Octagon Investment Research Logo

Octagon Investment Research

Official

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

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0 installs
Updated Nov 22, 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!

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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