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

| Field | Description | |-------|-------------| | Investor Name | Investor names represented as JSON objects | | Legal Name | The legal name of the investor organization | | Familiar Name | Investor names as they are commonly known | | Former Name | Previous investor or business names | | Company Name | Investors' company names as structured data | | Year Founded | The year the investor's business was founded | | Investor Website | URL addresses of investor websites |

Investor Type and Status

| Field | Description | |-------|-------------| | Primary Investor Type | The type of primary investor in the investment | | Other Investor Types | Array of investor types not explicitly categorized as Government, PE/Buyout, PE-Backed Company, Asset Manager, Corporation, or Growth/Expansion | | Investor Status | The investor's current status | | Ownership Status | The ownership status of the investor, categorized as Acquired/Merged (Operating Subsidiary), Privately Held (no backing), Privately Held (backing), Publicly Held, Out of Business, or Acquired/Merged | | Financing Status | The financing status of the investor, indicating the current stage of their financial backing | | Trade Association | Representation of investor trade associations or affiliations | | Parent Company | The parent company information represented in a variant format |

Financial Information

| Field | Description | |-------|-------------| | Capital Under Management | Investment capital under management, represented as JSON objects containing "amount" and "asOfDate" fields with their respective values and currency codes | | Dry Powder | Investment amounts in dry powder form | | Total Assets | The total assets represented in decimal form | | Revenue | The column represents investor revenue, measured in decimal form | | Net Income | Net income, measured in decimal format | | EBIT | EBIT values represent earnings before interest and taxes | | EBITDA | EBITDA: Earnings before interest, taxes, depreciation, and amortization | | Net Debt | The net debt amount in decimal format | | Free Cash Flow | The column represents the free cash flow as a decimal value | | Market Cap | The market capitalization of the investor's holdings, represented as a decimal value | | Enterprise Value | The enterprise value of an investment | | Exchange | The exchange where the investor's securities are traded | | Deal Size | Investment deal sizes represented as JSON objects containing an "amount" field and a currency code |

Fund Information

| Field | Description | |-------|-------------| | Fund Name | Investor fund names represented as JSON objects | | Fund Type | The type of investment fund | | Fund Size | Investment amounts in various currencies | | Min Fund Size | The minimum investment amount required by the fund | | Max Fund Size | The maximum permitted fund size for an investor in this table | | Median Fund Size | The median size of the investor's funds in dollars | | Vintage | The vintage represents the year of investment | | Funds Opened | The number of funds opened by an investor | | Funds Closed | The column represents the number of funds closed by an investor | | Total Funds Open | The total amount of funds currently open for an investor in their account | | Total Funds Closed | The total amount of funds closed in dollars | | Most Likely Fundraising | Indicator of an investor's likelihood of currently raising funds | | Open Date | The date when an investor's record was last updated | | Close Date | The column holds dates representing the close dates of investor records | | Funds Closed in the Last 2 Years | Indicator of whether a fund was closed within the last two years | | Funds Closed in the Last 5 Years | Indicator of the number of funds closed by an investor in the last 5 years | | Funds Closed in the Last 6 Months | Indicator of whether a fund was closed within the last 6 months | | Funds Closed in the Last 12 Months | A column holding data indicating whether a fund was closed within the last 12 months or not | | Total Funds Closed in 2 Years | The total amount of funds closed by an investor in the past two years | | Total Funds Closed in 5 Years | The total number of funds closed by an investor in the past 5 years | | Total Funds Closed in 6 Months | The total amount of funds closed by an investor in the past six months | | Total Funds Closed in 12 Months | The total amount of funds closed by an investor in the last 12 months |

Investment Activity

| Field | Description | |-------|-------------| | Investments | The number of investments made by each investor | | Total Investments | The total amount invested in the private markets | | Active Invested Companies | The number of active invested companies for each investor | | Total Active Investments | The total number of active investments made by each investor | | Exits | The number of exits taken by an investor in the private markets | | Total Exits | The total number of exits (sales or IPOs) for an investor | | Deal Status | The status of a deal in the investment process | | Deal Date | The column holds data representing dates associated with investment deals | | Deal Size Status | The status of the deal size, either "Actual" or "Estimated" | | Deal Type | The type of investment deal | | Deal Type2 | The type of investment deal | | Deal Type3 | The type of investment deal, categorized as Asset Divestiture (Corporate), Corporate Divestiture, Secondary Buyout, Add-on, or Public to Private | | Deal Class | The type of investment deal | | Last Investment Debt | A column holding data representing the description of the last financing debt type | | Last Investment Debt Size | The size of the last investment debt in the given currency | | Last Investment Debt Date | The date of the last investment debt | | Post Valuation | Investment amounts with their respective post-valuation currency | | Valuation Status | The status of an investor's valuation | | Investments in the Last 7 Days | The number of investments made by an investor in the last 7 days | | Investments in the Last 6 Months | The number of investments made by an investor in the last 6 months | | Investments in the Last 12 Months | The number of investments made by the investor in the last 12 months | | Investments in the Last 2 Years | The number of investments made by the investor in the last two years | | Investments in the Last 5 Years | The total number of investments made by the investor in the last 5 years | | Total Investments in the Last 7 Days | The total investments made by an investor in the last 7 days | | Total Investments in the Last 6 Months | The total investments made by an investor in the last 6 months | | Total Investments in the Last 12 Months | The total investments made by an investor in the last 12 months | | Total Investments in the Last 2 Years | The total investments made by an investor in the last two years | | Total Investments in the Last 5 Years | The total investments made by the investor in the last 5 years |

Investment Professionals and Contacts

| Field | Description | |-------|-------------| | Investment Professionals | Investment professionals' unique identifiers | | Primary Contact | A column holding data representing primary contact information in JSON format | | Primary Contact Email | Email addresses of primary contacts | | Primary Contact Phone | Phone numbers of primary contacts | | Primary Contact Title | The job title of the primary contact person |

Investment Preferences

| Field | Description | |-------|-------------| | Preferred Investment Types | An array of preferred investment types for each investor | | Preferred Investment Amount | Investor's preferred investment amount represented as a JSON object with a key "currency" specifying the investment's associated currency | | Preferred Investment Amount Low | The preferred investment amount in a lower range | | Preferred Investment Amount High | The highest preferred investment amount in various currencies | | Preferred Investment Horizon | The preferred investment horizon, represented as an integer range with a minimum and maximum value | | Preferred Deal Size | Preferred deal size in the format of a JSON object containing a currency value | | Preferred Deal Size Low | The preferred minimum deal size in the investor's portfolio, represented as a JSON string | | Preferred Deal Size High | The preferred maximum deal size in the investor's portfolio | | Preferred Company Valuation | Preferred company valuation in various currencies | | Preferred Company Valuation Low | Preferred company valuation lower limit | | Preferred Company Valuation High | The preferred company valuation in high format, represented as a string | | Preferred Revenue | A column holding data representing an investor's preferred revenue currency | | Preferred Revenue Low | Investor's preferred revenue threshold in low-risk private markets | | Preferred Revenue High | Investor's preferred revenue threshold | | Preferred EBIT | Preferred earnings before interest, taxes, depreciation, and amortization (EBITDA) in the format of a JSON string | | Preferred EBIT Low | Preferred e- Debit limit information in JSON format | | Preferred EBIT High | The maximum preferred ebitda threshold for an investor | | Preferred EBITDA | Preferred earnings before interest, taxes, depreciation, and amortization (EBITDA) in the format of a JSON string | | Preferred EBITDA Low | Preferred debit amount in the investor's account, represented as a JSON string with the key "amount" and the value in the investor's preferred currency | | Preferred EBITDA High | Preferred annual ebitda threshold in dollars | | Preferred Industry | An array of preferred industries for each investor | | Preferred Verticals | The preferred industries or sectors of investment for each investor | | Preferred Geography | An array of preferred geographical regions for investors | | Preferred Other Preferences | Preferences of investors regarding stake size and involvement in deals | | Impact Category Preference | Preferences for impact categories in investing |

Industry and Classification

| Field | Description | |-------|-------------| | Primary Industry Code | The primary industry sector classification code for the investor | | Primary Industry Group | The primary industry group classification for the investor | | Primary Industry Sector | The primary industry sector classification for the investor | | All Industries | An array of investor industries | | Verticals | An array of industries or sectors in which the investor is active | | SIC Codes | Strings representing industry classification codes | | SIC Code Descriptions | Descriptions of the industries represented by the SIC codes | | SIC Group Descriptions | Descriptions of industry groups as provided in the Standard Industrial Classification (SIC) system | | SIC Sector Descriptions | Descriptions of industries according to the Standard Industrial Classification (SIC) system | | Keywords | An array of keywords representing various investment sectors |

Headquarters Information

| Field | Description | |-------|-------------| | HQ Address Line 1 | The first line of an investor's headquarters address | | HQ Address Line 2 | The secondary line of an investor's headquarters address | | HQ City | The city where the investor's headquarters are located | | HQ State Province | The abbreviated name of the state or province where the investor's headquarters is located | | HQ Country | The country where the investor's headquarters are located | | HQ Location | The location of the investor's headquarters | | HQ Region | The region where the investor's headquarters is located | | HQ Subregion | The sub-region where the investor's headquarters are located | | HQ Zip Code | Postal codes representing the headquarters location of investors | | HQ Phone | International phone numbers of investor headquarters | | HQ Fax | International phone numbers in standardized format for investor headquarters | | HQ Email | Email addresses of investor headquarters |

Investor Metrics

| Field | Description | |-------|-------------| | Investor Metrics Total Number of Funds | The total number of funds invested by each investor | | Investor Metrics Bottom Quartile Number of Funds | The investor's bottom quartile number of funds they hold | | Investor Metrics Lower Mid Quartile Number of Funds | The investor's lower quartile number of funds held | | Investor Metrics Median Quartile | The median and quartile values of an investor metric | | Investor Metrics Upper Mid Quartile Number of Funds | The investor's upper quartile number of funds they hold | | Investor Metrics Top Quartile Number of Funds | The investor metric stop quartile number of funds represents a ranking position within an investor's portfolio |

Update Information

| Field | Description | |-------|-------------| | Last Update Date | The column holds data representing the last update date for each investor record |

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!