Finance & Accounting · Octagon MCP + Claude
Octagon MCP with Claude: Faster Financial Research from SEC Filings and Earnings Data
The short answer
Claude connects to Octagon MCP through the Model Context Protocol, an open standard that lets Claude securely use software with permissions you control. Once connected, Claude can search SEC filings, summarise earnings transcripts, fetch financial metrics and review prediction-market signals based on plain-language questions from your team.
What is Octagon MCP?
Octagon MCP is a market intelligence service. It provides SEC filings, earnings call transcripts, and data on both private and public markets. Investment analysts, research teams, corporate finance departments and advisers use it for deep financial research, checking stock metrics and studying prediction-market activity. It gives a single place to look for information that would otherwise take hours to gather from separate sources.
How Claude connects to Octagon MCP through MCP
The Model Context Protocol, or MCP, is an open standard that acts like a universal adapter between Claude and other software. It lets Claude use a tool securely, reading information and taking actions, with access that your organisation sets and controls. Octagon publishes an MCP server, so Claude can work with Octagon data in the same way it works with your documents.
Once connected, Claude can typically search filings by company or topic, pull a summary of an earnings call, retrieve financial metrics for a list of companies and compare the results. Your team asks questions in ordinary language, such as which companies in a sector mentioned supply chain pressure in their last quarter, and Claude carries out the lookups and presents the findings.
Permissions and approvals keep people in charge. Access is granted with the least privilege needed for each role, and the sign-in uses Dynamic Client Registration with OAuth, so access can be granted and revoked through your normal controls. Where a result will feed a decision or an external report, a named person reviews it before it is used, and every request is recorded in an audit log.
What you can automate
Earnings call briefings
Before a client meeting, an analyst asks Claude for a summary of a company's latest earnings transcript, focusing on guidance changes and questions from analysts. Claude returns a short brief with the key points and the passages to check, saving the analyst time that would otherwise go into reading a full transcript.
Filing review for risk teams
A risk team monitors new SEC filings for named companies. Claude searches for recent filings, flags changes in risk factor language and lists them for review. The team decides which items need escalation, and the list is logged for audit purposes.
Peer benchmarking
A corporate finance team wants to see how its sector compares. Claude retrieves financial metrics for a defined peer group and sets them out in a comparison table, noting the reporting dates so the figures are read in context.
Competitive intelligence summaries
A strategy lead asks for a monthly digest of competitor disclosures, including filings and earnings commentary. Claude compiles the material into a structured summary with sources, which the lead edits before sharing with the leadership team.
Prediction-market monitoring
A research desk tracks prediction-market signals on events that could affect its holdings. Claude reviews the relevant signals and describes how they have moved, presenting them as one input alongside other research rather than as a forecast.
An end-to-end workflow: Weekly earnings and filing digest for an investment team
TriggerEvery Monday at 07:00, a scheduled request starts for the team's watchlist of listed companies.
Claude pulls new SEC filings and the latest earnings transcripts for each company on the watchlist.
Claude extracts guidance changes, risk factor updates and notable analyst questions.
Claude fetches the current financial metrics for each company and compares them with the prior quarter.
The draft digest is posted to the team's shared workspace in Microsoft 365, with links to source documents.
A senior analyst reviews and approves the digest before it is sent to portfolio managers.
Approved items are logged in the CRM record for each company so the coverage history stays complete.
OutcomeAnalysts spend less time collecting and reading routine updates, and portfolio managers receive a consistent weekly brief with sources they can check. Typical results depend on the size of the watchlist and the review process in place.
How we set it up
Free automation audit
We review how your team currently researches companies and filings, and identify the workflows where Claude and Octagon MCP would save the most time.
Secure connection
We connect Claude to Octagon MCP using its supported sign-in method, Dynamic Client Registration with OAuth, and set up access with the least privilege each role needs.
Workflow design
We design the end-to-end process across Octagon and your other systems, such as Microsoft 365, CRM or ticketing, and agree which actions need human approval.
Testing with real cases
We test the workflow against past filings and earnings calls your team has already analysed, and compare the outputs with the work your analysts produced.
Launch and training
We launch with monitoring and audit logs enabled, then train your team on how to ask good questions, check sources and use the approval steps.
Who benefits
- Investment analysts
- Faster briefings on earnings calls and filings, with source passages to verify.
- Portfolio managers
- A consistent weekly digest that is easier to scan before decisions.
- Corporate finance and FP&A teams
- Quicker peer benchmarking and metric lookups for planning papers.
- Risk and compliance leads
- Regular monitoring of filing changes, with a logged record of each review.
Security and control
- Least-privilege access, with each user and team limited to the data they need.
- Dynamic Client Registration with OAuth sign-in, so access can be granted and revoked centrally.
- Named human approval before any output feeds a client, investment or regulatory decision.
- Audit logs of requests and results, kept for review and governance.
- Source references on every summary so outputs can be checked against the original filing or transcript.
For teams in the US, UK, India and the Middle East
Organisations in the United States, the United Kingdom, India and the Middle East each have their own rules on how financial and personal data is handled. In India, the Digital Personal Data Protection Act, 2023 applies, and in the UAE and Saudi Arabia, local data protection laws set requirements for processing and transfer. We choose where Claude is hosted, in India, the United States, the United Kingdom or the European Union, so that the setup meets the requirements that apply to your organisation.
Learn more about Claude and MCP
Anthropic's AI model and assistant.
Secure links between Claude and business tools.
How engineers build and change software with Claude.
Hosted agents that run multi-step work.
The open standard Claude uses to connect to tools.
Frequently asked questions
What does the Octagon MCP server do?
The Octagon MCP server lets Claude access Octagon's market intelligence in a controlled way. Through it, Claude can typically search SEC filings, summarise earnings transcripts, retrieve financial metrics and review prediction-market signals. Your team asks for these in plain language, and Claude carries out the lookups within the permissions you have set.
Is connecting Claude to Octagon MCP secure?
Security depends on how the connection is configured. The supported sign-in method is Dynamic Client Registration with OAuth, which lets you control access centrally. We apply least-privilege permissions, enable audit logging and require human approval for consequential actions, so people remain in control of what is used and shared.
What can Claude do with Octagon once connected?
Claude can typically search filings, pull earnings call summaries, fetch financial metrics for lists of companies, compare results across peers and review prediction-market data. It can combine these with your internal documents and other business systems, so one request can produce a complete briefing with sources attached.
How long does setup take?
Timelines vary with the number of workflows and systems involved. A focused setup for one team, covering the connection, a tested workflow and training, is often completed in a few weeks. We confirm the timeline during the free automation audit, once we understand your requirements.
Which plan or permissions do I need?
You need an active Octagon account with access to the data your team uses, and an administrator who can approve the Dynamic Client Registration with OAuth sign-in. Exact access depends on your agreement with Octagon, so we check your current permissions during the audit and set up Claude's access to match them.