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Marketplace/Octagon

TL;DR

Octagon is a Finance MCP server that lets Claude Code, Cursor, Windsurf and any MCP-compatible AI agent real-time investment research with market data, SEC filings, and company analytics. Install in 1 minute with mcpizy install octagon.

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Octagon

Finance

Last updated May 30, 2026 · By MCPizy team

Real-time investment research with market data, SEC filings, and company analytics.

Install Octagon

Via MCPizy CLI (recommended):
mcpizy install octagon
Or run directly:
npx -y @octagon/mcp
View on GitHub

Works with

Claude Code
Claude Desktop
Cursor
Windsurf
VS Code + Copilot
Any MCP Client

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Key Takeaways

  • Octagon exposes an MCP interface for finance workflows in Claude Code, Cursor and Windsurf.
  • No authentication required — works out of the box once installed.
  • Install in 1 command: mcpizy install octagon — config written to your client automatically.
  • Free and open source (GitHub source linked above) — verified compatible with every MCP client (Claude Code, Claude Desktop, Cursor, Windsurf, VS Code + Copilot).
  • Best use case: automate finance workflows from your AI agent without leaving the editor.

Frequently asked questions

What is the Octagon MCP server?

The Octagon MCP server is an Finance Model Context Protocol server that lets Claude Code, Cursor, Windsurf, VS Code with Copilot, and other MCP-compatible AI agents real-time investment research with market data, SEC filings, and company analytics. It exposes Octagon's capabilities as tools the AI can call directly from your editor or CLI.

How do I install Octagon MCP with Claude Code?

The fastest way is the MCPizy CLI: run `mcpizy install octagon` and MCPizy will add the server to your `.claude.json` automatically. You can also install it manually by adding an entry under `mcpServers` in `.claude.json` with the command `npx -y @octagon/mcp` and restarting Claude Code.

Is Octagon MCP free?

Yes. The Octagon MCP server is free and open source (see the GitHub repository linked on this page). You may still need a Octagon account or API key to connect the server to the underlying service, but the MCP layer itself has no MCPizy subscription cost.

Does Octagon MCP work with Cursor and Windsurf?

Yes. Any MCP-compatible client works — including Claude Code, Claude Desktop, Cursor (via `.cursor/mcp.json`), Windsurf, VS Code with Copilot Chat, and custom agents built on the MCP SDK. The same install command targets all of them; only the config file path differs.

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What can I do with Octagon MCP?

Once installed, your AI agent can real-time investment research with market data, SEC filings, and company analytics directly inside your conversation. Typical use cases include asking Claude Code or Cursor to run Octagon operations, inspect results, chain Octagon with other MCP servers (see our Workflow Recipes), and automate repetitive finance tasks without leaving your editor.