Octagon Investment Research
OfficialProvides specialized investment research tools for analyzing SEC filings, earnings calls, financial ...
Sign Up for an Octagon Account
- Go to Octagon Signup Page.
- Complete the signup process to create your free account.
Log In to Octagon
- After signing up, log in to your newly created account.
Navigate to the API Keys Section
- In the Octagon dashboard, use the left-hand menu to find and click on API Keys.
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.
Open the FastMCP Connection Interface
- In your MCP client (such as Claude Desktop, Cursor, Windsurf, etc.), open the FastMCP or MCP connection interface.
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.
Save the Configuration
- Complete the process by saving or confirming your new MCP server setup.
Your Octagon integration is now ready to use!
How to Install Octagon Investment Research
Install Octagon Investment Research MCP server with one click through FastMCP. Choose your preferred AI development tool below:
Claude Desktop
Click "Claude Desktop" in Quick Start
Cursor IDE
Click "Cursor IDE" in Quick Start
VS Code
Click "VS Code" in Quick Start
Octagon Investment Research is an officially maintained MCP server, verified by the FastMCP team.
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Quick Start
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Configuration for
Environment Variables
Please provide values for the following environment variables:
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Please provide values for the following HTTP headers:
started!
The MCP server should open in . If it doesn't open automatically, please check that you have the application installed.
Copy and run this command in your terminal:
Make sure Gemini CLI is installed:
Visit Gemini CLI documentation for installation instructions.
Make sure Claude Code is installed:
Visit Claude Code documentation for installation instructions.
Installation Steps:
Configuration
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