Financial Growth

Retrieve and analyze comprehensive year-over-year growth in key financial metrics for public companies using Octagon MCP.

Prerequisites

Ensure Octagon MCP is configured in your AI agent (Cursor, Claude Desktop, Windsurf, etc.). See references/mcp-setup.md for installation instructions.

Query Format

Retrieve year-over-year growth in key financial metrics for <TICKER>, limited to <N> records and filtered by period <FY|Q>.

MCP Call:

{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Retrieve year-over-year growth in key financial metrics for AAPL, limited to 5 records and filtered by period FY"
  }
}

Output Format

The agent returns a comprehensive table with YoY growth percentages:

Data Source: octagon-financials-agent

Key Insights Pattern

After receiving data, generate insights:

1. Peak performance years: Identify years with highest growth across all metrics
2. Earnings vs cash flow divergence: Compare Net Income growth to FCF growth
3. Margin trends: Compare Gross Profit and Operating Income growth to Revenue
4. EPS enhancement: Note when EPS growth exceeds Net Income growth (buybacks)
5. Challenging periods: Flag years with broad-based declines

Metrics Reference

Analysis Tips

Exceptional Growth Years

When all metrics show double-digit growth:

• Identify specific drivers (new products, markets, pricing)
• Assess sustainability of growth rate
• Compare to industry and competitors

Earnings Quality Check

When Net Income Growth >> Free Cash Flow Growth:

• Potential working capital build
• Aggressive revenue recognition
• One-time items boosting earnings
• Investigate cash conversion

Share Buyback Impact

When EPS Growth > Net Income Growth:

• Active share repurchase program
• Check shares outstanding trend
• Assess capital allocation priorities

Margin Expansion

When Operating Income Growth > Revenue Growth:

• Operating leverage at work
• Cost discipline showing results
• Pricing power in action

Contraction Periods

When multiple metrics decline:

• Identify root cause (demand, competition, costs)
• Check if industry-wide or company-specific
• Look for recovery signals in subsequent periods

Follow-up Queries

Based on results, suggest deeper analysis:

• "What factors contributed to the significant [YEAR] growth spike?"
• "How did the [YEAR] downturn impact [COMPANY]'s long-term strategy?"
• "What explains the [YEAR] net income growth despite lower free cash flow?"
• "Compare [COMPANY]'s growth metrics to [PEER1] and [PEER2]"

---

Supporting file: marketplace.json

{
  "name": "financial-growth",
  "description": "Retrieve comprehensive year-over-year growth in key financial metrics including Revenue, Gross Profit, Operating Income, Net Income, EPS, and Free Cash Flow for public companies.",
  "version": "1.0.0",
  "author": "OctagonAI",
  "tags": ["octagon", "financial-growth", "yoy-growth", "revenue", "eps", "free-cash-flow", "financial-analysis", "mcp"],
  "repository": "https://github.com/OctagonAI/skills"
}

---

Supporting file: README.md

Financial Growth Skill

Retrieve comprehensive year-over-year growth in Revenue, Gross Profit, Operating Income, Net Income, EPS, and FCF for public companies using the Octagon MCP server.

Installation

npx skills add OctagonAI/skills --skill financial-growth

<details> <summary>bun</summary>

bunx skills add OctagonAI/skills --skill financial-growth

</details> <details> <summary>pnpm</summary>

pnpm dlx skills add OctagonAI/skills --skill financial-growth

</details>

What This Skill Does

This skill retrieves comprehensive financial growth metrics:

• Revenue growth YoY
• Gross profit growth
• Operating income trends
• Net income growth
• EPS growth rates
• Free cash flow growth

Example Usage

Retrieve comprehensive YoY growth metrics for CRM

---

Octagon MCP Setup

This skill requires the Octagon MCP (https://github.com/OctagonAI/octagon-mcp) server to be configured in your AI agent.

Get Your API Key

1. Sign up at Octagon (https://app.octagonai.co/signup/?redirectToAfterSignup=https://app.octagonai.co/api-keys)
2. Navigate to API Keys from the left menu
3. Generate and save your API key

Configure Cursor

1. Open Cursor Settings → Features > MCP Servers
2. Click + Add New MCP Server
3. Enter:
   • Name: octagon-mcp
   • Type: command
   • Command: env OCTAGON_API_KEY=<your-api-key> npx -y octagon-mcp

Windows: cmd /c "set OCTAGON_API_KEY=<your-api-key> && npx -y octagon-mcp"

Configure Claude Desktop

Add to claude_desktop_config.json:

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

Documentation

• Octagon Docs (https://docs.octagonagents.com)
• Octagon MCP GitHub (https://github.com/OctagonAI/octagon-mcp)

---

Supporting file: references/interpreting-results.md

Interpreting Financial Growth Results

Reading the Output

Positive values = Growth vs prior year Negative values = Decline vs prior year

Key Patterns

All-Around Excellence

When all six metrics show strong positive growth:

• Company firing on all cylinders
• Sustainable if driven by fundamentals
• Compare magnitude to historical averages

Profitability Acceleration

When Net Income Growth > Operating Income Growth > Gross Profit Growth > Revenue Growth:

• Exceptional operating leverage
• Cost structure optimization
• May indicate maturing business model

Cash Flow Divergence

When Free Cash Flow Growth differs significantly from Net Income Growth:

• Working capital changes
• Capex timing differences
• Check for red flags if persistent

EPS Outperformance

When EPS Growth > Net Income Growth:

• Share buyback activity
• Fewer shares outstanding
• Capital return to shareholders

Year-Over-Year Analysis Framework

Identify Exceptional Years

Look for years with:

• Revenue growth >20%
• Operating income growth >30%
• All metrics positive

Flag Challenging Years

Watch for:

• Revenue contraction
• Multiple negative metrics
• FCF decline with income growth

Trend Assessment

Across multiple years:

• Is growth accelerating or decelerating?
• Are margins expanding or compressing?
• Is cash conversion improving?

Comparative Analysis

Peer Benchmarking

Compare metrics to:

• Direct competitors
• Industry averages
• Historical company performance

Quality Indicators

Strong quality signals:

• FCF growth tracking income growth
• EPS growth near Net Income growth
• Consistent positive trends

Weak quality signals:

• Persistent FCF < Net Income
• High volatility year-to-year
• EPS growth solely from buybacks

Follow-up Queries

Compare year-over-year growth for AAPL vs MSFT vs GOOGL for the last 5 fiscal years

What drove AAPL's exceptional 2021 growth across all financial metrics?

Analyze AAPL's capital allocation strategy and shareholder returns

---

Supporting file: references/mcp-setup.md

Octagon MCP Setup

Get Your Octagon API Key

1. Sign up for a free account at Octagon (https://app.octagonai.co/signup/?redirectToAfterSignup=https://app.octagonai.co/api-keys)
2. After logging in, from left menu, navigate to API Keys
3. Generate a new API key
4. Save the key securely - you'll need it for configuration

Prerequisites

Before installing or running Octagon 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
   

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.

Configure Cursor

1. Open Cursor Settings
2. Go to Features > MCP Servers
3. Click + Add New MCP Server
4. Enter:
   • Name: octagon-mcp
   • Type: command
   • Command: env OCTAGON_API_KEY=<your-api-key> npx -y octagon-mcp

Replace <your-api-key> with your actual Octagon API key.

Windows users: Use this command format instead:

cmd /c "set OCTAGON_API_KEY=<your-api-key> && npx -y octagon-mcp"

After adding, refresh the MCP server list to see the new tools. The Composer Agent will automatically use Octagon MCP when appropriate. Access the Composer via Command+L (Mac), select "Agent" next to the submit button, and enter your query.

Configure Claude Desktop

1. Open Claude Desktop
2. Go to Settings > Developer > Edit Config
3. Add the following to your claude_desktop_config.json:

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

1. Restart Claude for the changes to take effect

Configure Windsurf

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

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

Verify Setup

1. Refresh the MCP server list
2. The octagon-agent tool should appear in available tools
3. Test with a simple query:

   Retrieve the current stock price for AAPL
   

Available Tools

Troubleshooting

API Key Issues: Verify the key is correctly set in the command string with no extra spaces.

Connection Issues: Ensure you have internet connectivity and the Octagon API is accessible.

Rate Limiting: Reduce query frequency if encountering rate limit errors.

Documentation

Full documentation: https://docs.octagonagents.com