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

Related MCP server: ibkr-mcp

Current Tool Surface

The MCP currently exposes 39 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).

• 32 market, research and pricing tools, three of them live

• 6 synced user-data tools

• 1 platform-context tool

Three tools read in real time from the broker connected to your account: get_live_options_chain, get_live_dealer_positioning and scan_option_strategies (Pro and above). The other market tools answer from the platform's stored data - end-of-day snapshots and history, plus the intraday regime scans behind get_regime with scope='intraday' - and the synced tools from your own account data. compute_black_scholes prices from the inputs you give it. get_regime_fits and compute_black_scholes also need Pro; neither needs a broker. A tool that needs more than the account has says so, with the upgrade link, rather than being hidden.

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

• Live Options Chain (get_live_options_chain, Pro and above) - One expiration, fetched in real time from the broker connected to your account: near-the-money strikes, the ATM pair, 25-delta wings, whole-chain volume and open interest. Spends your own broker quota; 10 requests per minute

• EOD Options Snapshot (get_options_snapshot) - Spot, max pain, net GEX/DEX, ATM IV term structure, IV rank and percentile, historical vol, volume and open interest for any symbol the platform holds an options snapshot for, with optional per-strike max-pain, GEX/DEX and skew curve summaries; up to 50 symbols compared in one request

• Options Analytics History (get_options_analytics_history) - Daily analytics history including IV, skew, expected move, the risk-free rate, 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, gamma magnet, top 10 gamma strikes), or scope='intraday' (5 scans/day with stress scoring + Greek snapshots)

• Live Dealer Positioning (get_live_dealer_positioning, Pro and above) - Net GEX/DEX plus vega, vanna, charm and vomma, the gamma flip with its search status and resolution, call and put walls, gamma concentration and the gamma regime, computed in real time from your connected broker's chain over the nearest four expirations. Five weighted units per call against the 10-unit-per-minute live budget

• Live Strategy Scan (scan_option_strategies, Pro and above) - Candidate trades for one strategy (single options, the four vertical spreads, iron condors and butterflies, straddles and strangles) from one expiration of the live chain, priced from two-sided quotes: every leg's quote, spread, IV, Greeks, open interest and volume; net mid and natural price; max profit and loss, breakevens and return on risk; risk-neutral model probabilities of profit and of max profit; position Greeks; and each strike's, breakeven's and dealer level's distance from spot, with the expiration's expected move. Filters for open interest, spread width and credit; two units of the live-broker limit, five with four-expiration levels

• EOD Dealer Positioning (get_dealer_positioning) - Net GEX/DEX over 0-60 days, dealer regime, gamma flip (coarse-grid, no search status), call and put walls, gamma magnet, 30-day expected move and top contributing strikes from the most recent session on file (date in the result says which), for roughly 5,500 listed equities and ETFs; a past session via date

• Model Calibration Fits (get_regime_fits, Pro and above) - Calibrated parameters and fit quality for the eight pricing models on a symbol (IV RMSE for every model, price RMSE for every model except eSSVI, an IV-surface fit that stores none), with an error history; covers the regime universe of about 124 symbols

• Black-Scholes Pricing (compute_black_scholes, Pro and above) - Price, seventeen Greeks in the commercial API's convention, expected move and risk-neutral ITM probability from explicit inputs; r and q supplied or resolved from stored market data for a symbol, never defaulted. Black-Scholes only; the other models, calibration and multi-model runs are on the REST API and Python SDK

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, gamma magnet, 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

• Pro or above for the two live tools, the calibration fits and Black-Scholes pricing

• A broker connected under Account -> Broker for the two live tools only; the calibration fits and Black-Scholes pricing need no broker

• 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.