octagon-mcp/skills/octagon-analyst-master/SKILL.md

MCP server for Octagon API. Provides specialized AI agents for investment research of public and private markets.

---
name: octagon-analyst-master
description: Route broad company, sector, valuation, filings, transcript, and market data questions into the right Octagon workflow. Use when the user wants full-scope investment research or when multiple Octagon skills may be needed.
---

# Octagon Analyst Master

Use this skill for broad investment research requests that span several analyst workflows.

## When to use

- The user wants a full company brief or investment memo
- The request mixes filings, estimates, earnings, valuation, and market data
- It is not obvious which single Octagon skill should be used first

## Routing guide

- Forward estimates and consensus expectations: `analyst-estimates`
- Kalshi market reports or event history: `prediction-markets-analysis`
- Earnings transcript and guidance analysis: `earnings-call-analysis`
- Annual filing and risk review: `sec-10k-analysis`
- Real-time pricing and market snapshot: `stock-quote`

If the request is still broad after routing, use `octagon-agent`.

## Docs references

Use the live docs tools when the user asks about setup, available capabilities, or how Octagon works before starting analysis:

- Start with `octagon-docs-search` for discovery: `Claude plugin`, `MCP server`, `available agents`, or `authentication`
- Use `octagon-docs-read` for canonical context: `Octagon Claude Plugin`, `Octagon MCP Server`, `Octagon Agents Guide`, or `How Octagon API Works`
- Prefer docs context over memory for installation, connector, authentication, and tool-surface questions

## Default query pattern

```text
Build an investment analyst brief on <COMPANY OR TICKER> covering business quality, latest performance, guidance, valuation context, and key near-term risks.
```

## MCP call

```json
{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Build an investment analyst brief on NVDA covering business quality, latest performance, guidance, valuation context, and key near-term risks."
  }
}
```

## Output expectations

- Start with a short investment takeaway
- Break out the answer by business, financials, expectations, risks, and watch items
- Call out missing context that would improve the next turn

## Follow-up prompts

- "Compare this company to its two closest public peers."
- "Now focus only on valuation and forward expectations."
- "Turn this into a long thesis and a short thesis."