Octagon Investor MCP Server

What is Octagon Investor MCP Server?

A Model Context Protocol (MCP) server that exposes AI-powered investor agent simulations, augmented with Octagon Private Markets data. It provides individual investor personas (e.g., Fred Wilson, Peter Thiel) and private market data agents for use with MCP clients like Claude.

How to use Octagon Investor MCP Server?

Install via Smithery (npx -y @smithery/cli@latest install @OctagonAI/investor-mcp-server --client claude) or configure manually in Claude Desktop with environment variables (OPENAI_API_KEY, OCTAGON_API_KEY, OCTAGON_BASE_URL). Requires Python 3.11+, the uv package manager, and API keys for OpenAI and Octagon.

Key features of Octagon Investor MCP Server

• Pre‑built investor personas (Fred Wilson, Peter Thiel)
• Private markets data agents
• Persona configuration via markdown profile files
• Customizable interaction patterns and orchestration
• Supports stdio and SSE transports

Use cases of Octagon Investor MCP Server

• Simulating venture capital investment decisions for analysis
• Getting private markets data through AI agent interactions
• Adding new investor personas to expand simulation scenarios
• Running multi‑perspective analyses with custom orchestration

FAQ from Octagon Investor MCP Server

What runtime and dependencies are required?

Python 3.11+, the uv package manager, an OpenAI API key, and an Octagon API key.

How do I obtain and configure API keys?

Set the OPENAI_API_KEY and OCTAGON_API_KEY environment variables in your MCP client configuration; optionally set OCTAGON_BASE_URL.

What transports does the server support?

Default transport is stdio. For development, SSE transport can be used (e.g., uv run mcp dev src/agents_mcp_server/server.py).

Can I add my own investor personas?

Yes, create new markdown profile files in the directory set by PERSONAS_DIR (default ./investors) and configure the server accordingly.