MCP Server
Options Analytics as Native AI Tools
The Model Context Protocol (MCP) server gives ChatGPT, Claude, Perplexity, and Grok direct access to 32 options analytics tools: pricing models, Greeks, dealer flow, screeners, market regime, and the full market and regulatory data layer. Included with a Pro subscription. No API key required; sign in with your Options Analysis Suite credentials. See the AI Assistant feature documentation for the full tool inventory, example questions, and the in-platform assistant overview.
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What is MCP?
Model Context Protocol is an open standard published by Anthropic in late 2024 that lets AI assistants connect to external data sources and tools through a uniform interface. Instead of every integration being custom (plugin APIs, function-calling schemas, retrieval pipelines), MCP defines one wire protocol for tool discovery, tool execution, and context exchange. Servers like the OAS MCP advertise their capabilities once; supported clients can call them.
Practically: instead of an LLM guessing options-pricing answers from training data, it queries the OAS engine in real time and gets the same authoritative numbers the web app shows.
32 tools across three categories
Every analytic in the webapp is exposed through MCP tools the AI can call. The assistant reads the full data layer and reasons over it in seconds, instead of you clicking through every chart.
- Market and research (25 tools). Pricing-model history across the 17 engines (Black-Scholes, Heston, SABR, Variance Gamma, Jump Diffusion, Local Volatility, Monte Carlo, FFT, PDE, Binomial CRR, plus 7 exotic engines: Asian, Barrier, Lookback, Digital, Compound, Chooser, Multi-Asset), full 17-Greek output, IV surfaces and history, options chains, stock prices, a unified regime tool with market/per-symbol/intraday scopes (net gamma/delta/vega/vanna/charm/vomma exposures, walls, gamma flip), a unified options screener covering 16 screens (most-active, unusual, highest IV rank, exposure leaders, VRP, max pain, term-structure backwardation, put skew, model divergence, regime stress, pre-earnings IV, day-over-day leaderboards, call/put unusual splits), market-wide trends, earnings calendars, company profiles, fundamentals, analyst data, news, insider and activist filings, SEC EDGAR filings, dark pool data, a unified FINRA short-side tool (daily volume + biweekly interest), fail-to-deliver, threshold-list history, dividends, stock splits, a unified market calendar (economic, IPO, dividend, split), trading halts, and a unified Treasury rates tool (benchmark + curve).
- Your synced data (6 tools). Pricing-model run history, FFT scanner results, AI Compute Suite runs, GEX snapshots, portfolio snapshots, risk snapshots, analysis rollups, and filtered analysis queries. Available when Data Sync is enabled in Account then AI Settings.
- Platform context (1 tool). Background knowledge about pricing models, Greek definitions, and data sources so the AI interprets your results accurately rather than reasoning from generic training data.
See the AI assistant feature page for the full per-tool inventory and example questions.
Setup: Claude Desktop (.mcpb extension)
The simplest path for Claude users: download the packaged extension and install it in one click.
- Download and install Claude Desktop for free from claude.ai/download (Claude Pro subscription required separately for Claude).
- From Account then AI Settings, click Download Extension to save
options-analysis-suite.mcpb. - In Claude Desktop, go to Settings then Extensions then Install Extension and select the downloaded file.
- Enter your Options Analysis Suite email and password when prompted. Credentials are stored in your operating-system keychain.
- Optional: enable Data Sync in AI Settings so Claude can access your personal analysis data via the 6 synced-data tools.
Setup: Claude Web (remote MCP connector)
No download required; works in any browser at claude.ai.
- Open Claude at claude.ai (Claude Pro subscription required).
- Click your profile icon in the bottom-left, then go to Settings then Integrations.
- Under MCP Connectors, click Add custom connector.
- Set Name to
Options Analysis Suite. - Set URL to
https://mcp.optionsanalysissuite.com/mcp. - Leave OAuth Client ID and OAuth Client Secret empty.
- Click Add. When prompted, sign in with your Options Analysis Suite email and password to authorize.
Setup: ChatGPT (Developer Mode)
OAuth with Dynamic Client Registration; works in ChatGPT's web app and desktop app.
- Open ChatGPT (web app or desktop app).
- Go to Settings then Developer Mode, enable it, then go to Apps.
- Click Create and enter
Options Analysis Suiteas the name. - Set MCP Server URL to
https://mcp.optionsanalysissuite.com/mcp. - Set Authentication to OAuth. Leave the Client ID and Client Secret fields empty; the server uses Dynamic Client Registration, so ChatGPT registers itself automatically.
- Click Create. When prompted, sign in with your Options Analysis Suite email and password to authorize.
Setup: Perplexity (Streamable HTTP)
Perplexity uses an API-key authentication shape; encode your credentials as base64.
- Open Perplexity (desktop app or web browser).
- Go to Settings then MCP Connectors then Add Custom Connector.
- Set Name to
Options Analysis Suite. - Set MCP server URL to
https://mcp.optionsanalysissuite.com/mcp. - Set Authentication to API Key.
- In a terminal, encode your credentials:
echo -n "your-email:your-password" | base64. Paste the resulting string as the API key. - Set Transport to Streamable HTTP.
- Click Add. Enable the connector from your Connectors list, then select it as a source when starting a new thread.
Setup: Grok (Custom Connector)
OAuth flow; same pattern as Claude Web and ChatGPT.
- Open Grok at grok.com.
- Go to Connectors then New Connector then Custom Connector.
- Set Name to
Options Analysis Suite. - Set the MCP server URL to
https://mcp.optionsanalysissuite.com/mcp. - Save the connector. When prompted, sign in with your Options Analysis Suite email and password to authorize.
- Optional: enable Data Sync in AI Settings for access to the 6 synced-data tools.
Enabling personal data sync (optional)
Six of the 32 tools read from your synced account data; the other 26 work without sync. Pricing analyses, FFT scans, AI Compute Suite runs, GEX snapshots, portfolio snapshots, risk snapshots, and analysis rollups are all sync-gated. Toggle Enable Data Sync on the AI Settings page and future analyses, scans, and snapshots become available to the AI automatically. Sync is opt-in and can be disabled at any time. Without sync, the 25 market-and-research tools and the platform-context tool still work normally.
Why MCP matters for options analytics
Options pricing is a domain where LLMs routinely guess wrong from training data. Asking ChatGPT for "the gamma exposure on SPY" without an MCP tool produces an authoritative-sounding number with no actual source, and the answer is usually stale, sometimes by months. With MCP, the same question routes through OAS and returns the real number the webapp's GEX page renders. The AI gets to be useful for live options analysis instead of being confidently wrong.
The deeper value: AI assistants can now reason over OAS data the way a quant would. Show me the tickers where dealer gamma is concentrated below current spot. Find names with steep put skew and IV rank above 70. Compare 30-day calibrated Heston vol with realized vol across my watchlist. Each one is minutes of manual chart-clicking, answered in seconds by an assistant that can read the full analytics surface.
Authentication and pricing
The MCP server is included with a Pro (Professional) subscription, which includes a 14-day free trial. The MCP server is not gated to the separate API tier; any Pro subscriber can connect Claude, ChatGPT, Perplexity, or Grok. Authentication is your Options Analysis Suite email and password: OAuth for Claude (Desktop and Web), ChatGPT, and Grok; a base64-encoded email:password string for Perplexity's API-key field. No separate API key is issued. End-of-day market data is included; real-time data requires a free BYOK broker integration (Tradier, tastytrade, or Public).
Open development
The MCP server has two repositories: the canonical version lives in the OAS monorepo (private) and is deployed alongside the API; a public mirror on GitHub at Options-Analysis-Suite/options-analysis-suite-mcp tracks the same source for transparency and so users can inspect the tool definitions, audit the wire protocol, and propose changes via issues and pull requests.