AI Assistant: Claude, ChatGPT, Perplexity & Grok Integration

Last reviewed: May 17, 2026 by Options Analysis Suite Research.

A comprehensive AI layer built into the platform with four ways to access it. The Claude integration, ChatGPT integration, Perplexity integration, and Grok integration are available now for Professional subscribers, offering 32 tools, personalized trade recommendations, and direct access to your analysis data. The in-platform assistant (BYOK) is coming soon and will let you use any AI provider directly within the platform's side panel.

In-Platform Assistant

A side panel with three tabs: Chat, Data, and History. The assistant automatically sees whatever page you're on and pulls in relevant data to answer your questions.

• Chat: Conversational interface. Ask things like "why is Heston pricing this 48% lower than Black-Scholes?", "what's the short interest trend for GME?", or "how has my portfolio risk changed this week?"
• Data: Live inventory of all your locally stored analysis data, including record counts by category, symbols analyzed, date ranges, and storage usage. Export in three formats (text, JSON, CSV) with optional symbol and date filtering.
• History: Full conversation history with search. Resume any previous conversation or start fresh.
• File Upload: Upload CSV or JSON datasets (up to 5MB) and ask the AI to analyze them alongside your platform data.
• Smart Queries: Natural language questions with numeric filters like "show me all analyses where delta was above 0.5 in the last 30 days".
• Layout Modes: Overlay mode (floats over the page) or push mode (page content shifts to make room).

The assistant automatically accumulates your analysis data over time. The more you use the platform, the richer the context it has to work with. It also fetches 20+ market data sources on demand based on your question, including IV history, earnings, short interest, dark pool data, fundamentals, and more.

In addition to user-generated data, the platform provides server-side context for all users: end-of-day and intraday market regime scans across 124 symbols with stress scoring and regime classification, all 6 Greek exposure snapshots (gamma, delta, vega, vanna, charm, vomma) with dealer positioning, key gamma levels, and flip-point regime detection. Intraday scans run at 9:45 AM, 11:00 AM, 1:00 PM, 2:30 PM, and 3:45 PM ET, all computed automatically and available to the AI assistant without any user action required.

Example Questions You Can Ask

• "According to my Variance Gamma and Black-Scholes calculations for GOOG, what do the Greeks say I'll lose on my position over the weekend?"
• "Compare my Heston vs SABR calibrations for SPY: which model fits the current skew better and what does that imply for my put spreads?"
• "My portfolio delta is showing +450. Given the current market regime and META earnings next week, should I hedge? What structure would you recommend?"
• "Look at my GEX analysis for TSLA. Where are the key gamma walls and what happens to my position if we break through the put wall?"
• "Show me all my analyses where volatility was above 40% in the last two weeks. Were any of those good short vol entries?"
• "What's the theta decay on my NVDA straddle through the weekend and into Monday's economic data releases?"
• "Compare the dark pool activity and short interest trend for AMD. Is institutional flow confirming or contradicting the bullish options skew?"
• "Based on my risk metrics and current VaR, how much would a 2008-style stress event impact my portfolio?"

Claude Desktop Extension (32 Tools)

A dedicated extension for Anthropic's Claude Desktop app that gives Claude direct, tool-level access to your analysis data and market research. No API key needed; it works with any Claude Desktop installation (requires a Pro subscription on our platform). Install the extension, enter your platform credentials (stored securely in your OS keychain), and Claude can access the full set of analytics, screening, and market-data tools.

Perplexity Integration (32 Tools)

The same 32 tools are also available in Perplexity, both the desktop app and web browser, via Streamable HTTP MCP. Combine Perplexity's real-time search capabilities with your options analysis data for research-driven trade analysis. Connect from Perplexity's Settings then MCP Connectors using your platform credentials. Requires a Pro subscription on our platform.

ChatGPT Integration (32 Tools)

The same 32 tools are available in ChatGPT via OAuth-authenticated MCP. Connect from ChatGPT's developer mode settings using your Options Analysis Suite credentials. ChatGPT will redirect you to our secure login page to authorize access. Works in ChatGPT's web app and desktop app. Requires a Pro subscription on our platform.

Grok Integration (32 Tools)

The same 32 tools are available in Grok via OAuth-authenticated MCP. Add a custom connector from Grok's Connectors menu using your Options Analysis Suite credentials; Grok will redirect you to our secure login page to authorize access. Requires a Pro subscription on our platform.

Setting Up the AI Integrations

All five integration paths require an active Professional subscription. After subscribing, sign in and open Account then AI Settings for the canonical copy of these steps, plus the Claude Desktop extension download button.

Claude Desktop (.mcpb extension)

1. Download and install Claude Desktop for free from claude.ai/download (Claude Pro subscription required).
2. From Account then AI Settings, click Download Extension to save options-analysis-suite.mcpb.
3. In Claude Desktop, go to Settings then Extensions then Install Extension and select the downloaded file.
4. Enter your Options Analysis Suite email and password when prompted. Credentials are stored in your operating-system keychain.
5. Enable Data Sync in Account then AI Settings so Claude can access your personal analysis data.
6. Start a conversation and ask Claude for trade analysis, portfolio review, or market research. The 32 tools are now available.

Claude Web (remote MCP connector)

1. Open Claude at claude.ai (Claude Pro subscription required).
2. Click your profile icon in the bottom-left, then go to Settings then Integrations.
3. Under MCP Connectors, click Add custom connector.
4. Set Name to Options Analysis Suite.
5. Set URL to https://mcp.optionsanalysissuite.com/mcp.
6. Leave OAuth Client ID and OAuth Client Secret empty.
7. Click Add. When prompted, sign in with your Options Analysis Suite email and password to authorize.
8. Enable Data Sync in Account then AI Settings for personal-data access.

ChatGPT (Developer Mode)

1. Open ChatGPT (web app or desktop app).
2. Go to Settings then Developer Mode, enable it, then go to Apps.
3. Click Create and enter Options Analysis Suite as the name.
4. Set MCP Server URL to https://mcp.optionsanalysissuite.com/mcp.
5. Set Authentication to OAuth. Leave the Client ID and Client Secret fields empty; the server uses Dynamic Client Registration, so ChatGPT will register automatically.
6. Click Create. When prompted, sign in with your Options Analysis Suite email and password to authorize.

Perplexity (Settings then MCP Connectors)

1. Open Perplexity (desktop app or web browser).
2. Go to Settings then MCP Connectors then Add Custom Connector.
3. Set Name to Options Analysis Suite.
4. Set MCP server URL to https://mcp.optionsanalysissuite.com/mcp.
5. Set Authentication to API Key.
6. For the API key, encode your credentials as base64. In a terminal, run: echo -n "your-email:your-password" | base64.
7. Set Transport to Streamable HTTP.
8. Click Add. Enable the connector from your Connectors list, then select it as a source when starting a new thread.

Grok (Connectors then New Connector then Custom Connector)

1. Open Grok at grok.com.
2. Go to Connectors then New Connector then Custom Connector.
3. Set Name to Options Analysis Suite.
4. Set the MCP server URL to https://mcp.optionsanalysissuite.com/mcp.
5. Save the connector. When prompted, sign in with your Options Analysis Suite email and password to authorize.
6. Enable Data Sync in Account then AI Settings for personal-data access.

Enabling Personal Data Sync (optional)

Six of the 32 tools read from your synced account data: pricing analyses, FFT scans, AI Compute Suite runs, GEX snapshots, portfolio snapshots, risk snapshots, and analysis rollups. Toggle Enable Data Sync on the AI Settings page; future analyses, scans, and snapshots you run in the platform 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 still work normally and the integration remains useful for live market context.

Tool Coverage Across Integrations

• Your Synced Data (6 tools): Pricing model history, FFT scanner results, AI Compute Suite runs, GEX snapshots, portfolio snapshots, risk snapshots, analysis rollups, and filtered analysis queries.
• Market & Research (25 tools): Volatility history and surfaces, Greeks history, options analytics history, options chains, stock prices, a unified regime tool with market / per-symbol / intraday scopes (authoritative Greek exposures: net gamma/delta/vega/vanna/charm/vomma, walls, gamma flip live here), a unified options screener (16 screens including most-active, unusual, highest IV rank, highest open interest, gamma/delta/vega exposure leaders, VRP, max pain, term-structure backwardation, put skew, model divergence, regime stress, pre-earnings IV, day-over-day change leaderboards, and call/put unusual-activity splits) plus market-wide trends and earnings-calendar, company profiles, fundamentals, earnings, analyst data, news, insider and activist filings, SEC 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 tool (economic / IPO / dividend / split), trading halts, and a unified Treasury rates tool (benchmark + curve).
• Platform Context (1 tool): Background knowledge about pricing models, Greeks definitions, and data sources so the AI interprets your results accurately.

How It Works in Practice

You're running an FFT mispricing scan across your portfolio tickers. On another tab, you've got the GEX chart open for SPY and you're watching dealer positioning shift. You run a Heston calibration on NVDA and the model says calls are 12% cheap relative to the surface. Your portfolio is long delta and you're not sure if you should hedge or press.

Ask the AI: "Based on my current positions and risk profile, what should I do about NVDA?"

It already knows. It pulls your portfolio snapshot, every position, every Greek, your net delta and gamma exposure. It sees the FFT scan flagging NVDA calls as underpriced. It checks your risk analysis: your VaR, your beta exposure, your stress test results. It reads the market regime score and sees we're in a normal environment. It pulls NVDA's IV percentile, the earnings date, analyst consensus, insider activity, and short interest.

Then it gives you a specific trade: "Sell the April 185 put to fund the April 195/210 call spread. Your FFT scan confirms the calls are cheap, your portfolio needs more upside exposure, and earnings are 3 weeks out so you'll capture the IV crush on the short put." That is a copilot grounded in your data, not generic chatbot output.

No copy-pasting data between tabs. No explaining your portfolio to the AI. No context-switching. Every calculation you've run, every snapshot you've taken, every risk metric you've computed: the AI sees it all, in real time, and gives you actionable analysis grounded in your actual data.

Data and Privacy

The in-platform assistant stores data locally in your browser. The AI integrations sync your analysis data to the server only when you explicitly enable it in Account Settings. All integrations are read-only; they never modify your account or analysis data. Configure data retention (default 90 days) and manage sync settings from the AI Settings page.

This page is part of the Options Analysis Suite features overview. Browse the full documentation.