Octagon Transcripts MCP

The Octagon Transcripts MCP server provides specialized AI-powered earnings call transcript analysis capabilities by integrating with advanced transcripts analysis agents. Covers over 8,000 public companies with continuous daily updates and historical data dating back to 2018. Add unlimited earnings transcript analysis functionality to any MCP client including Claude Desktop, Cursor, and other popular MCP-enabled applications.

Powered by Octagon AI - Learn more about the Transcripts Agent at docs.octagonagents.com

🏆 Why Teams Choose Octagon's Enterprise-Grade Transcripts Analysis API

👉 8,000+ public companies with comprehensive earnings call coverage
👉 Historical depth — earnings call data dating back to 2018 for robust time-series analysis
👉 Real-time updates — continuous daily updates for the latest earnings insights
👉 Advanced analysis — extract executive statements, financial guidance, analyst questions, and forward-looking statements

🚀 Core Differentiators

✅ Comprehensive Coverage - Over 8,000 public companies with earnings call transcripts
✅ Historical Analysis - Historical data dating back to 2018 enables robust time-series analysis
✅ Real-Time Updates - Continuous daily updates for real-time insights
✅ Universal MCP Integration - Add earnings transcript analysis to any MCP client
✅ Multi-Domain Analysis - Management sentiment, guidance extraction, and business trend identification
✅ Advanced Data Extraction - Executive statements, analyst questions, and forward-looking statements

Features

✅ Comprehensive Transcripts Analysis

• Executive statements and commentary extraction
• Financial guidance and projections analysis
• Analyst questions and management responses
• Forward-looking statements identification
• Management sentiment analysis
• Key business trends identification

✅ Universal Company Coverage

• Over 8,000 public companies
• Quarterly and annual earnings calls
• Special earnings announcements
• Management presentations
• Investor day transcripts
• Conference call recordings

✅ Advanced Analysis Tools

• Time-series trend analysis
• Cross-company comparisons
• Sentiment tracking over time
• Guidance accuracy analysis

Get Your Octagon API Key

To use Octagon Transcripts MCP, you need to:

1. Sign up for a free account at Octagon
2. After logging in, from left menu, navigate to API Keys
3. Generate a new API key
4. Use this API key in your configuration as the OCTAGON_API_KEY value

Prerequisites

Before installing or running Octagon Transcripts MCP, you need to have npx (which comes with Node.js and npm) installed on your system.

Mac (macOS)

1. Install Homebrew (if you don't have it):

   /bin/bash -c "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/HEAD/install.sh)"

2. Install Node.js (includes npm and npx):

   brew install node

   This will install the latest version of Node.js, npm, and npx.

3. Verify installation:

   node -v
   npm -v
   npx -v

Windows

1. Download the Node.js installer:
   • Go to https://nodejs.org/ and download the LTS version for Windows.
2. Run the installer and follow the prompts. This will install Node.js, npm, and npx.
3. Verify installation: Open Command Prompt and run:

   node -v
   npm -v
   npx -v

If you see version numbers for all three, you are ready to proceed with the installation steps below.

Installation

Running on Claude Desktop

To configure Octagon Transcripts MCP for Claude Desktop:

1. Open Claude Desktop
2. Go to Settings > Developer > Edit Config
3. Add the following to your claude_desktop_config.json (Replace your-octagon-api-key with your Octagon API key):

{
  "mcpServers": {
    "octagon-transcripts-mcp": {
      "command": "npx",
      "args": ["-y", "octagon-transcripts-mcp@latest"],
      "env": {
        "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}

4. Restart Claude for the changes to take effect

Running on Cursor

Configuring Cursor Desktop 🖥️ Note: Requires Cursor version 0.45.6+

To configure Octagon Transcripts MCP in Cursor:

1. Open Cursor Settings
2. Go to Features > MCP Servers
3. Click "+ Add New MCP Server"
4. Enter the following:
   • Name: "octagon-transcripts-mcp" (or your preferred name)
   • Type: "command"
   • Command: env OCTAGON_API_KEY=your-octagon-api-key npx -y octagon-transcripts-mcp

If you are using Windows and are running into issues, try cmd /c "set OCTAGON_API_KEY=your-octagon-api-key && npx -y octagon-transcripts-mcp"

Replace your-octagon-api-key with your Octagon API key.

After adding, refresh the MCP server list to see the new tools. The Composer Agent will automatically use Octagon Transcripts MCP when appropriate, but you can explicitly request it by describing your earnings analysis needs. Access the Composer via Command+L (Mac), select "Agent" next to the submit button, and enter your query.

Running on Windsurf

Add this to your ./codeium/windsurf/model_config.json:

{
  "mcpServers": {
    "octagon-transcripts-mcp": {
      "command": "npx",
      "args": ["-y", "octagon-transcripts-mcp@latest"],
      "env": {
        "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}

Running with npx

env OCTAGON_API_KEY=your_octagon_api_key npx -y octagon-transcripts-mcp

Manual Installation

npm install -g octagon-transcripts-mcp

Octagon Transcripts Agent

Model Name: octagon-transcripts-agent

A specialized agent for analyzing earnings call transcripts and management commentary.

Capabilities

• Over 8,000 public companies
• Continuous daily updates for real-time insights
• Historical data dating back to 2018 enables robust time-series analysis
• Extract information from earnings call transcripts, including:
  • Executive statements
  • Financial guidance
  • Analyst questions
  • Forward-looking statements

Use Cases

The Transcripts Agent is best for:

• Analyzing management sentiment
• Extracting guidance figures
• Identifying key business trends
• Tracking narrative changes over time
• Comparing management statements with actual results

Example Queries

• "What did Amazon's CEO say about AWS growth expectations in the latest earnings call?"
• "Summarize key financial metrics mentioned in Tesla's Q2 2023 earnings call"
• "What questions did analysts ask about margins during Netflix's latest earnings call?"

How to Create Effective Prompts for Earnings Call Analysis

When analyzing earnings call transcripts, these strategies can help you extract meaningful insights:

1. Specify the time period: Indicate whether you're interested in a specific quarter, year, or a comparison across periods.

   • Example: "Extract key revenue figures mentioned in Apple's Q1 2024 earnings call."

2. Focus on speaker roles: Request insights from specific participants like the CEO, CFO, or analysts.

   • Example: "Summarize what Amazon's CEO said about AWS growth strategy in their latest earnings call."

3. Combine quantitative and qualitative data: Request both numbers and narrative context.

   • Example: "Identify Tesla's projected production targets for 2024 and management's comments on manufacturing challenges."

4. Target specific business segments: Focus your query on particular divisions or product lines.

   • Example: "Extract all mentions of Microsoft's cloud services revenue and growth projections from the Q2 earnings call."

5. Look for sentiment and tone: Ask for analysis of management confidence or concern.

   • Example: "Analyze the tone used by Netflix executives when discussing subscriber growth in international markets."

6. Track recurring themes: Request identification of topics mentioned across multiple calls.

   • Example: "Identify how Meta's messaging about metaverse investments has evolved over the past four earnings calls."

7. Compare analyst vs. management perspectives: Contrast questions with answers to uncover tensions.

   • Example: "Compare analyst questions about Google's AI investments with management's responses in the latest earnings call."

8. Identify forward-looking statements: Focus on future projections rather than past performance.

   • Example: "Extract all forward-looking statements about Nvidia's supply chain improvements mentioned in the Q3 call."

Earnings Call Transcript Data Fields

Call Metadata

Field	Description
Company Name	Legal name of the company holding the earnings call
Ticker Symbol	Stock trading symbol of the company
Call Date	Date when the earnings call took place
Call Time	Time when the earnings call started
Call Duration	Length of the earnings call in minutes
Fiscal Period	Quarter or year being discussed (e.g., Q1 2024, FY 2023)
Call Type	Nature of the call (e.g., Quarterly Earnings, Annual Results, Special Announcement)
Earnings Release Date	Date when the financial results were officially released

Participants

Field	Description
Executive Participants	List of company executives on the call with their titles
CEO Presence	Whether the Chief Executive Officer participated in the call
CFO Presence	Whether the Chief Financial Officer participated in the call
Other C-Suite	Other executive officers participating (e.g., COO, CTO, CMO)
Call Host	Person who moderated or led the earnings call
Analyst Participants	List of financial analysts who asked questions
Analyst Firms	Investment banks or research firms represented on the call
Total Analyst Count	Number of analysts who asked questions during the call

Financial Performance Highlights

Field	Description
Revenue	Total revenue figures mentioned for the reporting period
Revenue Growth	Year-over-year or quarter-over-quarter revenue growth rate
Adjusted Revenue	Non-GAAP revenue figures if provided
Net Income	Profit after all expenses for the reporting period
Earnings Per Share (EPS)	Reported earnings per share figures
Adjusted EPS	Non-GAAP earnings per share figures
Gross Margin	Gross profit as a percentage of revenue
Operating Margin	Operating income as a percentage of revenue
Free Cash Flow	Operating cash flow minus capital expenditures
EBITDA	Earnings Before Interest, Taxes, Depreciation, and Amortization
Return Metrics	ROE, ROA, ROIC, or other return metrics mentioned
Beat/Miss Status	Whether results exceeded, met, or fell short of analyst expectations

Business Segment Performance

Field	Description
Segment Revenue	Revenue figures broken down by business segment
Segment Growth	Growth rates for specific business segments
Segment Margin	Profit margins for specific business segments
Geographic Breakdown	Performance details by geographic region
Product Line Performance	Sales or growth figures for specific product lines
New Product Contribution	Revenue or growth attributed to newly launched products
Customer Metrics	Customer acquisition, retention, or churn rates
Unit Economics	Cost and revenue metrics per user or unit

Operational Metrics

Field	Description
User Metrics	Active users, subscribers, or membership figures
User Growth	Growth in user base over specified periods
Engagement Metrics	User engagement statistics (e.g., time spent, interaction rates)
Conversion Rates	Metrics on user conversion through sales funnels
Cost Metrics	Cost of customer acquisition, production costs, etc.
Efficiency Ratios	Metrics measuring operational efficiency
Capacity Utilization	Production capacity usage rates
Supply Chain Metrics	Metrics related to inventory, supplies, or distribution
Headcount	Employee count or workforce size

Forward-Looking Information

Field	Description
Revenue Guidance	Management's revenue projections for future periods
EPS Guidance	Management's earnings per share projections
Growth Projections	Expected growth rates for key metrics
Margin Forecasts	Projected profit margin trends
Capital Expenditure Plans	Planned investment in physical assets
R&D Investment Plans	Projected spending on research and development
New Product Roadmap	Timeline for upcoming product or service launches
Market Expansion Plans	Plans to enter new markets or regions
Long-term Targets	Multi-year financial or operational goals

Strategic Initiatives

Field	Description
Strategic Priorities	Key strategic focus areas highlighted by management
Digital Transformation	Initiatives related to technology adoption or digital capabilities
Cost-cutting Measures	Programs to reduce costs or improve efficiency
Innovation Initiatives	New technologies or approaches being developed
Partnerships	New or significant business partnerships or collaborations
Competitive Positioning	Statements about market position relative to competitors
Restructuring Plans	Organizational changes or business model adjustments
ESG Initiatives	Environmental, social, and governance programs

Market Conditions & External Factors

Field	Description
Industry Trends	Broader market or industry trends affecting the business
Macroeconomic Commentary	Comments on general economic conditions
Regulatory Environment	Discussion of regulatory changes or compliance
Competitive Landscape	Commentary on competitor actions or market dynamics
Supply Chain Issues	Challenges or improvements in the supply chain
Consumer Behavior	Changes in customer preferences or purchasing patterns
Geographic Challenges	Region-specific issues affecting business
Currency Impacts	Effects of foreign exchange movements

Risk Factors & Challenges

Field	Description
Identified Risks	Specific risk factors highlighted during the call
Operational Challenges	Issues affecting day-to-day business operations
Financial Concerns	Concerns related to financial performance or structure
Competitive Threats	Challenges posed by market competitors
Regulatory Headwinds	Difficulties arising from regulatory environment
Margin Pressures	Factors negatively impacting profit margins
Litigation Updates	Information about ongoing or potential legal proceedings
Execution Risks	Challenges in implementing strategic initiatives

Analyst Interaction

Field	Description
Question Topics	Main topics covered in analyst questions
Recurring Questions	Themes that multiple analysts inquired about
Management Responses	Key points in management's answers to questions
Pushback Areas	Topics where analysts challenged management assertions
Unanswered Questions	Questions management declined to answer fully
Follow-up Questions	Additional questions prompted by initial responses
Most Active Analysts	Analysts who asked the most or most pointed questions
Tone of Exchange	General sentiment of the Q&A interaction

Tone & Sentiment

Field	Description
Management Confidence	Level of confidence expressed by executives
Positive Language	Frequency of positive terms or optimistic statements
Negative Language	Frequency of negative terms or cautious statements
Surprise Elements	Unexpected information or developments mentioned
Hedging Language	Use of qualifying or non-committal language
Emphasized Topics	Subjects management repeatedly stressed
Defensive Responses	Instances where management defended against criticism
Apologetic Tone	Acknowledgment of disappointments or shortfalls

Corporate Actions

Field	Description
Dividend Announcements	Information about dividend payments or changes
Share Repurchases	Stock buyback programs or activities
M&A Activity	Mergers, acquisitions, or divestiture announcements
Capital Allocation	How the company plans to deploy capital
Debt Management	Plans regarding company debt levels
Organizational Changes	Leadership transitions or restructuring
Special Situations	Unusual events affecting company operations
Investor Day Announcements	Upcoming investor events or presentations

Note: Not all earnings call transcripts will contain all of these fields. The availability and depth of information depends on the company's disclosure practices, industry norms, analyst participation, and the specific topics discussed during each call.

Documentation

For comprehensive documentation on using Earnings Transcripts capabilities, please visit our official documentation at: https://docs.octagonagents.com

Specifically for the Transcripts Agent: Transcripts Agent Guide

The documentation includes:

• Detailed API references
• Transcript analysis methodology guidelines
• Examples and use cases
• Best practices for earnings call analysis
• Advanced features and capabilities

Available Tool

octagon-transcripts-agent

Comprehensive earnings call transcript analysis across over 8,000 public companies.

The tool uses a single prompt parameter that accepts a natural language query. Include all relevant details in your prompt for optimal results.

📚 Example Earnings Transcript Queries

Executive Commentary Analysis

• "What did Apple's CEO say about iPhone sales trends in the latest earnings call?"
• "Summarize Tim Cook's comments on Apple's AI strategy from the Q1 2024 earnings call"
• "Extract all statements from Netflix's CEO about content strategy in international markets"
• "What did Tesla's Elon Musk say about Full Self-Driving progress in the recent earnings call?"

Financial Guidance Extraction

• "Extract Amazon's revenue guidance for Q4 2024 from their latest earnings call"
• "What financial projections did Microsoft provide for Azure growth in their earnings call?"
• "Summarize Google's capex guidance and management's explanation for the investment levels"
• "What did Meta's CFO say about metaverse investment timeline and expected returns?"

Analyst Questions & Interactions

• "What questions did analysts ask about Tesla's margins and how did management respond?"
• "Summarize analyst concerns about Netflix's subscriber growth and management's responses"
• "What were the most challenging questions asked during Amazon's Q3 earnings call?"
• "Extract all analyst questions about Apple's Services revenue growth sustainability"

Business Segment Performance

• "Extract all commentary about AWS performance from Amazon's latest earnings call"
• "What did Microsoft management say about Teams and Office 365 user growth?"
• "Summarize Tesla's energy business discussion from their most recent earnings call"
• "What details did Apple provide about their wearables and services segments?"

Competitive Landscape & Market Position

• "What did Netflix management say about competition from Disney+ and other streaming services?"
• "Extract Google's comments about AI competition with Microsoft and OpenAI"
• "What did Apple's executives say about iPhone market share in China?"
• "Summarize Tesla's discussion of EV market competition and pricing strategies"

Operational Metrics & KPIs

• "Extract all user growth metrics mentioned in Meta's latest earnings call"
• "What operational efficiency improvements did Amazon discuss in their earnings call?"
• "Summarize Netflix's content spend and engagement metrics from the Q2 call"
• "What did Microsoft say about their cloud capacity and expansion plans?"

Risk Factors & Challenges

• "What supply chain challenges did Apple management discuss in their earnings call?"
• "Extract all regulatory concerns mentioned in Google's latest earnings call"
• "What did Tesla management say about production bottlenecks and manufacturing issues?"
• "Summarize Netflix's discussion of content cost inflation and competitive pressures"

Forward-Looking Statements

• "Extract all forward-looking statements about Amazon's logistics and fulfillment investments"
• "What did Microsoft management say about their AI product roadmap and timeline?"
• "Summarize Apple's commentary on future product launches and innovation pipeline"
• "What long-term targets did Tesla provide for vehicle production and energy business?"

Sentiment & Tone Analysis

• "Analyze the tone of Meta's management when discussing metaverse investments"
• "What was the sentiment around Netflix's password sharing crackdown discussion?"
• "How confident did Apple's management sound about their India market strategy?"
• "Assess the management tone regarding Tesla's autonomous driving timeline"

Cross-Call Comparisons

• "Compare Apple's iPhone revenue guidance between Q1 and Q2 2024 earnings calls"
• "How has Netflix's messaging about ad-tier growth evolved over the past 3 earnings calls?"
• "Track changes in Amazon's commentary about AWS growth rates over the past year"
• "Compare Tesla's production guidance consistency across the last 4 earnings calls"

🔍 Transcript Analysis Capabilities

• Executive Statement Extraction: Comprehensive analysis of C-suite commentary and strategic statements
• Financial Guidance Analysis: Detailed extraction of forward-looking financial projections
• Analyst Interaction Mapping: Complete analysis of Q&A sessions and management responses
• Sentiment Tracking: Advanced sentiment analysis of management tone and confidence levels
• Trend Identification: Long-term trend analysis across multiple earnings cycles
• Competitive Intelligence: Extraction of competitive positioning and market commentary
• Risk Assessment: Comprehensive analysis of disclosed risks and management concerns
• Operational Insights: Deep dive into operational metrics and efficiency discussions

Troubleshooting

1. API Key Issues: Ensure your Octagon API key is correctly set in the environment or config file.
2. Connection Issues: Make sure the connectivity to the Octagon API is working properly.
3. Rate Limiting: No rate limits apply to Transcripts MCP - execute unlimited queries.

License

MIT

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