Octagon Financials MCP

What is Octagon Financials MCP?

Octagon Financials MCP is a server that provides AI-powered financial statement analysis by integrating with specialized financial analysis agents. It covers over 8,000 public companies with comprehensive analysis of income statements, balance sheets, cash flow statements, financial ratios, and analysts' estimates. It is designed for developers and financial analysts using MCP-enabled clients like Claude Desktop, Cursor, and Windsurf.

How to use Octagon Financials MCP?

Install Octagon Financials MCP by running npx -y octagon-financials-mcp@latest with an OCTAGON_API_KEY environment variable (obtain from Octagon after signing up). Configure it in your MCP client (Claude Desktop, Cursor, or Windsurf) by adding the server to the respective config file or command. Once configured, ask your client financial analysis questions using natural language prompts.

Key features of Octagon Financials MCP

• Covers over 8,000 public companies with financial data
• Historical data dating back to 2018 enables time-series analysis
• Continuous daily updates for real-time insights
• Integrates with any MCP client (Claude Desktop, Cursor, Windsurf)
• Analyzes income statements, balance sheets, cash flows, and ratios
• Supports advanced financial metrics like revenue growth, margins, and efficiency

Use cases of Octagon Financials MCP

• Deep financial analysis of individual public companies
• Comparison of financial performance across companies
• Ratio analysis and financial health assessment
• Trend analysis of key financial metrics over time
• Competitive positioning and peer benchmarking

FAQ from Octagon Financials MCP

What data does Octagon Financials MCP cover?

It covers over 8,000 public companies with income statements, balance sheets, cash flow statements, financial ratios, analysts' estimates, and segment revenue (product and geographic). Historical data goes back to 2018 and is updated daily.

Which clients can I use with Octagon Financials MCP?

It works with any MCP client, with specific configuration instructions provided for Claude Desktop, Cursor (version 0.45.6+), and Windsurf.

What are the prerequisites to run Octagon Financials MCP?

You need npx (which comes with Node.js and npm). The README includes installation steps for macOS and Windows.

How do I get an API key?

Sign up for a free account at Octagon (app.octagonai.co), log in, navigate to API Keys in the left menu, and generate a new API key.

What data fields are available in the income statement?

Fields include total revenue, revenue growth, cost of revenue, gross profit, gross margin, operating expenses, R&D, SG&A, operating income, net income, EBITDA, EPS, and many others (detailed in the README).