How to add Octagon MCP Server to Windsurf
AI-powered financial research over SEC filings, earnings calls, stock & crypto data, and prediction markets. Paste the config into ~/.codeium/windsurf/mcp_config.json and restart Windsurf.
Last updated June 14, 2026 · 132★ · stdio · apikey · official
Windsurf config for Octagon MCP Server
npm install -g octagon-mcp{
"mcpServers": {
"octagon-mcp-server": {
"command": "npx",
"args": [
"-y",
"octagon-mcp@latest"
],
"env": {
"OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
}
}
}
}Setup steps
- 1Open Windsurf → Cascade → the hammer/MCP icon → Configure (or edit ~/.codeium/windsurf/mcp_config.json).
- 2Paste the Octagon MCP Server config below.
- 3Fill in placeholder secrets, then save.
- 4Click Refresh in the MCP panel.
- 5Octagon MCP Server's tools become available to Cascade.
Before you start
- Node.js (provides npx and npm)
- An Octagon API key (OCTAGON_API_KEY) from a free account at app.octagonai.co
What Octagon MCP Server can do in Windsurf
octagon-agentOrchestrates 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-agentPerforms 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-agentGenerates research reports for Kalshi prediction market events. Optional `cache` boolean controls agent variant routing (refresh vs cache).
prediction_markets_historyFetches 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-listLists live docs sections and pages from the Octagon docs corpus. Optional section, source (docs/site/all), and limit parameters.
octagon-docs-searchSearches 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-readReads one docs page or section as Markdown by title, URL, path, or catalog id. Requires target; optional source, maxChars, and preferCachedContent.
octagon-docs-refreshRefreshes the in-memory docs catalog from the live LLM-friendly docs endpoints. Optional includeSite to also refresh the broader site index.
Security
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 + Windsurf FAQ
Where is the Windsurf config file?
Windsurf reads MCP servers from ~/.codeium/windsurf/mcp_config.json. Paste the Octagon MCP Server config there under the "mcpServers" key and restart the client.
Is Octagon MCP Server safe to use with Windsurf?
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.
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.