The full upstream README, mirrored here for reference. Install config, tool schemas, adoption signals, and an original overview live on the Options Analysis Suite listing page.
MCP 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 38 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).
Two tools read in real time from the broker connected to your account: get_live_options_chain and get_live_dealer_positioning (Pro and above). The other market tools answer from the platform's stored data - end-of-day snapshots and history, plus the intraday regime scans behind get_regime with scope='intraday' - and the synced tools from your own account data. compute_black_scholes prices from the inputs you give it. get_regime_fits and compute_black_scholes also need Pro; neither needs a broker. A tool that needs more than the account has says so, with the upgrade link, rather than being hidden.
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_live_options_chain, Pro and above) - One expiration, fetched in real time from the broker connected to your account: near-the-money strikes, the ATM pair, 25-delta wings, whole-chain volume and open interest. Spends your own broker quota; 10 requests per minuteget_options_snapshot) - Spot, max pain, net GEX/DEX, ATM IV term structure, IV rank and percentile, historical vol, volume and open interest for any symbol the platform holds an options snapshot for, with optional per-strike max-pain, GEX/DEX and skew curve summaries; up to 50 symbols compared in one requestget_options_analytics_history) - Daily analytics history including IV, skew, expected move, the risk-free rate, 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, gamma magnet, top 10 gamma strikes), or scope='intraday' (5 scans/day with stress scoring + Greek snapshots)get_live_dealer_positioning, Pro and above) - Net GEX/DEX plus vega, vanna, charm and vomma, the gamma flip with its search status and resolution, call and put walls, gamma concentration and the gamma regime, computed in real time from your connected broker's chain over the nearest four expirations. Five weighted units per call against the 10-unit-per-minute live budgetget_dealer_positioning) - Net GEX/DEX over 0-60 days, dealer regime, gamma flip (coarse-grid, no search status), call and put walls, gamma magnet, 30-day expected move and top contributing strikes from the most recent session on file (date in the result says which), for roughly 5,500 listed equities and ETFs; a past session via dateget_regime_fits, Pro and above) - Calibrated parameters and fit quality for the eight pricing models on a symbol (IV RMSE for every model, price RMSE for every model except eSSVI, an IV-surface fit that stores none), with an error history; covers the regime universe of about 124 symbolscompute_black_scholes, Pro and above) - Price, seventeen Greeks in the commercial API's convention, expected move and risk-neutral ITM probability from explicit inputs; r and q supplied or resolved from stored market data for a symbol, never defaulted. Black-Scholes only; the other models, calibration and multi-model runs are on the REST API and Python SDKget_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, gamma magnet, 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.