Octagon MCP Server

Provides specialized investment research tools for analyzing SEC filings, earnings calls, financial data, stock market information, private company details, funding rounds, M&A transactions, and web scraping capabilities.

Skills

Explore the skills and capabilities of this skillset.

octagon-agent

[COMPREHENSIVE MARKET INTELLIGENCE] Orchestrates all agents for comprehensive market intelligence analysis. Capabilities: Combines insights from SEC filings, earnings calls, financial metrics, stock data, institutional holdings, private company research, funding analysis, M&A transactions, investor intelligence, and debt analysis to provide holistic market intelligence. Best for: Complex research requiring multiple data sources and comprehensive analysis across public and private markets. Example queries: 'Retrieve year-over-year growth in key income-statement items for AAPL, limited to 5 records and filtered by period FY', 'Analyze the latest 10-K filing for AAPL and extract key financial metrics and risk factors', 'Retrieve the daily closing prices for AAPL over the last 30 days', 'Analyze AAPL's latest earnings call transcript and extract key insights about future guidance', 'Provide a comprehensive overview of Stripe, including its business model and key metrics', 'Retrieve the funding history for Stripe, including all rounds and investors'.

octagon-scraper-agent

[PUBLIC & PRIVATE MARKET INTELLIGENCE] Specialized agent for financial data extraction from investor websites. Capabilities: Extract structured financial data from investor relations websites, tables, and online financial sources. Best for: Gathering financial data from websites that don't have accessible APIs. Example queries: 'Extract all data fields from zillow.com/san-francisco-ca/', 'Extract all data fields from www.carvana.com/cars/'.

octagon-deep-research-agent

[PUBLIC & PRIVATE MARKET INTELLIGENCE] A comprehensive agent that can utilize multiple sources for deep research analysis. Capabilities: Aggregate research across multiple data sources, synthesize information, and provide comprehensive investment research. Best for: Investment research questions requiring up-to-date aggregated information from the web. Example queries: 'Research the financial impact of Apple's privacy changes on digital advertising companies' revenue and margins', 'Analyze the competitive landscape in the cloud computing sector, focusing on AWS, Azure, and Google Cloud margin and growth trends', 'Investigate the factors driving electric vehicle adoption and their impact on battery supplier financials'.

Configuration

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Octagon MCP Server

Community Reporter
Analyze community screenshots and report engagement trends and discussion highlights. Upload a screenshot of your community interactions, and the agent generates a clear markdown report summarizing engagement levels, key discussion topics, and notable highlights — perfect for community managers, marketers, and product teams.
AI Writer
Tell me about the AI product or brand — I’ll draft engaging marketing copy, articles, and social media posts tailored to your brand voice and product details, complete with relevant links and illustrations.
X/Twitter Manager
An AI-powered Twitter Assistant that helps content creators turn AI product experiences into viral tweets — with auto-polish, smart research, and one-click posting.
AI Programmer
AI Programmer is an AI agent that transforms your raw release notes into stylish, ready-to-publish HTML pages.
Brand Designer
A brand marketing AI assistant specially designed for start-up digital products, helping you quickly generate online promotional materials suitable for Product Hunt, AppSumo and other platforms, covering visual creativity, promotional slogans, brand tone and selling point communication
Ticket Manager
Collects, analyzes, and manages support tickets from forms and databases, helping you track, prioritize, and respond efficiently.
Github Issues Creator
The Github Issues Creator is an AI agent for streamlined GitHub issue management. It simplifies creating, tracking, and prioritizing bugs, tasks, or feature requests directly within repositories. Ideal for teams, it ensures consistent formatting, automates repetitive steps, and integrates with development pipelines.
Requirements Document Writer
Tell me about your product or feature idea — I'll help you create comprehensive and detailed requirements documents that cover user stories, acceptance criteria, technical specifications, and more.
Office Docs Helper
An AI-powered virtual administrative assistant for internal company operations. Helps you quickly create high-quality internal documents like announcements, meeting minutes, summaries, forms, procedures, and HR records.

Frequently Asked Questions

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Octagon MCP Server | Bika.ai: AI Organizer for One-Person Company