MCP server

Optionsahoy

io.github.AlvisoOculus/optionsahoy-mcp

Checked 26 Oct 2026, 08:29 UTC · Connected to it and listed its tools

Equity comp tax/trade optimizer: ISO/AMT exercise, NSO, RSU, QSBS, concentration, hedging. 50-state.

Website Source

At a glance

Type

MCP server

Publisher

Not verified

Status

Working at last check

Tools

8

Token cost

About 16,023 tokens per request

Sets up in

Claude Code, Claude Desktop, Codex, Gemini CLI, Cursor, VS Code, Antigravity, ChatGPT, OpenAI API, Grok

Last checked

26 Oct 2026, 08:29 UTC

Connect it to your agent

Add to CursorAdd to VS CodeVS Code Insiders

Opens the app, which shows the server and asks you to confirm. For other apps, copy the setup below.

Claude Code

claude mcp add --transport http optionsahoy-mcp https://optionsahoy.com/mcp

Claude Desktop

Settings → Connectors → Add custom connector, and paste the URL.

Codex (config.toml)

[mcp_servers.optionsahoy-mcp]
url = "https://optionsahoy.com/mcp"

Gemini CLI

{"mcpServers":{"optionsahoy-mcp":{"httpUrl":"https://optionsahoy.com/mcp"}}}

Cursor

{"mcpServers":{"optionsahoy-mcp":{"url":"https://optionsahoy.com/mcp"}}}

VS Code

{"servers":{"optionsahoy-mcp":{"type":"http","url":"https://optionsahoy.com/mcp"}}}

Antigravity

agy mcp add optionsahoy-mcp https://optionsahoy.com/mcp

ChatGPT

Settings → Apps & Connectors → Advanced settings: turn on Developer mode, then Create a connector and paste the URL. Which plans can do this varies.

OpenAI API (Responses tools)

{"type":"mcp","server_label":"optionsahoy-mcp","server_url":"https://optionsahoy.com/mcp","require_approval":"always"}

Grok (xAI API tools)

{"type":"mcp","server_label":"optionsahoy-mcp","server_url":"https://optionsahoy.com/mcp"}

Tools

• amt_iso_optimize ~2364 tokens
  Use this when someone asks how or when to exercise incentive stock options (ISOs), whether exercising will trigger an AMT bomb or phantom income, whether to exercise early, how to plan around the alternative minimum tax (AMT) on an exercise, or how to spread ISO exercises across several years. Compu
• concentration_analyze ~2394 tokens
  Use this when someone asks how risky a large single-stock position is, whether too much of their net worth is in one stock, whether they are over-concentrated in a single name, or how to reduce or diversify a concentrated position. Single-stock concentration risk analysis on an existing position. Fo
• equity_funding_plan ~2790 tokens
  Use this when someone asks which shares to sell and when to reach a cash goal by a deadline (down payment, tuition, a tax bill), or how to fund a goal from equity at a lower tax cost. Multi-year, multi-stack equity-funding optimizer. Given a target after-tax amount and a deadline (down payment, tax
• nso_calculate ~1985 tokens
  Use this when someone asks whether to exercise and hold or exercise and sell non-qualified stock options (NSOs), about a cashless exercise or same-day sale of NSOs, or what tax an NSO exercise triggers. After-tax payout on a non-qualified stock option (NSO) exercise: federal, state, and FICA (Social
• protective_put_price ~1366 tokens
  Use this when someone asks how much it costs to hedge or protect a stock position against a drop, to protect gains, get downside protection, or limit losses on a position, or to price a protective put, a zero-cost collar, or a put spread. Closed-form pricing of a protective put, a zero-cost collar,
• qsbs_check ~1785 tokens
  Use this when someone asks whether stock qualifies for the qualified small business stock (QSBS) / Section 1202 gain exclusion, whether their startup stock can be sold tax-free, about the 5-year QSBS holding period, or how much of the gain would be federal-tax-free. Section 1202 Qualified Small Busi
• rsu_lot_optimize ~1541 tokens
  Use this when someone asks which vested RSU lots to sell first, in which years, to divest part of a concentrated company-stock position, compared on total computed tax: "I want to sell down half my Amazon stock; which lots, and when?". Given the vested lots (vest date, shares, cost basis), a current
• rsu_sell_vs_hold Moves money · ~1798 tokens
  Use this when someone asks whether to sell RSUs at vest or hold them, whether to sell their vested shares or diversify out of company stock, or about the tax and withholding on a restricted stock unit (RSU) vest. After-tax RSU vest analysis: sell-at-vest vs hold-to-long-term-capital-gains (LTCG) ove

Browse

• GitHub tools
• Payments
• Invoicing and accounting
• GitHub and code hosting
• Stocks and markets

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