How do I connect Optionsahoy MCP Server to Claude?

Run `claude mcp add optionsahoy-mcp -- npx -y optionsahoy-mcp` in Claude Code, or add the same command and arguments under mcpServers in Cursor's mcp.json or Claude Desktop's claude_desktop_config.json, then restart the client. The blocks above are ready to paste.

Is Optionsahoy MCP Server free?

The listed licence is MIT. Check the upstream terms for permitted use and commercial requirements; a public repository does not by itself mean the software is free or open source. Connected APIs and hosted services may have separate charges.

What can Optionsahoy MCP Server do?

Optionsahoy MCP Server documents 8 tools to the agent, including amt_iso_optimize, concentration_analyze, equity_funding_plan. The descriptions above come from project documentation. A live handshake does not test individual tool behavior.

Optionsahoy MCP

Unclaimed

by AlvisoOculus

Equity comp tax (ISO/NSO/RSU/QSBS), concentration, and hedging optimizer. MCP server + REST API with federal + 50-state + DC tax code, multi-year horizons.

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01 / Choose your client

02 / Before you connect

Authentication is not specified. Check the project instructions before connecting.

Install the runtime required by the project and make it available to your client.

Project instructionsEnvironment variable names (optional)

Use names from the project instructions, separated by commas. Enter names only, never secret values.

03 / Add the configuration

Source: generated from public install instructions

claude mcp add --transport stdio 'optionsahoy-mcp' -- 'npx' '-y' 'optionsahoy-mcp'

Run in your terminal after replacing any placeholders.

04 / Check it in your client

Open your client’s MCP settings and confirm the server connects and lists its tools. A copied configuration does not confirm a working connection.

equity-compensationmcpmcp-servergemini-cli-extensionai-agentsanthropicclaudecloudflare-pages-functionsfinancemodel-context-protocol

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8 of 8 tools

Documented tools (8)

From project documentation. A server handshake does not verify each tool’s description or behavior.

amt_iso_optimize

Multi-year ISO exercise schedule that maximizes after-tax net final value at the planning horizon, modeling AMT credit recovery, grant expiration, and the post-termination exercise window

concentration_analyze

Single-stock concentration risk (drawdown exposure at 30/50/70% downside), comparing after-tax sell-down, hold, and hedge strategies

equity_funding_plan

Multi-year, multi-stack sell schedule to hit a target after-tax amount by a deadline; returns four named plans plus the full risk/wealth frontier

nso_calculate

After-tax payout on an NSO exercise (federal, state, FICA), comparing sell-at-exercise vs hold for long-term capital gains

protective_put_price

Protective put, zero-cost collar, and put spread pricing via Black-Scholes: annualized hedge cost, maximum loss, upside cap, protected band, floor-hit probability, and which structure it recommends

qsbs_check

Section 1202 QSBS qualification across the six statutory tests, with the OBBBA 2026 tiered exclusion and per-state conformity

rsu_lot_optimize

Which vested RSU lots to sell, and on which dates, to divest a target share fraction at the lowest computed tax: specific-lot identification, long-term deferral, and multi-year bracket spreading with in-plan loss carryforward, versus a FIFO sell order

rsu_sell_vs_hold

RSU vest decision: sell at vest vs hold for long-term capital gains, including the gap between 22% supplemental withholding and your marginal bracket

Tool change history

Compared across complete checks of the same configuration. Tools were listed, not invoked. Input-schema changes are not measured here.

No complete tool checks yet.

FAQ

Questions about Optionsahoy MCP Server

How do I connect Optionsahoy MCP Server to Claude?: Run `claude mcp add optionsahoy-mcp -- npx -y optionsahoy-mcp` in Claude Code, or add the same command and arguments under mcpServers in Cursor's mcp.json or Claude Desktop's claude_desktop_config.json, then restart the client. The blocks above are ready to paste.
Is Optionsahoy MCP Server free?: The listed licence is MIT. Check the upstream terms for permitted use and commercial requirements; a public repository does not by itself mean the software is free or open source. Connected APIs and hosted services may have separate charges.
What can Optionsahoy MCP Server do?: Optionsahoy MCP Server documents 8 tools to the agent, including amt_iso_optimize, concentration_analyze, equity_funding_plan. The descriptions above come from project documentation. A live handshake does not test individual tool behavior.