Model Context ProtocolPublic · read-only
The OptimistFi MCP server.
The judgment layer for AI investing. Point any MCP client at one endpoint — no key — and it reasons about US stocks the way an analyst does: from a dated, sourced investment thesis, not a pile of raw numbers.
https://mcp.optimistfi.com/mcp- 15intent-level tools, read-only
- 6,100+US companies with a live thesis
- SECbehind every claim it returns
- $0no key, no sign-up
Layer 5 · Judgment
The judgment layer, not another data feed.
Prices, filings and fundamentals are a commodity — every assistant can already pull them. What it can't pull is judgment: whether a company is worth owning, and why. OptimistFi is that layer. On top of the data sits a dated investment thesis for every US stock — what has to be true for the case to work, whether the evidence still supports it, and what would break it.
- A thesis, not a dumpA standing case with testable claims and a verdict — Holding, Strengthening, or Weakening.
- Every claim is sourcedGrounded in primary SEC filings and returned with the citation. No unsourced opinion.
- It flags what breaksThesis-break signals fire when the fundamentals move against a claim — not when the price does.
- 05Judgmentthe thesis — what must be true, and whether it holds
- 04Signalswhat changed · thesis breaks
- 03Patternssetups · base rates · backtests
- 02Analysisfundamentals · growth · valuation
- 01DataSEC filings · prices · congress
What comes back
One question. A sourced verdict.
An assistant calls a single intent-level tool and gets a reasoned, cited case back — the same surface a reader sees on optimistfi.com. This is a real thesis, condensed.
Does the NVIDIA thesis still hold?
Holding 4 of 5 claims still supported
NVIDIA turns a growing wave of AI-datacenter demand into very high-margin profit — its accelerators and software stack are the default for training and inference at scale.
- Ecosystem lock-in turns AI demand into repeat GPU buysSupported
- Pricing power keeps gross margin very highSupported
- Margin leverage from product leadershipMixed
Breaks if hyperscalers move large training workloads to custom accelerators at scale.
Source · NVIDIA FY26 10-K, SEC
Connect
Point any MCP client at the endpoint.
The server is open — no token, no sign-up. Add it as a connector, or drop the block into a client's config file. Step-by-step for each client is in the docs.
- ClaudeOptimistFi is in Claude's connectors directory: open the listing and connect, or search for it under Customize → Connectors. It works in claude.ai, Claude Desktop, the mobile apps and Claude Code.
- Cursor & other clientsAny client that reads an MCP config file takes the block on the right. No
Authorizationheader is required. - ChatGPT & CodexAdd
https://mcp.optimistfi.com/mcpas a custom MCP server / connector in the client's tools settings.
{
"mcpServers": {
"optimistfi": {
"url": "https://mcp.optimistfi.com/mcp"
}
}
}Tools
A compact set of intent-level tools.
Read-only, and every one returns sourced evidence rather than opinion. The thesis tools reason about a company; the evidence tools back a specific claim; the perps tools read perpetual futures across venues.
The thesis 6
answerA thesis-aware answer to a financial question — the fact, the evidence behind it, and which assumptions it moves.get_thesisThe standing case: the thesis, its testable claims, the condition that breaks each, the bear case, and whether it still holds.what_changedThe developments since a user last looked, filtered to the ones that actually move the company's story.get_thesis_impactHow one specific development strengthens or weakens the standing case.get_track_recordThe dated history of thesis calls on a company, and how they held up.compareTwo or more companies side by side on the dimensions the thesis turns on.
The evidence 6
resolve_entityMap a name or ticker to the right company before anything else runs.get_filingsRecent SEC filings and the material events inside them.get_calendarUpcoming dated events — earnings and other scheduled points where the case gets fresh evidence.get_capital_returnsBuybacks and dividends.get_insider_tradesInsider transactions, on the record.get_congress_tradesCongressional trading activity.
Perps 5
get_perpsOne perpetual futures market across 39 venues: price and premium to the stock or index, open interest, funding, max leverage, liquidation levels, whale trades and big-account positioning.get_perps_marketPerps ranked across every market we read: trending, movers, funding, funding gaps between venues, premium, open interest, liquidations, whale trades, new listings, big-account lean, leverage tiers and position builds.get_perps_historyOne perps market over time: price, open interest, funding, taker buying and selling, and big accounts' positions with their profit and loss.get_perps_deskThe perps desk's published stories with their sources, the traders it follows with their checked calls, and the wallets it has covered.get_prop_firmsPerps prop firms' rules, each from the firm's own pages: drawdowns, profit split, payouts, leverage caps and the rule changes since.
The full endpoint spec, the response contract, and JSON-RPC examples are in the connector documentation.
Try it
Ask your assistant.
Once connected, each of these routes to the tool that answers it:
- What's the investment thesis for NVDA, and does it still hold?
- What changed for Palantir since last quarter that matters to the case?
- Compare AMD and NVDA on the dimensions the thesis turns on.
- Show the recent SEC filings and material events for Eli Lilly.
- Where is BTC funding cheapest to go long, and which venue pays the most to go short?
- Are whales adding to their SOL perp positions this week?
Terms
Research and evidence, not advice.
The connector returns dated research and sourced evidence, executes no trades, and gives no personalized investment advice. See our methodology, editorial standards, and disclosures. Building a partner integration? Reach us at partners@optimistfi.com.