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:
   • 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 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"
      }
    }
  }
}

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 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

| Field | Description | |-------|-------------| | Deal Number | Sequential identifier for the funding deal | | Deal Type | Primary classification of the investment (e.g., Early Stage VC, Later Stage VC) | | Deal Sub-Type | Secondary classification of the deal (e.g., Series A, Series B) | | Deal Status | Current status of the deal (e.g., Completed, Pending) | | Deal Synopsis | Brief summary of the funding deal | | Deal Date | Date when the funding deal occurred | | Announced Date | Date when the deal was publicly announced |

Financial Details

| Field | Description | |-------|-------------| | Deal Size | Total amount raised in the funding round | | Deal Size Amount | Numerical value of the funding amount | | Deal Size Currency | Currency used for the deal | | Deal Size Status | Whether the amount is actual or estimated | | Pre-Money Valuation | Company valuation before the investment | | Post-Money Valuation | Company valuation after the investment | | Price Per Share | Cost per share in the funding round | | Total Invested Equity | Total equity investment amount | | Total Debt Amount | Total debt portion of the funding | | Valuation Status | Whether the valuation is actual or estimated | | Valuation Step-Up | Multiple increase in valuation from previous round | | Deal Size to Revenue Ratio | Ratio of deal size to company revenue | | Valuation to Revenue Ratio | Ratio of valuation to company revenue |

Deal Structure

| Field | Description | |-------|-------------| | Financing Status | Current financing state of the company | | Financing Status Note | Additional information about financing status | | VC Round | Which venture round number this represents (e.g., 1st Round, 2nd Round) | | Series | Letter designation of funding round (e.g., Series A) | | Deal Class | Classification of investment (e.g., Venture Capital, Private Equity) | | Native Currency | Original currency of the investment | | Percentage Acquired | Percentage of company acquired in the deal | | VC Round Up/Down/Flat | Whether the round increased, decreased, or maintained valuation | | Time Between VC Rounds | Time elapsed since previous funding round (in years) |

Lead Investors and Participants

| Field | Description | |-------|-------------| | Lead Investor | Primary investor leading the funding round | | Investors | Complete list of investors participating in the round | | First-Time Investors | Investors participating for the first time | | First-Time Investor Count | Number of new investors in this round | | Follow-On Investors | Existing investors participating again | | Follow-On Investor Count | Number of returning investors | | Investor Count | Total number of investors in the round | | Investor Funds | Specific funds used by investors for this deal |

Deal Characteristics

| Field | Description | |-------|-------------| | Add-on Deal | Whether this is an add-on to a previous investment | | Contains Cross-Border | Whether deal involves cross-border investment | | Has Amended Debts | Whether debt terms were amended as part of the deal | | Business Status | Operational status of the company at deal time | | Deal Business Status | Business status specifically at time of deal |

Investment Terms

| Field | Description | |-------|-------------| | Anti-Dilution Provisions | Protections against ownership dilution | | Board Voting Rights | Whether the deal includes board voting rights | | General Voting Rights | Whether the deal includes general voting rights | | Dividend Rights | Whether the deal includes rights to dividends | | Cumulativeness | Whether dividends accumulate if unpaid | | Liquidation Preferences | Priority in case of liquidation | | Liquidation Participation | Terms for participation in liquidation proceeds |

Company Details

| Field | Description | |-------|-------------| | Company Name | Name of the company receiving funding | | Current Employees | Number of employees at the time of the deal | | Year Founded | Year the company was established | | Business Verticals | Business categories the company operates in | | Revenue | Company revenue at time of investment | | Revenue Growth | Percentage growth in revenue | | Fiscal Year | Relevant fiscal year for financial data | | Keywords | Key terms describing the company's business | | Full Company Description | Detailed description of the company's business |

Industry Classification

| Field | Description | |-------|-------------| | Primary Industry Code | Main industry classification | | Primary Industry Group | Broader industry grouping | | Primary Industry Sector | Highest-level industry sector | | All Industries | Complete list of industries the company is involved in | | Investment Universe | Investment classification categories |

Company Leadership

| Field | Description | |-------|-------------| | Full Name | Name of company founder or key executive | | Biography | Biographical information about company leadership | | Education | Educational background of key executives | | Email | Contact email for company leadership | | Phone | Contact phone number |

Service Providers

| Field | Description | |-------|-------------| | Service Providers | Professional firms involved in the deal | | Sell-Side Service Providers | Firms representing the company | | Buy-Side Service Providers | Firms representing the investors | | Service Provider Type | Type of service provided (e.g., Legal Advisor) | | Service Provider Lead Partner | Lead professional handling the transaction | | Service Provider Client | Client the service provider is representing |

Location Information

| Field | Description | |-------|-------------| | Headquarters City | City where company is headquartered | | Headquarters Location | Full location (City, State) | | Region | Geographic region (e.g., Americas) | | State/Province | State or province of headquarters |

Links and References

| Field | Description | |-------|-------------| | Web Links | URLs associated with the company and investors | | Investor Websites | Website 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!