Scored across 8 tools
Each tool targets a distinct tax or equity scenario—ISO/AMT scheduling, NSO exercise, RSU vest, concentration risk, hedge pricing, QSBS qualification, funding deadlines, and RSU lot selection—and the descriptions include explicit cross-references routing users away from the wrong tool. Even the overlapping RSU/concentration/selling tools delineate ownership clearly ('WHICH LOTS and WHICH DATES' vs 'WHETHER and HOW MUCH').
All names are snake_case and follow a recognizable domain-object-plus-operation style (amt_iso_optimize, qsbs_check, rsu_lot_optimize). Minor deviations exist: some names end in nouns (protective_put_price, equity_funding_plan) and rsu_sell_vs_hold uses a 'vs' phrase, so the verb/noun pattern isn't perfectly uniform.
Eight tools is a well-scoped set for the stated equity/tax optimizer domain; each tool addresses a meaningful phase (option exercise, RSU vest, concentration, hedging, QSBS, funding, lot selection) without redundancy. The count sits squarely in the ideal range and no tool feels like filler.
The surface covers the core lifecycle: ISO, NSO, RSU, QSBS, concentration, hedging, and multi-year selling plans. Minor gaps include no ESPP handling and no integrated multi-position multi-year optimizer inside the MCP (it is only referenced as an external beta), but these are workable gaps rather than dead ends.
