Octagon Financial Statements MCP

What is Octagon Financial Statements MCP?

The Octagon Financial Statements MCP server provides AI-powered financial statement analysis by integrating with Octagon’s Financials Agent. It covers over 8,000 public companies with income statements, balance sheets, cash flows, financial ratios, and analyst estimates. Designed for any MCP client such as Claude Desktop, Cursor, and Windsurf.

How to use Octagon Financial Statements MCP?

Sign up for a free Octagon account and generate an API key. Configure the server in your MCP client using npx -y octagon-financial-statements-mcp@latest with the environment variable OCTAGON_API_KEY. For Claude Desktop, edit claude_desktop_config.json; for Cursor, add a command MCP server. Start analyzing financial data by describing your needs (e.g., “Get income statement for AAPL”).

Key features of Octagon Financial Statements MCP

• Comprehensive coverage of over 8,000 public companies
• Historical financial data dating back to 2018
• Real-time daily updates for current insights
• Multi-domain analysis: income, balance sheet, cash flow, ratios
• Advanced metrics including revenue growth, margins, and efficiency ratios
• Universal integration with any MCP-enabled application

Use cases of Octagon Financial Statements MCP

• Deep financial analysis of public companies
• Comparison of company financial performance across peers
• Ratio analysis and financial health assessment
• Trend analysis of key financial metrics over time
• Competitive positioning and benchmarking

FAQ from Octagon Financial Statements MCP

What are the system requirements to run the server?

You need Node.js (which includes npm and npx) installed on your system. The server runs via npx and requires an Octagon API key.

How many companies does the service cover and how often is data updated?

It covers over 8,000 public companies with historical data dating back to 2018. Financial data is updated daily for real-time insights.

How do I get an API key?

Sign up for a free account at Octagon, navigate to API Keys in the menu, and generate a new key. Use it as the OCTAGON_API_KEY value.

Can I use this server with any MCP client?

Yes. The server is designed for universal MCP integration and works with Claude Desktop, Cursor, Windsurf, and other MCP-enabled applications.

What financial statements and metrics are available?

Income statements, balance sheets, cash flow statements, financial ratios, analyst estimates, and segmented revenue (product and geographic). Fields cover revenue, margins, EPS, EBITDA, debt/equity, and many more.