Octagon

Octagon is an MCP server that connects AI assistants to the Octagon Market Intelligence API for real-time investment and financial research. Built for financial analysts, researchers, and developers, it enables large language model hosts to query deep public and private market datasets. Through its suite of specialized agents and tools, users can extract insights from SEC filings including 10-K, 10-Q, 8-K, S-1, and 13-F documents, alongside corporate earnings call transcripts. It also provides stock and crypto trading market data, corporate press releases, ownership records, and news feeds. Beyond traditional equities, the server connects to prediction markets such as Kalshi, allowing AI clients to generate market reports and retrieve structured historical time-series data for event tickers. The server operates over standard input and output with built-in conversation threading for persistent multi-turn research sessions. Additionally, Octagon exposes tools and MCP resources for searching, listing, and reading its official documentation corpus directly within active client sessions without requiring API credentials for the docs endpoints.

Category: Finance, Crypto & Payments

Tags: finance, investment, market data, research

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How to install and configure Octagon

1. Obtain an API key by signing up at Octagon and generating a key under API Keys. 2. Ensure Node.js, npm, and npx are installed on your system. 3. For Claude Desktop, edit claude_desktop_config.json via Settings > Developer > Edit Config. 4. Add the server entry: json { "mcpServers": { "octagon-mcp-server": { "command": "npx", "args": ["-y", "octagon-mcp@latest"], "env": { "OCTAGON_API_KEY": "YOUR_API_KEY_HERE" } } } } 5. For Cursor (version 0.45.6+), open Settings > Features > MCP Servers, add a new server named "octagon-mcp" of type "command", and enter env OCTAGON_API_KEY=your-octagon-api-key npx -y octagon-mcp. 6. Restart or refresh your MCP client to load the tools.

What you can do with Octagon

• Query SEC filings like 10-K, 10-Q, and 8-K forms or earnings call transcripts to analyze public company financial metrics. - Conduct multi-source deep research across private funding rounds, corporate ownership structures, regulatory developments, and market trends. - Retrieve structured historical time-series data and generate detailed event reports for prediction markets such as Kalshi. - Compare competitor companies across revenue, operational margins, guidance metrics, and press releases to evaluate competitive positioning. - Search and read Octagon documentation inside the active chat session to review agent usage guidelines and API parameter specifications.

Key facts

• https://github.com/OctagonAI/octagon-mcp-server
• Finance, Crypto & Payments, Web Search & Research
• finance, investment, market data, research

Part of MCP Servers

What is Octagon MCP server?

Octagon MCP server connects large language model interfaces to the Octagon Market Intelligence platform. It provides specialized tools for retrieving public company filings, earnings call transcripts, equity and crypto prices, news, and prediction market data. Users can deploy intelligent agents to conduct in-depth investment research and examine historical financial datasets directly inside conversational AI environments.

How do I install Octagon?

You can install and run Octagon using npx or npm. In Claude Desktop, add an entry to claude_desktop_config.json setting command to npx, arguments to -y octagon-mcp@latest, and provide your OCTAGON_API_KEY environment variable. Cursor users can add a command-type MCP server running npx with the environment variable set. You need Node.js installed on your machine.

Which MCP clients work with Octagon?

Octagon works with any standard Model Context Protocol client operating over stdio transports. It is explicitly configured and tested for Claude Desktop and Cursor version 0.45.6 or later. Other compatible agent platforms and local host environments that support stdio MCP servers and environment variable passing can also run Octagon.

Do I need an API key to use Octagon?

Yes, using the core financial research agents and prediction market tools requires an Octagon account and an API key set as the OCTAGON_API_KEY environment variable. However, the documentation retrieval tools, including documentation search and reading functions, work directly against public endpoints without requiring an API key.

What market data sources does Octagon cover?

Octagon covers public SEC filings including forms 10-K, 10-Q, 20-F, 8-K, S-1, 13-F, and DEF 14A, as well as earnings call transcripts. It also provides stock and cryptocurrency market trading data, corporate press releases, ownership statistics, and prediction market intelligence from platforms like Kalshi.