octagon

The Octagon MCP server provides AI-powered market research capabilities by integrating with the Octagon Market Intelligence API. It orchestrates specialized agents to analyze public filings, earnings transcripts, financial metrics, stock data, and private market information, enabling you to perform comprehensive investment research within MCP clients like Claude Desktop and Cursor Windsurf. The server exposes multiple tools, including the octagon-agent for end-to-end market intelligence, the octagon-scraper-agent for web-derived data extraction, and the octagon-deep-research-agent for multi-source deep research. To use these tools, configure the MCP server in your client with your Octagon API key (via OCTAGON_API_KEY) and issue natural-language prompts describing your research questions. The agent will route requests to the appropriate sub-agents to retrieve, synthesize, and present insights such as SEC filings metrics, earnings details, market data, private company funding history, and comparative analyses across companies.

Prerequisites

• Node.js and npm (npx comes with Node.js)
• Access to an Octagon API key

Installation steps

1. Install Node.js (includes npm and npx) if you don't have it. Example for macOS with Homebrew: "/bin/bash -c "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/HEAD/install.sh)\"" then: "brew install node"
2. Install the MCP server globally via npx when you run it, or install locally as part of your workflow. The recommended approach shown in this repository uses npx to fetch the latest octagon-mcp package.
3. Obtain your Octagon API key from the Octagon dashboard and keep it secure for environment configuration.
4. Create or update your MCP client configuration to reference the Octagon MCP server (see the example in the README for Claude Desktop, Cursor, or Windsurf integration).

Tips and pitfalls:

• Always supply OCTAGON_API_KEY in your environment when starting the MCP server to authenticate requests.
• If you’re on Windows, you may need shell adjustments like: cmd /c "set OCTAGON_API_KEY=your-key && npx -y octagon-mcp".
• The server is exposed via npx with the package name octagon-mcp@latest; ensure you have internet access when first launching to fetch the package.
• For Claude Desktop integration, update claude_desktop_config.json under mcpServers with the exact command and environment as shown in the README excerpt.
• In Cursor Windsurf, add the server through the model_config.json as shown to ensure the MCP server is loaded on startup.
• You can replace the placeholder YOUR_API_KEY with your real Octagon API key; avoid committing keys in code repositories.
• The available tools (octagon-agent, octagon-scraper-agent, octagon-deep-research-agent) each have their own query patterns; use natural-language prompts that describe the data scope, sources, and timeframe you need.