Stop Hunting for Financial Data. Get Institutional-Grade Market Intelligence in Claude.

You know the drill. You need to analyze a company's latest 10-K filing, check their earnings call sentiment, compare their debt structure to competitors, and research their latest funding round. That's four different data sources, multiple logins, and an hour of manual work before you even start the actual analysis.

The Octagon MCP server changes that equation entirely.

Your New Financial Intelligence Pipeline

This isn't another basic stock price API. Octagon delivers the same data infrastructure that powers institutional research teams - directly in Claude Desktop, Cursor, or Windsurf. One natural language query handles what used to require multiple tools and data subscriptions.

Public Market Coverage:

• 8,000+ public companies with full SEC filing analysis (10-K, 10-Q, 8-K, 20-F, S-1)
• 10 years of earnings call transcripts with sentiment analysis
• Real-time stock data across 10,000+ tickers plus comprehensive crypto coverage
• Historical financial metrics and institutional ownership tracking

Private Market Intelligence:

• 3M+ private companies with business model analysis
• 500K+ funding rounds with investor mapping
• 2M+ M&A and IPO transactions
• 1M+ debt financing deals

Skip the Data Wrestling

Instead of opening multiple browser tabs to piece together company intelligence, you ask Claude directly:

"Analyze Stripe's latest funding round, compare their revenue multiples to other fintech unicorns, and summarize any debt financing they've raised in the last 18 months"

Or get earnings insights immediately:

"What did NVIDIA's management say about AI chip supply constraints in their latest call, and how does their gross margin trend compare to AMD and Intel?"

The server handles the data retrieval, parsing, and initial analysis. You focus on the insights.

Dead Simple Setup

# Get your free API key at app.octagonai.co/api-keys
# Then add to Claude Desktop config:

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

Works identically in Cursor and Windsurf. No Docker containers, no complex configuration, no database setup. Just real financial intelligence in your existing AI workflow.

Beyond Basic Financial Queries

The deep research capabilities handle complex multi-source analysis:

• Competitive Intelligence: "Compare the R&D spending trends and patent filings of the top 5 semiconductor companies over the last 3 years"
• Market Dynamics: "Analyze how Apple's privacy changes affected digital advertising companies' revenue and customer acquisition costs"
• Investment Due Diligence: "Research Anthropic's funding history, key investors, competitive positioning, and any regulatory filings"

Each query taps into the full data infrastructure - SEC filings, earnings transcripts, private market transactions, institutional holdings, and web-scraped intelligence.

Natural Language, Professional Results

No SQL queries, no API documentation, no data munging. Every tool accepts natural language prompts:

"Retrieve year-over-year growth in key income statement items for Apple, limited to 5 records and filtered by fiscal year periods"

The server interprets your intent, queries the appropriate data sources, and returns structured analysis. You get institutional-quality financial intelligence without the institutional overhead.

Built for Financial Workflows

Whether you're conducting investment research, competitive analysis, or market intelligence gathering, Octagon fits directly into how you already work. The data coverage spans from public company fundamentals to private market transactions to deep web research - everything needed for comprehensive financial analysis.

No more juggling multiple data subscriptions, fighting with API rate limits, or manually parsing SEC filings. Just ask Claude what you need to know.

The server is free to use with API key registration. Get started at app.octagonai.co/api-keys and bring institutional-grade market intelligence directly into your AI toolkit.