optionsahoy-mcp — Claude Code MCP server: what it does, how to install
Connects deterministic US equity compensation tax math to your AI agent. Helps plan ISO exercises, RSU vest decisions, and hedging without arithmetic hallucinations.
claude mcp add --transport http optionsahoy-mcp https://optionsahoy.com/mcpWhat optionsahoy-mcp does
The server exposes eight dedicated tools for deterministic US equity compensation calculations. It constructs ISO exercise schedules factoring in the alternative minimum tax, evaluates selling versus holding RSU shares, and computes NSO payouts across federal and state levels. Additional endpoints analyze single-stock concentration risks, Section 1202 QSBS qualification, and Black-Scholes protective put pricing.
The calculation logic models 2026 tax brackets across all 50 states and Washington, D.C. Results match external tax models like PSL Tax-Calculator and OpenTaxSolver down to the cent. The server validates payloads against strict schemas, returning a clear HTTP 400 error identifying the invalid field instead of failing silently.
The hosted endpoint at https://optionsahoy.com/mcp operates over HTTP without accounts or API keys. If you cannot rely on the remote endpoint, offline evaluation requires Node.js to run npx -y optionsahoy-mcp locally.
What it helps with
- schedule multi-year ISO exercises around AMT credit recovery
- compare sell versus hold outcomes for vested RSU shares
- evaluate downside risk from concentrated single-stock holdings
- verify QSBS tax exemption eligibility under Section 1202
- price protective put options and zero-cost collars
Example prompts for the agent
- Build a four-year ISO exercise schedule that maximizes after-tax returns under California AMT rules.
- Compare selling my vested RSUs immediately versus holding them for long-term capital gains in 2026.
- Check if my startup shares meet Section 1202 QSBS exclusion requirements using qsbs_check.
How to install optionsahoy-mcp
Platform CLI: remote server
claude mcp add --transport http optionsahoy-mcp https://optionsahoy.com/mcpPlatform CLI: remote server
codex mcp add optionsahoy-mcp --url https://optionsahoy.com/mcpConfig file
{
"mcpServers": {
"optionsahoy-mcp": {
"url": "https://optionsahoy.com/mcp"
}
}
}Config file
{
"servers": {
"optionsahoy-mcp": {
"type": "http",
"url": "https://optionsahoy.com/mcp"
}
}
}Platform CLI: remote server
gemini mcp add -t http optionsahoy-mcp https://optionsahoy.com/mcpStep by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more
Questions about optionsahoy-mcp
How do I install optionsahoy-mcp in Claude Code?
Run this terminal command: claude mcp add --transport http optionsahoy-mcp https://optionsahoy.com/mcp. No registration or API tokens are needed.
What does optionsahoy-mcp do?
It gives AI assistants deterministic math tools for US stock options and equity compensation taxes. It prevents LLM calculation errors during multi-year ISO exercise planning, AMT modeling, and RSU lot divestment.
Which tax years and states are supported?
It incorporates 2026 brackets for the federal tax code, all 50 US states, and Washington, D.C. The figures match IRS Rev. Proc. 2025-32 constants and independent tax engine checks.
