Sec 10k analysis

Skill OctagonAI/octagon-mcp-server/skills/sec-10k-analysis

Analyze 10-K annual filings to extract business model, financial priorities, risk factors, segments, and notable changes. Use when the user asks about 10-Ks, annual filings, SEC risk factors, or filing-based due diligence.From its SKILL.md

Install

npx -y skills add OctagonAI/octagon-mcp-server --skill sec-10k-analysis

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

SKILL.md

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SEC 10-K Analysis

Use this skill for annual filing due diligence and risk review.

Query format

Analyze the latest 10-K for <COMPANY OR TICKER> and summarize the business model, key risks, segment performance, and material changes versus the prior year.

MCP call

{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Analyze the latest 10-K for MSFT and summarize the business model, key risks, segment performance, and material changes versus the prior year."
  }
}

Output expectations

Start with a short business overview
Pull out the most material risks instead of listing everything
Highlight reporting segments, capital allocation, and accounting watch items
Compare important changes to the prior annual filing when evidence is available

Follow-up prompts

"Expand only the risk factors section."
"Compare the current 10-K to last year's filing."
"Extract segment performance and margin commentary."