Octagon: MCP for Market Data

A free MCP server to analyze and extract insights from public filings, earnings transcripts, financial metrics, stock market data, private market transactions, and deep web-based research within Claude Desktop and other popular MCP clients.

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Overview

Octagon MCP Server is a Model Context Protocol (MCP) server implementation that integrates with the Octagon API, designed to provide advanced investment research capabilities for both public and private markets.

To use the Octagon MCP Server, you can run it using npx with your Octagon API key or install it manually via npm. Configuration is required for different environments like Cursor and Claude Desktop.

Specialized AI agents for investment research - SEC filings analysis and data extraction - Earnings call transcript analysis - Financial metrics and ratios analysis - Access to stock market data - Private company research and web scraping capabilities - Comprehensive research tools for funding rounds, M&A, and IPO transactions - Streaming support for real-time responses - Simple interface with a single prompt parameter for all tools

Analyzing SEC filings for investment insights.
Extracting financial metrics for public companies.
Researching private companies and their funding history.
Performing comprehensive market intelligence and analysis.
Real-time data extraction from public websites.

Add to your AI client

Use these steps to connect Octagon: MCP for Market Data in Cursor, Claude, VS Code, and other MCP-compatible apps. The same JSON appears in the Use with menu above for one-click copy.

Cursor

Add this to your .cursor/mcp.json file in your project root, then restart Cursor.

.cursor/mcp.json

{
  "mcpServers": {
    "octagon-mcp-server-octagonai": {
      "command": "env",
      "args": [
        "OCTAGON_API_KEY=your-octagon-api-key",
        "npx",
        "-y",
        "octagon-mcp"
      ]
    }
  }
}

Claude Desktop

Add this server entry to the mcpServers object in your Claude Desktop config, then restart the app.

~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows)

{
  "mcpServers": {
    "octagon-mcp-server-octagonai": {
      "command": "env",
      "args": [
        "OCTAGON_API_KEY=your-octagon-api-key",
        "npx",
        "-y",
        "octagon-mcp"
      ]
    }
  }
}

Claude Code

Add this to your project's .mcp.json file. Claude Code will detect it automatically.

.mcp.json (project root)

{
  "mcpServers": {
    "octagon-mcp-server-octagonai": {
      "command": "env",
      "args": [
        "OCTAGON_API_KEY=your-octagon-api-key",
        "npx",
        "-y",
        "octagon-mcp"
      ]
    }
  }
}

VS Code (Copilot)

Add this to your .vscode/mcp.json file. Requires the GitHub Copilot extension with MCP support enabled.

.vscode/mcp.json

{
  "servers": {
    "octagon-mcp-server-octagonai": {
      "type": "stdio",
      "command": "env",
      "args": [
        "OCTAGON_API_KEY=your-octagon-api-key",
        "npx",
        "-y",
        "octagon-mcp"
      ]
    }
  }
}

Windsurf

Add this to your Windsurf MCP config file, then restart Windsurf.

~/.codeium/windsurf/mcp_config.json

{
  "mcpServers": {
    "octagon-mcp-server-octagonai": {
      "command": "env",
      "args": [
        "OCTAGON_API_KEY=your-octagon-api-key",
        "npx",
        "-y",
        "octagon-mcp"
      ]
    }
  }
}

Cline

Open Cline settings, navigate to MCP Servers, and add this server configuration.

Cline MCP Settings (via UI)

{
  "mcpServers": {
    "octagon-mcp-server-octagonai": {
      "command": "env",
      "args": [
        "OCTAGON_API_KEY=your-octagon-api-key",
        "npx",
        "-y",
        "octagon-mcp"
      ]
    }
  }
}

FAQ

How do I get an API key for Octagon MCP?

Sign up at [Octagon](https://octagonagents.com) and generate an API key in your account settings.

Can I use Octagon MCP for both public and private market research?

Yes! Octagon MCP supports research for both public and private markets.

What programming languages does Octagon MCP support?

Octagon MCP is implemented in JavaScript and can be run in Node.js environments.

Research and data