Skip to content

Finance Blueprint

Safety checked

Analyze Financial Data With AI Agents

2OctagonAIMay 2026

A collection of 60+ AI agent skills for financial data analysis, powered by the Octagon MCP server.

Financial AnalysisEarnings AnalysisSEC FilingsMarket DataPrediction Markets

Install Prompt

Copy this prompt and paste it into your AI agent to install.

What problem does this solve?

Gives your AI agent comprehensive financial analysis capabilities by connecting to real-time financial data sources, removing the need to manually research company financials, earnings calls, SEC filings, and market data separately. Instead of toggling between multiple tools and data sources, a single agent can retrieve consolidated financial information, analyze trends, and generate research reports.

How does it work?

Once Octagon MCP is configured in your AI environment (Cursor, Claude Desktop, Windsurf), you interact with five master analyst skills that orchestrate sub-skills by domain. 1. For financial statement analysis, use the Financial Analyst Master to retrieve income statements, balance sheets, cash flows, and compute growth metrics. 2. For earnings call insights, use the Earnings Analyst Master to extract guidance, management commentary, and sentiment. 3. For SEC filings research, use the SEC Analyst Master to analyze 10-K, 10-Q, 8-K documents and extract risk factors. 4. For stock and market data, use the Market Analyst Master to retrieve quotes, analyst sentiment, and sector benchmarks. 5. For prediction market research, use the dedicated Prediction Markets skills to scan Kalshi events and run backtests. Output: structured financial data and synthesis-ready research reports.

Included Skill Groups

What's the biggest win?

AI agents generate institutional-quality financial analysis and research reports without manual data gathering, because all financial information flows through a single MCP connection.

What's required to run this?

Requires Node.js 18+ and npm/npx because the MCP server runs as a subprocess launched via npx. The OCTAGON_API_KEY environment variable must be set in the MCP configuration for your AI client (Cursor, Claude Desktop, Windsurf). All data requests flow through the Octagon API, so internet connectivity and API availability are required. Data freshness varies by skill (real-time for quotes, delayed for filings, historical for trends).

What should I watch out for?

Requires an Octagon API key and active subscription to Octagon MCP. Some skills return data from third-party sources (MSCI ESG, Kalshi) and may have rate limits or geographic restrictions. Prediction market skills operate on Kalshi's platform and require separate familiarity with prediction market mechanics.

Key Features

Master Orchestrators

Five master skills (Financial, Earnings, SEC, Market, Prediction Markets) that route to specialized sub-skills and generate complete research workflows

Real-Time Financial Data

Access to income statements, balance sheets, cash flows, analyst estimates, ESG ratings, and historical pricing

Earnings & Guidance Analysis

Extract management commentary, revenue guidance, competitive insights, and sentiment from earnings call transcripts

SEC Filing Intelligence

Parse 10-K, 10-Q, 8-K, S-1 filings to extract risk factors, business descriptions, governance, and debt covenants

Market & Sector Benchmarking

Retrieve quotes, analyst ratings, P/E ratios, sector performance, and market cap data for valuation and comparative analysis

Tools in this Blueprint

Octagon MCP
Claude logo
4.4(68 reviews)
Claude Code / Codex / Claude Desktop
Octagon API

About This Blueprint

License
MIT
Industry
Financial Services
Skills
5 workflows, 0 sub-skills, 54 standalone
Sales

ICP-Filtered Outreach Lists from G2 Buyer Intent

Stop wasting rep time on weak intent signals and mismatched accounts. The workflow ranks ICP-fit buyers by readiness, finds the right contact, and supplies tailored outreach angles for the strongest opportunities.

ID

Ishani D.

Account Manager

Customer Experience

Answer pre-purchase questions to convert hesitant shoppers with AI

Shoppers get accurate answers about fit, compatibility, ingredients, and delivery even when your team is offline, so fewer leave before checkout. Conversation insights also reveal which product-page details could prevent the next unanswered question.

UB

Urska B.

GTM Lead

Customer Experience

Find the root cause behind repeat support tickets with AI

Catch a few unusual tickets before a product or fulfillment issue turns into hundreds of refunds, chargebacks, and bad reviews. Cluster transcript evidence by SKU, order date, location, and carrier so operations can trace the cause and support can reach affected customers early.

UB

Urska B.

GTM Lead