Octagon for n8n

A professional n8n node that integrates with Octagon's AI Agents API for financial and market research. This node provides access to Octagon's specialized AI agents for analyzing SEC filings, earnings transcripts, stock data, private market intelligence, and more.

Features

• 🔄 Smart Router Agent: Octagon Agent automatically routes queries to the most appropriate specialized agent
• 15 Specialized Agents: Access to all Octagon's AI agents for different research domains
• 🔒 Secure Authentication: Built-in credential management for API keys
• 📊 Rich Output: Returns analysis with source citations and metadata
• ⚡ Simplified Interface: Clean, professional UI with essential options only
• 🛡️ Error Handling: Graceful error handling with detailed error messages

Available Agents

🔄 Smart Router (Default)

• Octagon Agent (octagon-agent) - Intelligent router that automatically selects the best specialized agent for your query

📈 Public Market Agents

• SEC Filings Agent (octagon-sec-agent) - Analyzes SEC filings data
• Transcripts Agent (octagon-transcripts-agent) - Analyzes earnings call transcripts
• Stock Data Agent (octagon-stock-data-agent) - Analyzes stock market data
• Financials Agent (octagon-financials-agent) - Analyzes financial statements
• Holdings Agent (octagon-holdings-agent) - Analyzes institutional ownership and holdings
• Crypto Agent (octagon-crypto-agent) - Analyzes cryptocurrency market data

🏢 Private Market Agents

• Companies Agent (octagon-companies-agent) - Provides private company information
• Funding Agent (octagon-funding-agent) - Analyzes private company funding data
• Funds Agent (octagon-funds-agent) - Analyzes private funds
• Deals Agent (octagon-deals-agent) - Analyzes M&A and IPO data
• Investors Agent (octagon-investors-agent) - Provides investor information
• Debts Agent (octagon-debts-agent) - Analyzes private debts, borrowers, and lenders

🔍 Research Agents

• Scraper Agent (octagon-scraper-agent) - Extracts data from websites
• Deep Research Agent (octagon-deep-research-agent) - Conducts in-depth research

Installation

Prerequisites

1. Octagon API Key: Get your free API key from Octagon

   • Sign up for an account
   • Go to Settings → API Keys
   • Create a new API key

2. n8n Installation: This node requires n8n v0.198.0 or higher

Install in n8n Cloud

Note: Only the n8n instance owner can install and manage community nodes. The instance owner is the person who sets up and manages user management. All members of an n8n instance can use already installed community nodes in their workflows.

Install a verified community node

To install the Octagon community node:

1. Access the nodes panel: Go to the Canvas and open the nodes panel (either by selecting '+' or pressing Tab).

2. Search for Octagon: Search for "Octagon" in the node search. If there is a matching verified community node, you will see a More from the community section at the bottom of the nodes panel.

3. Select the node: Select the Octagon node you want to install. This takes you to a detailed view of the node, showing all the supported actions.

4. Install: Select Install. This will install the node for your instance and enable all members to use it in their workflows.

5. Start using: You can now add the Octagon node to your workflows.

Alternative installation method

If the node doesn't appear in the Canvas search:

1. Go to Settings: Navigate to Settings → Community nodes.
2. Install a community node: Click Install a community node.
3. Enter package name: Enter the npm package name: n8n-nodes-octagon
4. Install: Click Install and wait for the installation to complete.
5. Verify: Go to your workflow editor and search for "Octagon" in the nodes panel.

Important: Community nodes in n8n Cloud are sandboxed and reviewed for security. Installation may take a few minutes to complete.

Uninstall a community node

To uninstall the Octagon community node:

1. Go to Settings: Navigate to Settings → Community nodes.
2. Find the node: Locate the Octagon node in your installed community nodes.
3. Open options: Select Options (three dots menu) on the node.
4. Uninstall: Select Uninstall package.
5. Confirm: Select Uninstall Package in the confirmation modal.

Usage

Quick Start

1. Add Node: Search for "Octagon" in n8n workflow
2. Configure:
   • Add Credentials: Go to Credentials → "Octagon API"
   • Agent: Use "Octagon Agent (Router)" for automatic routing (default)
   • Query: Enter your financial research question
3. Execute: Run the workflow to get AI-powered analysis with citations

Node Configuration

The node interface is clean and simple:

• 🎯 Agent: Select from router or 14 specialized agents
• 💬 Query: Your research question (supports complex queries)
• ⚙️ Additional Options:
  • Include Token Usage (optional)

Example Queries

Universal Queries (using Octagon Agent Router)

Tell me about Apple's latest earnings performance
What's happening with Tesla's stock price?
Analyze SpaceX's latest funding round
Compare Microsoft vs Google revenue growth

Specialized Agent Queries

# SEC Filings Agent
What were Apple's revenue numbers in Q3 2023?
Analyze Tesla's latest 10-K filing for risk factors

# Transcripts Agent
What did Apple's CEO say about iPhone sales in the latest earnings call?
Analyze management guidance from Tesla's Q4 2023 earnings call

# Stock Data Agent
What's the 52-week high and low for AAPL?
Compare Tesla's stock performance to the S&P 500 this year

# Companies Agent (Private Market)
Tell me about Stripe's latest funding round
What is the current valuation of SpaceX?

Output Format

The node returns a JSON object with the following structure:

{
	"agent": "octagon-agent",
	"query": "Tell me about Apple's latest earnings",
	"analysis": "Apple reported strong Q4 2023 results with revenue of $89.5 billion...",
	"sources": [
		{
			"order": 1,
			"name": "Apple Inc. (10-Q) - 2023-Q4, Page: 10",
			"url": "https://octagon-sec-filings.s3.amazonaws.com/..."
		}
	],
	"metadata": {
		"apiType": "responses",
		"timestamp": "2024-01-15T10:30:00.000Z"
	},
	"usage": {
		"prompt_tokens": 150,
		"completion_tokens": 800,
		"total_tokens": 950
	}
}

Best Practices

1. 🎯 Use the Router: Start with "Octagon Agent (Router)" - it automatically selects the best specialized agent
2. 📝 Be Specific: The more specific your query, the more accurate the response
3. 🔄 One Task Per Query: Focus each query on a single analytical task for best results
4. 📅 Provide Context: Include relevant context like time periods, specific metrics, or companies
5. 🔗 Follow Citations: Always check the source citations for verification

Error Handling

The node includes comprehensive error handling:

• 🔑 Authentication Errors: Invalid API keys, expired tokens
• 🌐 Network Errors: Connection issues, timeouts, rate limits
• 📝 Query Errors: Malformed or empty queries
• 🤖 Agent Errors: Agent-specific errors or limitations

Errors are returned in a structured format:

{
	"error": true,
	"message": "Authentication failed. Please check your API key.",
	"query": "Your original query",
	"agent": "octagon-agent",
	"timestamp": "2024-01-15T10:30:00.000Z"
}

Troubleshooting

Common Issues

1. Node not appearing: Restart n8n after installation
2. Icon not loading: Clear browser cache
3. Authentication errors: Verify API key in credentials
4. Rate limiting: Check your Octagon plan limits

Support Channels

• 📚 Documentation: Octagon API Documentation
• 🐛 Issues: GitHub Issues
• 💬 Support: Contact Octagon support for API-related questions
• 📧 Email: support@octagonagents.com

License

MIT License - See LICENSE file for details.

Contributing

Contributions are welcome! Please read our Contributing Guidelines before submitting pull requests.

Changelog

See CHANGELOG.md for release history.

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⚠️ Note: This node requires an active Octagon API subscription. Some agents may have usage limits or require premium access. Get started with a free API key at octagonagents.com.