What you can access via the Octus MCP Connector
Skip the browser: equip your workflows with plain language access to Octus’ full credit universe. The native MCP connection eliminates bottlenecks and accelerates confident decisions in real time.
Octus Credit Intelligence
Access 55,000+ annual articles with expert financial reporting and legal analysis. Full credit lifecycle coverage from primary and performing to secondary, distressed debt and restructuring.
Octus Liquid & Private Credit Fundamentals
FinDox™
Access 8M+ private deal documents hosted inside data rooms, Octus private issuer call calendar, and auditable MNPI exposure.
Octus Private Company Analysis
Ingest private company data, including 10+ years of financials, capital structure and custom analysis directly into your autonomous workflows. The only deep-dive research into private companies with BSLs and HY bonds.
Deal Term Analytics by Octus®
Analyze deal terms using 170+ covenant data fields per instrument for broadly syndicated loans and direct lending deals.
How investment managers, banks, law firms and advisors use Octus MCP Connector
Agent-driven credit research
- Ask questions in Claude, ChatGPT or your LLM and get answers grounded in Octus Intel, Fundamentals, FinDox and deal documents. Connect proprietary AI agents for deeper, automated workflows.
- Query permissioned content in real time using natural language.
- Bypass complex integrations and equip professionals and autonomous agents with a secure data bridge inside your environment.
Automated deal term benchmarking
- Orchestrate multi-step workflows to scan covenant data and deal terms continuously.
- Flag material changes automatically and generate standardized credit memos at scale.
- Free analysts to focus on high-value judgment, not manual data retrieval.
Legal precedent and drafting acceleration
- Equip legal professionals and specialized AI agents with direct access to historical debt packages and credit agreements.
- Surface market-standard precedents instantly using plain language.
- Scan current deal structures against deep libraries to accelerate contract drafting and minimize execution risk.
Restructuring and business development
- Power complex situational modeling by exposing direct lending, public credit and bankruptcy data to your internal systems.
- Orchestrate end-to-end restructuring analysis to surface distress signals, originate opportunities and run real-time sensitivity templates.
- Develop business by connecting our intelligence to your proprietary databases to surface actionable opportunities.
Portfolio surveillance and quantitative screening
- Pull all the information needed for investment workflows across intel, financials and covenants.
- Query covenants, financials, and research on public and private companies programmatically.
- Execute automated screening workflows across the full sub-investment grade universe.
Move beyond the browser.
The Octus MCP Connector bridges your LLM with ours. CreditAI by Octus runs as the engine under the hood, built on Octus’ domain expertise, proprietary data and permissioning system.
The result is a direct path from query to output: verified credit intelligence, delivered where your team already works.
Octus MCP Connector FAQs
View Full FAQsOctus uses identifiers to map entities and documents directly to your internal systems.
Yes, every reported data point is auditable and features click-through functionality to the original source document.
Octus MCP Connector access is automatically synchronised with your existing permissions, so your AI agents and analysts only see data they are authorised to view.
The information is for general informational purposes and may not be redistributed without express written consent.
Octus MCP Connector uses OAuth 2.0 with PKCE for authenticated access, so every query stays encrypted and permissioned to the user.
MCP is an open standard, so Octus MCP Connector works with Claude, ChatGPT and other LLMs that support the protocol.
The MCP Connector is available at an additional cost to your current Octus subscription. Contact your account manager for pricing details.
Yes, Octus MCP Connector lets your proprietary AI agents query Octus Intel, Fundamentals, FinDox™ and deal documents in real time, replacing manual research with agentic workflows.
Yes, Octus MCP Connector standardises access to Octus’ credit data streams so internal agent and orchestration platforms can query permissioned content without custom integrations.
Who we serve
Global professionals rely on Octus to deliver the proprietary data and actionable intelligence that informs and accelerates their most critical decisions.
Buy Side Firms
Fuel your research and due diligence to optimize portfolios and mitigate risk.
Advisory Firms
Identify opportunities and deliver high-value, data-driven recommendations.
Let the deepest credit data power your LLM
Let Octus MCP Connector be your financial superpower, giving your AI agents and analysts an edge in sub-investment grade credit.
Octus MCP Connector and Octus MCP Server are trademarks of Octus Intelligence, Inc.