Octagon is the investment-research MCP many finance teams use for SEC filings, earnings calls, and deep market research. Connecting Octagon to clariBI surfaces structured public-filing data and analyst-grade research directly inside your AI analyses.
Why connect Octagon
Investment research questions ("compare 10-K disclosures for two competitors") usually mean opening EDGAR + reading hundreds of pages by hand.
With Octagon connected, you can ask "Summarise the risk factors from AAPL's latest 10-Q", "Compare revenue growth across the FAANG 2024 10-Ks", or "Surface earnings-call commentary about AI for Q3 2025" and the AI engine routes through Octagon.
How the connection works
clariBI talks to Octagon through its hosted MCP server at https://mcp.octagonagents.com/mcp. Authentication uses an OAuth flow that clariBI registers itself for (no developer console setup on your side). Tokens stay encrypted server-side and never leave clariBI in clear form.
sequenceDiagram
actor U as You
participant C as clariBI
participant V as Octagon
U->>C: Click Authorize with Octagon
C->>V: Open OAuth authorization
V-->>U: Grant read access?
U->>V: Approve
V-->>C: Authorization code
C->>V: Exchange code for tokens
V-->>C: Access + refresh tokens
C->>C: Encrypt and store credentials
C-->>U: Connection ready
Available tools
clariBI exposes the read-only Octagon tools that the vendor's MCP server publishes at connection time. Write operations (create, update, delete, send, refund) are filtered out by a name-pattern blocklist before any tool reaches the analysis engine, so connecting Octagon cannot modify data on the vendor side.
The exact tool inventory depends on the Octagon features your account has access to. After connecting, try a few natural-language questions to see what Octagon data clariBI can pull.
Data flow during analysis
When you ask a question that maps to Octagon, the AI engine routes to the right tool, reads the result, and pairs the answer with a chart you can pin to a dashboard.
sequenceDiagram
actor U as You
participant C as clariBI
participant AI as AI engine
participant V as Octagon
U->>C: Ask a question about investment research and filings data
C->>AI: Plan the analysis
AI->>V: Call the right tool
V-->>AI: Tool result
AI->>AI: Summarize and chart
C-->>U: Answer plus visual
Setting up the connection
- Open Data Sources in the clariBI sidebar.
- Click Add data source.
- Open the MCP Servers tab.
- Click the Octagon card.
- Click Authorize with Octagon.
- Sign in to Octagon in the popup window and grant the requested read scopes.
- Back in clariBI, give your data source a name.
- Click Finish.
Permissions and data access
OAuth scoping is granted at authorize time on the Octagon consent screen. clariBI requests read-only access to filings, transcripts, and research. No content can be modified.
Troubleshooting
| Error | Cause | Fix |
|---|---|---|
| "Daily quota exhausted" | Octagon enforces per-account rate limits on research depth. | Wait for the quota window or upgrade your Octagon plan. |