Octagon MCP Server

What does “Octagon” MCP Server do?

The Octagon MCP (Model Context Protocol) Server is a specialized tool designed to connect AI assistants with the Octagon Market Intelligence API, providing seamless access to a comprehensive suite of financial and market data sources. By integrating this server with popular MCP clients like Claude Desktop, developers and users can analyze and extract insights from public filings (such as SEC 10-K, 10-Q, S-1), earnings call transcripts, financial metrics, stock and cryptocurrency market data, private company transactions, venture capital research, and more. The server empowers AI agents to automatically perform deep research, web scraping, and complex data extraction, thereby streamlining financial analysis, due diligence, and market intelligence workflows for both public and private markets.

List of Prompts

No specific prompt templates are listed in the available documentation or code.

List of Resources

• SEC Filings
  • Access and analyze filings for over 8000 public companies, including 10-K, 10-Q, 8-K, 20-F, and S-1 documents.
• Earnings Call Transcripts
  • Retrieve and analyze up to 10 years of historical and current earnings call transcripts.
• Financial Metrics and Ratios
  • Extract and analyze key financial metrics and ratios with up to 10 years of history.
• Stock and Crypto Market Data
  • Obtain daily historical and real-time stock prices (10,000+ tickers) and comprehensive cryptocurrency data.

List of Tools

The specific tools exposed in server.py or other source files are not listed in the provided documentation or code tree.

Use Cases of this MCP Server

• SEC Filings Analysis
  • Quickly extract and summarize key information from SEC filings, supporting financial analysts and compliance teams.
• Earnings Call Insights
  • Analyze earnings call transcripts for sentiment, key metrics, or management discussion points, aiding in investment research.
• Comprehensive Market Data Retrieval
  • Automate retrieval of historical and real-time stock/crypto data for quantitative analysis or financial modeling.
• Private Market Due Diligence
  • Research private companies, funding rounds, M&A activity, and debt transactions to support venture capital or M&A workflows.
• Deep Web-Based Research
  • Use web scraping and deep research tools to gather structured data from unstructured sources, supporting custom research needs.

How to set it up

Windsurf

1. Ensure you have Node.js installed.
2. Open your Windsurf configuration file.
3. Add the Octagon MCP Server to the mcpServers configuration object.
4. Save the configuration and restart Windsurf.
5. Verify the server appears and is accessible in Windsurf.

"mcpServers": {
  "octagon": {
    "command": "npx",
    "args": ["@OctagonAI/octagon-mcp-server@latest"]
  }
}

Claude

1. Ensure Claude MCP client is installed.
2. Locate the configuration file for Claude.
3. Add the Octagon MCP Server with the correct command and arguments.
4. Save and restart Claude.
5. Confirm the server is active and functional.

"mcpServers": {
  "octagon": {
    "command": "npx",
    "args": ["@OctagonAI/octagon-mcp-server@latest"]
  }
}

Cursor

1. Install Node.js if you haven’t already.
2. Open Cursor’s configuration or settings.
3. Insert the Octagon MCP Server configuration in the mcpServers object.
4. Save settings and restart Cursor.
5. Check for connectivity and server readiness.

"mcpServers": {
  "octagon": {
    "command": "npx",
    "args": ["@OctagonAI/octagon-mcp-server@latest"]
  }
}

Cline

1. Make sure you have Node.js installed.
2. Open the Cline client configuration file.
3. Add the Octagon MCP Server in the mcpServers section.
4. Save and restart Cline.
5. Verify the MCP server is registered and running.

"mcpServers": {
  "octagon": {
    "command": "npx",
    "args": ["@OctagonAI/octagon-mcp-server@latest"]
  }
}

Securing API Keys

• Store your Octagon API key in an environment variable for security.
• Reference the variable in your configuration as follows:

"mcpServers": {
  "octagon": {
    "command": "npx",
    "args": ["@OctagonAI/octagon-mcp-server@latest"],
    "env": {
      "OCTAGON_API_KEY": "your-api-key-goes-here"
    },
    "inputs": {
      "api_key": "${OCTAGON_API_KEY}"
    }
  }
}

How to use this MCP inside flows

Using MCP in FlowHunt

To integrate MCP servers into your FlowHunt workflow, start by adding the MCP component to your flow and connecting it to your AI agent:

Click on the MCP component to open the configuration panel. In the system MCP configuration section, insert your MCP server details using this JSON format:

{
  "octagon": {
    "transport": "streamable_http",
    "url": "https://yourmcpserver.example/pathtothemcp/url"
  }
}

Once configured, the AI agent is now able to use this MCP as a tool with access to all its functions and capabilities. Remember to change “octagon” to whatever the actual name of your MCP server is and replace the URL with your own MCP server URL.

Overview

Our opinion

The Octagon MCP Server provides a focused and valuable solution for financial data research and market intelligence, especially for developers and analysts working with public/private market data. However, the lack of explicit prompt templates and tool listings in the current documentation limits transparency into its agentic capabilities. Overall, it’s a strong offering for finance-oriented AI workflows, but could benefit from more detailed technical documentation and prompt/tool exposure.

MCP Score