otheroauth2

Octagon MCP

Octagon MCP lets agents access authorized public- and private-market intelligence, SEC filings, earnings transcripts, financial metrics, stock data, deep research, and prediction-market analysis.

Verdict

Octagon MCP connects your team's Switchy workspace to Octagon's platform through OAuth. Because no specific tools are documented yet, this integration is best suited for early adopters willing to explore what Octagon exposes once connected. Typical MCP integrations let you query data, trigger actions, or sync records by @mentioning the app in a Project. Setup requires OAuth consent, which grants Switchy read or write access to your Octagon account. Until tool definitions arrive, you won't see autocomplete suggestions for available actions—expect to reference Octagon's own docs to discover what you can invoke.

Common use cases

  • Query account data from Octagon
  • Trigger workflows in Octagon platform
  • Sync records between Switchy and Octagon
  • Automate reporting from Octagon datasets

Integration

Vendor
Octagon MCP
Category
other
Auth
OAUTH2
Composio slug
octagon_mcp

Tools

Per-tool listings haven't synced yet for Octagon MCP. The connection itself works - your Project can already @-mention it. Tool descriptions will fill in on the next Composio ingest.

Setup

Setup guide

  1. 11. Open your Switchy workspace and navigate to Settings > Integrations > Browse MCP Servers. 2. Search for Octagon MCP and click Connect. 3. You'll be redirected to Octagon's OAuth consent screen—sign in with your Octagon credentials and review the permissions Switchy requests (typically read access to your account data and write access to create or update resources). 4. Click Authorize to grant access; Octagon will redirect you back to Switchy with a success confirmation. 5. Return to any Project in Switchy and type '@Octagon' in the chat—if the connection succeeded, the mention will resolve and you can begin issuing commands. 6. Because tool definitions aren't yet published, test the connection by asking '@Octagon what can you do?' to see if it returns a list of available actions. 7. If you encounter errors, revisit Settings > Integrations to disconnect and reconnect, ensuring your Octagon account has the necessary permissions enabled.

What teammates see: by default, memories from Octagon MCP are scoped to the Project (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.

Works well with

Top models

Compatibility data appears once enough Projects have used this MCP together with a given model.

How Switchy teams use it

Not enough Projects yet to publish anonymised usage stats (we require ≥ 50 Projects per week).

Starter prompts

List Available Actions

@Octagon what actions or tools can I use through this integration? List everything available.

Fetch Account Summary

@Octagon pull a summary of my account details, including any active projects or recent activity.

Search Records

@Octagon search for records matching 'Q1 2024' and return the top five results with timestamps.

Create New Entry

@Octagon create a test entry labeled 'Switchy Integration Check' with today's date and a placeholder description.

Export Data Snapshot

@Octagon export a snapshot of my data from the past 30 days in CSV format and confirm when it's ready.

Example outputs

Illustrative - representative of the model's voice and quality, not literal recordings.

Prompt

@octagon what's the current status of our quarterly planning initiatives and who owns each workstream?

Output

Based on your Octagon workspace, here's an illustrative overview: Q1 Planning (75% complete, owned by Sarah Chen), Product Roadmap Alignment (40% complete, owned by Marcus Liu), Budget Review (90% complete, owned by Finance team). Each initiative shows recent activity within the last 3 days. This example reflects typical workspace structure — your actual data will vary by team configuration.

Notes

This read-heavy query demonstrates how the MCP surfaces organizational context. Requires OAuth2 consent with read access to workspace metadata. Response accuracy depends on how your team structures initiatives in Octagon — naming conventions and ownership fields must be consistently maintained.

Prompt

@octagon create a new action item: finalize API documentation by Friday, assign to Dev team, link to the Q1 roadmap initiative

Output

Action item created in your Octagon workspace (ID: ACT-2847). Title: 'Finalize API documentation', due date set to this Friday, assigned to Dev team, linked to Q1 Roadmap initiative. This illustrative confirmation shows the MCP's ability to write structured tasks — actual item IDs and linking behavior depend on your workspace schema.

Notes

Demonstrates write capability with cross-referencing. Requires OAuth2 scope for creating items and modifying initiative links. Side-effect: immediately visible to all workspace members with access to the linked initiative. Verify assignment permissions match your team's Octagon role structure before relying on automated task creation.

Prompt

@octagon review all overdue items across engineering initiatives and draft a summary email highlighting blockers

Output

Found 7 overdue items across 3 engineering initiatives (illustrative count). Key blockers: API rate limit design (blocked on infrastructure decision, 12 days overdue), Mobile SDK testing (awaiting QA resource, 5 days overdue). Draft email: 'Team — flagging two critical blockers in our engineering workstreams that need immediate attention…' This synthesis example shows how the MCP pairs data retrieval with AI reasoning to generate actionable communication.

Notes

Showcases the MCP's strength when combined with AI summarization — pulls structured data, then reasons over it. Requires read access to multiple initiatives. The 'overdue' definition depends on Octagon's date-tracking configuration. Always review AI-drafted communications before sending to ensure context accuracy and appropriate tone for your team.

Use-case deep-dives

Early-stage product discovery

When OAuth2 setup outweighs the workflow gain

A 3-person startup is exploring whether to integrate Octagon MCP for product research. The OAuth2 requirement means someone needs to register an app, handle token refresh, and maintain credentials in Switchy's vault. With zero documented tools, the team can't predict what actions they'll unlock or whether the MCP even fits their workflow. The setup cost is real; the payoff is speculative. If Octagon publishes a tool manifest showing 8+ research or data-retrieval actions, revisit this. Until then, spend that setup hour on an MCP with a known tool surface. Skip this one unless you're already an Octagon customer with tokens in hand.

Compliance-heavy team workflows

OAuth2 as a feature when audit trails matter

A 6-person fintech ops team needs every API call tied to a named user for SOC 2 logging. Octagon MCP's OAuth2 flow means each team member authenticates individually, so Switchy's activity log attributes every tool invocation to the right person. That's a win if your compliance officer requires it. The downside: no public tool list means you're flying blind on what Octagon actually does until you wire it up. If your auditor mandates user-level attribution and you're already using Octagon's platform, this MCP is worth the OAuth ceremony. If you're just exploring, wait for a documented tool schema before committing to the integration dance.

Multi-tenant agency client work

When per-client OAuth tokens solve the access problem

A 10-person agency runs Switchy workspaces for 4 different clients, each with their own Octagon account. OAuth2 lets each workspace authenticate against a separate tenant without sharing API keys or risking cross-client data leaks. The per-workspace token model is exactly what you need here. The catch: Octagon MCP ships with zero advertised tools, so you can't preview whether it surfaces the client data your team actually needs (reports, dashboards, exports). If you're already deep in Octagon's ecosystem and your clients have granted OAuth apps, add this MCP and discover the tools by trial. If you're evaluating cold, ask Octagon for a tool manifest first.

Frequently asked

What does Octagon MCP do in Switchy?

Octagon MCP connects your Switchy workspace to Octagon's platform, letting AI assistants query and interact with Octagon data without leaving the conversation. Since tool details aren't public yet, expect read and write operations typical of OAuth-connected services — pulling records, updating fields, triggering workflows. You authenticate once; the team shares access through Switchy's permission model.

Do I need admin access to connect Octagon MCP?

You'll need an Octagon account with OAuth permissions to authorize the connection. Most OAuth integrations require at least member-level access; admin rights may be necessary if Octagon restricts API scopes to workspace owners. Check Octagon's OAuth app settings before connecting. Switchy stores the token securely and doesn't require you to re-auth unless Octagon revokes it.

Can Octagon MCP modify data or just read it?

That depends on the OAuth scopes Octagon grants during authorization. Most MCP integrations support both read and write if the underlying API allows it. If Octagon's OAuth flow only requests read scopes, the MCP will be limited to queries and exports. You'll see the requested permissions in the OAuth consent screen before you approve the connection.

How is this different from using Octagon's web app directly?

The web app gives you full UI control; the MCP gives your AI assistant programmatic access inside Switchy. Use the MCP when you want to automate lookups, batch updates, or pull Octagon data into a conversation with other tools. Use the web app for visual workflows, dashboards, or anything the API doesn't expose. They complement each other.

Who on the team should connect Octagon MCP?

Whoever owns the Octagon account and feels comfortable granting OAuth access. Once connected, all Switchy workspace members can invoke the MCP through AI assistants — they don't need individual Octagon logins. If your team shares one Octagon workspace, one connection covers everyone. If you have separate Octagon accounts, each person connects their own.

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Data last verified 61 hours ago.Sources aggregated hourly to weekly. See docs/architecture/model-directory.md.