Frequently Asked Questions (FAQ)

Q: What is an MCP Server? A: MCP (Model Context Protocol) is an open protocol standardizing how applications provide context to LLMs. An MCP server bridges AI models with external data and tools.

Q: What are the key features of the Octagon Investor MCP Server? A: Key features include individual investor personas (simulations of Fred Wilson, Peter Thiel), Octagon Private Markets Data Agents, and customization options.

Q: What prerequisites are required to install the MCP Server? A: Python 3.11+, uv package manager, OpenAI API key, and Octagon API key are required.

Q: How do I install the Octagon Investor MCP Server? A: Use the command: npx -y @smithery/cli install @octagonai/investor-mcp-server --client claude

Q: What environment variables do I need to configure? A: You need to configure OPENAI_API_KEY, OCTAGON_API_KEY, and OCTAGON_BASE_URL.

Q: Can I add my own investor personas? A: Yes, you can add new investor personas by creating markdown profiles.

Q: What is UBOS and how does it relate to the MCP Server? A: UBOS is a full-stack AI Agent Development Platform that enhances the MCP Server by providing tools for agent orchestration, data connectivity, and custom agent development.

Q: What are some use cases for the Octagon Investor MCP Server? A: Use cases include investment strategy development, due diligence, investor relations, and financial education.

Q: Where can I test the MCP Server during development? A: You can test via the MCP Inspector at http://localhost:5173.

Q: What license is the MCP Server released under? A: The MCP Server is released under the MIT License.