Octagon 13F Holdings MCP Server

@OctagonAI

Basic information

About Octagon 13F Holdings MCP Server

The Octagon 13F Holdings MCP server provides specialized AI-powered institutional ownership and holdings data analysis capabilities by integrating with advanced holdings analysis agents. Covers comprehensive Form 13F filings, institutional investor activity, fund performance, and

#octagon#holdings#data-analysis

Octagon 13F Holdings MCP Server config

No standard config provided

This server doesn't expose a parseable MCP config block in its README. See the repository for install instructions.

Repository

Octagon 13F Holdings MCP Server tools

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Overview

What is Octagon 13F Holdings MCP?

Octagon 13F Holdings MCP is an AI-powered server that provides institutional ownership and holdings data analysis by integrating with specialized holdings analysis agents. It covers comprehensive Form 13F filings, institutional investor activity, fund performance, and industry-level holdings analytics. The server is designed for users of MCP-enabled clients such as Claude Desktop, Cursor, and Windsurf.

How to use Octagon 13F Holdings MCP?

Sign up for a free Octagon account and generate an API key. Then configure the server in your MCP client (e.g., Claude Desktop, Cursor, Windsurf) by running npx -y octagon-13f-holdings-mcp@latest with the OCTAGON_API_KEY environment variable. For Claude Desktop, add the configuration to claude_desktop_config.json; for Cursor, use the MCP Servers settings with a command-type entry.

Key features of Octagon 13F Holdings MCP

Complete Form 13F filings and institutional ownership data
Historical data dating back to 2018 for time-series analysis
Continuous daily updates for real-time insights
Universal integration with MCP-enabled applications
Multi-domain analysis including fund performance and portfolio breakdowns
Advanced holdings metrics like ownership tracking and allocation insights

Use cases of Octagon 13F Holdings MCP

Tracking institutional buying and selling activity for specific stocks across quarters
Analyzing fund manager performance and portfolio allocation
Benchmarking industry and sector performance based on institutional holdings
Identifying new or exited positions by major funds to understand capital flows
Understanding industry exposure and concentration in institutional portfolios

Frequently asked questions

What prerequisites are required to run the server?

You need `npx` (included with Node.js and npm) installed on your system. The README provides installation instructions for macOS (via Homebrew) and Windows (via Node.js installer).

How do I obtain an Octagon API key?

Sign up for a free account at Octagon, navigate to the API Keys page from the left menu, generate a new API key, and use it as the `OCTAGON_API_KEY` value in your configuration.

What MCP clients are supported?

The README explicitly provides configuration steps for Claude Desktop, Cursor (version 0.45.6+), and Windsurf. It also includes a general `npx` command for running anywhere.

Does the server support historical data?

Yes, historical data is available dating back to 2018, enabling robust time-series analysis. The data updates daily in real time.

What tools does the server expose?

The server exposes one tool: `octagon-holdings-agent`. It accepts a single `prompt` parameter containing a natural language query for institutional ownership and holdings analysis.

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