Options Analysis Suite

Options Analysis Suite - AI Integration

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

| 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 |

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 support@optionsanalysissuite.com or visit optionsanalysissuite.com/documentation.