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Octagon Investment Research

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Provides specialized investment research tools for analyzing SEC filings, earnings calls, financial ...

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Updated Sep 9, 2025
Not audited
Provides specialized investment research tools for analyzing SEC filings, earnings calls, financial data, stock market information, private company details, funding rounds, M&A transactions, and web scraping capabilities.
  1. Sign Up for an Octagon Account

  2. Log In to Octagon

    • After signing up, log in to your newly created account.
  3. Navigate to the API Keys Section

    • In the Octagon dashboard, use the left-hand menu to find and click on API Keys.
  4. Generate a New API Key

    • Click the option to create or generate a new API key.
    • Copy the API key—this is your OCTAGON_API_KEY.
  5. Open the FastMCP Connection Interface

    • In your MCP client (such as Claude Desktop, Cursor, Windsurf, etc.), open the FastMCP or MCP connection interface.
  6. Add Octagon MCP Server Using "Install Now"

    • Use the "Install Now" button to add the Octagon MCP server.
    • When prompted, paste your Octagon API key into the field labeled OCTAGON_API_KEY.
  7. Save the Configuration

    • Complete the process by saving or confirming your new MCP server setup.

Your Octagon integration is now ready to use!

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