# Octagon Investment Research

> Use this tool when you need to analyze financial data and research public and private markets through AI-powered investment research. It solves problems such as accessing SEC filings, earnings call transcripts, and financial data, and provides outputs including stock market information, private company research, and funding rounds data. The tool accepts API keys as input and integrates with MCP clients, making it ideal for investors, analysts, and researchers seeking quick financial intelligence.

Canonical page: https://skillsregistry.net/skills/octagon-investment-research  
JSON: https://api.skillsregistry.net/v1/skills/octagon-investment-research

## Description

Octagon MCP Server provides specialized AI agents for investment research of public and private markets through the Model Context Protocol. Built by Octagon AI, it offers tools for analyzing SEC filings, earnings call transcripts, financial data, stock market information, private company research, funding rounds, M&A transactions, and web scraping capabilities. The server connects to Octagon's API using your API key and exposes these research capabilities to Claude Desktop and other MCP clients, making it valuable for investors, analysts, and researchers who need quick access to financial intelligence without leaving their AI assistant interface.

## Trust

- **Trust score (0–1):** 0.50
- **Verification tier:** unverified

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** mcp-remote
- **Runtime environment:** api
- **Category:** ai-ml
- **Updated:** 2026-04-29

## Source

- **Source listing:** [PulseMCP](https://www.pulsemcp.com/servers/octagon-investment-research)
- **Repository:** <https://github.com/octagonai/octagon-mcp-server>

## Use it

Resolve this record through the SkillsRegistry MCP server (no auth, read-only):

```
claude mcp add --transport http --scope user skillsregistry https://api.skillsregistry.net/mcp
```

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_skill",
    "arguments": {
      "slug": "octagon-investment-research"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/octagon-investment-research` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/octagon-investment-research/pull`

---
SkillsRegistry indexes agent skills from public registries and GitHub. Skills we have analysed are scanned with Circle-IR and scored on six dimensions; each listing states its scan coverage. More: https://skillsregistry.net/llms.txt