A collection of AI agent skills for financial data analysis powered by the Octagon MCP.
$ npx -y skills add octagonai/skills --agent claude-code
A collection of AI agent skills for financial data analysis powered by the Octagon MCP.
npx skills add OctagonAI/skills
bunx skills add OctagonAI/skills
pnpm dlx skills add OctagonAI/skills
/plugin install <skill-name>
Copy the skill folder to your Claude skills directory.
| Skill | Category | Description |
|---|---|---|
| financial-analyst-master | Master | Comprehensive equity research analyst skill that orchestrates all skills for full company analysis |
| income-statement | Financial Statements | Retrieve real-time income statement data (Revenue, Net Income, EPS Diluted) |
| balance-sheet | Financial Statements | Retrieve detailed balance sheet data (Assets, Liabilities, Equity, Net Debt) |
| cash-flow-statement | Financial Statements | Retrieve cash flow statement data (OCF, Investing, Financing, FCF, Cash Position) |
| financial-metrics-analysis | Growth Analysis | Analyze year-over-year growth in income statement items (Revenue, COGS, Gross Profit, Operating Income, Net Income) |
| income-statement-growth | Growth Analysis | Retrieve YoY growth in Revenue, Gross Profit, Operating Income, Net Income, and EPS Diluted |
| balance-sheet-growth | Growth Analysis | Retrieve YoY growth in Total Assets, Liabilities, Equity, Cash, and Inventories |
| cash-flow-growth | Growth Analysis | Retrieve YoY growth in Operating Cash Flow, Free Cash Flow, and Net Cash Flow |
| financial-growth | Growth Analysis | Retrieve comprehensive YoY growth in Revenue, Gross Profit, Operating Income, Net Income, EPS, and FCF |
| revenue-product-segmentation | Segmentation | Retrieve revenue breakdown by product segment with concentration analysis |
| revenue-geographic-segmentation | Segmentation | Retrieve revenue breakdown by geographic segment with regional exposure |
| analyst-estimates | Estimates & Ratings | Retrieve analyst Revenue and EPS estimates with consensus ranges |
| financial-health-scores | Estimates & Ratings | Retrieve Altman Z-Score and Piotroski Score for financial health assessment |
| historical-financial-ratings | Estimates & Ratings | Retrieve historical financial ratings and key metric scores (ROA, ROE, DCF, D/E) over time |
| ratings-snapshot | Estimates & Ratings | Retrieve current financial ratings overview for quick assessment |
| esg-ratings | ESG | Retrieve ESG ratings and scores including MSCI ratings, Sustainalytics risk, and industry rank |
| esg-benchmark-comparison | ESG | Retrieve ESG benchmark comparison metrics by sector using MSCI, S&P, CDP frameworks |
| Skill | Category | Description |
|---|---|---|
| earnings-analyst-master | Master | Comprehensive earnings analyst skill that orchestrates all earnings skills for transcript analysis |
| earnings-call-insights | Guidance Analysis | Analyze earnings call transcripts to extract future guidance, strategic priorities, and management commentary |
| earnings-call-analysis | Transcript Analysis | Analyze earnings call transcripts with follow-up questions and source citations |
| earnings-mgmt-comments | Management Commentary | Extract management's commentary on specific topics with executive attribution |
| earnings-qa-analysis | Q&A Analysis | Analyze the Q&A section for strategic insights and analyst concerns |
| earnings-financial-guidance | Financial Guidance | Extract financial guidance and forward-looking statements with segment detail |
| earnings-analyst-questions | Analyst Questions | Identify key themes and concerns raised by analysts with attribution |
| earnings-conf-call-sentiment | Sentiment Analysis | Analyze overall sentiment and tone of management during conference calls |
| earnings-revenue-guidance | Revenue Guidance | Extract revenue guidance and growth projections with segment and currency breakdown |
| earnings-competitive-review | Competitive Analysis | Analyze competitive landscape, market positioning, and strategic differentiation |
| earnings-capital-allocation | Capital Allocation | Extract capital allocation, investment priorities, buybacks, and dividend commentary |
| earnings-market-expansion | Market Expansion | Identify geographic growth plans, new market launches, and product diversification |
| earnings-cost-mgmt | Cost Management | Analyze cost reduction initiatives, restructuring, and operational efficiency |
| earnings-product-pipeline | Product Pipeline | Extract R&D updates, clinical trials, regulatory filings, and launch timelines |
| Skill | Category | Description |
|---|---|---|
| sec-analyst-master | Master | Comprehensive SEC filing analyst skill that orchestrates all SEC skills for due diligence |
| sec-10k-analysis | Annual Filings | Analyze 10-K annual filings to extract key financial metrics, risk factors, and business insights |
| sec-10q-analysis | Quarterly Filings | Analyze 10-Q quarterly filings to extract quarterly performance metrics and segment breakdown |
| sec-risk-factors | Risk Analysis | Extract and summarize risk factors from 10-K and 10-Q filings with categorization |
| sec-mda-analysis | Management Analysis | Analyze Management Discussion and Analysis sections for strategic insights |
| sec-8k-analysis | Current Events | Analyze 8-K filings to extract material events and corporate changes |
| sec-proxy-analysis | Governance | Extract executive compensation and governance info from proxy statements |
| sec-business-desc-analysis | Business Analysis | Extract business descriptions and competitive landscape from 10-K filings |
| sec-footnotes-analysis | Accounting | Analyze footnotes and accounting policies from 10-K and 10-Q filings |
| sec-s1-analysis | IPO Analysis | Analyze S-1 registration statements for IPO risks, opportunities, and capitalization |
| sec-amendments-review | Filing Changes | Review amendments to SEC filings and identify material changes or corrections |
| sec-annual-comparison | Trend Analysis | Compare key metrics and risk factors between current and prior year 10-K filings |
| sec-segment-reporting | Segment Analysis | Analyze business segment performance, margins, and geographic breakdown |
| sec-cash-flow-review | Cash Flow | Extract and analyze cash flow trends and working capital changes |
| sec-corp-governance | Governance | Review corporate governance practices, board composition, and policies |
| sec-debt-covenant | Debt Analysis | Analyze debt covenants and credit agreement terms from SEC filings |
| Skill | Category | Description |
|---|---|---|
| market-analyst-master | Master | Comprehensive market analyst skill that orchestrates all stock skills for market analysis |
| stock-performance | Price Data | Retrieve daily closing prices, trading volume, and historical price trends |
| stock-quote | Price Data | Get real-time stock quotes with current price, volume, day range, 52-week range, and moving averages |
| batch-market-cap | Market Cap | Retrieve market capitalization data for multiple companies at once |
| company-market-cap | Market Cap | Get market capitalization data for a single company with size classification |
| price-target-summary | Analyst Sentiment | Retrieve analysts' price target summary with trends across timeframes |
| price-target-consensus | Analyst Sentiment | Get consensus, median, high, and low analyst price targets |
| stock-grades | Analyst Sentiment | Get latest analyst ratings, upgrades, and downgrades from financial institutions |
| sector-pe-ratios | Valuation | Retrieve sector P/E ratios by exchange for valuation benchmarking |
| industry-pe-ratios | Valuation | Retrieve industry-specific P/E ratios for peer group comparisons |
| sector-performance-snapshot | Sector Analysis | Get sector-wide metrics including revenue, EBITDA, market cap, and enterprise value |
| industry-performance-snapshot | Sector Analysis | Get daily industry performance overview with average price changes |
| historical-market-cap | Market Cap | Retrieve historical market capitalization data over date ranges |
| stock-historical-index | Index Data | Retrieve historical end-of-day price data for market indices (S&P 500, NASDAQ, etc.) |
| stock-price-change | Price Data | Get price change statistics across multiple time periods (1D to 10Y) |
| commodities-list | Commodities | Retrieve catalog of tradable commodities across energy, metals, and agriculture |
| commodities-quote | Commodities | Get real-time commodity price quotes with day ranges and moving averages |
| forex-list | Forex | Retrieve listing of actively traded currency pairs (majors, crosses, exotics) |
| Skill | Category | Description |
|---|---|---|
| prediction-markets-analysis | Market Research | Generate deep research reports on Kalshi prediction market events with market vs. model probability comparison |
| kalshi-trading-bot-cli | Trading CLI | Operate the Kalshi Trading Bot CLI for market discovery, edge scans, baskets, backtests, monitoring, and guarded trade execution |
View @octagonai’s profileThe Octagon MCP server provides specialized AI-powered financial research and analysis by integrating with the Octagon Market Intelligence API, enabling users to analyze and extract insights from public filings, earnings calls, financial metrics, stocks &
@octagonaioctagonai-skills is a Claude Code plugin with 67 hand-picked skills, indexed on Flowy in the Finance category. Install it with the command on its page. It includes analyst-estimates, balance-sheet-growth, balance-sheet. Its skills do not fire on their own yet. Request auto-invocation to have Flowy route them as you prompt. Free and open source.
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