Options Analysis Suite

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.

Supported Platforms

Current Tool Surface

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).

• 25 market and research tools
• 6 synced user-data tools
• 1 platform-context tool

Market And Research Tools

Volatility, chain, and pricing structure

• IV History (get_iv_history) - Historical implied and realized volatility
• Greeks History (get_greeks_history) - Historical Greeks with recent/trend summaries plus DTE and moneyness filters
• IV Surface (get_iv_surface) - Surface and skew snapshots across strikes and expirations
• Options Chain (get_options_chain) - Latest available end-of-day chain summary with expirations, ATM term structure, skew, and representative near-money contracts
• Options Analytics History (get_options_analytics_history) - Daily analytics history including IV, skew, expected move, rates, dividend yield, GEX/DEX/VEX, and net vanna/charm/vomma
• Treasury Rates (get_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)

Flow, positioning, and market structure

• Screeners (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)
• Short Data (get_short_data) - Unified FINRA short-side feed: type='volume' for daily short-volume activity, type='interest' for biweekly short-interest settlements (float-enriched)
• Dark Pool / ATS (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)
• Fail To Deliver (get_fail_to_deliver) - SEC FTD history with recent spikes and trend context
• Threshold History (get_threshold_history) - Reg SHO threshold-list status and streak summaries
• Trading Halts (get_trading_halts) - Active and recent halts with duplicate feed rows condensed

Regime and exposure

• Regime (get_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)

Company, events, and filings

• Company Profile (get_company_profile) - Normalized company metadata with float metrics, identifiers, and description
• Fundamentals (get_fundamentals) - Compact fundamentals with ratios and summarized statements
• Earnings (get_earnings) - Earnings history and estimates
• Analyst Data (get_analyst_data) - Ratings, price targets, nearest forward estimate periods, and compact rating-history summaries
• News (get_news) - Relevance-ranked company or ETF news with raw-feed fallback via full=true
• Insider Trading (get_insider_trading) - Grouped Form 4 buy/sell activity with administrative activity summarized
• Activist Filings (get_activist_filings) - 13D/13G ownership filings with current above-threshold holders prioritized
• SEC Filings (get_sec_filings) - EDGAR filing summaries with recent filing lists
• Dividends (get_dividends) - Per-symbol dividend history
• Stock Splits (get_stock_splits) - Per-symbol split history

Calendars and general market context

• Market Calendar (get_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/split
• Stock Prices (get_stock_prices) - Historical OHLCV with compact trend summary

Synced User-Data Tools

These require account sync to be enabled.

• Analysis History (get_analysis_history) - Pricing model history with near-identical reruns collapsed by default
• Query Analysis (query_analysis) - Filtered analysis-history queries by delta, volatility, and DTE
• Compute Runs (get_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 matches
• FFT Results (get_fft_results) - FFT scanner mispricing signals and calibration data
• Snapshots (get_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)
• Analysis Rollups (get_analysis_rollups) - Daily or weekly trend aggregates over your analysis activity

Platform Context

• Platform Info (get_platform_info) - Pricing models, Greeks definitions, data-source notes, and platform capabilities

Enabling Sync

To give the assistant access to your personal analysis data:

1. Log in to Options Analysis Suite
2. Open Account -> AI Settings
3. Enable data sync
4. Run analyses, FFT scans, AI Compute Suite runs, GEX scans, or portfolio/risk snapshots in the app

Without sync enabled, the assistant can still use the market and research tools.

Example Prompts

• "Is AAPL IV expensive relative to its last six months?"
• "Show me my most recent AAPL pricing runs and tell me which model had the highest edge."
• "Summarize my latest AI Compute Suite run and tell me which models disagreed most."
• "What do the exposure sweep levels from my most recent compute run imply for my SPY positions?"
• "How has my portfolio delta and gamma changed over the last few snapshots?"
• "Summarize current short interest, dark pool activity, and FTD behavior for AMC."
• "What does the current market regime say about stress, rates, and dealer positioning?"
• "Pull recent SEC filings and analyst changes for TSLA."
• "What are the most active and most unusual options contracts right now?"

Privacy

• Claude Desktop stores credentials in the OS keychain
• Remote MCP clients authenticate through OAuth or explicit API-key credentials
• The tools are read-only against your synced account data
• Sync is opt-in and can be disabled at any time

Requirements

• Active Options Analysis Suite subscription
• Claude Desktop, ChatGPT, Claude Web, Perplexity, or Grok
• Sync enabled if you want personal analysis data in addition to market data

Support

Contact [email protected] or visit optionsanalysissuite.com/documentation.