optionsahoy-mcp

What it does

optionsahoy-mcp is a specialized financial optimization tool designed to help individuals and financial advisors navigate complex equity compensation tax scenarios. It handles multiple equity compensation types including Incentive Stock Options (ISOs), Non-Qualified Stock Options (NSOs), Restricted Stock Units (RSUs), and Qualified Small Business Stock (QSBS) with comprehensive tax code coverage across all US jurisdictions.

Key Features

• Multi-type equity compensation analysis (ISO, NSO, RSU, QSBS)
• Federal and 50-state + DC tax code integration
• Multi-year tax planning horizons
• Concentration risk assessment and management
• Hedging strategy optimization
• Available as MCP server and REST API
• Integration with Claude and other AI models via Model Context Protocol

How to set up

The tool is available as both an MCP server for direct Claude integration and a REST API. For MCP server setup: Install via your MCP server manager, configure with your tax jurisdiction settings, and connect to Claude or compatible AI clients. For REST API usage: Deploy the server instance, obtain API credentials, and make HTTP requests with equity compensation parameters to receive optimized tax strategies and recommendations.