OptimistFi MCP server

• answerFree

  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.

• compareFree

  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).

• get_calendarFree

  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.

• get_capital_returnsFree

  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.

• get_congress_tradesFree

  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.

• get_filingsFree

  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.

• get_insider_tradesFree

  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.

• get_perpsFree

  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.

• get_perps_deskFree

  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.

• get_perps_historyFree

  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.

• get_perps_marketFree

  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.

• get_prop_firmsFree

  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.

• get_thesisFree

  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.

• get_thesis_impactFree

  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.

• get_track_recordFree

  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.

• resolve_entityFree

  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_changedFree

  What 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.

• –Code scanremote-only server, no package to scann/a
• Live reliabilityremote reachable in 3022ms17/20
• Tool poisoning17 tool descriptions checked15/15
• Auth qualityopen endpoint, read-only tools10/15
• Maintenancelast push 8 days ago15/15
• Maintainer identityregistry namespace matches repository owner; website matches verified namespace9/10

Safety score

88/100

higher than 75% of 48,255 servers

Tools

17

the typical server has 7

Tools that change things

0%

typical: 0%. Fewer write tools means less an agent can break

Uptime

93%

of our recent checks; the typical remote server answers 100%

Response time

235 ms

faster than 58% of 30,031 servers

OptimistFi: common questions

Is OptimistFi MCP server safe?

Yes, by our scan: it is graded A (88/100). Read the OptimistFi safety report

How do I install OptimistFi?

It runs remotely at mcp.optimistfi.com. Add it to Claude Code, Cursor, VS Code or Claude Desktop with the snippets above, or call it through the mcp.market gateway without installing anything.

Does OptimistFi need an API key?

Not as far as the registry entry and our scan can tell: no credentials are declared or required.

Is OptimistFi maintained?

The last commit was 16 days ago (2026-10-19). The latest release is v1.30.1.

Is OptimistFi up?

93% of our last 28 checks got an answer. We check remote servers about four times a day.

What can I use instead of OptimistFi?

Servers from other publishers that do the same job: CCXT MCP server.

How does OptimistFi compare with other MCP servers?

safety score 88/100 (higher than 75% of 48,255 servers); tools 17 (the typical server has 7); tools that change things 0% (typical: 0%. Fewer write tools means less an agent can break). Full comparison.