OptionsAhoy MCP Server

Multi-year equity-compensation optimizer. Six tools that return the globally-optimal schedule across the candidate space. Full federal + 50-state + DC tax code.

Live MCP endpoint: https://optionsahoy.com/mcp (no auth, no install) Live REST API: https://optionsahoy.com/api/v1 OpenAPI 3.1 spec: /openapi.json Discovery manifests: /.well-known/mcp.json · /.well-known/openapi.json Agent integration docs: optionsahoy.com/for-agents

Built by AlphaLatitude Inc. — a pre-revenue beta-stage equity-compensation optimization product.

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What this is

An optimization engine for equity-compensation tax planning, exposed as both a Model Context Protocol (MCP) server and a plain REST API. Six tools:

Tool name	What it computes
amt_iso_optimize	Multi-year Incentive Stock Option (ISO) exercise schedule that minimizes federal and state Alternative Minimum Tax (AMT), with credit recovery across years
nso_calculate	Non-qualified Stock Option (NSO) exercise tax + sell-vs-hold-for-LTCG comparison
rsu_sell_vs_hold	RSU sell-at-vest vs hold-for-long-term-capital-gains decision
concentration_analyze	Single-stock concentration risk + sell-down vs hold vs hedge optimization
protective_put_price	Protective put / zero-cost collar pricing via Black-Scholes against implied volatility from a daily-refreshed option-chain snapshot
qsbs_check	Section 1202 Qualified Small Business Stock (QSBS) qualification (eight statutory tests, OBBBA 2026 tiered exclusion)

Each tool returns the globally-optimal schedule across the candidate space — not heuristics, not samples. 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, NY, MN). Same engine as the in-browser calculators at optionsahoy.com/tools; the API response is byte-identical to clicking through the tool.

MCP resources (topical briefings)

Six markdown resources under resources/list give an LLM enough grounding to discuss the topic before picking a tool. Each maps 1:1 with a cornerstone article on optionsahoy.com/learn and the matching calculator.

Resource URI	Topic	Pair with
https://optionsahoy.com/learn/amt-crossover	ISO/AMT crossover and four expensive mistakes	amt_iso_optimize
https://optionsahoy.com/learn/nso-sell-vs-hold	NSO sell-at-exercise vs hold-for-LTCG	nso_calculate
https://optionsahoy.com/learn/rsu-withholding-gap	RSU 22% withholding gap and five April surprises	rsu_sell_vs_hold
https://optionsahoy.com/learn/single-stock-concentration-risk	Concentration risk and diversification trade-off	concentration_analyze
https://optionsahoy.com/learn/zero-cost-collars	Protective puts and zero-cost collars	protective_put_price
https://optionsahoy.com/learn/qsbs	QSBS qualification and five ways to lose the exclusion	qsbs_check

MCP prompts (workflow scaffolds)

Six prompts under prompts/list scaffold typical user questions and route to the right tool. In Claude Desktop they appear as named slash-commands; in any MCP client, prompts/get { name, arguments } returns a fully-templated user message.

Prompt name	Routes to
optimize-iso-exercise	amt_iso_optimize
analyze-nso-decision	nso_calculate
analyze-rsu-vest	rsu_sell_vs_hold
analyze-concentration	concentration_analyze
price-protective-put	protective_put_price
check-qsbs-eligibility	qsbs_check

Why use an optimizer

A benchmark of five frontier large language models on the same multi-year ISO exercise problem found that every one of 15 trials overshot the achievable after-tax outcome by 2x to 20x. Multi-year scheduling has a search space larger than an LLM can reason through in-context. Full write-up: HackerNoon — But can it do taxes though?

Use from Claude / ChatGPT / Perplexity / any MCP client

Add the server as a remote HTTP MCP connection:

https://optionsahoy.com/mcp

Or via the add-mcp CLI:

npx add-mcp https://optionsahoy.com/mcp

Use the REST API directly

# List endpoints
curl https://optionsahoy.com/api/v1

# Run an optimization
curl -X POST https://optionsahoy.com/api/v1/amt-iso \
  -H "content-type: application/json" \
  -d @input.json

Request body shapes are documented in public/openapi.json.

Repository layout

functions/         Cloudflare Pages Functions (MCP server + REST API endpoints)
  mcp.ts           HTTP MCP server
  api/v1/*.ts      Six REST endpoints + GET /api/v1 discovery
  _lib/*.ts        Shared helpers, calc-input parsers, MCP tool descriptors
lib/               Optimizer + tax-code logic
  calc/            Per-tool optimizer functions (computeAmtIso, etc.)
  tax/             Federal + 50-state + DC bracket data, AMT, FICA, NIIT
  markets/         Sector statistics
  options/         Black-Scholes, risk-free rates
  data/            Type definitions for option-chain data
public/            Static assets: OpenAPI spec, llms.txt, discovery manifests
tests/             Vitest suites (873+ tests including byte-identity assertions)

Run tests

npm install
npm test         # 870+ tests, ~3s on a laptop
npm run typecheck

Registry listings

• Official MCP Registry — io.github.AlvisoOculus/optionsahoy-mcp v1.0.0, status active
• Smithery
• add-mcp curated registry
• PulseMCP (cascades from Official Registry)

Use from Google Cloud (Gemini agents)

Google Cloud Agent Registry lets each GCP project register external MCP servers for use by Gemini agents. Registration is per-project (no central submission). Two paths:

# Path A: let the Agent Registry introspect our MCP endpoint
gcloud alpha agent-registry mcp-servers register \
  --uri=https://optionsahoy.com/mcp \
  --display-name="OptionsAhoy" \
  --location=us-central1 \
  --import-tools

# Path B: pass our published toolspec.json directly (faster, no introspection)
gcloud alpha agent-registry mcp-servers register \
  --uri=https://optionsahoy.com/mcp \
  --display-name="OptionsAhoy" \
  --location=us-central1 \
  --tool-spec=<(curl -sSL https://optionsahoy.com/toolspec.json)

The toolspec.json mirrors the MCP tools/list response with readOnlyHint and idempotentHint annotations on all six tools (all are pure deterministic calculators with no side effects). To regenerate after a tool-shape change:

curl -sS -X POST https://optionsahoy.com/mcp \
  -H 'content-type: application/json' \
  -d '{"jsonrpc":"2.0","method":"tools/list","id":1}' \
  | jq -c '{tools: [.result.tools[] | . + {annotations: {readOnlyHint:true, idempotentHint:true, destructiveHint:false, openWorldHint:false}}]}' \
  > public/toolspec.json

Troubleshooting

Connection refused / 404 from the MCP endpoint https://optionsahoy.com/mcp requires POST with content-type: application/json and a JSON-RPC body. A GET returns a JSON server description; any other verb returns 405. Verify with:

curl -X POST https://optionsahoy.com/mcp -H 'content-type: application/json' \
  -d '{"jsonrpc":"2.0","method":"initialize","id":1,"params":{}}'

Tool calls fail with Error: ... text in the response The MCP server returns isError: true with a human-readable message when input validation fails. Most common: a required field missing, or a number passed as a string. Check the input against the inputSchema returned by tools/list, or against /openapi.json.

Tool not appearing in Claude.ai or Claude Desktop

• Confirm the connector URL is exactly https://optionsahoy.com/mcp (no trailing slash, no /v1).
• In Claude Desktop, restart the app after editing claude_desktop_config.json.
• In Claude.ai, the connector toggle is per-chat: enable it in the attachments menu.
• Check the live tools/list response (six tools expected): curl -X POST https://optionsahoy.com/mcp -H 'content-type: application/json' -d '{"jsonrpc":"2.0","method":"tools/list","id":1}'

CORS errors from a browser-based client The server returns access-control-allow-origin: * on all responses including preflight, and accepts the standard MCP headers (content-type, mcp-session-id, mcp-protocol-version). If a browser still blocks, the client is likely sending a non-allowed header — verify the request headers against the access-control-allow-headers response.

Resource / prompt not found Resource URIs and prompt names are case-sensitive. Pull the canonical list with resources/list and prompts/list rather than hand-typing.

Stale tax-year math The tax engine ships with 2026 inflation-adjusted brackets, OBBBA 2026 QSBS rules, and current state-conformity tables. If results look off for a multi-year horizon, verify the input grantDate, acquisitionDate, or saleDate falls in the year you expect — the engine resolves brackets per tax year.

Reporting a calculation bug or unexpected output Email andrew@alphalatitude.com with: the exact JSON-RPC request body, the response, the expected value, and (if known) the IRS publication or state statute the expected value derives from.

License

MIT. See LICENSE. The deployed service at https://optionsahoy.com/mcp and https://optionsahoy.com/api/v1 is free during beta under terms.

Contact

For partnerships, early API access, MCP integration support: andrew@alphalatitude.com

Deployment topology

Two pieces serve the live endpoint:

1. Cloudflare Pages project (GitHub-connected to this repo) auto-deploys functions/ + public/ on every push to main → optionsahoy-mcp.pages.dev.
2. Cloudflare Worker in worker-proxy/ forwards optionsahoy.com/mcp* + /api/v1/* to that Pages deployment, so the public URL stays stable. One-time wrangler deploy — see worker-proxy/README.md.

Call stats (D1)

Every inbound MCP and REST call writes one row to a D1 table via ctx.waitUntil (fire-and-forget — never blocks the response). View aggregates at https://optionsahoy-mcp.pages.dev/admin/mcp-stats?token=<ADMIN_TOKEN>.

One-time setup (Andrew):

# 1. Create the database. Outputs a database_id.
cd /Users/andrewk/Projects/optionsahoy-mcp
npx wrangler d1 create optionsahoy-mcp-stats

# 2. Apply the schema.
npx wrangler d1 execute optionsahoy-mcp-stats --remote \
  --file=db/migrations/0001_init.sql

# 3. Generate a token.
openssl rand -hex 32

Then in the Cloudflare dashboard for the optionsahoy-mcp Pages project:

• Settings → Functions → D1 database bindings — add variable name MCP_STATS, point at the database created in step 1.
• Settings → Environment variables → Production — add ADMIN_TOKEN with the value from step 3 (mark as encrypted).

After the next deploy, /admin/mcp-stats?token=...&days=30 renders the dashboard. Without the bindings, logCall silently no-ops and the admin page returns 503 (the rest of the server is unaffected).

What's logged: ts, endpoint, tool, is_error, error_msg (truncated 500), client_name, ua (truncated 200), country. Tool arguments are never logged (PII + table-size).