heyremora 0.5.1

MCP server for Remora — options screening, portfolio analytics, and strategy comparison via Claude Desktop

Remora MCP Server

MCP server for Remora — 30 tools and 2 resources for options screening, chain browsing, trade finding, portfolio management, analytics, and market data. Connect Claude Desktop, Cursor, or any MCP-compatible AI assistant.

Tools (30)

Category	Tool	Description
Screening	screen_csp	Screen for cash-secured puts
Screening	screen_cc	Screen for covered calls
Screening	screen_credit_spreads	Screen for credit spreads (bull put / bear call)
Screening	screen_long_calls	Screen for long call options
Screening	screen_long_puts	Screen for long put options
Screening	screen_debit_spreads	Screen for debit spreads (bull call / bear put)
Screening	list_saved_screeners	List your saved screener configs and their filter settings
Trade Finding	find_trades	Find best strategies for a ticker given thesis, goal, and capital. Progressive fallback — never returns empty.
Trade Finding	compare_strategies	Compare CSP vs LEAP strategies side-by-side
Market Data	get_chain	Browse raw options chain for a ticker with filtering by expiration, type, volume, and open interest
Market Data	get_option_quote	Get detailed quote for a single option contract — pricing, greeks, activity, valuation, probabilities
Market Data	get_iv_rank	Get IV rank and IV percentile for any ticker
Market Data	get_technicals	Get trend, 50/200-day MAs, 13-week range, and support/resistance levels
Market Data	get_earnings	Get earnings data or upcoming earnings calendar. 5-level fallback chain for reliable data.
Market Data	get_unusual_activity	Options flow — where big premium is moving, by ticker or market-wide
Market Data	scan_stocks	Scan stocks by IV rank, valuation, market cap, dividend, sector, signal, and earnings proximity
Portfolio	list_portfolios	List your portfolios with their IDs (discovery for the tools below)
Portfolio	get_portfolio	Get portfolio details, metrics, open trades, positions, and spreads
Portfolio	get_positions	Get stock positions (shares held)
Portfolio	get_portfolio_analytics	Track-record analytics — win rate, avg P&L, and what entry conditions are working
Portfolio	get_morning_briefing	Daily snapshot — open positions, unrealized P&L, expirations, and action items
Portfolio	add_trade	Add a trade (BUY/SELL, PUT/CALL)
Portfolio	close_trade	Close a trade with exit price
Portfolio	add_spread	Add a spread (12 types supported)
Portfolio	close_spread	Close a spread with exit price
Portfolio	add_position	Add a stock position
Portfolio	refresh_prices	Refresh live market prices
Strategy	analyze_strategy	Payoff analysis for any multi-leg strategy — max gain/loss, breakevens, net debit/credit, strategy name
Screening	save_screener_config	Save the current screener filter set as a named preset
Portfolio	get_trade_dna	Your trading-style profile from closed trades — sweet-spot delta/DTE/IV and best underlyings

Example prompts

• "What should I look at today?" → list_portfolios, then get_morning_briefing(portfolio_id)
• "Build a bull put spread on AAPL at 180/175 for Jul 17 and show me the payoff" → analyze_strategy(legs=[...])
• "Screen for CSPs the way I usually trade" → get_trade_dna(), then screen_csp with the sweet-spot delta/DTE
• "Save this screen as 'weekly income'" → save_screener_config(name, config)

Resources (2)

• remora://watchlists — List all watchlists and tickers
• remora://watchlist/{id} — Get a specific watchlist

Key Features

• Filter rejection summaries — Screeners explain WHY contracts were filtered out when results are empty
• Progressive fallback — find_trades widens DTE, tries all defined-risk strategies, and returns diagnostics with suggestions
• 5-level earnings fallback — get_earnings chains multiple data sources for reliable coverage
• Staleness timestamps — All read tools show when data was last retrieved

Setup

1. Generate an API key at your account page (Pro subscription required)
2. Install: pip install heyremora
3. Set environment variables (REMORA_API_KEY, REMORA_API_URL) and add to Claude Desktop config

See the full setup guide at /docs/mcp-setup on the Remora website.