octagon-investors-mcp

Octagon Investors MCP

The Octagon Investors MCP server provides specialized AI-powered investor information and investment activity analysis capabilities by integrating with advanced investor intelligence agents. Covers comprehensive business intelligence, investment criteria, portfolio analysis, and market research. Add unlimited investor analysis functionality to any MCP client including Claude Desktop, Cursor, and other popular MCP-enabled applications.

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

🚀 Core Differentiators

✅ Comprehensive Coverage - Complete investor database with investment activity information
✅ Real-Time Updates - Continuous updates for real-time insights
✅ Universal MCP Integration - Add investor analysis to any MCP client
✅ Multi-Domain Analysis - Investment criteria, portfolio tracking, fund analysis, and market intelligence
✅ Advanced Investor Metrics - Investment activity tracking, portfolio analysis, and competitive landscape insights

Get Your Octagon API Key

To use Octagon Investors 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 Investors 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:
   • Go to https://nodejs.org/ and download the LTS version for Windows.
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 Investors 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-investors-mcp": {
      "command": "npx",
      "args": ["-y", "octagon-investors-mcp@latest"],
      "env": {
        "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}

4. Restart Claude for the changes to take effect

Running on Cursor

Configuring Cursor Desktop 🖥️ Note: Requires Cursor version 0.45.6+

To configure Octagon Investors 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-investors-mcp" (or your preferred name)
   • Type: "command"
   • Command: env OCTAGON_API_KEY=your-octagon-api-key npx -y octagon-investors-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-investors-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 Investors MCP when appropriate, but you can explicitly request it by describing your investor 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-investors-mcp": {
      "command": "npx",
      "args": ["-y", "octagon-investors-mcp@latest"],
      "env": {
        "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}

Running with npx

env OCTAGON_API_KEY=your_octagon_api_key npx -y octagon-investors-mcp

Manual Installation

npm install -g octagon-investors-mcp

Octagon Investors Agent

Model Name: octagon-investors-agent

A specialized database agent for looking up information on investors.

Capabilities

• Retrieve detailed information about venture capital firms
• Track investment criteria and preferences
• Monitor investor portfolio performance
• Analyze investment activity by stage and sector
• Compare investment strategies across firms

Use Cases

The Investors Agent is best for:

• Research on investor profiles and activities
• Understanding investment criteria and focus areas
• Tracking portfolio companies of specific investors
• Analyzing investment patterns and check sizes
• Identifying active investors in particular sectors

Example Queries

• "What is the latest investment criteria of Insight Partners?"
• "How many investments did Andreessen Horowitz make in the last 6 months?"
• "What is the typical check size for QED Investors?"

Available Fields and Descriptions

How to Use These Fields

When querying the Octagon Investors Agent, you can reference these field names to request specific information about investors. For example, you can ask "What is the Capital Under Management for Sequoia Capital?" or "Show me all investors with a Preferred Geography that includes Asia." You can also combine multiple fields in your queries to get more targeted information, such as "List venture capital firms with Total Assets over $1 billion that have made Investments in the Last 12 Months."

Investor Identity

Investor Type and Status

Financial Information

Fund Information

Investment Activity

Investment Professionals and Contacts

Investment Preferences

Industry and Classification

Headquarters Information

Investor Metrics

Update Information

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

Features

✅ Comprehensive Investor Analysis

• Investor information and profiles
• Investment activity tracking
• Portfolio performance analysis
• Investment criteria research
• Fund analysis and metrics
• Market intelligence insights

✅ Universal Coverage

• Complete investor database
• All major investor types (VC, PE, Angel)
• Real-time data updates
• Historical trend analysis
• Cross-investor comparisons
• Investment tracking

✅ Advanced Analysis Tools

• Investment pattern analysis
• Portfolio performance tracking
• Fund size and activity metrics
• Investment criteria mapping
• Market trend identification

Available Tool

octagon-investors-agent

Comprehensive investor information and investment activity analysis with business 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 Investors capabilities, please visit our official documentation at: https://docs.octagonagents.com

Specifically for the Investors Agent: Investors Agent Guide

The documentation includes:

• Detailed API references
• Investment analysis methodology guidelines
• Examples and use cases
• Best practices for investor 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 Investors MCP - execute unlimited queries.

License

MIT

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