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).
Octagon 13F Holdings MCP Server
@OctagonAI
基本信息
关于 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 13F Holdings MCP Server 配置
Octagon 13F Holdings MCP Server 工具
工具列表暂未提供
当前收录暂时没有可展示的工具列表，不代表服务没有工具。请查阅项目文档了解支持的能力。
工具是从 README 中自动提取的。维护者可以在 ## Tools 标题下列出工具,即可填充这部分内容。
概览
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
常见问题
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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