Octagon Investor MCP Server

A Model Context Protocol (MCP) server that exposes AI-powered investor agent simulations through the MCP protocol, augmented with Octagon Private Markets data.

Features

Individual Investor Personas

• Fred Wilson (Union Square Ventures): Simulation of the NYC-based VC known for community-driven ventures
• Peter Thiel (Founders Fund): Simulation of the contrarian investor focused on disruptive technologies

Octagon Private Markets Data Agents

• Private Market Agents: Provides private markets data

Installation

Prerequisites

• Python 3.11+
• uv package manager
• OpenAI API key
• Octagon API key

Install via Smithery

npx -y @smithery/cli install @octagonai/investor-mcp-server --client claude

Claude Desktop Configuration

"mcpServers": {
  "investor-persona-mcp-server": {
    "command": "uvx",
    "args": ["investor-persona-mcp-server"],
    "env": {
        "OPENAI_API_KEY": "your-openai-key-here",
        "OCTAGON_API_KEY": "your-octagon-key-here",
        "OCTAGON_BASE_URL": "https://api-gateway.octagonagents.com/v1"
    }
  }
}

Implementation Details

Persona Configuration

Investor personas are defined through markdown files containing:

• Investment philosophy
• Psychological profile
• Historical track record
• Decision-making patterns
• Communication style preferences

Customization Options

1. Add new investor personas by creating markdown profiles
2. Implement custom interaction patterns between personas
3. Enhance orchestration logic for complex multi-perspective analysis

Configuration

Environment variables:

• OPENAI_API_KEY: Required for AI model access
• OCTAGON_API_KEY: Required for Octagon API access
• OCTAGON_BASE_URL: Base URL for Octagon API (default: “https://api-gateway.octagonagents.com/v1”)
• MCP_TRANSPORT: Transport protocol (default: “stdio”)
• PERSONAS_DIR: Path to investor profiles (default: “./investors”)

Development

# Clone repo
git clone https://github.com/octagonai/investor-mcp-server.git
cd investor-persona-mcp-server

# Setup environment
uv venv
source .venv/bin/activate
uv sync --dev

# Run with SSE transport
export OPENAI_API_KEY=your-openai-key
export OCTAGON_API_KEY=your-octagon-key
uv run mcp dev src/agents_mcp_server/server.py

Test via MCP Inspector at http://localhost:5173

License

MIT

investor-mcp