OptionsAhoy MCP Server

Equity-compensation optimizer. ISO/AMT, NSO, RSU, QSBS, single-stock concentration, protective puts/collars, and equity-funding plans. Seven deterministic tools across the 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.

See it in action

Real Claude Code session, unedited. One claude mcp add line, a casual question about 1,200 vested Meta restricted stock units (RSU) and a mid-2027 mortgage paydown, and the optimizer returns a month-by-month sell schedule with after-tax net final value across three scenarios. 68 seconds. Click the poster to play.

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. Seven tools:

The optimizers return the globally-optimal schedule across the candidate space; the calculators return exact deterministic results. No heuristics, no 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, CO, CT, 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.

MCP prompts (workflow scaffolds)

Seven 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.

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

Hosted (no install)

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

Local stdio (npm)

For clients that only support local stdio servers (Claude Desktop without mcp-remote, some IDE integrations):

npx -y optionsahoy-mcp

Or add to a Claude Desktop / Cline / Goose config file:

{
  "mcpServers": {
    "optionsahoy": {
      "command": "npx",
      "args": ["-y", "optionsahoy-mcp"]
    }
  }
}

The local server returns byte-identical responses to the hosted endpoint at https://optionsahoy.com/mcp. Source for both lives in functions/_lib/mcp-tools.ts; the stdio entry point is src/stdio-server.ts.

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      Seven tool endpoints + stats + 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 (172 tests including byte-identity assertions)

Run tests

npm install
npm test         # 172 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)
• Continue.dev hub — block YAML lives at .continue/mcpServers/optionsahoy.yaml

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 seven 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 (seven 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).