OctagonAI_octagon-mcp-server
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Octagon MCP offers a Model Context Protocol server that integrates with the Octagon API to facilitate investment research. It provides AI-driven tools for analyzing SEC filings, earnings call transcripts, financial metrics, and more, targeting both public and private markets.
Octagon: MCP For Investment Research
A Model Context Protocol (MCP) server implementation that integrates with Octagon API for investment research capabilities.
Features
- Specialized AI agents for public and private market investment research
- SEC filings analysis and data extraction
- Earnings call transcript analysis
- Financial metrics and ratios analysis
- Stock market data access
- Private company research
- Web scraping capabilities
- Comprehensive research tools
- Funding rounds and venture capital research
- M&A and IPO transaction research
Getting an API Key
- Sign up for a free account at Octagon
- Generate a new API key
Documentation
Visit https://docs.octagonagents.com for comprehensive documentation including API references, query guidelines, examples, and best practices for investment research.
Configuration
Environment Variables
OCTAGON_API_KEY: Required for all operations; sign up at Octagon if you don't have one.
Available Tools
Tools use a natural language query via a prompt parameter, supporting both public and private market intelligence.
Example Queries
- "What were Amazon's revenue and net income figures in Q4 2023?"
- "Analyze Tesla's R&D spending trends over the last 3 years."
- "Compile all the debt activities from lender ING Group in Q4 2024."
Troubleshooting
- API Key Issues: Ensure your Octagon API key is correctly set.
- Connection Issues: Verify connectivity to the Octagon API.