Octagon 13F Holdings MCP Server

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