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Octagon MCP Server for Market Data ​

The Octagon MCP server provides specialized AI-powered financial research and analysis by integrating with the Octagon Market Intelligence API, enabling users to easily analyze and extract detailed insights from public filings, earnings call transcripts, financial metrics, stock market data, and extensive private market transactions within Claude Desktop and other popular MCP clients.

Demo

Features ​

✅ Specialized AI agents for public market data

  • SEC filings analysis and data extraction (8000+ public companies 10-K, 10-Q, 8-K, 20-F, S-1)
  • Earnings call transcript analysis (10 yrs of historical and current)
  • Financial metrics and ratios analysis (10 yrs of historical and current)
  • Stock market data access (over 10,000 active tickers, daily historical and current)

✅ Specialized AI agents for private market data

  • Private company research (3M+ companies)
  • Funding rounds and venture capital research (500k+ deals)
  • M&A and IPO transaction research (2M+ deals)
  • Debt transactions research (1M+ deals)

✅ Specialized AI agents for deep research

  • Web scraping capabilities (json, csv, python scripts)
  • Comprehensive deep research tools

Get Your Octagon API Key ​

To use Octagon MCP, you need to:

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

Prerequisites ​

Before installing or running Octagon MCP, you need to have npx (which comes with Node.js and npm) installed on your system.

Mac (macOS) ​

  1. Install Homebrew (if you don't have it):

    bash
    /bin/bash -c "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/HEAD/install.sh)"

  2. Install Node.js (includes npm and npx):

    bash
    brew install node

    This will install the latest version of Node.js, npm, and npx.

  3. Verify installation:

    bash
    node -v
npm -v
npx -v

Windows ​

  1. Download the Node.js installer:
  2. Run the installer and follow the prompts. This will install Node.js, npm, and npx.
  3. Verify installation: Open Command Prompt and run:
    cmd
    node -v
npm -v
npx -v

If you see version numbers for all three, you are ready to proceed with the installation steps below.

Installation ​

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):
json
{
  "mcpServers": {
    "octagon-mcp-server": {
      "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 Cursor ​

Configuring Cursor Desktop 🖥️ 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 Windsurf ​

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

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

Running with npx ​

bash
env OCTAGON_API_KEY=your_octagon_api_key npx -y octagon-mcp

Manual Installation ​

bash
npm install -g octagon-mcp

What is the Model Context Protocol (MCP)? ​

The Model Context Protocol (MCP) is an open standard that allows AI applications to extend models with additional capabilities and context. Think of MCP as a "USB-C port for AI applications" - it provides a standardized way for AI models to connect with external tools, data sources, and specialized capabilities.

MCP enables AI models to:

  • Access external knowledge and data sources
  • Use specialized tools for specific domains
  • Leverage capabilities beyond what's built into the base model

The Octagon MCP server implements this protocol to provide specialized investment research capabilities directly to your preferred AI tools and interfaces like Cursor, Claude Desktop, and Windsurf.

For a deeper understanding of the MCP protocol, see Anthropic's MCP documentation.

Resources ​

Alternative Installation ​

For quick testing, you can also use npx:

bash
env OCTAGON_API_KEY=your_octagon_api_key npx -y octagon-mcp@latest