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Optionsahoy MCP
Overview
Description from the maker (original English)
Equity comp tax/trade optimizer: ISO/AMT exercise, NSO, RSU, QSBS, concentration, hedging. 50-state.
PopNx MCP’s three pillars
These three are never merged into one score: opinions, measurements and popularity are different things.
- User voiceiNo reviews yetReviews open together with accounts in a later step
- Our basic checksi3 of 3 passedChecked from public information; code not scanned yet
- UsageiVery new★ –
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.
Before you install
- Basic checks: 3 of 3 passed
- Runs on the maker’s server: what you ask it goes through their server.
- Can do 8 things (tools) amt_iso_optimize, nso_calculate, rsu_sell_vs_hold, concentration_analyze …
- The registry lists no key to fill in.
You need
- Runs in the cloudNothing to install; it connects over the internet
Which app do you use?
Pick your app above. We remember it, so next time the button says “Install in …”.
Works in Claude on the web, desktop and mobile:
- Open Settings → Connectors
- Press Add custom connector
- Paste the address below and press Add
- If it asks you to sign in, sign in with the maker
https://optionsahoy.com/mcpRun this in your terminal
claude mcp add --transport http optionsahoy https://optionsahoy.com/mcpOr copy the settings yourself
Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"optionsahoy": {
"url": "https://optionsahoy.com/mcp"
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
Or copy the settings yourself
Paste into .vscode/mcp.json in your project
{
"servers": {
"optionsahoy": {
"type": "http",
"url": "https://optionsahoy.com/mcp"
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
ChatGPT connects only to servers on the internet:
- Open ChatGPT on the web → Settings → Connectors (Apps)
- Press Create or Add (some plans need Developer mode under Advanced first)
- Paste the address below, give it a name and save
- If it asks you to sign in, sign in with the maker
https://optionsahoy.com/mcpMenu names can differ slightly by plan and over time.
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 6, 2026. The maker wrote them, not us; we show them as plain text.
amt_iso_optimizeUse 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
nso_calculateUse 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 (inc
rsu_sell_vs_holdUse 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-capi
concentration_analyzeUse 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 e
protective_put_priceUse 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,
qsbs_checkUse 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
equity_funding_planUse 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
rsu_lot_optimizeUse 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, co
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 8, 2026
- ✓ Pass
Maker matches the repo
The registry name was verified with the GitHub account AlvisoOculus, which owns the repo
- … 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 202 ms (HTTP 200)
- – Not applicable
Sign-in with OAuth
No sign-in needed
- ✓ Pass
No hidden instructions in tool descriptions
Read 8 tool descriptions and found no hidden instructions to the AI
Compared with others in Accounting, finance & taxi
- More stars than 0% of the other 2941 servers in this category
- Published to the registry more recently than 79% of the other 2941 servers in this category
- Basic checks equal to or better than 100% of the other 2941 servers in this category
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
Common questions
Is Optionsahoy MCP safe?
It passed 3 of 3 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.
What keys or codes does it need?
The registry does not list a required key, though some servers ask you to sign in on first use.
Does it run on my computer or in the cloud?
It runs in the maker’s cloud. Connect over the internet with nothing to install, but what you send passes through the maker’s servers.
Is it still maintained?
The GitHub repo last changed –, and the latest version (1.11.1) reached the registry 7 days ago.
Which apps can use it?
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT in developer mode.
What can I use instead?
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
Alternatives
Servers in the same category from other makers, sorted by stars.
Reading a card:↓ Downloads per weeki★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi
SolidInvoice
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Runs in the cloud✓ solidinvoice.co
Korea Tax Calculator
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
Runs on your computer
README from the maker
Open the README
Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.
OptionsAhoy MCP Server
Independently verified by third parties. [Glama](https://glama.ai/mcp/servers/AlvisoOculus/optionsahoy-mcp): third-party MCP-directory quality score (tool docs, behavior, completeness). · [npm](https://www.npmjs.com/package/optionsahoy-mcp): published with build provenance, a signed SLSA attestation that this package was built from this repo by GitHub Actions (verify with npm audit signatures). · [MCPSafe](https://mcpsafe.io/scan/pubfast497de7f7a5466f2a414a): independent 5-model-consensus security scan (AIVSS), Grade A with zero findings.
Validated against trusted sources (checks we run ourselves, against references we do not control, and that you can reproduce). [Computation](https://optionsahoy.com/verification): every 2026 federal tax constant matches its IRS Rev. Proc. 2025-32 / Internal Revenue Code value, and 14 worked federal cases (ordinary income, long-term capital gains, and the Alternative Minimum Tax including the incentive stock option bargain element) reproduce to the cent against the independently-maintained PSL Tax-Calculator, a tax model we did not write. State income tax is cross-checked the same way: 16 cases across California, New York, New Jersey, Pennsylvania, and Massachusetts reproduce to the cent against OpenTaxSolver, an independent state tax engine we also did not write. The headline answer is recomputed live in your browser.
Tested and hardened. Input safety: requests are validated against the published schema; bad inputs return a clear 400 with the offending field named, never a crash or a wrong number, and the live API is re-checked by a robustness suite after every deploy. · Test suite: the calculation engine is covered by more than a thousand automated tests across the federal and 50-state tax logic, AMT credit recovery, and option pricing; a failing test blocks the release.
Live usage: MCP calls over the last 30 days, served straight from the server's own telemetry (/api/v1/stats, aggregate counts only, no PII).
Deterministic equity-compensation tax math that any Model Context Protocol (MCP) client can call: incentive stock option (ISO) exercise schedules under the alternative minimum tax (AMT), non-qualified stock option (NSO) and restricted stock unit (RSU) decisions, qualified small business stock (QSBS) qualification, single-stock concentration, protective-put hedging, and equity-funding goals. Relevant federal tax code plus all 50 states and DC, 2026 brackets. Built by AlphaLatitude Inc., the company behind OptionsAhoy.
Why not just ask the model? We benchmarked five frontier large language models (LLMs), 3 runs each, 15 trials total, on the same multi-year ISO exercise problem. Every trial overstated the after-tax result of its own proposed schedule, by 2x to 20x. Multi-year scheduling has a search space larger than is practical to work through in-context; these tools return the verifiable answer instead. Live benchmark, updated for the latest models: optionsahoy.com/benchmark. Raw responses and scoring: llm-iso-benchmark. Full write-up: But can it do taxes though?
Install in one line
The hosted endpoint is https://optionsahoy.com/mcp (HTTP, no auth, no account). Quickest paths:
| Client | Install |
|---|---|
| Any MCP client | Add https://optionsahoy.com/mcp as a remote HTTP server, or npx add-mcp https://optionsahoy.com/mcp |
| Claude Desktop | Download optionsahoy.mcpb and double-click it |
| 19 clients via Smithery | npx @smithery/cli install alphalatitude/optionsahoy --client claude |
| Local stdio (npm) | npx -y optionsahoy-mcp |
Full install matrix (Gemini CLI extension, config-file JSON, REST API, Google Cloud Agent Registry): optionsahoy.com/for-agents.
The eight tools
| Tool name | What it computes |
|---|---|
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 |
nso_calculate | After-tax payout on an NSO exercise (federal, state, FICA), comparing sell-at-exercise vs hold for long-term capital gains |
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 |
concentration_analyze | Single-stock concentration risk (drawdown exposure at 30/50/70% downside), comparing after-tax sell-down, hold, and hedge strategies |
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 |
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 |
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 |
The ISO optimizer searches its full discretized candidate space and refines share by share, matching a brute-force maximum to the cent on a published tractable case (see the proof); the planners run deterministic bracket-aware searches and the calculators return exact results. Deterministic computation, not a language-model guess. Coverage spans the relevant federal tax code (ordinary brackets, long-term capital gains, AMT with credit recovery, FICA, NIIT) plus all 50 states and DC (state ordinary brackets, LTCG treatment, state AMT for CA, CO, CT, MN). Same engine as the in-browser calculators at optionsahoy.com/tools; the API response carries the same computed figures as clicking through the tool.
What a call looks like (all eight tools)
One real call per tool, captured from https://optionsahoy.com/mcp and committed under docs/examples/, so every figure below is auditable against the response it came from. The inputs are deliberately explicit (no ticker, every date pinned), so re-running scripts/capture-readme-examples.mts reproduces the same numbers. Each block shows the ask, the arguments that carry the scenario, and what came back.
amt_iso_optimize
*"I have 50,000 vested ISOs at a $4 strike and the stock is at $90. Married filing jointly, $300,000 of income, California. Should I exercise the whole block now or spread it out?"*
{"shares": 50000, "strike": 4, "fmv": 90, "horizon": 4, "filingStatus": "married_joint","ordinaryIncome": 300000, "stateCode": "CA", "grantDate": "2023-03-15", "expectedGrowth": 0.1, "volatilityDrag": 0.2, "cashReturnRate": 0.05, …}
The optimized schedule exercises 1,401 / 1,339 / 1,280 / 45,980 shares across the four years and ends at a net final value of $1,623,234, against $1,565,849 for exercising the whole block today. The AMT crossover sits at 699 shares: the first $60,185 of bargain element costs no AMT at all. (raw; the same position as the site's published worked example, priced with the explicit growth and drag above)
nso_calculate
*"5,000 NSOs at an $8 strike, stock at $75. Do I sell at exercise or hold a year for long-term gains? Single, $250,000 income, California."*
{"shares": 5000, "strike": 8, "currentPrice": 75, "expectedSalePrice": 90, "holdYears": 1,"holdFunding": "sell-to-cover", "volatility": 0.3, "ordinaryIncome": 250000, "filingStatus": "single", "stateCode": "CA", …}
The exercise itself is a $335,000 bargain element taxed $159,618, leaving $175,382 if you sell everything on the spot. Holding a year with a sell-to-cover projects $193,943 against $184,209 for selling now and investing the proceeds, a $9,734 edge for holding. (raw)
rsu_sell_vs_hold
*"1,000 RSUs vesting at $200. Sell at vest or hold another year and a half? Married filing jointly, $300,000 income, New York."*
{"shares": 1000, "currentPrice": 200, "expectedSalePrice": 220, "holdYears": 1.5,"volatility": 0.25, "ordinaryIncome": 300000, "filingStatus": "married_joint", "stateCode": "NY", "stillEmployed": true, …}
The vest costs $73,896 in total tax, of which $55,716 is federal against only $44,000 withheld at the flat supplemental rate: that gap is the April bill people do not see coming. Selling at vest and investing projects $136,247 at the end of that hold versus $130,817 for holding, so holding loses $5,430 here. (raw)
concentration_analyze
*"$750,000 of my $2.25M is in one tech stock I bought in 2022 for $150,000. How exposed am I, and what does selling down cost?"*
{"positionValue": 750000, "costBasis": 150000, "acquisitionDate": "2022-01-15","sector": "tech_software", "totalAssets": 2250000, "expectedPositionReturn": 0.12, "volatility": 0.35, "ordinaryIncome": 350000, "filingStatus": "single", "stateCode": "CA", …}
The position is 33% of net worth, which the tool bands as "Concentrated", and a 50% drawdown in that one name would cost $375,000. Selling it down over three years pays $196,709 in tax against $208,368 for selling in a single year. (raw)
protective_put_price
*"I want downside protection on a $500,000 tech position for a year, with a floor about 20% below spot. Put, collar, or put spread?"*
{"positionValue": 500000, "sector": "tech_software", "volatility": 0.35,"protectionLevel": 0.2, "tenorYears": 1, "spreadRiskLevel": 0.1, "expectedReturn": 0.08}
A bare put struck at $400,000 costs $19,348 a year, 3.87% of the position. The zero-cost collar buys the same floor for a net premium of roughly zero by capping upside at $724,518, which it puts a 15.7% chance on reaching, and that is the structure it recommends. (raw) This call passes an explicit sigma, so every leg prices at that one number; pass a ticker instead and each leg prices at its own strike's implied volatility off that stock's listed option chain as of the last close, which costs more for a floor this far out of the money.
qsbs_check
***"I bought founder stock in March 2020 and I am selling in March 2026 for a $5M
Only the beginning is shown; read the rest in the repo