Octagon

AI agents for financial research.

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What it can do

  • Octagon Agent: Orchestrates all agents for comprehensive market intelligence analysis. Capabilities: Combines insights from SEC filings, earnings calls, financial metrics, stock data, institutional ho
  • Octagon Deep Research Agent: A comprehensive agent that can utilize multiple sources for deep research analysis. Capabilities: Aggregate research across multiple data sources, synthesize information,
  • Octagon Prediction Markets Agent: A specialized agent for creating research reports on Kalshi events (Polymarket coming soon). See what's driving prices, compare market vs model probabilities, and fin

What data it sees

Do you need an account

No: the server works without sign-in

AI agents for financial research. Query SEC filings, analyze company data, and retrieve market intelligence.

How to connect

How to connect Octagon to Claude

The server address to paste into Claude settings:

https://octagon.run.tools

  1. Open Claude (claude.ai or the desktop app).
  2. Go to Settings → Connectors.
  3. Click Add custom connector.
  4. Paste the server address copied below into Remote MCP server URL and click Add.
  5. In a chat, click + → Connectors and switch the new connector on.

Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.

Authorization

After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.

How to connect Octagon to ChatGPT

The server address to paste into ChatGPT settings:

https://octagon.run.tools

  1. Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
  2. Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
  3. Open Settings → Connectors and click Create.
  4. Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
  5. Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
  6. In a new chat open + → Apps/Connectors and enable the connector.

OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.

Authorization

On first use ChatGPT opens the service's sign-in window. Sign in and approve access.

How to connect Octagon to Cursor

The server address to paste into Cursor settings:

https://octagon.run.tools

Fastest: click Open in Cursor below and confirm the prompt.

Manually:

  1. In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
  2. Paste the JSON copied below into ~/.cursor/mcp.json (per project: .cursor/mcp.json in the repo root).
  3. Save the file. The server appears in the MCP list; authorize it there if asked.

Authorization

If the service needs sign-in, an authorize button appears next to the server in the MCP list.

Server tool list (4)

Raw names from tools/list. Only developers need these.

octagon-agentOrchestrates all agents for comprehensive market intelligence analysis. Capabilities: Combines insights from SEC filings, earnings calls, financial metrics, stock data, institutional holdings, private company research, funding analysis, M&A transactions, investor intelligence, and debt analysis to provide holistic market intelligence. Best for: Complex research requiring multiple data sources and comprehensive analysis across public and private markets. Example queries: 'Retrieve year-over-year growth in key income-statement items for AAPL, limited to 5 records and filtered by period FY', 'Analyze the latest 10-K filing for AAPL and extract key financial metrics and risk factors', 'Retrieve the daily closing prices for AAPL over the last 30 days', 'Analyze AAPL's latest earnings call transcript and extract key insights about future guidance', 'Provide a comprehensive overview of Stripe, including its business model and key metrics', 'Retrieve the funding history for Stripe, including all rounds and investors'
octagon-deep-research-agentA comprehensive agent that can utilize multiple sources for deep research analysis. Capabilities: Aggregate research across multiple data sources, synthesize information, and provide comprehensive investment research. Best for: Investment research questions requiring up-to-date aggregated information from the web. Example queries: 'Research the financial impact of Apple's privacy changes on digital advertising companies' revenue and margins', 'Analyze the competitive landscape in the cloud computing sector, focusing on AWS, Azure, and Google Cloud margin and growth trends', 'Investigate the factors driving electric vehicle adoption and their impact on battery supplier financials'
octagon-prediction-markets-agentA specialized agent for creating research reports on Kalshi events (Polymarket coming soon). See what's driving prices, compare market vs model probabilities, and find potential mispricings. Note: It's recommended to attempt to retrieve a cached report first as new reports may take several minutes to generate. Example queries: 'https://kalshi.com/markets/kxbtcy/btc-price-range-eoy/kxbtcy-27jan0100', 'https://kalshi.com/markets/kxnbawest/nba-western-conference-championship/kxnbawest-26', 'https://kalshi.com/markets/kxtrdban/congress-banned-from-trading-stocks/kxtrdban-25dec31'
prediction_markets_historyFetch historical data for a prediction market event by ticker. Supports pagination (limit, cursor) and time window (captured_from, captured_to) and optionally include analysis columns. Note: For a typical Kalshi Market URL, the event ticker is the final segment in the URL. For example, for the URL https://kalshi.com/markets/kxbtcy/btc-price-range-eoy/kxbtcy-27jan0100, the event ticker is kxbtcy-27jan0100.