Agent skill

Sec Corp Governance

by OctagonAI in OctagonAI/skills

Review corporate governance practices and board composition from SEC filings using Octagon MCP.

MITAuto-check passedBusiness, Finance & HR

Install Sec Corp Governance

skills CLI
$ npx skills add OctagonAI/skills --skill sec-corp-governance -a claude-code

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

GitHub CLI
$ gh skill install OctagonAI/skills sec-corp-governance --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-corp-governance .claude/skills/sec-corp-governance && 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-corp-governance
GitHub stars
127
Token cost
~2.2k tokens
SKILL.md length
704 words
Files
5 (incl. references)
Skills in repo
53
Repo updated
First seen
Licence
MIT

At a glance

Review corporate governance practices and board composition from SEC filings using Octagon MCP.

  • Works in 4 steps: Identify Analysis Parameters → Execute Query via Octagon MCP → Expected Output → …
  • Researching board structure
  • SKILL.md covers Prerequisites, Workflow, Example Queries and Board Composition Analysis, plus 5 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Sec Corp Governance is an agent skill from OctagonAI/skills. Review corporate governance practices and board composition from SEC filings using Octagon MCP. Use when researching board structure, director qualifications, committee composition, governance policies, shareholder rights, and related party transactions from proxy statements.

Its SKILL.md is about 2.2k 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 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 board structure
  • Director qualifications
  • Committee composition
  • Governance policies

Example prompts

  • “/sec-corp-governance”

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 Corp Governance loads about 2.2k tokens when it runs, and up to ~4.8k if it reads all its reference files. Until then it costs about 74 tokens; SKILL.md has 704 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~74
When it runs · the whole SKILL.md, loaded when a task matches
~2.2k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~4.8k

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). 704 words, ~2,186 tokens.

Download SKILL.mdSave it as .claude/skills/sec-corp-governance/SKILL.md (or your agent's skills folder). This skill also uses 4 other files; get the full folder from GitHub.
name
sec-corp-governance
description
Review corporate governance practices and board composition from SEC filings using Octagon MCP. Use when researching board structure, director qualifications, committee composition, governance policies, shareholder rights, and related party transactions from proxy statements.

SEC Corporate Governance

Review corporate governance practices and board composition 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): Board, committees, policies, proposals
  • Comparison (optional): Prior year, peers
2. Execute Query via Octagon MCP

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

Review corporate governance practices and board composition from <TICKER>'s latest proxy statement.

MCP Call Format:

json
{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Review corporate governance practices and board composition from ORCL's latest proxy statement."
  }
}
3. Expected Output

The agent returns structured governance analysis including:

Proxy Statement Information:

  • Filing date and annual meeting details
  • CEO and key contacts

Key Governance Areas:

  • Director election proposals
  • Shareholder voting policies
  • Governance disclosures

Data Sources: octagon-companies-agent, octagon-sec-agent, octagon-web-search-agent

4. Interpret Results

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

  • Evaluating board quality
  • Assessing governance practices
  • Understanding shareholder rights
  • Identifying governance concerns

Example Queries

Full Governance Review:

Review corporate governance practices and board composition from ORCL's latest proxy statement.

Board Composition:

Analyze board of directors composition, independence, and diversity for AAPL.

Committee Structure:

Extract audit, compensation, and nominating committee details from MSFT's proxy statement.

Director Qualifications:

What qualifications and experience do GOOGL's board nominees bring?

Governance Policies:

Review corporate governance guidelines and policies from JPM's latest proxy.

Shareholder Proposals:

What shareholder proposals are included in AMZN's latest proxy statement?

Board Composition Analysis

Independence Assessment
CategoryBest Practice
Board Independence>75% independent
Lead DirectorIf CEO is Chair
Committee Independence100% for key committees
Audit Financial ExpertAt least one required
Director Demographics
DimensionWhat to Track
Gender DiversityRepresentation percentages
Ethnic DiversityBackground representation
Age DistributionBalanced tenure
GeographicInternational perspective
IndustryRelevant experience
Director Qualifications
QualificationRelevance
Industry ExperienceSector knowledge
CEO/C-Suite ExperienceLeadership perspective
Financial ExpertiseAudit oversight
TechnologyDigital transformation
Risk ManagementEnterprise risk
InternationalGlobal operations

Committee Structure

Audit Committee
RequirementBest Practice
Independence100% independent
Financial ExpertAt least one designated
MeetingsQuarterly minimum
ResponsibilitiesFinancial oversight, internal controls
Compensation Committee
RequirementBest Practice
Independence100% independent
ExpertiseExecutive compensation experience
AdvisorIndependent consultant
ResponsibilitiesExecutive pay, equity plans
Nominating/Governance Committee
RequirementBest Practice
IndependenceMajority independent
ResponsibilitiesDirector selection, governance policies
ProcessTransparent nomination criteria
Other Committees
CommitteePurpose
RiskEnterprise risk oversight
TechnologyDigital/cyber oversight
SustainabilityESG oversight
FinanceCapital allocation

Governance Policies

Key Policies
PolicyDescription
Governance GuidelinesBoard operating principles
Code of EthicsConduct standards
Stock OwnershipDirector/executive requirements
ClawbackCompensation recovery
Anti-Hedging/PledgingStock restrictions
Shareholder Rights
RightShareholder-Friendly
Majority VotingFor director elections
Proxy AccessNomination rights
Special MeetingsLow threshold (10-25%)
Written ConsentAbility to act
No Poison PillOr with sunset
Antitakeover Provisions
ProvisionEffect
Classified BoardDelays takeover
SupermajorityHigh approval threshold
Poison PillDeters acquirers
Dual-Class StockConcentrates control
Blank Check PreferredBoard authority

Leadership Structure

Chair/CEO Separation
StructureAssessment
Separate ChairBest practice
Combined with LeadAcceptable with strong lead
Combined, No LeadConcern
Show full SKILL.md (282 more words)Show less
Lead Director
ResponsibilityDescription
Board LeadershipIndependent voice
Executive SessionsLeads non-management meetings
CEO EvaluationPerformance oversight
Shareholder CommunicationAccess point
Key Disclosures
TypeWhat to Review
Family TransactionsDeals with relatives
Director TransactionsBusiness with directors
Major ShareholderControlling shareholder deals
Officer TransactionsExecutive arrangements
Red Flags
  1. Material amounts - Large related party business
  2. Recurring - Ongoing dependency
  3. Below market - Off-market terms
  4. Complexity - Difficult to understand
  5. New relationships - Recently established

Director Elections

Voting Standards
StandardDescription
MajorityMust receive >50%
PluralityMost votes wins
Majority of Quorum>50% of attending
Contested Elections
FactorWhat to Track
Activist ProposalsDissident nominees
Vote ResultsSupport levels
SettlementNegotiated outcome
Proxy FightFull contest

Governance Benchmarking

ISS/Glass Lewis Assessment
FactorWhat Matters
Board QualityIndependence, diversity
CompensationPay for performance
Shareholder RightsVoting, access
AuditFinancial oversight
Peer Comparison

Compare across competitors:

  • Board size and composition
  • Committee structure
  • Governance policies
  • Shareholder rights

Governance Quality Indicators

Strong Governance
IndicatorDescription
Independent Board>80% independent
Diverse BoardMultiple dimensions
Separate ChairOr strong lead director
Shareholder RightsProxy access, majority voting
ResponsiveAddresses concerns
Weak Governance
IndicatorDescription
Low Independence<50% independent
HomogeneousLack of diversity
EntrenchedLong tenure, classified
Limited RightsSupermajority, no access
UnresponsiveIgnores proposals

Analysis Tips

  1. Check independence definitions: Companies may define differently.

  2. Track tenure: Long-serving directors may be less independent.

  3. Review overboarding: Directors on too many boards.

  4. Assess attendance: Low attendance signals disengagement.

  5. Compare to peers: Industry context matters.

  6. Monitor changes: Year-over-year governance evolution.

Use Cases

  • Investment screening: Governance quality filter
  • Proxy voting: Inform voting decisions
  • Activist analysis: Identify targets
  • Risk assessment: Governance-related risks
  • ESG analysis: Governance pillar evaluation

© 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-corp-governance 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 Corp Governance 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 Corp Governance compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Sec Corp Governance this skillOctagonAI/skills127—~2.2kAutomated safety check: PassMIT
Datapack Builderw95/awesome-claude-corporate-skills2441 repos~6kAutomated safety check: PassMIT
Tradingview MCPatilaahmettaner/tradingview-mcp5k—~1.3kAutomated safety check: PassMIT
Okx Cex Marketdex-original/okx-agent-trade-kit1101 repos~2.7kAutomated safety check: PassMIT
Polymarket Tennislivetennisapi/livetennisapi-mcp152—~3kAutomated safety check: PassMIT
Kimi DatasourceMoonshotAI/kimi-code7.8k—~1.8kAutomated safety check: PassMIT

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Questions about Sec Corp Governance

What does Sec Corp Governance do?

Review corporate governance practices and board composition from SEC filings using Octagon MCP. Sec Corp Governance is an agent skill from OctagonAI/skills. Review corporate governance practices and board composition from SEC filings using Octagon MCP.

When should I use Sec Corp Governance?

Sec Corp Governance fits situations like: researching board structure; director qualifications; committee composition; governance policies.

How do I install Sec Corp Governance in Claude Code?

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

How do I install Sec Corp Governance in Codex?

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

Can I use Sec Corp Governance 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-corp-governance -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-corp-governance, .gemini/skills/sec-corp-governance, .github/skills/sec-corp-governance and .opencode/skills/sec-corp-governance in your project.

What does Sec Corp Governance need to run?

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

Does Sec Corp Governance 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 Corp Governance 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 Corp Governance use?

Sec Corp Governance 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 Corp Governance use?

About 2.2k tokens (SKILL.md is roughly 8.7k 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 2.6k tokens, read only when the agent opens those files.

What are the alternatives to Sec Corp Governance?

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Who maintains Sec Corp Governance?

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.