{"type":"mcp_server","name":"octagon-mcp-server","description":"The Octagon MCP Server provides AI-powered investment research capabilities, integrating with the Octagon API to analyze financial data, SEC filings, and market trends. It offers comprehensive tools for public and","category":"Developer Tools","language":"JavaScript","stars":131,"forks":1,"owner":"OctagonAI","github_url":"https://github.com/OctagonAI/octagon-mcp-server","homepage":null,"setup":"## Setup\n\n1. Sign up for a free account at [Octagon](https://app.octagonai.co/signup).\n2. After logging in, navigate to **Settings → API Keys**.\n3. Generate a new API key.\n4. Use this API key in your configuration as the `OCTAGON_API_KEY` value.\n\n### Running with npx\n\n```bash\nenv OCTAGON_API_KEY=your_octagon_api_key npx -y octagon-mcp\n```\n\n### Manual Installation\n\n```bash\nnpm install -g octagon-mcp\n```\n\n### Running on Cursor\n\n1. Open Cursor Settings\n2. Go to Features > MCP Servers\n3. Click \"+ Add New MCP Server\"\n4. Enter the following:\n   - Name: \"octagon-mcp\" (or your preferred name)\n   - Type: \"command\"\n   - Command: `env OCTAGON_API_KEY=your-octagon-api-key npx -y octagon-mcp`\n\n> 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\"`\n\nReplace `your-octagon-api-key` with your Octagon API key.\n\nAfter adding, refresh the MCP server list to see the new tools.\n\n### Running on Claude Desktop\n\n1. Open Claude Desktop\n2. Go to Settings > Developer > Edit Config\n3. Add the following to your `claude_desktop_config.json`:\n   ```json\n{\n  \"mcpServers\": {\n    \"octagon\": {\n      \"command\": \"npx\",\n      \"args\": [\"-y\", \"octagon-mcp@latest\"],\n      \"env\": {\n        \"OCTAGON_API_KEY\": \"YOUR_API_KEY_HERE\"\n      }\n    }\n  }\n}\n   ```\n\nReplace `your-octagon-api-key` with your Octagon API key.\n\n### Running on Windsurf\n\nAdd this to your `./codeium/windsurf/model_config.json`:\n\n```json\n{\n  \"mcpServers\": {\n    \"octagon\": {\n      \"command\": \"npx\",\n      \"args\": [\"-y\", \"octagon-mcp@latest\"],\n      \"env\": {\n        \"OCTAGON_API_KEY\": \"YOUR_API_KEY_HERE\"\n      }\n    }\n  }\n}\n```","tools":"## Available Tools\n\n1. Specialized AI agents (for investment research of public and private markets)\n2. SEC filings analysis (extract information from SEC filings)\n3. Earnings call transcript analysis (analyze earnings call transcripts)\n4. Financial metrics and ratios analysis (retrieve financial metrics and ratios)\n5. Stock market data access (access stock market data)\n6. Private company research (research private company information)\n7. Web scraping capabilities (extract data from any public website)\n8. Funding rounds and venture capital research (research startup funding rounds and venture capital)\n9. M&A and IPO transaction research (research M&A and IPO transactions)\n10. octagon-sec-agent (extract information from SEC filings)\n11. octagon-transcripts-agent (analyze earnings call transcripts)\n12. octagon-financials-agent (retrieve financial metrics and ratios)\n13. octagon-stock-data-agent (access stock market data)\n14. octagon-companies-agent (research private company information)\n15. octagon-funding-agent (research startup funding rounds and venture capital)\n16. octagon-deals-agent (research M&A and IPO transactions)\n17. octagon-investors-agent (a specialized database agent for looking up information on investors)\n18. octagon-debts-agent (a specialized database agent for analyzing private debts, borrowers, and lenders)\n19. octagon-scraper-agent (extract data from any public website)\n20. octagon-deep-research-agent (perform comprehensive research on any topic)","faq":null,"created_at":"2025-03-12T22:40:51+00:00","updated_at":"2025-03-28T17:02:59+00:00","source_url":"https://model-context-protocol.com/servers/ai-powered-investment-research-server-octagon","related_articles":[]}