Agent skill

Sec 8k Analysis

by OctagonAI in OctagonAI/skills

Analyze 8-K filings to extract material events and corporate changes using Octagon MCP.

MITAuto-check passedBusiness, Finance & HR

Install Sec 8k Analysis

skills CLI
$ npx skills add OctagonAI/skills --skill sec-8k-analysis -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install OctagonAI/skills sec-8k-analysis --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/sec-8k-analysis .claude/skills/sec-8k-analysis && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
sec-8k-analysis
GitHub stars
127
Token cost
~1.9k tokens
SKILL.md length
679 words
Files
5 (incl. references)
Skills in repo
53
Repo updated
First seen
Licence
MIT

At a glance

Analyze 8-K filings to extract material events and corporate changes using Octagon MCP.

  • Works in 4 steps: Identify Analysis Parameters → Execute Query via Octagon MCP → Expected Output → …
  • Tracking real-time corporate disclosures
  • SKILL.md covers Prerequisites, Workflow, Example Queries and 8-K Item Categories, plus 4 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Sec 8k Analysis is an agent skill from OctagonAI/skills. Analyze 8-K filings to extract material events and corporate changes using Octagon MCP. Use when tracking real-time corporate disclosures, M&A announcements, leadership changes, earnings releases, and other material events requiring immediate investor attention.

Its SKILL.md is about 1.9k tokens, which your agent loads only when the skill is triggered. The skill folder holds 5 other files, including reference files (for example `README.md`, `marketplace.json` and `references/interpreting-results.md`).

It sits in Business, Finance & HR, covering Financial analysis and MCP servers. It works with Model Context Protocol. The repository describes itself as: A collection of Claude skills for agentic financial research by Octagon. The licence is MIT.

When your agent uses it

  • Tracking real-time corporate disclosures
  • M&A announcements
  • Leadership changes
  • Earnings releases

Example prompts

  • “/sec-8k-analysis”

Workflow steps

4 steps, taken from the step headings in SKILL.md.

  1. Identify Analysis Parameters
  2. Execute Query via Octagon MCP
  3. Expected Output
  4. Interpret Results

What it can do on your machine

Read from SKILL.md and the folder at commit 51e938c. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md (its code samples are json).

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Sec 8k Analysis loads about 1.9k tokens when it runs, and up to ~4.2k if it reads all its reference files. Until then it costs about 70 tokens; SKILL.md has 679 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~70
When it runs · the whole SKILL.md, loaded when a task matches
~1.9k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~4.2k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from OctagonAI/skills at commit 51e938c, republished under its MIT licence (© OctagonAI). 679 words, ~1,921 tokens.

Download SKILL.mdSave it as .claude/skills/sec-8k-analysis/SKILL.md (or your agent's skills folder). This skill also uses 4 other files; get the full folder from GitHub.
name
sec-8k-analysis
description
Analyze 8-K filings to extract material events and corporate changes using Octagon MCP. Use when tracking real-time corporate disclosures, M&A announcements, leadership changes, earnings releases, and other material events requiring immediate investor attention.

SEC 8-K Analysis

Analyze 8-K filings to extract material events and corporate changes 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)
  • Time Period (optional): Recent filings, specific date range
  • Event Type (optional): Specific 8-K items of interest
2. Execute Query via Octagon MCP

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

Analyze recent 8-K filings for <TICKER> and extract material events and corporate changes.

MCP Call Format:

json
{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Analyze recent 8-K filings for AAPL and extract material events and corporate changes."
  }
}
3. Expected Output

The agent returns structured 8-K analysis including:

Filing Summary:

  • Filing date: January 29, 2026
  • Event category: Item 2.02 (Results of Operations and Financial Condition)

Material Events:

  • No material corporate changes in this filing
  • Financial focus: Q1 2026 results disclosure

Corporate Changes:

  • No acquisitions, dispositions, or management changes

Data Sources: octagon-sec-agent

4. Interpret Results

See references/interpreting-results.md for guidance on:

  • Understanding 8-K item categories
  • Assessing event materiality
  • Tracking corporate changes over time

Example Queries

Recent 8-K Analysis:

Analyze recent 8-K filings for AAPL and extract material events and corporate changes.

Leadership Changes:

Find any 8-K filings for TSLA in 2025 that disclose executive departures or appointments.

M&A Activity:

Extract 8-K filings related to acquisitions or mergers for MSFT in the past 6 months.

Earnings Announcements:

Summarize the most recent 8-K earnings release filing for GOOGL.

Material Agreements:

Find 8-K filings disclosing material definitive agreements for AMZN.

Auditor Changes:

Has NVDA filed any 8-K filings regarding auditor changes in the past year?

8-K Item Categories

Section 1 - Registrant's Business and Operations
ItemDescriptionMateriality
1.01Entry into Material Definitive AgreementHigh
1.02Termination of Material Definitive AgreementHigh
1.03Bankruptcy or ReceivershipCritical
1.04Mine Safety ReportingIndustry-specific
1.05Material Cybersecurity IncidentsHigh
Section 2 - Financial Information
ItemDescriptionMateriality
2.01Completion of Acquisition or DispositionHigh
2.02Results of Operations and Financial ConditionMedium
2.03Creation of Direct Financial ObligationHigh
2.04Triggering Events (Acceleration)High
2.05Costs for Exit or Disposal ActivitiesMedium
2.06Material ImpairmentsHigh
Section 3 - Securities and Trading Markets
ItemDescriptionMateriality
3.01Notice of Delisting or TransferCritical
3.02Unregistered Sales of EquityMedium
3.03Material Modification to RightsHigh
ItemDescriptionMateriality
4.01Changes in Certifying AccountantHigh
4.02Non-Reliance on Previously Issued FinancialsCritical
Section 5 - Corporate Governance and Management
ItemDescriptionMateriality
5.01Changes in ControlCritical
5.02Departure/Appointment of Directors/OfficersHigh
5.03Amendments to Articles/BylawsMedium
5.04Temporary Suspension of TradingHigh
5.05Amendments to Code of EthicsMedium
5.06Change in Shell Company StatusHigh
5.07Shareholder Vote ResultsMedium
5.08Shareholder NominationsLow
Section 6 - Asset-Backed Securities
ItemDescriptionMateriality
6.01-6.05ABS-specific disclosuresIndustry-specific
Section 7 - Regulation FD
ItemDescriptionMateriality
7.01Regulation FD DisclosureVaries
Section 8 - Other Events
ItemDescriptionMateriality
8.01Other Events (Voluntary)Varies
Show full SKILL.md (271 more words)Show less
Section 9 - Financial Statements and Exhibits
ItemDescriptionMateriality
9.01Financial Statements and ExhibitsSupporting

Event Materiality Assessment

Critical Events (Immediate Action)
Event TypeExamples
BankruptcyChapter 11 filing, receivership
RestatementNon-reliance on financials
DelistingExchange notice received
Control ChangeAcquisition, tender offer
Cyber IncidentMaterial breach disclosed
High Priority Events
Event TypeExamples
M&AAcquisition completion, divestitures
LeadershipCEO/CFO departure, board changes
AgreementsMajor contracts, partnerships
FinancialImpairments, debt obligations
AuditorAuditor change, disagreements
Medium Priority Events
Event TypeExamples
EarningsQuarterly results (Item 2.02)
RestructuringCost reduction programs
GovernanceBylaw amendments, vote results
SecuritiesStock issuances, modifications

Tracking 8-K Patterns

Frequency Analysis
PatternWhat It May Indicate
High frequencyActive M&A, restructuring, volatility
Low frequencyStable operations, mature company
ClusteredMajor corporate event unfolding
RegularRoutine quarterly disclosures
Content Evolution

Track over time:

  1. Recurring themes - Ongoing issues or strategies
  2. New item types - Emerging concerns or opportunities
  3. Tone changes - Shifting management sentiment
  4. Exhibit quality - Detail and transparency level

Analysis Tips

  1. Check all items: 8-Ks often contain multiple items - don't focus only on headlines.

  2. Read exhibits: Press releases and agreements in exhibits contain critical details.

  3. Note timing: Friday afternoon or holiday filings may attempt to minimize attention.

  4. Track patterns: Frequent 8-Ks may signal ongoing corporate activity.

  5. Cross-reference: Compare 8-K disclosures with subsequent 10-Q/10-K filings.

  6. Monitor amendments: 8-K/A filings update or correct prior disclosures.

Use Cases

  • Event-driven investing: Track material events for trading signals
  • M&A monitoring: Follow acquisition announcements and completions
  • Governance oversight: Monitor leadership and board changes
  • Risk management: Identify material risks as they emerge
  • Compliance tracking: Ensure timely disclosure monitoring

© OctagonAI, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 4 other files (references) in skills/sec-8k-analysis of OctagonAI/skills.

  • SKILL.md
  • README.md
  • marketplace.json
  • references/interpreting-results.md
  • references/mcp-setup.md

Open the folder on GitHubat commit 51e938c

Compare with similar skills

Sec 8k Analysis next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Sec 8k Analysis compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Sec 8k Analysis this skillOctagonAI/skills127—~1.9kAutomated safety check: PassMIT
Datapack Builderw95/awesome-claude-corporate-skills2441 repos~6kAutomated safety check: PassMIT
Stock Market Data MCP QueryYourdaylight/stock_datasource189—~1.1kAutomated safety check: PassMIT
Tradingview MCPatilaahmettaner/tradingview-mcp5k—~1.3kAutomated safety check: PassMIT
Earnings AnalysisWind-Alice/AliceMarket1343 repos~2.2kAutomated safety check: PassNone
Okx Cex Marketdex-original/okx-agent-trade-kit1101 repos~2.7kAutomated safety check: PassMIT

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Questions about Sec 8k Analysis

What does Sec 8k Analysis do?

Analyze 8-K filings to extract material events and corporate changes using Octagon MCP. Sec 8k Analysis is an agent skill from OctagonAI/skills. Analyze 8-K filings to extract material events and corporate changes using Octagon MCP.

When should I use Sec 8k Analysis?

Sec 8k Analysis fits situations like: tracking real-time corporate disclosures; M&A announcements; leadership changes; earnings releases.

How do I install Sec 8k Analysis in Claude Code?

Run `npx skills add OctagonAI/skills --skill sec-8k-analysis -a claude-code`. Or copy the skill folder (skills/sec-8k-analysis in OctagonAI/skills) into .claude/skills/sec-8k-analysis in your project. Claude Code loads it when a task matches its description.

How do I install Sec 8k Analysis in Codex?

Run `npx skills add OctagonAI/skills --skill sec-8k-analysis -a codex`. Or copy the skill folder (skills/sec-8k-analysis in OctagonAI/skills) into .agents/skills/sec-8k-analysis in your project. Codex loads it when a task matches its description.

Can I use Sec 8k Analysis in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add OctagonAI/skills --skill sec-8k-analysis -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/sec-8k-analysis, .gemini/skills/sec-8k-analysis, .github/skills/sec-8k-analysis and .opencode/skills/sec-8k-analysis in your project.

What does Sec 8k Analysis need to run?

SKILL.md names no scripts, command-line tools or credentials: Sec 8k Analysis is instructions for the agent only.

Does Sec 8k Analysis access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Sec 8k Analysis safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Sec 8k Analysis use?

Sec 8k Analysis is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Sec 8k Analysis use?

About 1.9k tokens (SKILL.md is roughly 7.7k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 2.3k tokens, read only when the agent opens those files.

What are the alternatives to Sec 8k Analysis?

Skills that share tags, products or a category with Sec 8k Analysis: Datapack Builder (w95/awesome-claude-corporate-skills, 244 stars), Stock Market Data MCP Query (Yourdaylight/stock_datasource, 189 stars), Tradingview MCP (atilaahmettaner/tradingview-mcp, 5k stars) and Earnings Analysis (Wind-Alice/AliceMarket, 134 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Sec 8k Analysis?

OctagonAI (a GitHub organization) maintains it in OctagonAI/skills, which has 127 GitHub stars. The repository holds 53 skills in this directory. The repository was last updated on June 5, 2026.

Source: OctagonAI/skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.