optionsahoy-mcp

# OptionsAhoy MCP Server

[![Glama quality score](https://glama.ai/mcp/servers/AlvisoOculus/optionsahoy-mcp/badges/score.svg)](https://glama.ai/mcp/servers/AlvisoOculus/optionsahoy-mcp)
[![npm version](https://img.shields.io/npm/v/optionsahoy-mcp?logo=npm&label=npm)](https://www.npmjs.com/package/optionsahoy-mcp)
[![MCPSafe security grade](https://api.mcpsafe.io/api/badge/pubfast497de7f7a5466f2a414a)](https://mcpsafe.io/scan/pubfast497de7f7a5466f2a414a)
[![MCP calls in the last 30 days](https://img.shields.io/endpoint?url=https%3A%2F%2Foptionsahoy.com%2Fapi%2Fv1%2Fbadge%3Fmetric%3Dcalls30d&style=flat)](https://optionsahoy.com/for-agents)

<sub>**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](https://slsa.dev) 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.</sub>

<sub>**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](https://github.com/PSLmodels/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](https://opentaxsolver.sourceforge.net/), an independent state tax engine we also did not write. The headline answer is recomputed live in your browser.</sub>

<sub>**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.</sub>

<sub>**Live usage:** MCP calls over the last 30 days, served straight from the server's own telemetry ([/api/v1/stats](https://optionsahoy.com/api/v1/stats), aggregate counts only, no PII).</sub>

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. Full federal tax code plus all 50 states and DC, 2026 brackets. Built by [AlphaLatitude Inc.](https://alphalatitude.com), the company behind [OptionsAhoy](https://optionsahoy.com).

**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 overshot the true after-tax outcome, by 2x to 20x. Multi-year scheduling has a search space larger than an LLM can reason through in-context; these tools return the verifiable answer instead. Live benchmark, updated for the latest models: [optionsahoy.com/benchmark](https://optionsahoy.com/benchmark). Raw responses and scoring: [llm-iso-benchmark](https://github.com/AlvisoOculus/llm-iso-benchmark). Full write-up: [But can it do taxes though?](https://hackernoon.com/but-can-it-do-taxes-though-why-you-shouldnt-trust-chatbots-with-tax-optimization-math)

## 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`](https://github.com/AlvisoOculus/optionsahoy-mcp/releases/latest/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](https://optionsahoy.com/for-agents).

## The seven 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 and zero-cost collar pricing via Black-Scholes: annualized hedge cost, maximum loss, upside cap, floor-hit probability |
| `qsbs_check` | Section 1202 QSBS qualification across the eight 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 |

The optimizers return the best schedule across the candidate space; the calculators return exact deterministic results. Deterministic computation, not a language-model guess, validated against brute-force ground truth on tractable cases ([see the proof](https://optionsahoy.com/verification)). Coverage spans the full 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](https://optionsahoy.com/tools); the API response is byte-identical to clicking through the tool.

## Use it in your agent framework (Python)

If you build agents in Python rather than calling the MCP endpoint directly, OptionsAhoy ships installable tool packages for the major agent frameworks. Each one wraps the same calculators behind the framework's native tool interface. All are published on PyPI and all are keyless: no OptionsAhoy account, no API key.

| Framework | Install | Import | Example |
|---|---|---|---|
| LangChain | `pip install optionsahoy-langchain` | `from langchain_optionsahoy import get_optionsahoy_tools` | [`equity_agent.py`](integrations/python/optionsahoy-langchain/examples/equity_agent.py) |
| LlamaIndex | `pip install llama-index-tools-optionsahoy` | `from llama_index.tools.optionsahoy import OptionsAhoyToolSpec` | [`equity_agent.py`](integrations/python/llama-index-tools-optionsahoy/examples/equity_agent.py) |
| CrewAI | `pip install crewai-optionsahoy` | `from crewai_optionsahoy import get_optionsahoy_tools` | [`equity_crew.py`](integrations/python/crewai-optionsahoy/examples/equity_crew.py) |
| Plain Python client | `pip install optionsahoy` | `from optionsahoy import OptionsAhoyClient` | [`basic_client.py`](integrations/python/optionsahoy/examples/basic_client.py) |

The three framework adapters pull in the keyless `optionsahoy` client automatically. There is also an [OpenBB Workspace agent](integrations/openbb-agent) (a FastAPI application built on the OptionsAhoy client) for use inside OpenBB Workspace. Source and runnable examples for all of the above live under [`integrations/python`](https://github.com/AlvisoOculus/optionsahoy-mcp/tree/main/integrations/python).

## More ways to build

However your agent is built, there is a drop-in piece. All are public and keyless.

| Building block | What it is |
|---|---|
| [Instruction kits](integrations/agent-kits) | Editor rules and skills for Cursor, Windsurf, Claude Skills, and Claude Code subagents, so your coding agent calls the OptionsAhoy tools for equity-compensation questions. |
| [Coding recipes](https://github.com/AlvisoOculus/equity-comp-tax-python) | Copy-paste Python recipes, one self-contained file per question, calling the keyless API with only `requests`. Also in [`integrations/recipes`](integrations/recipes). |
| [Builder templates](integrations/agent-builder-templates) | An importable n8n workflow plus build recipes for Flowise, Langflow, and Dify. |
| [Tool-use eval](integrations/eval) | An inspect_ai evaluation measuring whether an agent reaches the provable optimum on a multi-year ISO problem, with and without the tool. |
| [A2A discovery](integrations/openbb-agent) | An Agent2Agent (A2A) Agent Card so other agents can discover and delegate equity-compensation questions to the planner. |

## Try it without installing

The live widget on [optionsahoy.com/for-agents](https://optionsahoy.com/for-agents) calls this same endpoint from your browser. No client, no config.

Or watch a real session:

[![Demo: Claude Code installing and using the OptionsAhoy MCP](docs/demo-claude-code-poster.jpg)](https://optionsahoy.com/for-agents#demo)

*Real Claude Code session, unedited. A multi-stack MET