What is the OptimistFi remote MCP server?
The OptimistFi remote MCP server is a hosted Model Context Protocol endpoint at https://mcp.optimistfi.com/mcp, so AI assistants can connect to it without installing or running anything locally.
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OptimistFi MCP ServerVerifiedFeatured
@OptimistFi
Basic information
About OptimistFi MCP Server
OptimistFi is a remote MCP server available at https://mcp.optimistfi.com.
Connection details
https://mcp.optimistfi.com/mcpSetup
claude mcp add optimistfi --transport http https://mcp.optimistfi.com/mcpOptimistFi MCP Server tools
17What has happened for a company since a date, read against its case: the latest quarter's earnings, filings and 8-K events, insider trades, capital returns, price move. Use when the user asks: what changed with X; catch me up on X. response_mode=plain for beginners. Not for: the standing case → get_thesis. Args: entity; since.
Resolve a ticker, company name or CIK to the canonical company (name, ticker, CIK, FIGI), confirming which company a name means before other tools run. Use when the user asks: which company is X; what's the ticker for X; is X listed. Args: query.
What is ahead for a company, nearest first: the next earnings date projected from its own filing cadence (held, not rolled, marked overdue when lapsed) and trial readouts. Use when the user asks: when does X report next; what's coming up for X. Not for: past events → get_filings; what the earnings were → answer. Args: entity; types; limit.
How a company returns capital: dividend-rate history with each raise or cut, buyback authorizations beside the cash actually spent, splits and name changes. Forward ex-dates are not served. Use when the user asks: did X raise its dividend; is X buying back stock; has X cut it. Args: entity; kind = dividends | buybacks | actions.
A company's own disclosures: filed 8-K events, its press releases, the text of those 8-Ks, and governance red flags (late filings, auditor changes, selling clusters). Use when the user asks: any red flags at X; what did X announce; latest 8-K from X. Not 10-K/10-Q sections. Args: entity; kind = events | press_releases | event_text | red_flags.
US House stock-trade disclosures (STOCK Act) by ticker or by member, dated by transaction. Use when the user asks: which members of Congress traded X; what did a named member buy; is Congress selling X. Not for: company insiders → get_insider_trades. Args: ticker or member; limit.
A stock's full read in one call: the standing investment case, valuation off its filed financials, and the latest quarter. Use when the user asks: is X a buy; is X cheap; what are X's earnings; how was X's quarter; did X beat. response_mode=plain for beginners. Not for: several companies → compare. Args: entity; response_mode.
One perp market right now, venue by venue: price and premium to the index or stock, open interest, funding, max leverage, liquidation levels, whale trades, positioning; a stock perp's weekend move. Use when the user asks: X funding rate; where do X longs get liquidated. Not for: trends or book depth → get_perps_history. Args: entity.
One perp market over time (1d to 90d): price, open interest, funding, taker buying vs selling, big accounts' net position; plus the latest book depth (±0.5/1/2%) and big accounts' P&L and leverage. Use when the user asks: X funding this week; are whales adding to X; how deep is X's book. Args: entity; window.
Perps prop firms from their own pages: rules, challenge prices and live codes, country, platforms, assets, max allocation; a named firm's on-chain hedge book, reserves or payouts. Use when the user asks: prop firm rules; X discount code; cheapest $50K challenge; can Propr pay. Args: firm; rule; account_usd; country; asset; on_chain; max_price_usd.
OptimistFi's perps desk: stories, traders with checked calls, wallets covered, companies that blocked tokenized trading of their stock, Kalshi's BTC/ETH odds and perp funding. Use when the user asks: perps news on X; is trader Y worth following; Kalshi's BTC odds. Args: view; market; trader; wallet; limit.
Perps market research and sized trade costs. trade/cost: BTC/ETH entry, holding and exit dollars from fresh books. Funding, OI, whales and advanced supplied-data studies. Use when the user asks: what does my position cost; where can I trade 100x. Not for: one market overview → get_perps. Args: view; workflow; parameters; market; venue.
Two or more companies side by side: each one's valuation, investment case, and what supports or challenges it, so the comparison rests on the cases, not just ratios. Use when the user asks: X vs Y; which is the better buy; is X or Y more defensive. response_mode=plain for beginners. Not for: one company → answer. Args: entities (2-5).
OptimistFi's dated track record on a company: each time a filing crossed or held its thesis's break condition. A crossing whose thesis predates the filing is a genuine call, dated before the event. Use when the user asks: has OptimistFi been right on X; did X's thesis break. response_mode=plain for beginners. Args: entity.
The standing investment case for a stock: the thesis, its testable claims with the condition that breaks each, the bear case, catalysts, whether it still holds. Use when the user asks: what's the bull case for X; what would break X's thesis; is X's story holding up. response_mode=plain for beginners. Not for: valuation → answer. Args: entity; view.
One metric's recent quarters read against the investment case: the claim it tests, whether it supports or challenges it, and what it cannot prove. item=earnings covers revenue, profit and EPS. Use when the user asks: what do X's earnings mean for the thesis. response_mode=plain for beginners. Not for: the full read → answer. Args: entity; item.
Form 4 insider transactions for one company, newest first: who, role, code (P buy, S sell, A grant, M exercise, F tax), shares and dollar value. Use when the user asks: are insiders buying X; did X's CEO sell; insider activity at X. Not for: Congress → get_congress_trades. Args: entity; start; end; limit.
Frequently asked questions
How do I connect to the OptimistFi MCP server?
Add the endpoint https://mcp.optimistfi.com/mcp to any MCP-compatible client such as Claude Code, Cursor, or VS Code. The setup snippets on this page configure each client in one step.
Does the OptimistFi MCP server require authentication?
Authentication requirements for OptimistFi have not been confirmed in this listing. Check the provider’s documentation before connecting.
Which transport does the OptimistFi MCP server use?
OptimistFi exposes a Streamable HTTP endpoint, the transport used by remote MCP servers and supported by all major MCP clients.
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