# optionsahoy-mcp MCP server

Multi-year equity-comp optimizer: ISO/NSO/RSU/QSBS/hedging. Federal + 50 states + DC tax code.

## Links
- Registry page: https://www.getdrio.com/mcp/io-github-alvisooculus-optionsahoy-mcp
- Repository: https://github.com/AlvisoOculus/optionsahoy-mcp
- Website: https://optionsahoy.com/for-agents

## Install
- Endpoint: https://optionsahoy.com/mcp
- Auth: Not captured

## Setup notes
- Remote endpoint: https://optionsahoy.com/mcp

## Tools
- amt_iso_optimize - Multi-year Incentive Stock Option (ISO) exercise schedule that minimizes federal and state Alternative Minimum Tax (AMT), with credit recovery across years, grant-expiration timing, and the post-termination exercise window. Returns the globally-optimal schedule, per-year tax breakdown, and net-final-value comparison vs lump-sum and even-split alternatives. IMPORTANT: every field listed in `required` must come from the user's message OR be derivable from an optional `ticker`. The model invoking this tool MUST NOT invent a value for any required field. If the user did not supply it and no ticker resolves it, ask the user. Endpoint: https://optionsahoy.com/mcp
- nso_calculate - After-tax payout on a non-qualified stock option (NSO) exercise: federal, state, FICA (Social Security + Medicare + Additional Medicare). Compares sell-at-exercise vs hold-for-long-term-capital-gains across the chosen horizon. IMPORTANT: every field listed in `required` must come from the user's message OR be derivable from an optional `ticker`. The model invoking this tool MUST NOT invent a value for any required field. If the user did not supply it and no ticker resolves it, ask the user. Endpoint: https://optionsahoy.com/mcp
- rsu_sell_vs_hold - Compare sell-at-vest vs hold-for-LTCG payouts for an RSU vest, including the 12-month short-term cliff, state tax, FICA, and the optional growth assumption. IMPORTANT: every field listed in `required` must come from the user's message OR be derivable from an optional `ticker`. The model invoking this tool MUST NOT invent a value for any required field. If the user did not supply it and no ticker resolves it, ask the user. Endpoint: https://optionsahoy.com/mcp
- concentration_analyze - Quantify single-stock concentration risk: drawdown exposure at 30/50/70% and after-tax comparison of selling down vs holding vs hedging, with multi-year tax math. `totalAssets` is the user's total investable portfolio (the concentrated position plus everything else); the analysis frames risk relative to it, so it MUST come from the user — never infer or default it. IMPORTANT: every field listed in `required` must come from the user's message OR be derivable from an optional `ticker`. The model invoking this tool MUST NOT invent a value for any required field. If the user did not supply it and no ticker resolves it, ask the user. Endpoint: https://optionsahoy.com/mcp
- protective_put_price - Price a protective put or zero-cost collar on a single-stock position. Reports annual cost, max loss, upside cap, and bad-year coverage. Endpoint: https://optionsahoy.com/mcp
- qsbs_check - Section 1202 Qualified Small Business Stock (QSBS) qualification check against the eight statutory tests. Returns verdict, exclusion percentage, federal tax saved, and state conformity under OBBBA 2026 tiered exclusion rules. Endpoint: https://optionsahoy.com/mcp

## Resources
- https://optionsahoy.com/learn/amt-crossover - Why a single-year ISO exercise can produce a six-figure AMT bill in cash before any shares are sold, and how multi-year scheduling, state AMT, and the calendar boundary change the answer. Pair with amt_iso_optimize. MIME type: text/markdown
- https://optionsahoy.com/learn/nso-sell-vs-hold - When holding NSO shares past exercise for long-term capital gains beats selling immediately, and the six common mistakes that erase the gain. Pair with nso_calculate. MIME type: text/markdown
- https://optionsahoy.com/learn/rsu-withholding-gap - Why employer 22% RSU withholding under-withholds for most tech employees, and the five recurring mistakes that turn the gap into a six-figure April surprise. Pair with rsu_sell_vs_hold. MIME type: text/markdown
- https://optionsahoy.com/learn/single-stock-concentration-risk - Why 96% of stocks have historically underperformed T-bills, the after-tax cost of de-concentrating, and the five common mistakes equity holders make. Pair with concentration_analyze. MIME type: text/markdown
- https://optionsahoy.com/learn/zero-cost-collars - How a protective put or zero-cost collar truncates single-stock downside, what the protection actually costs in dollars and forgone upside, and seven common mistakes. Pair with protective_put_price. MIME type: text/markdown
- https://optionsahoy.com/learn/qsbs - How Section 1202 zeros out federal capital gains tax on $10-15M of stock gain, the eight statutory tests, the OBBBA 2026 tiered exclusion, and five common disqualification traps. Pair with qsbs_check. MIME type: text/markdown

## Prompts
- optimize-iso-exercise - Plan a multi-year Incentive Stock Option (ISO) exercise schedule that minimizes federal and state Alternative Minimum Tax with credit recovery. Uses the amt_iso_optimize tool. Arguments: shares, strike, fmv, state, ordinaryIncome
- analyze-nso-decision - Compare sell-at-exercise vs hold-for-long-term-capital-gains on a non-qualified stock option (NSO) exercise, including federal, state, and FICA. Uses the nso_calculate tool. Arguments: shares, strike, currentPrice, holdYears, state
- analyze-rsu-vest - Compare sell-at-vest vs hold-for-LTCG on a Restricted Stock Unit (RSU) vest, accounting for the 22% employer withholding gap and concentration risk. Uses the rsu_sell_vs_hold tool. Arguments: shares, currentPrice, holdYears, state
- analyze-concentration - Score single-stock concentration risk and produce a sell-down vs hold vs hedge schedule with multi-year tax math. Uses the concentration_analyze tool. Arguments: positionValue, costBasis, totalAssets, sector, state
- price-protective-put - Price a protective put or zero-cost collar on a single-stock position using Black-Scholes against a daily-refreshed implied-volatility surface. Uses the protective_put_price tool. Arguments: positionValue, protectionLevel, tenorYears, sector
- check-qsbs-eligibility - Check Section 1202 Qualified Small Business Stock (QSBS) qualification against the eight statutory tests and compute the OBBBA 2026 tiered exclusion. Uses the qsbs_check tool. Arguments: acquisitionDate, saleDate, expectedGain, industry, state

## Metadata
- Owner: io.github.AlvisoOculus
- Version: 1.0.0
- Runtime: Streamable Http
- Transports: HTTP
- License: Not captured
- Language: Not captured
- Stars: Not captured
- Updated: May 26, 2026
- Source: https://registry.modelcontextprotocol.io