# optionsahoy-mcp

Connects deterministic US equity compensation tax math to your AI agent. Helps plan ISO exercises, RSU vest decisions, and hedging without arithmetic hallucinations.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 6
- Author: AlvisoOculus
- License: MIT · policy=link-only · description only; the file stays with the author
- Source: https://github.com/AlvisoOculus/optionsahoy-mcp
- Updated: 2026-10-22
- HTML: https://affpapa.org/en/nevibecode/mcp/optionsahoy-mcp

## What it 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.

## Requirements
- Remote server: `https://optionsahoy.com/mcp`

## Install

### Claude Code (native platform)

**Platform CLI: remote server**
```bash
claude mcp add --transport http optionsahoy-mcp https://optionsahoy.com/mcp
```

### Codex

**Platform CLI: remote server**
```bash
codex mcp add optionsahoy-mcp --url https://optionsahoy.com/mcp
```

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "optionsahoy-mcp": {
            "url": "https://optionsahoy.com/mcp"
        }
    }
}
```

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "optionsahoy-mcp": {
            "type": "http",
            "url": "https://optionsahoy.com/mcp"
        }
    }
}
```

### Gemini CLI

**Platform CLI: remote server**
```bash
gemini mcp add -t http optionsahoy-mcp https://optionsahoy.com/mcp
```

## When to use it
- 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
- 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.

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