finance MCP Server
Multi-year equity-compensation optimization MCP server + REST API. Six tools (ISO/AMT, NSO, RSU, QSBS, concentration, protective puts). Full federal + 50-state + DC tax code.
Discovered via github-topic:mcp and last synced 3mo ago.
1. Install the package
npm install optionsahoy-mcp
Multi-year Incentive Stock Option (ISO) exercise schedule that minimizes federal and state Alternative Minimum Tax (AMT), with credit recovery across years
Non-qualified Stock Option (NSO) exercise tax + sell-vs-hold-for-LTCG comparison
RSU sell-at-vest vs hold-for-long-term-capital-gains decision
Single-stock concentration risk + sell-down vs hold vs hedge optimization
Section 1202 Qualified Small Business Stock (QSBS) qualification (eight statutory tests, OBBBA 2026 tiered exclusion)
Protective put / zero-cost collar pricing via Black-Scholes against implied volatility from a daily-refreshed option-chain snapshot
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