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Octagon MCP Server

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.

Platform Integration

Cursor

To set up Octagon MCP in Cursor (requires v0.45.6+):

  1. Open Cursor Settings
  2. Go to Features > MCP Servers
  3. Click "+ Add New MCP Server"
  4. Configure as follows:
    • Name: "octagon-mcp"
    • Type: "command"
    • Command: env OCTAGON_API_KEY=your-octagon-api-key npx -y octagon-mcp@latest

For Windows users: cmd /c "set OCTAGON_API_KEY=your-octagon-api-key && npx -y octagon-mcp@latest"

After adding, refresh the MCP server list to see the investment research tools. You can access them via the Composer Agent by describing your research needs.

Claude Desktop

To set up Octagon MCP in Claude Desktop:

  1. Open Claude Desktop
  2. Go to Settings > Developer > Edit Config
  3. Add to your claude_desktop_config.json:
json
{
  "mcpServers": {
    "octagon": {
      "command": "npx",
      "args": ["-y", "octagon-mcp@latest"],
      "env": {
        "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}
  1. Restart Claude

Windsurf

To set up Octagon MCP in Windsurf:

  1. Add to your ./codeium/windsurf/model_config.json:
json
{
  "mcpServers": {
    "octagon": {
      "command": "npx",
      "args": ["-y", "octagon-mcp@latest"],
      "env": {
        "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}

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