OctagonAI/octagon-13f-holdings-mcp

3.3

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The Octagon 13F Holdings MCP server offers advanced AI-driven analysis of institutional ownership and holdings data, integrating with holdings analysis agents for comprehensive insights.

Tools

Functions exposed to the LLM to take actions

octagon-holdings-agent

Comprehensive institutional ownership and holdings analysis with Form 13F filing insights.

Prompts

Interactive templates invoked by user choice

No prompts

Resources

Contextual data attached and managed by the client

No resources

Author

OctagonAI

Claim Ownership

Verify you have write access to the repository

Repository

https://github.com/OctagonAI/octagon-13f-holdings-mcp

Homepage

https://docs.octagonagents.com/guide/agents/holdings-agent.html

GitHub Stars

License

MIT License

Last publish date

2025-06-04

Last update date

2025-09-17

Server configs

in claude desktop

{
  "mcpServers": {
    "octagon-13f-holdings-mcp": {
      "command": "npx",
      "args": ["-y", "octagon-13f-holdings-mcp@latest"],
      "env": {
        "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}

in cursor

{
  "mcpServers": {
    "octagon-13f-holdings-mcp": {
      "command": "env OCTAGON_API_KEY=your-octagon-api-key npx -y octagon-13f-holdings-mcp"
    }
  }
}

in windsurf

{
  "mcpServers": {
    "octagon-13f-holdings-mcp": {
      "command": "npx",
      "args": ["-y", "octagon-13f-holdings-mcp@latest"],
      "env": {
        "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}

via npx

bash
env OCTAGON_API_KEY=your_octagon_api_key npx -y octagon-13f-holdings-mcp