Agent skill

Sec Business Desc Analysis

by OctagonAI in OctagonAI/skills

Extract and analyze business descriptions and competitive landscape from SEC filings using Octagon MCP.

MITAuto-check passedMarketing & SEO

Install Sec Business Desc Analysis

skills CLI
$ npx skills add OctagonAI/skills --skill sec-business-desc-analysis -a claude-code

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

GitHub CLI
$ gh skill install OctagonAI/skills sec-business-desc-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-business-desc-analysis .claude/skills/sec-business-desc-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-business-desc-analysis
GitHub stars
127
Token cost
~2.1k tokens
SKILL.md length
693 words
Files
5 (incl. references)
Skills in repo
53
Repo updated
First seen
Licence
MIT

At a glance

Extract and analyze business descriptions and competitive landscape from SEC filings using Octagon MCP.

  • Works in 4 steps: Identify Analysis Parameters → Execute Query via Octagon MCP → Expected Output → …
  • Researching company business models
  • SKILL.md covers Prerequisites, Workflow, Example Queries and Item 1 Components, plus 6 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Sec Business Desc Analysis is an agent skill from OctagonAI/skills. Extract and analyze business descriptions and competitive landscape from SEC filings using Octagon MCP. Use when researching company business models, market positioning, competitive advantages, industry dynamics, and strategic focus areas from Item 1 disclosures.

Its SKILL.md is about 2.1k 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 Marketing & SEO, covering Product strategy, Positioning and messaging and MCP servers. It works with Model Context Protocol and SEC EDGAR. 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

  • Researching company business models
  • Market positioning
  • Competitive advantages
  • Industry dynamics

Example prompts

  • “/sec-business-desc-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 Business Desc Analysis loads about 2.1k tokens when it runs, and up to ~4.7k if it reads all its reference files. Until then it costs about 73 tokens; SKILL.md has 693 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~73
When it runs · the whole SKILL.md, loaded when a task matches
~2.1k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~4.7k

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). 693 words, ~2,128 tokens.

Download SKILL.mdSave it as .claude/skills/sec-business-desc-analysis/SKILL.md (or your agent's skills folder). This skill also uses 4 other files; get the full folder from GitHub.
name
sec-business-desc-analysis
description
Extract and analyze business descriptions and competitive landscape from SEC filings using Octagon MCP. Use when researching company business models, market positioning, competitive advantages, industry dynamics, and strategic focus areas from Item 1 disclosures.

SEC Business Description Analysis

Extract and summarize business descriptions and competitive landscape from SEC filings 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)
  • Focus Area (optional): Business model, competition, strategy
  • Comparison (optional): Prior years, competitors
2. Execute Query via Octagon MCP

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

Extract and summarize the business description and competitive landscape from <TICKER>'s latest 10-K filing.

MCP Call Format:

json
{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Extract and summarize the business description and competitive landscape from GOOGL's latest 10-K filing."
  }
}
3. Expected Output

The agent returns structured business analysis including:

Business Structure:

  • Primary segments: Google Services, Google Cloud
  • Other Bets: Early-stage ventures
  • Core mission and strategic focus

Competitive Landscape:

  • Key competitive sectors
  • Competitive strengths (innovation, brand, AI investments)
  • Market positioning

Data Sources: octagon-sec-agent

4. Interpret Results

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

  • Understanding business model components
  • Evaluating competitive positioning
  • Analyzing strategic priorities
  • Comparing across competitors

Example Queries

Full Business Analysis:

Extract and summarize the business description and competitive landscape from GOOGL's latest 10-K filing.

Segment Focus:

Describe the business segments and their revenue contribution for AMZN from the latest 10-K.

Competitive Analysis:

What does MSFT identify as its key competitive advantages in the cloud computing market?

Strategic Priorities:

Extract the strategic priorities and growth initiatives from AAPL's latest 10-K business description.

Market Position:

How does META describe its competitive position in the social media and advertising markets?

Year-over-Year Comparison:

Compare the business description section between TSLA's 2024 and 2023 10-K filings.

Item 1 Components

Business Overview
SectionContent
GeneralCompany history, structure, mission
Products & ServicesOfferings, features, capabilities
SegmentsBusiness unit descriptions
Revenue ModelHow the company generates revenue
CustomersTarget markets, key customers
Industry & Competition
SectionContent
Industry BackgroundMarket size, trends, dynamics
Competitive LandscapeKey competitors, market position
Competitive FactorsBasis of competition
Barriers to EntryMoats and advantages
Market SharePosition in key markets
Operations
SectionContent
ManufacturingProduction capabilities, facilities
Supply ChainSourcing, distribution, logistics
Intellectual PropertyPatents, trademarks, trade secrets
R&DResearch focus, innovation pipeline
EmployeesWorkforce composition, culture
Regulatory Environment
SectionContent
RegulationsIndustry-specific requirements
ComplianceRegulatory obligations
LicensesRequired permits, approvals
EnvironmentalSustainability, emissions

Competitive Analysis Framework

Porter's Five Forces
ForceWhat to Look For
RivalryNumber/strength of competitors, industry growth
New EntrantsBarriers to entry, capital requirements
SubstitutesAlternative products/services
Buyer PowerCustomer concentration, switching costs
Supplier PowerInput dependencies, alternatives
Competitive Advantages
TypeExamples
Cost LeadershipScale economies, operational efficiency
DifferentiationBrand, technology, quality
Network EffectsPlatform value increases with users
Switching CostsCustomer lock-in, integration depth
IntangiblesPatents, regulatory licenses, data
Competitive Dynamics
FactorStrong PositionWeak Position
Market ShareLeading or growingSmall or declining
BrandRecognized, trustedUnknown, weak
TechnologyLeading edgeLagging
ScaleSignificantLimited
Pricing PowerPremium pricingCommodity

Business Model Analysis

Revenue Streams
TypeCharacteristics
Product SalesOne-time, inventory-based
ServicesRecurring, labor-intensive
SubscriptionRecurring, predictable
AdvertisingVolume-dependent, cyclical
LicensingHigh-margin, IP-based
Transaction FeesVolume-driven, platform-based
Show full SKILL.md (285 more words)Show less
Customer Analysis
FactorWhat to Assess
ConcentrationTop customer exposure
DiversityGeographic, industry mix
RetentionChurn rates, loyalty
AcquisitionCost, channels, efficiency
Lifetime ValueRevenue per customer over time
Value Chain Position
PositionCharacteristics
UpstreamRaw materials, components
MidstreamManufacturing, processing
DownstreamDistribution, retail
PlatformConnecting multiple parties
IntegratedMultiple value chain positions

Strategic Analysis

Growth Strategies
StrategyWhat to Look For
Organic GrowthNew products, market expansion
M&AAcquisitions, partnerships
GeographicInternational expansion
DiversificationNew markets, verticals
InnovationR&D investment, patents
Strategic Priorities

Track management emphasis on:

  1. Core business - Defending/growing base
  2. New initiatives - Emerging opportunities
  3. Efficiency - Cost reduction, optimization
  4. Capital allocation - Investment priorities
  5. Talent - Workforce development
Inflection Points
SignalInterpretation
New segment createdMajor strategic shift
Segment eliminatedExit or consolidation
Acquisition integrationGrowth through M&A
Geographic emphasisExpansion priorities
Technology investmentInnovation focus

Comparing Business Descriptions

Year-over-Year Changes

Track evolution in:

  1. Segment descriptions - Expanding/contracting focus
  2. Product emphasis - Shifting priorities
  3. Competitive language - Changing market view
  4. Strategic messaging - Evolving priorities
  5. Risk awareness - Emerging concerns
Peer Comparisons

Compare across competitors:

DimensionYour CompanyPeer APeer B
Primary Focus
Key Differentiator
Growth Strategy
Competitive Claim

Analysis Tips

  1. Read between the lines: What's emphasized and what's minimized reveals priorities.

  2. Track changes: Year-over-year differences show strategic evolution.

  3. Compare to peers: Industry context reveals differentiation claims.

  4. Verify claims: Cross-reference with financials and external data.

  5. Note specificity: Concrete details vs. vague language indicates confidence.

  6. Watch for omissions: Missing topics may signal concerns.

Use Cases

  • Investment research: Understand business model and competitive position
  • Due diligence: Comprehensive company assessment
  • Competitive intelligence: Compare positioning across industry
  • Strategy analysis: Evaluate management's strategic direction
  • Industry research: Map competitive landscape

© 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-business-desc-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 Business Desc 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 Business Desc Analysis compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Sec Business Desc Analysis this skillOctagonAI/skills127—~2.1kAutomated safety check: PassMIT
SEO Project Setupevery-app/open-seo23k—~2.3kAutomated safety check: PassMIT
Startup Designferdinandobons/startup-skill1.2k—~8.1kAutomated safety check: PassMIT
Competitor Monitorhanzili/hanzi-browse177—~2.8kAutomated safety check: PassCustom licence
Amazon Brand Analyticsnexscope-ai/Amazon-Skills744—~2.3kAutomated safety check: PassMIT
Positioning Icptech-leads-club/agent-skills7k—~6.9kAutomated safety check: PassCustom licence

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Questions about Sec Business Desc Analysis

What does Sec Business Desc Analysis do?

Extract and analyze business descriptions and competitive landscape from SEC filings using Octagon MCP. Sec Business Desc Analysis is an agent skill from OctagonAI/skills. Extract and analyze business descriptions and competitive landscape from SEC filings using Octagon MCP.

When should I use Sec Business Desc Analysis?

Sec Business Desc Analysis fits situations like: researching company business models; market positioning; competitive advantages; industry dynamics.

How do I install Sec Business Desc Analysis in Claude Code?

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

How do I install Sec Business Desc Analysis in Codex?

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

Can I use Sec Business Desc 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-business-desc-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-business-desc-analysis, .gemini/skills/sec-business-desc-analysis, .github/skills/sec-business-desc-analysis and .opencode/skills/sec-business-desc-analysis in your project.

What does Sec Business Desc Analysis need to run?

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

Does Sec Business Desc 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 Business Desc 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 Business Desc Analysis use?

Sec Business Desc 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 Business Desc Analysis use?

About 2.1k tokens (SKILL.md is roughly 8.5k 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 2.5k tokens, read only when the agent opens those files.

What are the alternatives to Sec Business Desc Analysis?

Skills that share tags, products or a category with Sec Business Desc Analysis: SEO Project Setup (every-app/open-seo, 23k stars), Startup Design (ferdinandobons/startup-skill, 1.2k stars), Competitor Monitor (hanzili/hanzi-browse, 177 stars) and Amazon Brand Analytics (nexscope-ai/Amazon-Skills, 744 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Sec Business Desc 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.