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.
Configuration
Customize the skillset to fit your needs.
MCP Server
Connect to MCP Server
OCTAGON_API_KEY
Octagon MCP Server
AI Programmer
Transform your ideas into ready-to-publish HTML pages with AI Programmer by Bika.ai. Create stylish, professional web pages instantly — no coding required.
X/Twitter Manager
An AI-powered Twitter Assistant that helps content creators draft viral tweets with auto-polish, generate tweet ideas, and schedule posts using one-click automation. Grow your engagement and effortlessly boost your Twitter follower growth.
Github Issues Creator
Automate your GitHub workflow with AI. The GitHub Issues Creator generates ready-to-use GitHub issue templates, streamlines issue tracking, and ensures every bug, task, and feature request follows a consistent, professional format — perfect for product managers and agile 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.
Brand Designer
An AI-powered Brand Marketing Assistant specially designed for start-up digital products, helping you quickly generate promotional content, visual concepts, and catchy slogans for social media and product launch campaigns. Save time while creating professional marketing assets to boost your brand impact on Product Hunt, AppSumo, and other platforms.
Email Marketer
Automate lead generation, outbound email automation, and 3-day follow-up email sequences with Bika.ai. Create automated follow-up emails, email automation flows, and email reminders efficiently. Boost sales, BD, and marketing campaigns with AI-powered email automation, streamline lead research, and manage automated email outreach effortlessly.
Stock News Reporter
Track U.S. stock news in real time and get structured reports with key insights, market reactions, and sector summaries. Make informed investment decisions fast.
Requirements Document Writer
Create professional requirements documents instantly with AI. Generate complete requirements templates, project requirements, and user requirements with detailed acceptance criteria and product specifications. Perfect for product managers and project teams.
Office Docs Helper
Create professional business, internal, and HR documents with AI. Instantly generate announcements, reports, and forms to boost office productivity.
Octagon MCP Server

Daily Transaction Summary Automation
Automatically track daily transactions and generate detailed transaction summaries with this powerful automation template. Monitor bank accounts in real time, extract income and expenditure from emails, and create daily summary reports. Perfect for personal finance managers, small business owners, and financial analysts looking for accurate account monitoring and streamlined cash flow management.

Sales Strategy
Plan, track, and execute your sales strategy with this comprehensive template. Align team goals, manage sales initiatives, monitor progress, and ensure quarterly and annual objectives are achieved. Stay organized with goal management, sales workflow tracking, progress updates, and strategy dashboards to drive business growth.

YouTube to LinkedIn Sharing
Automatically share new YouTube videos to LinkedIn with seamless YouTube integration and cross-platform posting. This YouTube-to-LinkedIn sharing template works as a powerful LinkedIn posting tool that supports B2B video marketing, social media workflow automation, content repurposing tools, social media cross-posting, video marketing automation, LinkedIn content automation, LinkedIn content manager workflows, LinkedIn marketing tools, YouTube marketing tools, content scheduling tools, and more—helping you streamline your professional content distribution with ease.

Digital Marketing Strategy
Use this Digital Marketing Strategy template to streamline project collaboration, progress tracking, and marketing roadmap planning across your team. Keep campaign planning, marketing tasks, and project notes organized while automating reports to stay aligned and monitor progress status in real time. Ideal for teams seeking clarity, consistency, and execution efficiency.

Beginner's Playground
A template suitable for beginners to learn, containing examples of all resource types supported by Bika. You can learn and modify it to your desired effect.

Customer After-Sales Service Management
This comprehensive template streamlines after-sales service, customer information management, and service ticket management. Automate ticket workflows, manage service processes efficiently, and optimize backend management with personalized workstations. Ideal for retail, e-commerce, home appliance repair, residential property maintenance, and domestic services, ensuring a seamless customer experience and improved service workflow.

Base CRM
Base Template in Every New Space

IT Assets Management & Reminder
Manage your IT assets efficiently with this comprehensive template. Track equipment, monitor asset status, automate maintenance reminders, and maintain a centralized IT inventory. Perfect for IT managers and asset administrators looking to streamline asset management, improve compliance, and optimize asset utilization.

Product/market fit system
Streamline your product/market fit process with this comprehensive template. Collect and manage user feedback, track feature requests, analyze survey responses, and gain actionable product insights to drive improvement. Centralize feedback data, monitor performance, and prioritize features with a feedback dashboard and database designed for founders, managers, and product teams.
Octagon MCP Server

Recruitment Template
Streamline your hiring process with this Recruitment Template that centralizes candidate management, tracks candidate status, and stores all applicant information in a comprehensive candidate database. Monitor progress with an intuitive recruitment dashboard, automate daily candidate reminders, and ensure an efficient recruitment workflow from application to hiring. Perfect for recruiters seeking organized, data-driven hiring solutions.

AI Marketing Campaign Analysis
The AI Marketing Campaign Analysis template is a campaign tracking template and AI marketing workflow that centralizes marketing data integration in one marketing campaign database. Track advertising campaign metrics and marketing KPI tracking across channels, and let marketing report automation generate and deliver clear summaries to your team. Improve marketing team collaboration with shared views of campaigns, goals, statuses, and results so everyone can act on up-to-date performance insights instead of manual spreadsheets.

Contractor / Freelancer Management
Streamlined contractor and freelancer management template that centralizes resources, automates application reviews, approval workflows, task assignment, and tracks project expenses for full transparency and budget control.

Project Management
Streamline your projects with our Project Management Template. Manage task assignment, project collaboration, project monitoring, and project organization all in one place. Visual dashboards provide project insights and an overview of progress, ensuring team alignment and efficient project work management. Perfect for teams looking to consolidate tasks, track progress, and enhance collaborative workflows.

Sales Contract Automation Management
Optimize your finance workflow with the Sales Contract Automation Management template. Track expiring contracts, manage outstanding payments, automate billing information, monitor customer transactions, and receive payment reminders. Ensure timely payment collection, accurate invoice tracking, and streamlined accounts receivable processes with automated reporting and notifications.
Digital Asset Management
Manage your digital files and creative assets efficiently with this Digital Asset Management template. Track project progress, assign tasks, monitor team workflow, and maintain an organized asset database. Easily collect new assets, ensure asset visibility, and streamline file tracking for design teams, project managers, and creative professionals.

Regular Invoice Collection for Paid Payments
Streamline your finance workflow with the Regular Invoice Collection Template. Efficiently manage invoice tracking, invoice submission, and invoice approval while receiving automated reminders for timely collection. Monitor invoice status, organize invoice data, and improve overall finance process efficiency with a centralized invoice dashboard and seamless workflow automation for your team.

YouTube Publishing Process Automation
Streamline your YouTube workflow with our AI-powered YouTube automation tool. Automatically upload videos with YouTube auto upload bot, schedule posts at the best time and day, and store URLs for easy sharing — perfect for creators and social media managers using AI tools for YouTube automation.
Legal Case Tracking and Billing
Streamline your legal workflow with the Legal Case Tracking and Billing Management template. Designed for law firms to efficiently manage cases, clients, and billing, it integrates lawyer time tracking, law firm billing, and expense management into one system. Automate communications, track case progress, and simplify law firm finance operations. Perfect for lawyers, managers, and accounting teams seeking better legal data management and law office automation.