Datapack Builder
w95/awesome-claude-corporate-skills
Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers.
Analyze Management Discussion and Analysis (MD&A) sections from SEC filings using Octagon MCP.
Install Sec Mda Analysis
$ npx skills add OctagonAI/skills --skill sec-mda-analysis -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install OctagonAI/skills sec-mda-analysis --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/sec-mda-analysis .claude/skills/sec-mda-analysis && rm -rf skills-srcUse ~/.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/
Install the "sec-mda-analysis" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/sec-mda-analysis into .claude/skills/sec-mda-analysis/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sec-mda-analysis", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/OctagonAI/skills/tree/main/skills/sec-mda-analysisType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add OctagonAI/skills --skill sec-mda-analysis -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install OctagonAI/skills sec-mda-analysis --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/sec-mda-analysis .agents/skills/sec-mda-analysis && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "sec-mda-analysis" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/sec-mda-analysis into .agents/skills/sec-mda-analysis/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sec-mda-analysis", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add OctagonAI/skills --skill sec-mda-analysis -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install OctagonAI/skills sec-mda-analysis --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/sec-mda-analysis .cursor/skills/sec-mda-analysis && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "sec-mda-analysis" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/sec-mda-analysis into .cursor/skills/sec-mda-analysis/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sec-mda-analysis", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/OctagonAI/skills.git --path skills/sec-mda-analysis--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add OctagonAI/skills --skill sec-mda-analysis -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install OctagonAI/skills sec-mda-analysis --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/sec-mda-analysis .gemini/skills/sec-mda-analysis && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "sec-mda-analysis" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/sec-mda-analysis into .gemini/skills/sec-mda-analysis/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sec-mda-analysis", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install OctagonAI/skills sec-mda-analysisInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add OctagonAI/skills --skill sec-mda-analysis -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/sec-mda-analysis .github/skills/sec-mda-analysis && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "sec-mda-analysis" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/sec-mda-analysis into .github/skills/sec-mda-analysis/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sec-mda-analysis", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add OctagonAI/skills --skill sec-mda-analysis -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install OctagonAI/skills sec-mda-analysis --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/sec-mda-analysis .opencode/skills/sec-mda-analysis && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "sec-mda-analysis" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/sec-mda-analysis into .opencode/skills/sec-mda-analysis/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sec-mda-analysis", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
sec-mda-analysis- GitHub stars
- 127
- Token cost
- ~1.7k tokens
- SKILL.md length
- 604 words
- Files
- 5 (incl. references)
- Skills in repo
- 53
- Repo updated
- First seen
- Licence
- MIT
At a glance
Analyze Management Discussion and Analysis (MD&A) sections from SEC filings using Octagon MCP.
- Works in 4 steps: Identify Analysis Parameters → Execute Query via Octagon MCP → Expected Output → …
- Extracting strategic initiatives
- SKILL.md covers Prerequisites, Workflow, Example Queries and MD&A Section Components, plus 4 more sections
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
What it does
Sec Mda Analysis is an agent skill from OctagonAI/skills. Analyze Management Discussion and Analysis (MD&A) sections from SEC filings using Octagon MCP. Use when extracting strategic initiatives, financial performance commentary, macroeconomic challenges, and forward-looking statements from 10-K and 10-Q filings.
Its SKILL.md is about 1.7k 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
- Extracting strategic initiatives
- Financial performance commentary
- Macroeconomic challenges
- Forward-looking statements from 10-K and 10-Q filings
Example prompts
- “/sec-mda-analysis”
Workflow steps
4 steps, taken from the step headings in SKILL.md.
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 Mda Analysis loads about 1.7k tokens when it runs, and up to ~4.1k if it reads all its reference files. Until then it costs about 68 tokens; SKILL.md has 604 words of instructions outside code blocks.
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). 604 words, ~1,740 tokens.
Download SKILL.mdSave it as
.claude/skills/sec-mda-analysis/SKILL.md (or your agent's skills folder). This skill also uses 4 other files; get the full folder from GitHub.- name
- sec-mda-analysis
- description
- Analyze Management Discussion and Analysis (MD&A) sections from SEC filings using Octagon MCP. Use when extracting strategic initiatives, financial performance commentary, macroeconomic challenges, and forward-looking statements from 10-K and 10-Q filings.
SEC MD&A Analysis
Analyze the Management Discussion and Analysis (MD&A) section 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)
- Filing Type (optional): 10-K (annual) or 10-Q (quarterly)
- Focus Areas (optional): Strategic initiatives, financial performance, risks
2. Execute Query via Octagon MCP
Use the octagon-agent tool with a natural language prompt:
Analyze the Management Discussion and Analysis section from <TICKER>'s latest quarterly report.MCP Call Format:
{
"server": "octagon-mcp",
"toolName": "octagon-agent",
"arguments": {
"prompt": "Analyze the Management Discussion and Analysis section from AAPL's latest quarterly report."
}
}3. Expected Output
The agent returns structured MD&A analysis including:
Strategic Initiatives:
- Launched new products: MacBook Pro, iPad Pro, Apple Vision Pro
- Increased R&D spending to drive innovation
- Continued capital return program via stock repurchases and dividends
Macroeconomic Challenges:
- Addressed inflation, interest rates, and currency fluctuations
- Mitigation strategies: Derivative instruments for hedging
Financial Performance:
- Revenue drivers: Strong iPhone and services sales
- Cost management: Improved gross margins, increased R&D expenses
Risks & Forward-Looking Statements:
- Key risks: Macroeconomic conditions and trade measures
- Caution on future performance: Actual results may vary
Data Sources: octagon-sec-agent
4. Interpret Results
See references/interpreting-results.md for guidance on:
- Understanding MD&A structure
- Evaluating management commentary
- Identifying key performance drivers
- Assessing forward-looking statements
Example Queries
Standard MD&A Analysis:
Analyze the Management Discussion and Analysis section from AAPL's latest quarterly report.Annual MD&A Review:
Analyze the MD&A section from MSFT's latest 10-K filing and summarize key strategic themes.Performance Commentary:
Extract the financial performance discussion from GOOGL's latest MD&A.Strategic Focus:
What strategic initiatives does AMZN highlight in their latest MD&A section?Comparative Analysis:
Compare the MD&A commentary between TSLA's Q4 2025 and Q4 2024 10-Q filings.Segment Analysis:
Analyze the segment performance discussion in META's latest MD&A.MD&A Section Components
Results of Operations
| Component | Description |
|---|---|
| Revenue Analysis | Segment breakdown, growth drivers, geographic mix |
| Cost of Revenue | Gross margin trends, cost structure changes |
| Operating Expenses | R&D, SG&A, marketing spend trends |
| Operating Income | Margin analysis, operational leverage |
| Other Income/Expense | Interest, investments, one-time items |
| Tax Discussion | Effective rate, tax planning, credits |
Liquidity & Capital Resources
| Component | Description |
|---|---|
| Cash Position | Cash and equivalents, investments |
| Cash Flow | Operating, investing, financing activities |
| Debt Structure | Borrowings, maturities, covenants |
| Capital Allocation | CapEx, M&A, shareholder returns |
| Working Capital | Receivables, inventory, payables |
Critical Accounting Policies
| Component | Description |
|---|---|
| Revenue Recognition | Policies, judgments, timing |
| Estimates | Goodwill, impairments, reserves |
| Contingencies | Legal, tax, environmental |
| Fair Value | Measurement methodologies |
Forward-Looking Statements
| Component | Description |
|---|---|
| Guidance | Revenue, earnings, margin outlook |
| Strategy | Product plans, market expansion |
| Risks | Key uncertainties, market factors |
| Safe Harbor | Legal disclaimers |
Key Analysis Areas
Show full SKILL.md (252 more words)Show less
Management Tone Analysis
| Tone | Indicators |
|---|---|
| Optimistic | "Strong performance," "exceeded expectations," "momentum" |
| Cautious | "Challenges," "headwinds," "uncertainty" |
| Defensive | "Despite," "although," "notwithstanding" |
| Confident | "Expect," "anticipate," "believe" |
Performance Drivers
Positive Signals:
- Volume growth highlighted
- Market share gains
- New product success
- Margin expansion
- Operational efficiency
Warning Signs:
- Revenue concentration
- Margin pressure
- Increased competition
- Regulatory concerns
- One-time benefits
Strategic Themes
| Theme | What to Look For |
|---|---|
| Growth | New markets, products, acquisitions |
| Efficiency | Cost cutting, automation, restructuring |
| Innovation | R&D investment, patents, technology |
| Capital Allocation | Buybacks, dividends, CapEx |
| Risk Management | Hedging, diversification, compliance |
Comparing MD&A Over Time
Key Comparisons
| Period | Focus |
|---|---|
| Sequential (Q/Q) | Short-term trends, seasonal patterns |
| Year-over-Year (Y/Y) | Annual growth, cycle position |
| Multi-Year | Strategic evolution, long-term trends |
Change Analysis
Track changes in:
- Narrative emphasis - Topics receiving more/less attention
- Quantitative guidance - Specific numbers vs. ranges
- Risk discussion - New concerns vs. resolved issues
- Strategic priorities - Shifting focus areas
- Tone - Confidence level changes
Analysis Tips
Read between the lines: What management doesn't discuss can be as important as what they do.
Compare to prior periods: Look for changes in emphasis, tone, and specificity.
Cross-reference financials: Verify MD&A claims against actual numbers.
Note non-GAAP metrics: Management often emphasizes adjusted figures.
Track guidance accuracy: Compare past guidance to actual results.
Identify recurring themes: Consistent messaging vs. shifting narratives.
Use Cases
- Earnings analysis: Understand quarterly/annual performance drivers
- Investment research: Assess management quality and strategy
- Competitive intelligence: Compare management commentary across peers
- Risk assessment: Identify emerging concerns and challenges
- Valuation support: Gather context for financial modeling
© 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-mda-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 Mda 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.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Sec Mda Analysis this skillOctagonAI/skills | 127 | — | ~1.7k | Automated safety check: Pass | MIT | |
| Datapack Builderw95/awesome-claude-corporate-skills | 244 | 1 repos | ~6k | Automated safety check: Pass | MIT | |
| Tradingview MCPatilaahmettaner/tradingview-mcp | 5k | — | ~1.3k | Automated safety check: Pass | MIT | |
| Okx Cex Marketdex-original/okx-agent-trade-kit | 110 | 1 repos | ~2.7k | Automated safety check: Pass | MIT | |
| Polymarket Tennislivetennisapi/livetennisapi-mcp | 152 | — | ~3k | Automated safety check: Pass | MIT | |
| Kimi DatasourceMoonshotAI/kimi-code | 7.8k | — | ~1.8k | Automated safety check: Pass | MIT |
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Questions about Sec Mda Analysis
What does Sec Mda Analysis do?
Analyze Management Discussion and Analysis (MD&A) sections from SEC filings using Octagon MCP. Sec Mda Analysis is an agent skill from OctagonAI/skills. Analyze Management Discussion and Analysis (MD&A) sections from SEC filings using Octagon MCP.
When should I use Sec Mda Analysis?
Sec Mda Analysis fits situations like: extracting strategic initiatives; financial performance commentary; macroeconomic challenges; forward-looking statements from 10-K and 10-Q filings.
How do I install Sec Mda Analysis in Claude Code?
Run `npx skills add OctagonAI/skills --skill sec-mda-analysis -a claude-code`. Or copy the skill folder (skills/sec-mda-analysis in OctagonAI/skills) into .claude/skills/sec-mda-analysis in your project. Claude Code loads it when a task matches its description.
How do I install Sec Mda Analysis in Codex?
Run `npx skills add OctagonAI/skills --skill sec-mda-analysis -a codex`. Or copy the skill folder (skills/sec-mda-analysis in OctagonAI/skills) into .agents/skills/sec-mda-analysis in your project. Codex loads it when a task matches its description.
Can I use Sec Mda 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-mda-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-mda-analysis, .gemini/skills/sec-mda-analysis, .github/skills/sec-mda-analysis and .opencode/skills/sec-mda-analysis in your project.
What does Sec Mda Analysis need to run?
SKILL.md names no scripts, command-line tools or credentials: Sec Mda Analysis is instructions for the agent only.
Does Sec Mda 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 Mda 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 Mda Analysis use?
Sec Mda 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 Mda Analysis use?
About 1.7k tokens (SKILL.md is roughly 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 2.4k tokens, read only when the agent opens those files.
What are the alternatives to Sec Mda Analysis?
Skills that share tags, products or a category with Sec Mda Analysis: Datapack Builder (w95/awesome-claude-corporate-skills, 244 stars), Tradingview MCP (atilaahmettaner/tradingview-mcp, 5k stars), Okx Cex Market (dex-original/okx-agent-trade-kit, 110 stars) and Polymarket Tennis (livetennisapi/livetennisapi-mcp, 152 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Sec Mda 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.