Octagon Market Intelligence MCP Server

Overview

Octagon Market Intelligence is a powerful financial research tool that integrates with Claude Desktop and other MCP clients to provide comprehensive market data analysis. It offers specialized AI agents that can analyze SEC filings, earnings call transcripts, financial metrics, stock market data, private company information, funding rounds, M&A transactions, and more.

Getting Started

Obtain an API Key

Before using Octagon Market Intelligence, you need to obtain an API key:

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

Prerequisites

Octagon Market Intelligence requires Node.js (which includes npm and npx). If you don't have these installed:

For macOS:

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

# Install Node.js
brew install node

For Windows:

1. Download and install Node.js from https://nodejs.org/ (LTS version recommended)
2. Follow the installation prompts

Verify your installation by running:

node -v
npm -v
npx -v

Installation Options

Claude Desktop Configuration

1. Open Claude Desktop
2. Go to Settings > Developer > Edit Config
3. Add the following to your claude_desktop_config.json:

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

4. Replace YOUR_API_KEY_HERE with your actual Octagon API key
5. Restart Claude for the changes to take effect

Cursor Configuration

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

   For Windows users experiencing issues, try:

   cmd /c "set OCTAGON_API_KEY=your-octagon-api-key && npx -y octagon-mcp"
   

5. Replace your-octagon-api-key with your actual Octagon API key

6. Refresh the MCP server list to see the new tools

Windsurf Configuration

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

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

Direct Installation

You can also run Octagon Market Intelligence directly:

# Run with npx (recommended)
env OCTAGON_API_KEY=your_octagon_api_key npx -y octagon-mcp

# Or install globally
npm install -g octagon-mcp

Using Octagon Market Intelligence

Once configured, you can use Octagon Market Intelligence by asking your AI assistant questions about:

• Public company financial data and SEC filings
• Earnings call transcripts and analysis
• Financial metrics and ratios
• Stock market data and trends
• Private company research
• Funding rounds and venture capital
• M&A and IPO transactions
• Debt transactions

For example, you can ask:

• "Analyze Apple's latest quarterly earnings"
• "Compare financial metrics between Tesla and Ford"
• "Research recent funding rounds in the AI sector"
• "Analyze the IPO market trends for the past year"

Additional Resources

For comprehensive documentation on using Octagon agents, visit the official documentation at https://docs.octagonagents.com