OptimistFi

What you can do with it

We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.

• Connection: Runs in the cloud
• Transport: Streamable HTTP
• Category: Accounting, finance & tax

Install

Pick the AI app you use, then copy the settings.

You need

• Runs in the cloudNothing to install; it connects over the internet

Which app do you use?

https://mcp.optimistfi.com/mcp

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

{
  "mcpServers": {
    "optimistfi": {
      "url": "https://mcp.optimistfi.com/mcp"
    }
  }
}

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

https://mcp.optimistfi.com/mcp

Your choice stays on this device in a cookie; no account needed.

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

What it can do

Tool names and descriptions exactly as the server reported them on Nov 7, 2026. The maker wrote them, not us; we show them as plain text.

• what_changed

  What has happened for a company since a date, read against its case: the latest quarter's earnings, filings and 8-K events, insider trades, capital returns, price move. Use when the user asks: what changed with X; catch me up on X. response_mode=plain for beginners. Not for: the

• resolve_entity

  Resolve a ticker, company name or CIK to the canonical company (name, ticker, CIK, FIGI), confirming which company a name means before other tools run. Use when the user asks: which company is X; what's the ticker for X; is X listed. Args: query.

• get_calendar

  What is ahead for a company: the next earnings date projected from its own filing cadence (held, not rolled, marked overdue when lapsed), then trial readouts, nearest first. Use when the user asks: when does X report next; what's coming up for X. Not for: past events → get_filing

• get_capital_returns

  How a company returns capital: dividend-rate history with each raise or cut, buyback authorizations beside the cash actually spent, splits and name changes. Forward ex-dates are not served. Use when the user asks: did X raise its dividend; is X buying back stock; has X cut it. Ar

• get_filings

  A company's own disclosures: filed 8-K events, its press releases, the text of those 8-Ks, and governance red flags (late filings, auditor changes, selling clusters). Use when the user asks: any red flags at X; what did X announce; latest 8-K from X. Not 10-K/10-Q sections. Args:

• get_congress_trades

  US House stock-trade disclosures (STOCK Act) by ticker or by member, dated by transaction. Use when the user asks: which members of Congress traded X; what did a named member buy; is Congress selling X. Not for: company insiders → get_insider_trades. Args: ticker or member; limit

• answer

  A stock's full read in one call: the standing investment case, valuation off its filed financials, and the latest quarter. Use when the user asks: is X a buy; is X cheap; what are X's earnings; how was X's quarter; did X beat. response_mode=plain for beginners. Not for: several c

• get_perps

  One perp market right now, venue by venue: price and premium to the index or stock, open interest, funding, max leverage, liquidation levels, whale trades, positioning; a stock perp's weekend move. Use when the user asks: X funding rate; where do X longs get liquidated. Not for:

• get_perps_history

  One perp market over time (1d to 90d): price, open interest, funding, taker buying vs selling, big accounts' net position; plus the latest book depth (±0.5/1/2%) and big accounts' P&L and leverage. Use when the user asks: X funding this week; are whales adding to X; how deep is X

• get_prop_firms

  Perps prop firms from their own pages: rules, challenge prices and live codes, country, platforms, assets, max allocation; a named firm's on-chain hedge book, reserves or payouts. Use when the user asks: prop firm rules; X discount code; cheapest $50K challenge; can Propr pay. Ar

• get_perps_desk

  OptimistFi's perps desk: stories, traders with checked calls, wallets covered, companies that blocked tokenized trading of their stock, Kalshi's BTC/ETH odds and perp funding. Use when the user asks: perps news on X; is trader Y worth following; Kalshi's BTC odds. Args: view; mar

• get_perps_market

  Perps market research and sized trade costs. trade/cost: BTC/ETH entry, holding and exit dollars from fresh books. Funding, OI, whales and advanced supplied-data studies. Use when the user asks: what does my position cost; where can I trade 100x. Not for: one market overview → ge

• compare

  Two or more companies side by side: each one's valuation, investment case, and what supports or challenges it, so the comparison rests on the cases, not just ratios. Use when the user asks: X vs Y; which is the better buy; is X or Y more defensive. response_mode=plain for beginne

• get_track_record

  The dated track record on a company: each filing that crossed or held its thesis's break condition (a dated call if the thesis came first), plus early_warnings from the latest 10-Q's trailing year. Use when the user asks: has OptimistFi been right on X; did X's thesis break. resp

• get_thesis

  The standing investment case for a stock: the thesis, its testable claims with the condition that breaks each, the bear case, catalysts, whether it still holds. Use when the user asks: what's the bull case for X; what would break X's thesis; is X's story holding up. response_mode

• get_thesis_impact

  One metric's recent quarters read against the investment case: the claim it tests, whether it supports or challenges it, and what it cannot prove. item=earnings covers revenue, profit and EPS. Use when the user asks: what do X's earnings mean for the thesis. response_mode=plain f

• get_insider_trades

  Form 4 insider trades for one company, P and S first: who, role, code (P buy, S sell, A grant, M exercise, F tax), shares and dollar value. Use when the user asks: are insiders buying X; did X's CEO sell; insider activity at X. Not for: Congress → get_congress_trades. Args: entit

Basic checksi

We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 7, 2026

• ✓ Pass

  Maker matches the repo

  The registry name was verified against the domain optimistfi.com (the registry checks domain ownership)

• … Not checked yet

  Still maintained

  We have not read this repo from GitHub yet

• … Not checked yet

  Has a licence

  We have not read this repo from GitHub yet

• ✓ Pass

  Endpoint responds

  Responded in 229 ms (HTTP 200)

• – Not applicable

  Sign-in with OAuth

  No sign-in needed

• ✓ Pass

  No hidden instructions in tool descriptions

  Read 17 tool descriptions and found no hidden instructions to the AI

Compared with others in Accounting, finance & taxi

• More stars than 0% of the other 2903 servers in this category
• Published to the registry more recently than 63% of the other 2903 servers in this category
• Basic checks equal to or better than 100% of the other 2903 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

Alternatives

Servers in the same category from other makers, sorted by stars.

Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi

README from the maker

https://mcp.optimistfi.com/mcp

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

{ "mcpServers": { "optimistfi": { "url": "https://mcp.optimistfi.com/mcp" } } }

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