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Octagon

Financial AI agents
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Overview

This node integrates with Octagon's suite of specialized financial AI agents to perform market and financial research based on user queries. It allows users to select from a variety of intelligent agents that analyze different types of financial data, such as SEC filings, earnings call transcripts, stock market data, private company information, cryptocurrency markets, and more.

Typical use cases include:

  • Conducting in-depth financial analysis by querying specific datasets like institutional holdings or financial statements.
  • Automating research tasks by routing questions to the most appropriate AI agent.
  • Extracting insights from complex financial documents and market data.
  • Performing deep web scraping and research for investment decisions.

For example, a user might ask the "SEC Agent" to analyze recent SEC filings of a company or use the "Stock Data Agent" to retrieve historical stock prices and trends.

Properties

Name Meaning
Agent Select which Octagon AI agent to use for the research task. Options include:
- 01. Octagon Agent (Router): Routes queries intelligently to specialized agents
- 02. SEC Agent: Analyzes SEC filings and public disclosures
- 03. Transcripts Agent: Analyzes earnings call transcripts
- 04. Stock Data Agent: Provides real-time and historical stock market data
- 05. Holdings Agent: Analyzes institutional holdings data
- 06. Financials Agent: Analyzes financial statements
- 07. Crypto Agent: Analyzes cryptocurrency market data
- 08. Companies Agent: Provides private company information
- 09. Funding Agent: Analyzes private company funding data
- 10. Funds Agent: Analyzes investment funds and fund managers
- 11. Deals Agent: Analyzes M&A and IPO data
- 12. Investors Agent: Analyzes venture capital and private equity investors
- 13. Debts Agent: Analyzes private debts, borrowers, and lenders
- 14. Scraper Agent: Scrapes and analyzes web content
- 15. Deep Research Agent: Conducts in-depth research
Query The research question or query string to send to the selected agent. This is required.
Additional Options Collection of optional fields:
- Include Token Usage Boolean flag to include token usage information in the response (true/false).

Output

The node outputs JSON data structured as follows:

  • agent: The selected agent used for the query.
  • query: The original research question submitted.
  • analysis: The textual analysis or answer returned by the agent.
  • sources: An array of annotations or source references related to the analysis.
  • metadata: Contains metadata about the API response, including:
    • apiType: Always "responses" indicating the type of API call.
    • timestamp: ISO timestamp of when the response was generated.
  • usage (optional): If requested, includes token usage statistics from the API.

If an error occurs during processing, the output JSON will contain:

  • error: true
  • message: Error message describing what went wrong.
  • query: The original query attempted.
  • agent: The selected agent at the time of error.
  • timestamp: When the error occurred.

The node does not output binary data.

Dependencies

  • Requires an API key credential for authenticating requests to the Octagon Agents API.
  • Makes HTTP POST requests to https://api-gateway.octagonagents.com/v1/responses.
  • The node uses n8n's built-in HTTP request helper with authentication support.
  • No additional environment variables are explicitly required beyond the API credential.

Troubleshooting

  • Empty Query Error: The node throws an error if the "Query" input is empty or only whitespace. Ensure you provide a valid, non-empty query string.
  • Authentication Failures: If the API key credential is missing or invalid, requests will fail. Verify your API key configuration.
  • API Response Errors: Network issues or API downtime may cause errors. Check connectivity and Octagon service status.
  • Unexpected Response Format: If the API changes its response structure, the node might not parse results correctly. Monitor for updates from Octagon.
  • Token Usage Not Included: If you want token usage info but do not see it, ensure the "Include Token Usage" option is enabled.

Links and References

Discussion