sec-mda-analysis

name	sec-mda-analysis
description	Analyze Management Discussion and Analysis (MD&A) sections from SEC filings using Octagon MCP. Use when extracting strategic initiatives, financial performance commentary, macroeconomic challenges, and forward-looking statements from 10-K and 10-Q filings.

SEC MD&A Analysis

Analyze the Management Discussion and Analysis (MD&A) section from SEC filings 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., AAPL, MSFT, GOOGL)
• Filing Type (optional): 10-K (annual) or 10-Q (quarterly)
• Focus Areas (optional): Strategic initiatives, financial performance, risks

2. Execute Query via Octagon MCP

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

Analyze the Management Discussion and Analysis section from <TICKER>'s latest quarterly report.

MCP Call Format:

{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt"