options-trader-x-mcp 0.2.0

MCP server for Options Trader X — options screening, portfolio analytics, and strategy comparison via Claude Desktop

Options Trader X MCP Server

MCP server for Options Trader X — 20 tools and 2 resources for options screening, chain browsing, trade finding, portfolio management, and market data. Connect Claude Desktop, Cursor, or any MCP-compatible AI assistant.

Tools (20)

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)
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_earnings	Get earnings data or upcoming earnings calendar. 5-level fallback chain for reliable data.
Portfolio	get_portfolio	Get portfolio details, metrics, open trades, positions, and spreads
Portfolio	get_positions	Get stock positions (shares held)
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

Resources (2)

• otx://watchlists — List all watchlists and tickers
• otx://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 options-trader-x-mcp
3. Set environment variables and add to Claude Desktop config

See the full setup guide at /docs/mcp-setup on the Options Trader X website.