Octagon Investor MCP Server
Description
# Octagon Investor MCP Server [](https://smithery.ai/server/@octagonai/investor-mcp-server) A Model Context Protocol (MCP) server that exposes AI-powered investor agent simulations through the MCP…
About
# Octagon Investor MCP Server [](https://smithery.ai/server/@octagonai/investor-mcp-server) A Model Context Protocol (MCP) server that exposes AI-powered investor agent simulations through the MCP protocol, augmented with Octagon Private…
Details
- Author
- OctagonAI
- Downloads
- 170
- Categories
- Other
Jump to
- Pre‑built investor personas (Fred Wilson, Peter Thiel)
- Private markets data agents
- Persona configuration via markdown profile files
- Customizable interaction patterns and orchestration
- Supports stdio and SSE transports
Setting up with Highlight
This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:
- Download and install Highlight from highlightai.com/download
- Navigate to the plugins tab and select "Add Custom Plugin"
-
Configure the plugin with the settings below
Plugin Name
Octagon Investor MCP ServerCommand (node, npx, python, etc.)Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
- Enable "Start Automatically" if you want the plugin to start when Highlight launches
From the repository
Install via Smithery (npx -y @smithery/cli@latest install @OctagonAI/investor-mcp-server --client claude) or configure manually in Claude Desktop with environment variables (OPENAI_API_KEY, OCTAGON_API_KEY, OCTAGON_BASE_URL). Requires Python 3.11+, the uv package manager, and API keys for OpenAI and Octagon.
Claude Desktop / Cursor
Paste into your MCP client config file to install this server.
{
"mcpServers": {
"octagon investor mcp server": {
"investor-mcp-server": {
"command": "npx",
"args": [
"-y",
"@smithery/cli@latest",
"install",
"@OctagonAI/investor-mcp-server",
"--client",
"claude"
]
}
}
}
}McpServers
{
"investor-mcp-server": {
"command": "npx",
"args": [
"-y",
"@smithery/cli@latest",
"install",
"@OctagonAI/investor-mcp-server",
"--client",
"claude"
]
}
}Octagon Investor MCP Server
A Model Context Protocol (MCP) server that exposes AI-powered investor agent simulations through the MCP protocol, augmented with Octagon Private Markets data.
Features
Individual Investor Personas
- Fred Wilson (Union Square Ventures): Simulation of the NYC-based VC known for community-driven ventures
- Peter Thiel (Founders Fund): Simulation of the contrarian investor focused on disruptive technologies
Octagon Private Markets Data Agents
- Private Market Agents: Provides private markets data
Installation
Prerequisites
- Python 3.11+
- uv package manager
- OpenAI API key
- Octagon API key
Install via Smithery
npx -y @smithery/cli@latest install @OctagonAI/investor-mcp-server --client claude
Claude Desktop Configuration
"mcpServers": {
"investor-persona-mcp-server": {
"command": "uvx",
"args": ["investor-persona-mcp-server"],
"env": {
"OPENAI_API_KEY": "your-openai-key-here",
"OCTAGON_API_KEY": "your-octagon-key-here",
"OCTAGON_BASE_URL": "https://api-gateway.octagonagents.com/v1"
}
}
}
Implementation Details
Persona Configuration
Investor personas are defined through markdown files containing:
- Investment philosophy
- Psychological profile
- Historical track record
- Decision-making patterns
- Communication style preferences
Customization Options
1. Add new investor personas by creating markdown profiles
2. Implement custom interaction patterns between personas
3. Enhance orchestration logic for complex multi-perspective analysis
Configuration
Environment variables:
- OPENAI_API_KEY: Required for AI model access
- OCTAGON_API_KEY: Required for Octagon API access
- OCTAGON_BASE_URL: Base URL for Octagon API (default: "https://api-gateway.octagonagents.com/v1")
- MCP_TRANSPORT: Transport protocol (default: "stdio")
- PERSONAS_DIR: Path to investor profiles (default: "./investors")
Development
```bash
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