Octagon MCP Server

When using the octagon-analyst-master workflow, requests should be routed to the following specialized skills based on the specific data needed:

• Estimates and consensus expectations: analyst-estimates
• Kalshi market reports or event history: prediction-markets-analysis
• Earnings transcript and guidance analysis: earnings-call-analysis
• Annual filing and risk review: sec-10k-analysis
• Real-time pricing and market snapshot: stock-quote

If a request remains broad after attempting to route to these specific tools, use the octagon-agent tool.

When the analyst-estimates tool returns data, it provides a table of future periods containing revenue and EPS ranges, averages, and analyst coverage. It also includes a summary of growth trajectory, estimate dispersion, and coverage quality.

Use these heuristics to interpret the data:

• Implied growth: Compare future estimates against current actual results.
• Dispersion: Wider ranges in estimates imply lower analyst conviction.
• Coverage depth: A higher number of analysts typically indicates a stronger consensus.
• Time horizon: Confidence in estimates should be treated as lower for periods further in the future.

When using the sec-10k-analysis skill, the output is structured to provide high-density intelligence rather than exhaustive lists. Expect the following structure:

• Business Overview: A concise summary of the company's operations.
• Material Risks: A curated list of the most significant risks (not an exhaustive list of all risks).
• Financial Details: Highlights of reporting segments, capital allocation strategies, and accounting watch items.
• Comparative Analysis: Comparison of important changes to the prior annual filing (where evidence is available).

When using the earnings call analysis skill, the output is structured to provide the following:

• Segmentation: Separation of prepared remarks from the Q&A session where possible.
• Guidance: Clear quotes or paraphrases of management guidance.
• Thematic Analysis: Identification of repeat themes, risk signals, and changes compared to prior calls.
• Monitoring: A concluding summary of the top issues to monitor in the upcoming quarter.

Before starting analysis, use the following documentation tools to answer questions about setup, capabilities, or how Octagon works. Always prefer documentation context over model memory for questions regarding installation, connectors, authentication, and tool surfaces.

• Discovery: Use octagon-docs-search to find information on topics like Claude plugin, MCP server, available agents, or authentication.
• Canonical Context: Use octagon-docs-read to retrieve detailed information from specific documents such as Octagon Claude Plugin, Octagon MCP Server, Octagon Agents Guide, or How Octagon API Works.

To use the Octagon MCP server, you must obtain an API key:

1. Sign up for a free account at Octagon.
2. Log in and navigate to API Keys in the left menu.
3. Generate a new API key.
4. Use this key as the value for the OCTAGON_API_KEY environment variable in your MCP configuration.

The octagon-analyst-master skill is designed to handle broad investment research requests that span multiple specialized analyst workflows. Use this skill when a user request requires a full company brief, an investment memo, or a mix of data types including filings, estimates, earnings, valuation, and market data. It acts as a router to determine which specific Octagon skill is best suited for the task.

{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Build an investment analyst brief on NVDA covering business quality, latest performance, guidance, valuation context, and key near-term risks."
  }
}

To use Octagon in Claude Desktop, add the server to your claude_desktop_config.json file. Replace YOUR_API_KEY_HERE with your actual Octagon API key.

1. Open Claude Desktop.
2. Navigate to Settings > Developer > Edit Config.
3. Add the following configuration:

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

4. Restart Claude Desktop.

Run with npx

You can run the server directly using npx by providing the API key in the environment:

env OCTAGON_API_KEY=your_octagon_api_key npx -y octagon-mcp

Manual Installation

To install the package globally via npm:

npm install -g octagon-mcp

The analyst-estimates skill allows you to retrieve analyst revenue and EPS (Earnings Per Share) expectations for a public company. This is useful for analyzing forward expectations, consensus assumptions, or valuation inputs.

When using this skill, you should specify the <TICKER>, the period (e.g., annual), and constraints like the number of records and page number to ensure precise data retrieval.

{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Retrieve analyst financial estimates for AAPL for the annual period, limited to 10 records on page 0."
  }
}

Requires Cursor version 0.45.6 or higher.

1. Open Cursor Settings.
2. Go to Features > MCP Servers.
3. Click + Add New MCP Server.
4. Enter the following details:
   • Name: octagon-mcp
   • Type: command
   • Command: env OCTAGON_API_KEY=your-octagon-api-key npx -y octagon-mcp (Replace your-octagon-api-key with your actual key).

Windows Users: If the above command fails, use: cmd /c "set OCTAGON_API_KEY=your-octagon-api-key && npx -y octagon-mcp"

After adding, refresh the MCP server list. You can use the tools via the Composer Agent (Command+L on Mac) by selecting "Agent" next to the submit button.