Octagon 13F Holdings MCP

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

FAQ from Octagon 13F Holdings MCP

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.