MCP Octagon

v1.0.0Finance & Fintechstable

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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What is MCP Octagon?

MCP Octagon is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to 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 ...

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.

This server falls under the Finance & Fintech and Analytics categories on MCPgee, the world's largest MCP server directory with 33,000+ servers.

Features

  • A free MCP server to analyze and extract insights from publi

Use Cases

Analyze public company filings and earnings transcripts.
Extract financial metrics and insights from SEC documents.
OctagonAI

Maintainer

LicenseMIT License
Languagetypescript
Versionv1.0.0
UpdatedMay 21, 2026
Statushealthy
Maintenanceactive

Works with

ClaudeOpenAIwindowsmacoslinux

Installation

Manual Installation

npx mcp-octagon

Configuration

Configuration Details

Config File

claude_desktop_config.json

Performance

Response Metrics

Response Time< 200ms
ThroughputMedium

Resource Usage

Memory UsageLow
CPU UsageLow

How to Set Up and Use MCP Octagon

MCP Octagon is a free MCP server that connects AI agents to Octagon AI's financial intelligence platform, providing access to public company filings, earnings call transcripts, SEC documents, stock market data, private market transactions, and deep web research. It exposes specialized agents for investment research, prediction market analysis, and multi-source synthesis so analysts can query complex financial data through natural language in Claude Desktop, Cursor, or any MCP-compatible client. A single OCTAGON_API_KEY is all that is needed to start extracting insights from thousands of companies.

Prerequisites

  • Node.js 18+ installed (for npx execution)
  • An Octagon API key — obtain for free at app.octagonai.co/api-keys
  • An MCP-compatible client: Claude Desktop, Cursor (v0.45.6+), or similar
  • Internet access to reach the Octagon AI API endpoints
1

Obtain your Octagon API key

Sign up at app.octagonai.co and navigate to API Keys in your account settings. Copy the key — it will be used as the OCTAGON_API_KEY environment variable.

2

Add the server to Claude Desktop

Edit your Claude Desktop config file and add the octagon-mcp-server entry. On macOS the file is at ~/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"
      }
    }
  }
}
3

Add the server to Cursor

In Cursor go to Settings > Features > MCP Servers > Add New. Paste the command with your API key prefixed as an environment variable.

env OCTAGON_API_KEY=your-octagon-api-key npx -y octagon-mcp
4

Restart your MCP client

Restart Claude Desktop or Cursor to load the new MCP server. Octagon tools will appear in the available tools list once the server starts successfully.

5

Test with a financial query

Ask your AI client a question about a public company to verify the connection is working. The octagon-agent tool will be invoked automatically.

MCP Octagon Examples

Client configuration

Full JSON config block for Claude Desktop using the official octagon-mcp npm package.

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

Prompts to try

These prompts exercise the different Octagon agents — public market analysis, deep research, and prediction markets.

- "Compare NVIDIA and AMD on latest quarterly revenue growth, margins, and management commentary"
- "Analyze Tesla's R&D spending trends over the last 3 years from SEC filings"
- "What did Apple's CFO say about gross margin guidance on the most recent earnings call?"
- "Research the impact of lower interest rates on late-stage private software company valuations"
- "Generate a research report for the Kalshi market on Fed rate cuts in 2025"

Troubleshooting MCP Octagon

Error: OCTAGON_API_KEY is not set or invalid

Verify the key is correctly copied from app.octagonai.co/api-keys with no leading or trailing spaces. In the JSON config, the key must be under the 'env' object, not inside 'args'.

npx octagon-mcp@latest fails to install with network errors

Check your internet connection and corporate proxy settings. Try running 'npm install -g octagon-mcp' first to cache the package, then update the config to use 'node' with the global package path instead of npx.

Octagon returns empty results for a company query

Ensure you are querying publicly traded companies by their official ticker or full legal name. Private companies have limited data. Try the octagon-deep-research-agent for broader web-based research on less-covered companies.

Frequently Asked Questions about MCP Octagon

What is MCP Octagon?

MCP Octagon is a Model Context Protocol (MCP) server that 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. It connects AI assistants to external tools and data sources through a standardized interface.

How do I install MCP Octagon?

Follow the installation instructions on the MCP Octagon GitHub repository. Clone the repo, install dependencies, and add the server config to your AI client.

Which AI clients work with MCP Octagon?

MCP Octagon works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.

Is MCP Octagon free to use?

Yes, MCP Octagon is open source and available under the MIT License license. You can use it freely in both personal and commercial projects.

Browse More Finance & Fintech MCP Servers

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Quick Config Preview

{ "mcpServers": { "mcp-octagon": { "command": "npx", "args": ["-y", "mcp-octagon"] } } }

Add this to your claude_desktop_config.json or .cursor/mcp.json

Read the full setup guide →

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