Connects Claude to a full options analytics platform with 32 tools spanning market data, user analysis history, and portfolio snapshots. You get 17 pricing models, all the Greeks with historical tracking, GEX/DEX/VEX exposure metrics, 16 screeners (unusual flow, dark pool, max pain, term structure), plus FINRA short data, FTD reports, and SEC filings. The synced tools pull your pricing runs, AI compute sweeps, and portfolio risk snapshots if you enable account sync. Useful when you're analyzing specific contracts, comparing model edge across your positions, tracking regime stress and dealer gamma, or building research workflows that need both market structure and your personal trade history in one prompt.
Public tool metadata for what this MCP can expose to an agent.
get_iv_historyGet historical implied volatility (IV) and historical volatility (HV) for a stock or ETF. Shows how option-implied expected moves and realized moves have evolved. High IV relative to HV suggests options are expensive; low IV relative to HV suggests options are cheap. Large win...3 paramsGet historical implied volatility (IV) and historical volatility (HV) for a stock or ETF. Shows how option-implied expected moves and realized moves have evolved. High IV relative to HV suggests options are expensive; low IV relative to HV suggests options are cheap. Large win...
daysintegerfullbooleansymbolstringget_greeks_historyGet historical options Greeks (delta, gamma, theta, vega) for a symbol. Shows how sensitivity profiles and dealer hedging pressure have shifted over time. Large windows return a compact recent/trend summary by default.7 paramsGet historical options Greeks (delta, gamma, theta, vega) for a symbol. Shows how sensitivity profiles and dealer hedging pressure have shifted over time. Large windows return a compact recent/trend summary by default.
endstringfullbooleanstartstringdteMaxintegerdteMinintegersymbolstringmoneynessstringall · atm · otm · itmget_regimeGet regime data at one of three scopes. Pick the scope that matches the question; irrelevant sub-params are ignored. • scope="market" — MARKET COMPOSITE stress regime (aggregate across SPY/QQQ/IWM/DIA, not per-symbol). Returns composite stress score, confidence, key drivers, f...7 paramsGet regime data at one of three scopes. Pick the scope that matches the question; irrelevant sub-params are ignored. • scope="market" — MARKET COMPOSITE stress regime (aggregate across SPY/QQQ/IWM/DIA, not per-symbol). Returns composite stress score, confidence, key drivers, f...
datestringdaysintegerfullbooleanscopestringmarket · symbol · intradaysymbolstringintervalstringinclude_symbolsbooleanget_earningsGet earnings history and estimates for a company. Returns actual EPS, estimates, revenue, and surprise percentages. Earnings events are the largest source of overnight gap risk for options — check if an upcoming earnings date falls within an option's expiration window. Shows l...1 paramsGet earnings history and estimates for a company. Returns actual EPS, estimates, revenue, and surprise percentages. Earnings events are the largest source of overnight gap risk for options — check if an upcoming earnings date falls within an option's expiration window. Shows l...
symbolstringget_newsGet recent news headlines for a stock. Useful for understanding catalysts behind price or volatility moves, and for assessing event risk before entering an options position. Default response relevance-ranks the latest raw feed against the company profile and suppresses filing-...2 paramsGet recent news headlines for a stock. Useful for understanding catalysts behind price or volatility moves, and for assessing event risk before entering an options position. Default response relevance-ranks the latest raw feed against the company profile and suppresses filing-...
fullbooleansymbolstringget_fundamentalsGet company fundamentals: market cap, P/E ratio, EPS, revenue, profit margins, dividend yield, beta, sector, and industry. Useful for assessing whether an options strategy aligns with the fundamental picture. Default response returns compact company metadata, curated TTM ratio...2 paramsGet company fundamentals: market cap, P/E ratio, EPS, revenue, profit margins, dividend yield, beta, sector, and industry. Useful for assessing whether an options strategy aligns with the fundamental picture. Default response returns compact company metadata, curated TTM ratio...
fullbooleansymbolstringget_dividendsGet per-symbol dividend history from Financial Modeling Prep data synced into the platform. Useful for checking dividend cadence, recent ex-dates, and cash amounts when evaluating carry, assignment risk, or discrete-dividend assumptions.2 paramsGet per-symbol dividend history from Financial Modeling Prep data synced into the platform. Useful for checking dividend cadence, recent ex-dates, and cash amounts when evaluating carry, assignment risk, or discrete-dividend assumptions.
limitintegersymbolstringget_ratesGet Treasury rate data. Pick the view that matches the question: • view="benchmark" — current platform risk-free rate served at /risk-free-rate (currently a 10Y-based Treasury rate used for options pricing). No params. If you need shorter maturities (1M, 3M, 6M, 2Y, 5Y), use v...3 paramsGet Treasury rate data. Pick the view that matches the question: • view="benchmark" — current platform risk-free rate served at /risk-free-rate (currently a 10Y-based Treasury rate used for options pricing). No params. If you need shorter maturities (1M, 3M, 6M, 2Y, 5Y), use v...
fullbooleanviewstringbenchmark · curveweeksintegerget_insider_tradingGet insider trading activity for a company. Default response focuses on economically meaningful open-market buys and sells, groups repeated filing rows into event-level summaries, and summarizes awards/exercises/tax withholding separately.2 paramsGet insider trading activity for a company. Default response focuses on economically meaningful open-market buys and sells, groups repeated filing rows into event-level summaries, and summarizes awards/exercises/tax withholding separately.
fullbooleansymbolstringget_options_analytics_historyGet daily end-of-day options analytics snapshots for a symbol — historical trend data going back years. Covers ATM IV, HV, IV rank/percentile, VWIV, skew, GEX/DEX/VEX, net vanna/charm/vomma, put/call ratio, max pain, expected move, term structure, dividend yield, and risk-free...6 paramsGet daily end-of-day options analytics snapshots for a symbol — historical trend data going back years. Covers ATM IV, HV, IV rank/percentile, VWIV, skew, GEX/DEX/VEX, net vanna/charm/vomma, put/call ratio, max pain, expected move, term structure, dividend yield, and risk-free...
tostringdaysintegerfromstringfullbooleansymbolstringintervalstringdaily · weekly · biweekly · monthlydefault: dailyget_iv_surfaceGet the IV surface/skew across strikes and expirations for a symbol. End-of-day data from the previous trading session. Default response returns a compact term-structure and smile summary.2 paramsGet the IV surface/skew across strikes and expirations for a symbol. End-of-day data from the previous trading session. Default response returns a compact term-structure and smile summary.
fullbooleansymbolstringget_stock_pricesGet historical OHLCV price data for a stock or ETF with a compact trend summary plus the requested daily bars.2 paramsGet historical OHLCV price data for a stock or ETF with a compact trend summary plus the requested daily bars.
daysintegersymbolstringget_stock_splitsGet per-symbol stock split history from Financial Modeling Prep data synced into the platform. Useful for checking historical split ratios and labels when reconciling price history, options deliverables, or unusual chart moves.2 paramsGet per-symbol stock split history from Financial Modeling Prep data synced into the platform. Useful for checking historical split ratios and labels when reconciling price history, options deliverables, or unusual chart moves.
limitintegersymbolstringget_short_dataGet FINRA short-side data for a symbol. Two related but distinct series: • type="volume" — DAILY short-volume activity. Compact summary-first view (latest day + trailing averages + recent-trend flag) by default. • type="interest" — BIWEEKLY short-interest settlement reports (p...3 paramsGet FINRA short-side data for a symbol. Two related but distinct series: • type="volume" — DAILY short-volume activity. Compact summary-first view (latest day + trailing averages + recent-trend flag) by default. • type="interest" — BIWEEKLY short-interest settlement reports (p...
fullbooleantypestringvolume · interestsymbolstringget_analyst_dataGet Wall Street analyst ratings, price targets, and consensus estimates for a symbol. Default response keeps the nearest forward estimate periods, price-target summaries, rating snapshot, summarized rating-history streaks, and recent rating changes.2 paramsGet Wall Street analyst ratings, price targets, and consensus estimates for a symbol. Default response keeps the nearest forward estimate periods, price-target summaries, rating snapshot, summarized rating-history streaks, and recent rating changes.
fullbooleansymbolstringget_market_calendarGet market calendar events by type. Each type has its own default date window, shaping, and optional filters: • type="economic" — upcoming macro events (FOMC, CPI, NFP, GDP, etc.) that move options vol. Default from=today, to=30d ahead. Supports country (e.g. US, EU, UK). The...7 paramsGet market calendar events by type. Each type has its own default date window, shaping, and optional filters: • type="economic" — upcoming macro events (FOMC, CPI, NFP, GDP, etc.) that move options vol. Default from=today, to=30d ahead. Supports country (e.g. US, EU, UK). The...
tostringfromstringfullbooleantypestringeconomic · ipo · dividend · splitlimitintegersymbolstringcountrystringget_options_chainGet the end-of-day options chain snapshot from the latest available completed trading session by default. Default view summarizes expirations, ATM term structure, skew, and representative near-money contracts across the curve while avoiding same-day expiry noise when later exp...3 paramsGet the end-of-day options chain snapshot from the latest available completed trading session by default. Default view summarizes expirations, ATM term structure, skew, and representative near-money contracts across the curve while avoiding same-day expiry noise when later exp...
datestringfullbooleansymbolstringget_sec_filingsGet recent SEC EDGAR filings for a symbol. Useful for finding 10-K, 10-Q, 8-K, proxy, insider, offering, and activist filings with direct SEC URLs. Default response returns a compact filing list with dates, form types, descriptions, accession numbers, and filing links.4 paramsGet recent SEC EDGAR filings for a symbol. Useful for finding 10-K, 10-Q, 8-K, proxy, insider, offering, and activist filings with direct SEC URLs. Default response returns a compact filing list with dates, form types, descriptions, accession numbers, and filing links.
fullbooleantypestring4 · all · 10-K · 10-Q · 8-K · S-1default: alllimitintegersymbolstringget_fail_to_deliverGet SEC Failure-to-Deliver (FTD) data for a symbol. Default response returns a compact summary with recent history, notable spikes, and threshold overlap. Default window is 180 days because SEC FTD publication lags by about 21 days.3 paramsGet SEC Failure-to-Deliver (FTD) data for a symbol. Default response returns a compact summary with recent history, notable spikes, and threshold overlap. Default window is 180 days because SEC FTD publication lags by about 21 days.
daysintegerfullbooleansymbolstringget_threshold_historyGet SEC Regulation SHO threshold-list history for a symbol with a compact status summary by default. Highlights whether the symbol is currently on the list, recently cleared, or only appeared historically in the requested window.3 paramsGet SEC Regulation SHO threshold-list history for a symbol with a compact status summary by default. Highlights whether the symbol is currently on the list, recently cleared, or only appeared historically in the requested window.
daysintegerfullbooleansymbolstringget_dark_pool_dataGet FINRA OTC (dark pool / non-ATS) and ATS (Alternative Trading System) weekly trading statistics for a symbol. The `view` param controls the granularity: • view="summary" (default) — aggregate weekly OTC + ATS volume/trade trends with a compact summary + trend analysis. • vi...4 paramsGet FINRA OTC (dark pool / non-ATS) and ATS (Alternative Trading System) weekly trading statistics for a symbol. The `view` param controls the granularity: • view="summary" (default) — aggregate weekly OTC + ATS volume/trade trends with a compact summary + trend analysis. • vi...
fullbooleanviewstringsummary · dealers · venues · alldefault: summaryweeksintegersymbolstringget_trading_haltsGet current and recent trading halts. Default view condenses duplicate feed rows, prioritizes the latest active halt state, and highlights material recent news/regulatory events.2 paramsGet current and recent trading halts. Default view condenses duplicate feed rows, prioritizes the latest active halt state, and highlights material recent news/regulatory events.
fullbooleansymbolstringget_activist_filingsGet Schedule 13D/13G beneficial-ownership filings for a symbol. Default response prioritizes the latest above-threshold holder snapshot per filer and summarizes below-threshold amendments separately so current holders stay visible.2 paramsGet Schedule 13D/13G beneficial-ownership filings for a symbol. Default response prioritizes the latest above-threshold holder snapshot per filer and summarizes below-threshold amendments separately so current holders stay visible.
fullbooleansymbolstringget_company_profileGet company profile data for a symbol with a compact normalized default view. Returns sector, industry, market cap, float metrics, key identifiers, and a trimmed business description.2 paramsGet company profile data for a symbol with a compact normalized default view. Returns sector, industry, market cap, float metrics, key identifiers, and a trimmed business description.
fullbooleansymbolstringrun_screenerRun one of the 16 options-market screeners (plus market-trends and an earnings-calendar view). Choose the screener via the `screener` enum; pass sub-params only for the screener that needs them. Irrelevant sub-params are ignored. • most-active / highest-oi / highest-iv / unusu...11 paramsRun one of the 16 options-market screeners (plus market-trends and an earnings-calendar view). Choose the screener via the `screener` enum; pass sub-params only for the screener that needs them. Irrelevant sub-params are ignored. • most-active / highest-oi / highest-iv / unusu...
daysintegermodestringpinning · divergencesidestringhigh · low · call · putviewstringticker · contractindexstringall · sp500 · sp400 · sp600 · etflimitintegermetricstringgex · iv · put-call · skew · regimesymbolstringscreenerstringmost-active · highest-oi · highest-iv · unusual · gex · model-divergencedirectionstringall · up · downthresholdnumberget_platform_infoGet background information about the Options Analysis Suite platform — the 17 available pricing models (10 vanilla + 7 exotic), the 17 Greeks computed across them, and platform capabilities. Call this when you need context about the platform to give better answers.1 paramsGet background information about the Options Analysis Suite platform — the 17 available pricing models (10 vanilla + 7 exotic), the 17 Greeks computed across them, and platform capabilities. Call this when you need context about the platform to give better answers.
topicstringmodels · greeks · capabilities · alldefault: allget_analysis_historyGet the user's options pricing analysis history — past calculations run in the platform. Each result includes the model used (Black-Scholes, Heston, SABR, etc.), input parameters (spot, strike, volatility, DTE), computed option price, and Greeks. Includes calibration data and...5 paramsGet the user's options pricing analysis history — past calculations run in the platform. Each result includes the model used (Black-Scholes, Heston, SABR, etc.), input parameters (spot, strike, volatility, DTE), computed option price, and Greeks. Includes calibration data and...
fullbooleanlimitintegermodelstringsincestringsymbolstringget_snapshotGet the user's synced snapshot history by type. Each type serves a different question: • type="gex" — per-symbol Gamma Exposure snapshots. REQUIRED: `symbol`. Returns the 3 most recent snapshots (no dedupe — rows may be near-duplicates if recorded back-to-back). Includes per-e...4 paramsGet the user's synced snapshot history by type. Each type serves a different question: • type="gex" — per-symbol Gamma Exposure snapshots. REQUIRED: `symbol`. Returns the 3 most recent snapshots (no dedupe — rows may be near-duplicates if recorded back-to-back). Includes per-e...
fullbooleantypestringgex · portfolio · risklimitintegersymbolstringget_analysis_rollupsGet pre-computed daily or weekly aggregates of the user's analysis activity per symbol. Default response returns compact rollup rows plus a cross-period summary of volatility, spot, and model usage trends.4 paramsGet pre-computed daily or weekly aggregates of the user's analysis activity per symbol. Default response returns compact rollup rows plus a cross-period summary of volatility, spot, and model usage trends.
fullbooleanlimitintegerperiodstringday · weekdefault: daysymbolstringget_fft_resultsGet the user's FFT (Fast Fourier Transform) scanner results — characteristic function-based option pricing signals across multiple models and expirations. Shows which models detected opportunities, calibration quality, and pricing anomalies.4 paramsGet the user's FFT (Fast Fourier Transform) scanner results — characteristic function-based option pricing signals across multiple models and expirations. Shows which models detected opportunities, calibration quality, and pricing anomalies.
fullbooleanlimitintegersincestringsymbolstringquery_analysisQuery your analysis history with filters. Find specific analyses by greek values, volatility ranges, or other criteria. For example: "analyses where delta > 0.7" or "all Heston runs with IV below 30%". Default view collapses near-identical reruns from the same pricing sweep so...10 paramsQuery your analysis history with filters. Find specific analyses by greek values, volatility ranges, or other criteria. For example: "analyses where delta > 0.7" or "all Heston runs with IV below 30%". Default view collapses near-identical reruns from the same pricing sweep so...
limitintegermodelstringsincestringmaxDtenumberminDtenumbersymbolstringmaxDeltanumberminDeltanumbermaxVolatilitynumberminVolatilitynumberget_compute_runsGet the user's AI Compute Suite run history — portfolio-wide batch analyses across multiple pricing models. Default response returns compact run summaries, model-dispersion highlights, exposure levels, and representative position/model consensus summaries. Use view='detailed'...9 paramsGet the user's AI Compute Suite run history — portfolio-wide batch analyses across multiple pricing models. Default response returns compact run summaries, model-dispersion highlights, exposure levels, and representative position/model consensus summaries. Use view='detailed'...
fullbooleanviewstringsummary · detaileddefault: summarylimitintegerscopestringcore · fullsincestringstatusstringrunning · completed · cancelled · failedqualitystringbalanced · preciserun_keystringunderlyingstringMCP server that gives Claude, ChatGPT, Perplexity, and Grok direct access to your options analysis data, market research tools, portfolio risk snapshots, and platform context.
| Platform | Transport | Auth | Setup |
|---|---|---|---|
Claude Desktop (.mcpb extension) | Local stdio | Credentials stored in OS keychain | Download extension from your account page |
| Claude Desktop / Claude Web / ChatGPT / Grok | Remote HTTP MCP | OAuth login flow | Add the remote connector URL |
| Perplexity | Remote HTTP MCP | API key (base64(email:password)) | Add MCP connector in settings |
The MCP currently exposes 32 tools - consolidated into enum-driven unified tools where tool shapes are a clean family match (calendars, regime views, Treasury rates, FINRA short-side series, user snapshots, and options-market screeners).
get_iv_history) - Historical implied and realized volatilityget_greeks_history) - Historical Greeks with recent/trend summaries plus DTE and moneyness filtersget_iv_surface) - Surface and skew snapshots across strikes and expirationsget_options_chain) - Latest available end-of-day chain summary with expirations, ATM term structure, skew, and representative near-money contractsget_options_analytics_history) - Daily analytics history including IV, skew, expected move, rates, dividend yield, GEX/DEX/VEX, and net vanna/charm/vommaget_rates) - Unified Treasury view with view='benchmark' (current platform risk-free rate, 10Y-based) or view='curve' (full yield curve with key rates, inversion flags, and compact history)run_screener) - Unified leaderboard surface for all 16 options-market screeners (most-active, highest-oi, highest-iv, unusual, gex, model-divergence, regime-stress, term-backwardation, put-skew, delta-exposure, vega-exposure, pre-earnings-iv, dod-change, vrp, max-pain, unusual-directional) plus market-trends (time-series aggregates) and earnings-calendar (next-14-day forward window by default, widen via days, filter by symbol)get_short_data) - Unified FINRA short-side feed: type='volume' for daily short-volume activity, type='interest' for biweekly short-interest settlements (float-enriched)get_dark_pool_data) - FINRA OTC (non-ATS) and ATS (dark pool) weekly data with four granularities: view='summary' (aggregate trends), view='dealers' (per-dealer MPID breakdown of OTC flow, top 15/week), view='venues' (per-venue MPID breakdown of ATS flow, top 15/week), or view='all' (combined)get_fail_to_deliver) - SEC FTD history with recent spikes and trend contextget_threshold_history) - Reg SHO threshold-list status and streak summariesget_trading_halts) - Active and recent halts with duplicate feed rows condensedget_regime) - Unified regime tool with three scopes: scope='market' (composite stress regime across SPY/QQQ/IWM/DIA with score bands and drivers), scope='symbol' (per-symbol daily regime + authoritative Greek exposures: net gamma/delta/vega/vanna/charm/vomma, call/put walls, gamma flip, abs gamma anchor, top 10 gamma strikes), or scope='intraday' (5 scans/day with stress scoring + Greek snapshots)get_company_profile) - Normalized company metadata with float metrics, identifiers, and descriptionget_fundamentals) - Compact fundamentals with ratios and summarized statementsget_earnings) - Earnings history and estimatesget_analyst_data) - Ratings, price targets, nearest forward estimate periods, and compact rating-history summariesget_news) - Relevance-ranked company or ETF news with raw-feed fallback via full=trueget_insider_trading) - Grouped Form 4 buy/sell activity with administrative activity summarizedget_activist_filings) - 13D/13G ownership filings with current above-threshold holders prioritizedget_sec_filings) - EDGAR filing summaries with recent filing listsget_dividends) - Per-symbol dividend historyget_stock_splits) - Per-symbol split historyget_market_calendar) - Unified calendar feed: type='economic' (FOMC/CPI/NFP macro events, optional country filter, full=true bypasses catalyst-focused default), type='ipo' (upcoming/recent listings), type='dividend' (ex/record/payment dates), type='split' (stock splits). Per-type date-window defaults; symbol filter for ipo/dividend/splitget_stock_prices) - Historical OHLCV with compact trend summaryThese require account sync to be enabled.
get_analysis_history) - Pricing model history with near-identical reruns collapsed by defaultquery_analysis) - Filtered analysis-history queries by delta, volatility, and DTEget_compute_runs) - AI Compute Suite run history with compact run summaries, exposure levels, model-dispersion highlights, and representative position/model consensus summaries across multiple pricing models; view='detailed' exposes per-model outputs when exactly one run matchesget_fft_results) - FFT scanner mispricing signals and calibration dataget_snapshot) - Unified synced-snapshot tool: type='gex' (per-symbol Gamma Exposure - requires symbol; per-expiration breakdown, call/put walls, gamma flip, abs gamma anchor, unusual activity, expected move, raw vs in-wall visible combo counts), type='portfolio' (account-wide portfolio snapshots with market-scaled raw Greeks - 1st + 2nd order), or type='risk' (account-wide VaR, CVaR, beta, Sharpe, drawdown, stress tests + $-impact Greeks)get_analysis_rollups) - Daily or weekly trend aggregates over your analysis activityget_platform_info) - Pricing models, Greeks definitions, data-source notes, and platform capabilitiesTo give the assistant access to your personal analysis data:
Account -> AI SettingsWithout sync enabled, the assistant can still use the market and research tools.
Contact support@optionsanalysissuite.com or visit optionsanalysissuite.com/documentation.
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