Historical Financial Ratings

Retrieve and analyze historical financial ratings and key metric scores over time for public companies using the Octagon MCP server.

Prerequisites

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

Workflow

1. Identify Analysis Parameters

Determine the following before querying:

• Ticker: Stock symbol (e.g., NVDA, AAPL, MSFT)
• Records: Number of historical data points to retrieve (e.g., 100, 500, 2000)

2. Execute Query via Octagon MCP

Use the octagon-agent tool with a natural language prompt: