Octagon 13F Holdings MCP

The Octagon 13F Holdings MCP server provides specialized AI-powered institutional ownership and holdings data analysis capabilities by integrating with advanced holdings analysis agents. Covers comprehensive Form 13F filings, institutional investor activity, fund performance, and industry-level holdings analytics. Add unlimited institutional holdings analysis functionality to any MCP client including Claude Desktop, Cursor, and other popular MCP-enabled applications.

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

🚀 Core Differentiators

✅ Comprehensive Coverage - Complete Form 13F filings and institutional ownership data
✅ Historical Analysis - Historical data dating back to 2018 enables robust time-series analysis
✅ Real-Time Updates - Continuous daily updates for real-time insights
✅ Universal MCP Integration - Add institutional holdings analysis to any MCP client
✅ Multi-Domain Analysis - Form 13F filings, fund performance, industry analytics, and portfolio breakdowns
✅ Advanced Holdings Metrics - Institutional ownership tracking, fund performance analysis, and portfolio allocation insights

Get Your Octagon API Key

To use Octagon 13F Holdings 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 13F Holdings 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)"

   

   brew install node

   

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 13F Holdings 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-13f-holdings-mcp": {

      "command": "npx",

      "args": ["-y", "octagon-13f-holdings-mcp@latest"],

      "env": {

        "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"

      }

    }

  }

}

Running on Cursor

Configuring Cursor Desktop 🖥️
Note: Requires Cursor version 0.45.6+

To configure Octagon 13F Holdings 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-13f-holdings-mcp" (or your preferred name)
- Type: "command"
- Command: env OCTAGON_API_KEY=your-octagon-api-key npx -y octagon-13f-holdings-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-13f-holdings-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 13F Holdings MCP when appropriate, but you can explicitly request it by describing your institutional holdings 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-13f-holdings-mcp": {
      "command": "npx",
      "args": ["-y", "octagon-13f-holdings-mcp@latest"],
      "env": {
        "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}

Running with npx

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

Manual Installation

npm install -g octagon-13f-holdings-mcp