Octagon MCP Server

Official

AI-powered financial research over SEC filings, earnings calls, stock & crypto data, and prediction markets.

Unverified

stdio (local)

API key

TypeScript

View repo 132 Website npm

Add to your client

Copy the config for your MCP client and paste it into its config file.

Install / run

npm install -g octagon-mcp

Paste into ~/Library/Application Support/Claude/claude_desktop_config.json

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

Step-by-step guides: Add to Claude Desktop · Add to Cursor · Add to Windsurf

Before you start

Node.js (provides npx and npm)
An Octagon API key (OCTAGON_API_KEY) from a free account at app.octagonai.co

About Octagon MCP Server

Octagon MCP connects MCP clients to the Octagon Market Intelligence API for natural-language financial research. It returns structured, source-backed answers across SEC filings (10-K, 10-Q, 20-F, 8-K, S-1, 13-F, DEF 14A), earnings call transcripts, company financials, stock & crypto market data, stock news, and prediction markets research. The server runs as a stdio MCP server and ships orchestration agents plus live documentation tools and resources.

Tools & capabilities (8)

octagon-agent

Orchestrates broad public and private market intelligence analysis across SEC filings, earnings call transcripts, and stock/crypto market data. Stateful tool that supports Octagon conversation threading via optional `conversation` and `newConversation` parameters.

octagon-deep-research-agent

Performs comprehensive multi-source deep research and synthesis for investment research questions, best for up-to-date cross-source thematic analysis. Takes a `prompt` parameter.

octagon-prediction-markets-agent

Generates research reports for Kalshi prediction market events. Optional `cache` boolean controls agent variant routing (refresh vs cache).

prediction_markets_history

Fetches historical data for a prediction market event ticker with optional pagination and time filters (event_ticker required; optional limit, cursor, captured_from, captured_to, include_analysis).

octagon-docs-list

Lists live docs sections and pages from the Octagon docs corpus. Optional section, source (docs/site/all), and limit parameters.

octagon-docs-search

Searches the Octagon API, agent, MCP, and plugin docs with source URLs and optional snippets. Requires a query; optional section, source, limit, and includeSnippets.

octagon-docs-read

Reads one docs page or section as Markdown by title, URL, path, or catalog id. Requires target; optional source, maxChars, and preferCachedContent.

octagon-docs-refresh

Refreshes the in-memory docs catalog from the live LLM-friendly docs endpoints. Optional includeSite to also refresh the broader site index.

When to use it

Compare two companies on latest quarterly revenue growth, margins, and management commentary
Analyze a company's R&D spending trends over the last several years
Extract guidance from a CEO's latest earnings call
Research the financial impact of a market theme across multiple sources
Retrieve and analyze historical Bitcoin price data and volatility
Generate research reports for Kalshi prediction market events and fetch historical market data

Security notes

Requires an OCTAGON_API_KEY (free account at app.octagonai.co). The documentation tools fetch from the public Octagon docs LLM endpoint (https://octagonai.co/docs/llms.txt) and do not use or transmit OCTAGON_API_KEY.

Octagon MCP Server FAQ

How do I get an API key?

Sign up for a free account at Octagon (app.octagonai.co/signup), then navigate to API Keys from the left menu, generate a new key, and use it as the OCTAGON_API_KEY value in your configuration.

Which transport does the server use?

It currently runs as a stdio MCP server. In stdio mode the server automatically establishes a process-local session for conversation continuity across calls.

Do the documentation tools require an API key?

No. The docs tools (octagon-docs-list/search/read/refresh) work even before OCTAGON_API_KEY is configured and fetch from the public Octagon docs LLM endpoint; they do not use or transmit the API key.

Can I use it with Cursor?

Yes. In Cursor (version 0.45.6+), add a new MCP server of type 'command' with the command `env OCTAGON_API_KEY=your-octagon-api-key npx -y octagon-mcp`.

#finance #market-intelligence #sec-filings #earnings-calls #stock-data #crypto-data #prediction-markets #investment-research

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