Octagon MCP ServerOctagon MCP Server

Remote
Scanned

Leverage specialized AI agents to conduct in-depth investment research across public and private markets. Analyze SEC filings, earnings calls, and financial metrics with ease, while accessing real-time stock market data. Simplify your research process with a user-friendly interface that integrates seamlessly with the Octagon API.

Tools

octagon-sec-agent

[PUBLIC MARKET INTELLIGENCE] A specialized agent for SEC filings analysis and financial data extraction. Covers over 8,000 public companies from SEC EDGAR with comprehensive coverage of financial statements from annual and quarterly reports (10-K, 10-Q, 20-F), offering filings (S-1), amendments, and event filings (8-K). Updated daily with historical data dating back to 2018 for time-series analysis. Best for extracting financial and segment metrics, management discussion, footnotes, risk factors, and quantitative data from SEC filings. Example queries: 'What was Apple's R&D expense as a percentage of revenue in their latest fiscal year?', 'Find the risk factors related to supply chain in Tesla's latest 10-K', 'Extract quarterly revenue growth rates for Microsoft over the past 2 years'.

octagon-transcripts-agent

[PUBLIC MARKET INTELLIGENCE] A specialized agent for analyzing earnings call transcripts and management commentary. Covers over 8,000 public companies with continuous daily updates for real-time insights. Historical data dating back to 2018 enables robust time-series analysis. Extract information from earnings call transcripts, including executive statements, financial guidance, analyst questions, and forward-looking statements. Best for analyzing management sentiment, extracting guidance figures, and identifying key business trends. Example queries: 'What did Amazon's CEO say about AWS growth expectations in the latest earnings call?', 'Summarize key financial metrics mentioned in Tesla's Q2 2023 earnings call', 'What questions did analysts ask about margins during Netflix's latest earnings call?'.

octagon-financials-agent

[PUBLIC MARKET INTELLIGENCE] Specialized agent for financial statement analysis and ratio calculations. Capabilities: Analyze financial statements, calculate financial metrics, compare ratios, and evaluate performance indicators. Best for: Deep financial analysis and comparison of company financial performance. Example queries: 'Compare the gross margins, operating margins, and net margins of Apple, Microsoft, and Google over the last 3 years', 'Analyze Tesla's cash flow statements from 2021 to 2023 and calculate free cash flow trends', 'Calculate and explain key financial ratios for Amazon including P/E, EV/EBITDA, and ROIC'.

octagon-stock-data-agent

[PUBLIC MARKET INTELLIGENCE] Specialized agent for stock market data and equity investment analysis. Capabilities: Analyze stock price movements, trading volumes, market trends, valuation metrics, and technical indicators. Best for: Stock market research, equity analysis, and trading pattern identification. Example queries: 'How has Apple's stock performed compared to the S&P 500 over the last 6 months?', 'Analyze the trading volume patterns for Tesla stock before and after earnings releases', 'What were the major price movements for NVIDIA in 2023 and what were the catalysts?'.

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