octagon-funding-data-mcp

octagon-funding-data-mcp

3.2

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The Octagon Funding Data MCP server offers advanced AI-powered analysis of company funding transactions, integrating with funding intelligence agents for comprehensive venture capital research.

Octagon Funding Data MCP

The Octagon Funding Data MCP server provides specialized AI-powered company funding transaction analysis capabilities by integrating with advanced funding intelligence agents. Covers comprehensive venture capital research, funding rounds, investor activity, and investment trends. Add unlimited funding data analysis functionality to any MCP client including Claude Desktop, Cursor, and other popular MCP-enabled applications.

Powered by Octagon AI - Learn more about the Funding Agent at docs.octagonagents.com

🚀 Core Differentiators

Comprehensive Coverage - Complete funding database with transaction information
Real-Time Updates - Continuous updates for real-time insights
Universal MCP Integration - Add funding analysis to any MCP client
Multi-Domain Analysis - Funding rounds, valuations, investor tracking, and market intelligence
Advanced Funding Metrics - Investment tracking, valuation analysis, and competitive landscape insights

Get Your Octagon API Key

To use Octagon Funding Data MCP, you need to:

  1. Sign up for a free account at Octagon
  2. After logging in, from left menu, navigate to API Keys
  3. Generate a new API key
  4. Use this API key in your configuration as the OCTAGON_API_KEY value

Prerequisites

Before installing or running Octagon Funding Data MCP, you need to have npx (which comes with Node.js and npm) installed on your system.

Mac (macOS)

  1. Install Homebrew (if you don't have it):

    /bin/bash -c "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/HEAD/install.sh)"
    
  2. Install Node.js (includes npm and npx):

    brew install node
    

    This will install the latest version of Node.js, npm, and npx.

  3. Verify installation:

    node -v
    npm -v
    npx -v
    

Windows

  1. Download the Node.js installer:
  2. Run the installer and follow the prompts. This will install Node.js, npm, and npx.
  3. Verify installation: Open Command Prompt and run:
    node -v
    npm -v
    npx -v
    

If you see version numbers for all three, you are ready to proceed with the installation steps below.

Installation

Running on Claude Desktop

To configure Octagon Funding Data MCP for Claude Desktop:

  1. Open Claude Desktop
  2. Go to Settings > Developer > Edit Config
  3. Add the following to your claude_desktop_config.json (Replace your-octagon-api-key with your Octagon API key):
{
  "mcpServers": {
    "octagon-funding-data-mcp": {
      "command": "npx",
      "args": ["-y", "octagon-funding-data-mcp@latest"],
      "env": {
        "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}
  1. Restart Claude for the changes to take effect

Running on Cursor

Configuring Cursor Desktop 🖥️ Note: Requires Cursor version 0.45.6+

To configure Octagon Funding Data MCP in Cursor:

  1. Open Cursor Settings
  2. Go to Features > MCP Servers
  3. Click "+ Add New MCP Server"
  4. Enter the following:
    • Name: "octagon-funding-data-mcp" (or your preferred name)
    • Type: "command"
    • Command: env OCTAGON_API_KEY=your-octagon-api-key npx -y octagon-funding-data-mcp

If you are using Windows and are running into issues, try cmd /c "set OCTAGON_API_KEY=your-octagon-api-key && npx -y octagon-funding-data-mcp"

Replace your-octagon-api-key with your Octagon API key.

After adding, refresh the MCP server list to see the new tools. The Composer Agent will automatically use Octagon Funding Data MCP when appropriate, but you can explicitly request it by describing your funding analysis needs. Access the Composer via Command+L (Mac), select "Agent" next to the submit button, and enter your query.

Running on Windsurf

Add this to your ./codeium/windsurf/model_config.json:

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

Running with npx

env OCTAGON_API_KEY=your_octagon_api_key npx -y octagon-funding-data-mcp

Manual Installation

npm install -g octagon-funding-data-mcp

Octagon Funding Agent

Model Name: octagon-funding-agent

A specialized database agent for private company funding transactions and venture capital research.

Capabilities

  • Extract information about funding rounds
  • Identify key investors in private companies
  • Track valuations over time
  • Analyze investment trends across industries
  • Monitor venture capital activity

Use Cases

The Funding Agent is best for:

  • Researching startup funding history
  • Analyzing investor activity patterns
  • Understanding valuation trends
  • Tracking capital flows in specific sectors
  • Benchmarking fundraising against industry peers

Example Queries

  • "What was Anthropic's latest funding round size, valuation, and key investors?"
  • "How much has OpenAI raised in total funding and at what valuation?"
  • "Who were the lead investors in Databricks' Series G round and what was the post-money valuation?"

Available Fields and Descriptions

How to Use These Fields

When querying the Octagon Funding Agent, you can reference these field names to request specific information about funding deals. For example, you can ask "What was the Deal Size for Stripe's latest funding round?" or "List all Series B funding deals with Pre-Money Valuation over $100 million in 2024." You can also combine multiple fields for more targeted research, such as "Show me funding rounds with Lead Investors from Silicon Valley that had a Valuation Step-Up greater than 2x in the Financial Software sector."

Deal Basic Information

FieldDescription
Deal NumberSequential identifier for the funding deal
Deal TypePrimary classification of the investment (e.g., Early Stage VC, Later Stage VC)
Deal Sub-TypeSecondary classification of the deal (e.g., Series A, Series B)
Deal StatusCurrent status of the deal (e.g., Completed, Pending)
Deal SynopsisBrief summary of the funding deal
Deal DateDate when the funding deal occurred
Announced DateDate when the deal was publicly announced

Financial Details

FieldDescription
Deal SizeTotal amount raised in the funding round
Deal Size AmountNumerical value of the funding amount
Deal Size CurrencyCurrency used for the deal
Deal Size StatusWhether the amount is actual or estimated
Pre-Money ValuationCompany valuation before the investment
Post-Money ValuationCompany valuation after the investment
Price Per ShareCost per share in the funding round
Total Invested EquityTotal equity investment amount
Total Debt AmountTotal debt portion of the funding
Valuation StatusWhether the valuation is actual or estimated
Valuation Step-UpMultiple increase in valuation from previous round
Deal Size to Revenue RatioRatio of deal size to company revenue
Valuation to Revenue RatioRatio of valuation to company revenue

Deal Structure

FieldDescription
Financing StatusCurrent financing state of the company
Financing Status NoteAdditional information about financing status
VC RoundWhich venture round number this represents (e.g., 1st Round, 2nd Round)
SeriesLetter designation of funding round (e.g., Series A)
Deal ClassClassification of investment (e.g., Venture Capital, Private Equity)
Native CurrencyOriginal currency of the investment
Percentage AcquiredPercentage of company acquired in the deal
VC Round Up/Down/FlatWhether the round increased, decreased, or maintained valuation
Time Between VC RoundsTime elapsed since previous funding round (in years)

Lead Investors and Participants

FieldDescription
Lead InvestorPrimary investor leading the funding round
InvestorsComplete list of investors participating in the round
First-Time InvestorsInvestors participating for the first time
First-Time Investor CountNumber of new investors in this round
Follow-On InvestorsExisting investors participating again
Follow-On Investor CountNumber of returning investors
Investor CountTotal number of investors in the round
Investor FundsSpecific funds used by investors for this deal

Deal Characteristics

FieldDescription
Add-on DealWhether this is an add-on to a previous investment
Contains Cross-BorderWhether deal involves cross-border investment
Has Amended DebtsWhether debt terms were amended as part of the deal
Business StatusOperational status of the company at deal time
Deal Business StatusBusiness status specifically at time of deal

Investment Terms

FieldDescription
Anti-Dilution ProvisionsProtections against ownership dilution
Board Voting RightsWhether the deal includes board voting rights
General Voting RightsWhether the deal includes general voting rights
Dividend RightsWhether the deal includes rights to dividends
CumulativenessWhether dividends accumulate if unpaid
Liquidation PreferencesPriority in case of liquidation
Liquidation ParticipationTerms for participation in liquidation proceeds

Company Details

FieldDescription
Company NameName of the company receiving funding
Current EmployeesNumber of employees at the time of the deal
Year FoundedYear the company was established
Business VerticalsBusiness categories the company operates in
RevenueCompany revenue at time of investment
Revenue GrowthPercentage growth in revenue
Fiscal YearRelevant fiscal year for financial data
KeywordsKey terms describing the company's business
Full Company DescriptionDetailed description of the company's business

Industry Classification

FieldDescription
Primary Industry CodeMain industry classification
Primary Industry GroupBroader industry grouping
Primary Industry SectorHighest-level industry sector
All IndustriesComplete list of industries the company is involved in
Investment UniverseInvestment classification categories

Company Leadership

FieldDescription
Full NameName of company founder or key executive
BiographyBiographical information about company leadership
EducationEducational background of key executives
EmailContact email for company leadership
PhoneContact phone number

Service Providers

FieldDescription
Service ProvidersProfessional firms involved in the deal
Sell-Side Service ProvidersFirms representing the company
Buy-Side Service ProvidersFirms representing the investors
Service Provider TypeType of service provided (e.g., Legal Advisor)
Service Provider Lead PartnerLead professional handling the transaction
Service Provider ClientClient the service provider is representing

Location Information

FieldDescription
Headquarters CityCity where company is headquartered
Headquarters LocationFull location (City, State)
RegionGeographic region (e.g., Americas)
State/ProvinceState or province of headquarters

Links and References

FieldDescription
Web LinksURLs associated with the company and investors
Investor WebsitesWebsite URLs for the investors

Note: Field availability may vary depending on the specific funding deal being queried.

Features

Comprehensive Funding Analysis

  • Funding rounds and transaction details
  • Investor activity tracking
  • Valuation analysis and trends
  • Investment criteria research
  • Capital flow analysis
  • Market intelligence insights

Universal Coverage

  • Complete funding database
  • All funding stages (Seed to Late Stage)
  • Real-time data updates
  • Historical trend analysis
  • Cross-company comparisons
  • Investment tracking

Advanced Analysis Tools

  • Funding pattern analysis
  • Valuation tracking and benchmarking
  • Investor participation metrics
  • Market trend identification
  • Competitive landscape analysis

Available Tool

octagon-funding-agent

Comprehensive company funding transaction analysis with venture capital research and investment intelligence insights.

The tool uses a single prompt parameter that accepts a natural language query. Include all relevant details in your prompt for optimal results.

Documentation

For comprehensive documentation on using Funding capabilities, please visit our official documentation at: https://docs.octagonagents.com

Specifically for the Funding Agent: Funding Agent Guide

The documentation includes:

  • Detailed API references
  • Funding analysis methodology guidelines
  • Examples and use cases
  • Best practices for funding research
  • Advanced features and capabilities

Troubleshooting

  1. API Key Issues: Ensure your Octagon API key is correctly set in the environment or config file.
  2. Connection Issues: Make sure the connectivity to the Octagon API is working properly.
  3. Rate Limiting: No rate limits apply to Funding Data MCP - execute unlimited queries.

License

MIT


⭐ Star this repo if you find it helpful for your funding analysis needs!