crewai-optionsahoy 0.1.0

CrewAI tools for the OptionsAhoy equity-compensation calculators.

crewai-optionsahoy

CrewAI tools for the OptionsAhoy equity-compensation calculators. Each tool is a crewai.tools.BaseTool with a pydantic args_schema mirroring an OptionsAhoy REST endpoint, built on top of the keyless optionsahoy client. No application programming interface (API) key is required.

Covered calculators: incentive stock option (ISO) / alternative minimum tax (AMT) optimizer, non-qualified stock options (NSO), restricted stock units (RSU) sell-versus-hold, single-stock concentration, protective put hedge pricing, qualified small business stock (QSBS), and funding a cash goal from equity.

Install

From this repository, install both packages editable:

pip install -e integrations/python/optionsahoy
pip install -e integrations/python/crewai-optionsahoy

Usage

from crewai import Agent
from crewai_optionsahoy import get_optionsahoy_tools

tools = get_optionsahoy_tools()  # one BaseTool per endpoint

# Hand to a CrewAI agent:
#   agent = Agent(role="Equity advisor", goal="...", backstory="...", tools=tools)
# or run a tool directly:
qsbs = next(t for t in tools if t.name == "optionsahoy_qsbs_check")
result = qsbs.run(
    acquisitionDate="2018-01-01",
    saleDate="2026-02-01",
    entityType="us-c-corp",
    acquisitionMethod="original-issuance",
    assetCategory="under-50m",
    industry="tech-software",
    activeBusiness="yes",
    adjustedBasis=10000,
    expectedGain=2000000,
    stateCode="CA",
    ordinaryIncome=250000,
    filingStatus="single",
)
print(result)

Pass your own configured client with get_optionsahoy_tools(client=OptionsAhoyClient(...)).