Financial Metrics Analysis

This pulls year-over-year growth rates for revenue, cost of revenue, gross profit, operating income, and net income from public company financials through the Octagon MCP server. You give it a ticker, number of periods, and whether you want fiscal years or quarters, and it returns a table of growth percentages you can scan for trends. It's straightforward for spotting margin compression or operating leverage without manually calculating deltas across income statements. Works best when you need to compare multiple periods at once rather than digging into a single quarter's absolute numbers. The quarterly option is handy for catching inflection points before they show up in annual figures.

skills.sh installs: 366
GitHub stars: 130
last updated: Aug 21, 2026

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Install

$ npx -y skills add octagonai/skills --skill financial-metrics-analysis --agent claude-code

Installs into .claude/skills of the current project.

Files

Financial Metrics Analysis

Retrieve and analyze year-over-year growth in key income statement items 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)
Records: Number of periods to retrieve (e.g., 5 years)
Period: FY (fiscal year) or Q (quarterly)

2. Execute Query via Octagon MCP

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

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

MCP Call Format:

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