated with the Octagon API, dedicated to investment research. It provides a comprehensive set of tools for in - depth analysis in both public and private markets.

✨ Features

AI Agents for Investment Research: Specifically tailored for investment research in public and private markets.
SEC Filing Analysis and Data Extraction: Analyze and extract data from U.S. Securities and Exchange Commission filings.
Earnings Call Transcript Analysis: Analyze transcripts of earnings calls.
Financial Metrics and Ratio Analysis: Conduct analysis on financial metrics and ratios.
Stock Market Data Access: Access stock market data.
Private Company Research: Perform research on private companies.
Web Scraping Functionality: Scrape data from web pages.
Comprehensive Research Tools: Offer a full range of research tools.
Investment Round and Venture Capital Research: Research investment rounds and venture capital activities.
M&A and IPO Transaction Research: Conduct research on mergers and acquisitions (M&A) and initial public offerings (IPO) transactions.
Investor Professional Database Query: Query professional databases for investors.
Private Debt Analysis: Analyze private debt.

💻 Usage Examples

Basic Usage

Here are some example queries to illustrate the capabilities of this system:

"What were Amazon's revenue and net income in Q4 2023?"
"Analyze Tesla's R & D expenditure trends over the past three years."
"In the recent earnings call, what guidance did NVIDIA's CEO provide on the demand for AI chips?"
"Compare the P/E, P/S, and EV/EBITDA multiples of the top five family semiconductor companies."
"What were the size, valuation, and major investors of Anthropic's latest funding round?"
"Extract all data fields from the page zillow.com/san - francisco - ca/."
"Study the impact of Apple's privacy policy changes on the revenue and profit margins of other digital advertising companies."
"Compile all debt activity records of ING Group in Q4 2024."
"How many investments did Andreessen Horowitz make in AI startups in the past 12 months?"

📚 Documentation

Troubleshooting

⚠️ Important Note

API Key Issue: Ensure that the Octagon API key is correctly set in the environment or configuration file.

Connection Issue: Confirm that the connection to the Octagon API is working properly.

Rate Limiting: If you encounter rate - limiting errors, reduce the frequency of requests.