Analyze Financial Data With AI Agents

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.

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.

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

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).

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.