Optionsahoy Mcp
alvisooculus/optionsahoy-mcp
Exposes six deterministic equity compensation optimizers through MCP tools and a parallel REST API at optionsahoy.com. The amt_iso_optimize tool computes multi-year ISO exercise schedules that minimize federal and 50-state AMT with credit recovery. Other tools cover NSO tax calculations, RSU sell-vs-hold decisions, single-stock concentration risk analysis, protective put pricing via Black-Scholes, and QSBS qualification checks under Section 1202. Each tool runs the full federal tax code plus all state brackets, returning globally optimal schedules rather than heuristics. Built by AlphaLatitude as a pre-revenue beta product. Use it when you need precise after-tax modeling for equity comp decisions that span multiple years and jurisdictions. The same calculation engine powers the browser tools at optionsahoy.com/tools.
- GitHub stars
- 6
- tools
- 8
- transport
- HTTP
- last updated
- Nov 1, 2026
Install
From registry metadata$ npx add-mcp https://optionsahoy.com/mcp --name optionsahoy-mcpRun in your terminal. add-mcp asks which agents to add it to (Claude Code, Codex, Cursor and more). Add -g to install it for every project.
Review the command, arguments and environment values before installing. MCP servers run with your local permissions.
Other ways
Claude Code
$ claude mcp add --transport http optionsahoy-mcp https://optionsahoy.com/mcpRun in your terminal. Add --scope user to make it available in every project.
Tools
Verified live · 8 toolsVerified live against the running server on Nov 6, 2026.
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 acro...17 params
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 acro...
Parameters* required
carryforwardCreditnumberExisting federal AMT credit (Minimum Tax Credit, Form 8801) carryforward from prior tax years, USD. Recoverable in future years where regular federal tax exceeds tentative minimum tax. Optional; de...
cashReturnRatenumberAnnual after-tax return on idle cash (decimal), used to time-value the cash-tax stream. 0.05 = 5% (~short-Treasury yield). Optional: defaults to 0.04 (4%, a short-Treasury-like after-tax yield) whe...
expectedGrowthnumber | stringAnnual expected stock growth as a decimal (0.10 = 10%), or the string "market" to use the S&P 500 trailing average when the user has no view. Resolution order: this value, else the `ticker`'s trail...
filingStatus*stringFederal filing status. Drives the ordinary-bracket walk, the AMT exemption tier ($90,100 single / $140,200 MFJ for 2026), and the AMT exemption phaseout start ($500,000 single / $1,000,000 MFJ).one of
single · married_joint · head_householdfmv*numberCurrent fair market value per share, USD. Anchors year-1 of the growth path; future years compound from here using expectedGrowth and volatilityDrag. Must come from the user.
grantDate*stringISO grant date (YYYY-MM-DD). Drives the 10-year statutory grant expiration (IRC §422) and the 2-year qualifying-disposition threshold from grant.
hasLeftCompany*booleanTrue if the user has separated from the company. Activates the 90-day post-termination ISO exercise window measured from terminationDate.
horizon*integerPlanning horizon in years (1..10). The optimizer searches all feasible per-year share allocations across this many years. The user's choice, not a modelling detail, and it changes the answer: use t...
itemizedTaxesnumberOnly if you itemize deductions: the state and local taxes deducted on Schedule A, line 7. The AMT adds these back instead of the standard deduction. Omit if you take the standard deduction. When om...
ordinaryIncome*numberAnnual ordinary income before this exercise, USD. Baseline for the bracket walk and the AMT exemption phaseout. Must come from the user. This is taxable income after deductions, not gross wages: re...
shares*integerTotal Incentive Stock Option (ISO) shares available to exercise across the planning horizon. Must come from the user.
stateCode*stringTwo-letter US state code (e.g. CA, NY, TX). Drives state ordinary brackets, state long-term capital gains (LTCG) treatment, and state AMT (CA, CO, CT, MN).one of
AK · AL · AR · AZ · CA · COstrike*numberStrike price per share, USD. Must come from the user.
terminationDatevalueSeparation date (YYYY-MM-DD). Required only when hasLeftCompany=true (it drives the 90-day exercise-window deadline); omit it or pass null when still employed. No longer in `required` so the common...
tickerstringOptional public-stock symbol (e.g. "NVDA", "AAPL"). When set, the tool substitutes a cached trailing return for any unsupplied expected-return / sale-price field, and the implied vol as of the last...
volatilitynumberAnnualized volatility (sigma) of the stock as a decimal (0.72 = 72%). Pass the volatility itself, not a pre-computed drag: the tool derives the horizon-cumulative drag internally, and the correct f...
volatilityDragnumberAlternative to `volatility`: the multiplicative price haircut already computed for the planning horizon. Supply this OR `volatility` (if both are given, volatilityDrag wins). This field is for a dr...
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 (...14 params
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 (...
Parameters* required
currentPrice*numberCurrent fair market value per share, USD. The bargain element at exercise is shares × (currentPrice − strike). Must come from the user.
expectedMarketReturnnumber | stringAnnual after-tax-proceeds reinvestment rate. Defaults to SPY trailing CAGR for holdYears if omitted; the string "market" names that same default explicitly.
expectedSalePricenumber | stringProjected $/share at end of holdYears, or the string "market" to project currentPrice at the S&P 500 trailing average when the user has no view. Resolution order: this value, else currentPrice × (1...
filingStatus*stringFederal filing status. Drives ordinary brackets and LTCG brackets used at the hold horizon.one of
single · married_joint · head_householdhaircutnumberAlternative to `volatility`: the multiplicative volatility-drag haircut on expectedSalePrice already computed for the hold. Supply this OR `volatility` (if both are given, haircut wins). This field...
holdFunding*stringHow the strike cost and exercise tax are funded. 'sell-to-cover' sells enough shares to cover strike + tax (reduces sharesRetained). 'cash' pays strike + tax from outside funds (full sharesRetained...one of
sell-to-cover · cashholdYears*numberYears to hold after exercise (minimum 1). At ≥1 year, the appreciation since exercise is LTCG; sub-1-year holds are out of scope. The user's choice, not a modelling detail, and it changes the answe...
ordinaryIncome*numberAnnual ordinary income before this exercise, USD. Baseline for the bracket walk on the bargain element. Must come from the user. This is taxable income after deductions, not gross wages: the engine...
shares*integerNon-qualified Stock Option (NSO) shares to exercise. Must come from the user.
stateCode*stringTwo-letter US state code. Drives state ordinary and LTCG treatment.one of
AK · AL · AR · AZ · CA · COstillEmployed*booleanTrue if still employed at exercise. FICA (Social Security + Medicare + Additional Medicare) applies only when true.
strike*numberStrike price per share, USD. Must come from the user.
tickerstringOptional public-stock symbol (e.g. "NVDA", "AAPL"). When set, the tool substitutes a cached trailing return for any unsupplied expected-return / sale-price field, and the implied vol as of the last...
volatilitynumberAnnualized volatility (sigma) of the stock as a decimal (0.72 = 72%). Pass the volatility itself, not a pre-computed drag: the tool derives the horizon-cumulative drag internally, and the correct f...
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-c...12 params
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-c...
Parameters* required
currentPrice*numberFair market value per share at vest, USD. Also the cost basis on retained shares. Must come from the user.
expectedMarketReturnnumber | stringAnnual after-tax-proceeds reinvestment rate. Defaults to SPY trailing CAGR for holdYears if omitted; the string "market" names that same default explicitly.
expectedSalePricenumber | stringProjected $/share at end of holdYears, or the string "market" to project currentPrice at the S&P 500 trailing average when the user has no view. Resolution order: this value, else currentPrice × (1...
filingStatus*stringFederal filing status.one of
single · married_joint · head_householdhaircutnumberAlternative to `volatility`: the multiplicative volatility-drag haircut on expectedSalePrice already computed for the hold. Supply this OR `volatility` (if both are given, haircut wins). This field...
holdYears*numberYears to hold after vest (0.25..5). Below 1 year triggers the short-term capital gains cliff (ordinary rates on appreciation). The user's choice, not a modelling detail, and it changes the answer:...
ordinaryIncome*numberAnnual ordinary income before this vest, USD. Baseline for the bracket walk on the vest amount. Must come from the user. This is taxable income after deductions, not gross wages: the engine applies...
shares*integerRestricted Stock Unit (RSU) shares vesting in this tranche. Must come from the user.
stateCode*stringTwo-letter US state code.one of
AK · AL · AR · AZ · CA · COstillEmployed*booleanTrue if still employed at vest. Drives FICA applicability and whether the 22% supplemental withholding rule applies.
tickerstringOptional public-stock symbol (e.g. "NVDA", "AAPL"). When set, the tool substitutes a cached trailing return for any unsupplied expected-return / sale-price field, and the implied vol as of the last...
volatilitynumberAnnualized volatility (sigma) of the stock as a decimal (0.72 = 72%). Pass the volatility itself, not a pre-computed drag: the tool derives the horizon-cumulative drag internally, and the correct f...
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 a...14 params
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 a...
Parameters* required
acquisitionDate*stringEarliest acquisition date in the lot (YYYY-MM-DD). Drives the 1-year LTCG threshold and the long-term-vs-short-term tax routing.
costBasis*numberTotal cost basis of the position, USD (sum of strikes paid + ordinary-income inclusions on RSU vest / NSO exercise / disqualified ISO). Must come from the user.
expectedMarketReturnnumber | stringAnnual after-tax-proceeds reinvestment rate. Defaults to SPY trailing CAGR for the 3-year horizon if omitted; the string "market" names that same default explicitly.
expectedPositionReturnnumber | stringAnnual expected return on the concentrated stock as a decimal (0.10 = 10%), or the string "market" to use the S&P 500 trailing average when the user has no view. Resolution order: this value, else...
filingStatus*stringFederal filing status. Drives LTCG brackets and the NIIT MAGI threshold.one of
single · married_joint · head_householdhedgeChoiceobjectOptional hedge specification. When supplied, the `hedging` output block prices this exact structure (kind, protectionLevel, tenorYears, plus a short call for a collar) instead of the default 1-year...
ordinaryIncome*numberAnnual ordinary income before any sales, USD. Baseline for LTCG bracket determination. Must come from the user. This is taxable income after deductions, not gross wages: the engine applies no stand...
positionValue*numberCurrent market value of the concentrated single-stock position, USD. Must come from the user.
sector*stringSector tag. Sets the sector context line, and the sector-typical implied volatility the hedge is priced at when `volatilityDrag` is given without `volatility` or a `ticker` that resolves one.one of
tech_software · semiconductors · consumer_cyclical · consumer_defensive · financials · healthcare_biotechstateCode*stringTwo-letter US state code. Drives state LTCG and ordinary brackets.one of
AK · AL · AR · AZ · CA · COtickerstringOptional public-stock symbol (e.g. "NVDA", "AAPL"). When set, the tool substitutes a cached trailing return for any unsupplied expected-return / sale-price field, and the implied vol as of the last...
totalAssets*numberTotal investable portfolio in dollars (concentrated position + everything else). This value must come from the user, never inferred; if the user did not state it, ask.
volatilitynumberAnnualized volatility (sigma) of the stock as a decimal (0.72 = 72%). Pass the volatility itself, not a pre-computed drag: the tool uses it both for hedge pricing (as implied vol) and for the 3y ho...
volatilityDragnumberAlternative to `volatility`: the multiplicative price haircut already computed for the horizon. Supply this OR `volatility` (if both are given, volatilityDrag wins). This field is for a drag figure...
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 pu...9 params
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 pu...
Parameters* required
expectedReturnnumberAnnual expected stock return (decimal). Drives the real-world drift in the cap-hit / floor-hit probability metrics. Does not affect premium math. Defaults to the stock's trailing annualized return...
positionValue*numberMarket value of the underlying single-stock position, USD. Premium and max-loss scale linearly with this. Must come from the user.
protectionLevel*numberPut strike as (1 − this fraction) × spot. 0.10 = 10% OTM put. Range 0.05..0.50. The user's choice, not a modelling detail, and it changes the answer: use the value they gave, and if they gave none,...
sector*stringSector tag. Drives the default volatility when no explicit `volatility` is supplied (a sector-typical implied volatility).one of
tech_software · semiconductors · consumer_cyclical · consumer_defensive · financials · healthcare_biotechspreadRiskLevelnumberPut-spread floor breach risk: target probability the stock ENDS below the spread's short (lower) strike at expiration. Presets 0.20 / 0.10 / 0.05 / 0.01 ("1 in 5 / 10 / 20 / 100"); off-preset value...
tenorYears*numberOption tenor in years. 1 = 12-month; 0.25 = ~90-day. The user's choice, not a modelling detail, and it changes the answer: use the value they gave, and if they gave none, ask for it rather than ass...
tickerstringOptional public-stock symbol (e.g. "NVDA"). When set without an explicit `volatility`, each leg prices at its own strike's chain-implied vol, else at its at-the-money vol as of the last close, else...
tickerLabelstringOptional display string echoed back in the result. Not used in pricing.
volatilitynumberAnnualized implied volatility (sigma) of the stock. Resolution order: (1) explicit `volatility` if passed; (2) the `ticker`'s implied vol as of the last close; (3) sector-typical IV as last fallbac...
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 12...12 params
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 12...
Parameters* required
acquisitionDate*stringDate the QSBS shares were acquired (YYYY-MM-DD). Drives the holding-period test and the era classification (50% pre-2009 era, 75% pre-2010 era, 100% after a 5-year hold for acquisitions from 2010-0...
acquisitionMethod*string§1202 Test 2: How the user obtained the shares. 'original-issuance' (direct from the company) qualifies. 'gift-or-inheritance' tacks the original holder's basis and clock. 'secondary' (bought on a...one of
original-issuance · gift-or-inheritance · secondary · unsureactiveBusiness*string§1202 Test 5: Did the corporation use ≥80% of its assets in the active conduct of a qualified trade throughout the holding period? 'yes' qualifies. 'no' fails. 'unsure' marks this test unconfirmed...one of
yes · no · unsureadjustedBasis*numberAdjusted basis of the QSBS shares, USD. Used in the 10× basis cap: the per-issuer exclusion cap is max($10M, 10 × adjustedBasis). Must come from the user.
assetCategory*string§1202 Test 3: Aggregate gross assets of the issuing corporation at the time of issuance. 'under-50m' qualifies pre-OBBBA. '50m-to-75m' qualifies ONLY under OBBBA 2026+ (post-2025-07-05). 'over-75m'...one of
under-50m · 50m-to-75m · over-75m · unsureentityType*string§1202 Test 1: Type of issuer at the time of acquisition. Only 'us-c-corp' qualifies. S-corps, LLCs, partnerships, and foreign entities fail.one of
us-c-corp · otherexpectedGain*numberExpected total gain on sale, USD. Compared against the per-issuer exclusion cap to compute excludableGain and taxableGain. Must come from the user.
filingStatus*stringFederal filing status. Drives the LTCG bracket on any non-excluded gain and the NIIT MAGI threshold.one of
single · married_joint · head_householdindustry*string§1202 Test 4: Industry classification of the corporation. Four values qualify: tech-software, manufacturing, biotech-research, retail-wholesale. Specified service trades or businesses (law, enginee...one of
tech-software · manufacturing · biotech-research · retail-wholesale · health-services · lawordinaryIncome*numberAnnual ordinary income, USD. Baseline for the federal LTCG bracket on any taxable gain. Must come from the user. This is taxable income after deductions, not gross wages: the engine applies no stan...
saleDate*stringPlanned or actual sale date (YYYY-MM-DD). Together with acquisitionDate determines holdingYears.
stateCode*stringTwo-letter US state code. Drives the state-conformity verdict: CA/AL/PA/MS do not conform (full state tax owed); HI/MA partial; NJ 2026-01-01 conformity switch; most others fully conform.one of
AK · AL · AR · AZ · CA · COequity_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 deadl...12 params
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 deadl...
Parameters* required
cashInterestRatenumberAnnualized PRE-tax yield on cash held between each sale and the target date (money-market / short-term Treasury). The tool internally discounts this by the user's marginal federal + state ordinary...
currentPricenumberLegacy single-stack current share price, USD. Pair with legacy `lots` (omit `stacks`). This value must come from the user.
defaultVolatilitynumberAnnualized σ assumed for any stack that omits its own `volatility`. Drives the per-sale σ × √Δt shortfall calculation. Override per-stack on the stack object when one position is materially more or...
expectedAnnualGrowthnumber | stringLegacy single-stack annual growth decimal, or the string "market" for the S&P 500 trailing average. Used with `lots`: pass 0 for a deliberately flat-price plan; if omitted it falls back to the S&P...
filingStatus*stringFederal filing status. Drives LTCG brackets, NIIT threshold ($200K single / $250K MFJ MAGI), and state bracket lookups.one of
single · married_joint · head_householdlotsarrayLegacy single-stack input (v1.5 / v1.6). Provide either `stacks` (v1.7+) or these legacy fields, not both. Lot is one cost-basis cohort (one RSU vest tranche, one ESPP purchase, one open-market buy).
ordinaryIncome*numberAnnual ordinary income, USD. Used as the baseline for the federal LTCG bracket walk in each candidate year and for NIIT threshold tests. Must come from the user. This is taxable income after deduct...
riskToleranceShortfallnumberMax acceptable P(realized cash < target) under the lognormal price model, as a fraction (0.10 = 10%). The `recommended` plan is the plan with the most projected wealth whose shortfall is at or belo...
stacksarrayHoldings, multi-stack form. Provide either `stacks` (this) OR the legacy `lots`+`currentPrice` pair, not both. Each stack is one equity position (one ticker) with its own current price, growth, opt...
stateCode*stringTwo-letter US state code (e.g. CA, NY, TX). Drives state ordinary or LTCG treatment depending on state (CA taxes LTCG as ordinary; WA has no LTCG tax under $250K; TX/FL/etc. have no state income tax).one of
AK · AL · AR · AZ · CA · COtargetAfterTax*numberNet cash needed in the user's pocket after all applicable taxes (federal LTCG/ordinary + state + NIIT), USD. Example: a $1M house with 20% down minus existing savings might give a $200,000 target....
targetDate*stringDate by which the user needs the net cash (YYYY-MM-DD). Bounds the planning horizon. Sales in non-target years happen on Dec 31; the target year's sale happens on this exact date. Must come from th...
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,...7 params
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,...
Parameters* required
currentPrice*numberCurrent share price, USD. Every sale, on every date, is priced at this value (flat-price assumption). This value must come from the user.
divestFraction*numberFraction of TOTAL shares to divest, as a decimal (0.5 = sell half). Range 0.10 to 1.0. NOTE: a decimal fraction, NOT a percent, so pass 0.5 not 50. The tool sells round(divestFraction x totalShares...
filingStatus*stringFederal filing status. Drives LTCG brackets, the NIIT threshold, and state bracket lookups.one of
single · married_joint · head_householdhorizonYears*integerTax years the plan may span: 1 = sell everything now, 2, or 3. More years let the plan spread gains across brackets and defer short-term lots to long-term, at the cost of staying exposed to the sto...
lots*arrayThe vested RSU lots still held (after any sell-to-cover), one entry per vest tranche. The tool decides which of these to sell and when. Unvested grants are out of scope. At most 20 lots per call, t...
ordinaryIncome*numberTotal household ordinary income for the year, USD, from all sources. Sets the federal LTCG bracket floor, the short-term ordinary rate, and the net investment income tax (NIIT) threshold test. This...
stateCode*stringTwo-letter US state code (e.g. CA, NY, TX). Drives state capital-gains treatment (CA taxes gains as ordinary; WA/TX/FL have no tax on most capital gains).one of
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Details
- Repository
- github.com/alvisooculus/optionsahoy-mcp
- Website
- optionsahoy.com/for-agents
- Transport
- HTTP
- Registry
- MCP registry, active
- Resources
- 9
- Prompts
- 8
- Tools verified
- Nov 6, 2026