Octus MCP Connector
Connect Octus to Claude, ChatGPT or any LLM in minutes.
Query the full Octus credit universe in plain language: expert intel, private company financials, covenants and data rooms. Powered by CreditAI agents and built for deep agentic workflows.
Bridge your internal AI platform with the Octus ecosystem
- Generate insights on demand: Surface research-grade credit insights from natural language queries across expert intelligence, regulatory filings, covenants and deal documents.
- Automate analysis: Streamline covenant analysis, tearsheet generation and credit situation summaries through prompt templates and autonomous agent workflows.
- Purpose-built CreditAI agents power complex workflows: research, covenant analysis, benchmarking and financial modeling.
What you can access via Octus MCP Connector
Query Octus full credit universe spanning proprietary intel, private deal room documents and deep data across leveraged finance and bankruptcy, powered by purpose-built Octus agents.
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 documents hosted inside data rooms, Octus private issuer call calendar, and auditable MNPI exposure.
Octus Private Company Analysis
Ingest private company data, financials 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.
See it in action
Law Firms
Query Deal Term Analytics in plain language. Octus MCP Connector pulls the Affected Lender Consent field across your deal set, compares protection status deal by deal and returns a structured breakdown that’s sourced, benchmarked and ready to cite.
Advisory
Identify distressed names the moment ratings move. Query Octus Intel to surface which downgraded credits have already retained advisors and get the full mandate picture, from debtor counsel to ad hoc lender advisors, in a single call.
Leveraged Finance
Ask a broad market question and get a sourced, research-grade answer in seconds. Octus MCP Connector runs parallel tool calls across Octus Intel, synthesizing sector coverage and management commentary into a single output, with every claim traced back to the original article.
Technical resources
Octus MCP User Integration Guide
End-user-facing guide explaining what the Octus MCP server is, what data sources and tools it gives access to, how authentication works, and step-by-step setup instructions for connecting to Claude.ai.
Octus MCP Developer Guide
Technical guide for developers integrating the Octus MCP server into their own agent frameworks or MCP clients. Covers the endpoint URL, OAuth authentication, tool structure, input/output shape, and best practices.
Octus MCP Connector skills
Search 55,000+ annual articles from Octus’ expert reporters, financial and legal analysts covering the full sub-investment grade credit universe, from performing to distressed and post-reorg.
Search and retrieve SEC regulatory filings across Octus’ coverage universe, surfacing relevant disclosures, financial statements and material events to support faster credit research.
Search earnings call transcripts, lender presentations and management commentary across 95%+ of the sub-investment grade credit universe, including BSL, HY and direct lending issuers.
Search court documents and legal filings across bankruptcy, restructuring and other proceedings, giving you direct access to primary legal sources within your workflow.
Search 8M+ private documents aggregated from third-party data rooms and organized according to your permissioned access, enabling direct retrieval of deal-level documentation within your AI workflows.
Query structured financial data across issuers’ capital structures, financials and credit documents, standardized and coverage-ready across broadly syndicated loans, high yield and direct lending.
Search proprietary financial data, custom analysis and periodic updates on private companies, structured for direct ingestion into autonomous research and monitoring workflows.
Search private documents you’ve uploaded directly to your environment, enabling AI-driven analysis of proprietary materials alongside Octus’ verified credit intelligence.
Search and analyze covenant data across broadly syndicated loans and high yield instruments, built for programmatic screening and deal benchmarking.
Search and analyze covenant data across direct lending instruments, enabling automated monitoring and comparison across the private credit universe.
Query the full Deal Term Analytics dataset spanning BSL, HY and direct lending using 170+ standardized data fields. Run multi-instrument covenant analysis, flag material terms and generate standardized outputs at scale.
Returns the full list of Octus MCP tools available in your permissioned environment, enabling AI agents to dynamically discover and route queries to the right data sources.
Execute a natural language query across all permissioned Octus data streams simultaneously, surfacing relevant results from intel, filings, fundamentals, covenants and documents in a single call.
Need help?
Contact your Octus representative to integrate MCP Connector into your workflow.